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Markel Group
MKL

Overview Fund Activity

697 hedge funds and large institutions have $14.2B invested in Markel Group in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 253 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+25
Holders Change %
+3.72%
% of All Funds
10.99%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.52%
New
68
Increased
188
Reduced
253
Closed
39
Calls
$69.1M
Puts
$65M
Net Calls
+$4.15M
Net Calls Change
-$26M

Top Buyers

1
GHCMRT
1
Graham Holdings Co Master Retirement Trust
Virginia
$80.2M
2
DSA
2
Davis Selected Advisers
Arizona
$367M
3
GLCM
3
Greenlea Lane Capital Management
Connecticut
$33.4M
4
Jennison Associates
4
Jennison Associates
New York
$73M
5
VLKIM
5
Van Lanschot Kempen Investment Management
Netherlands
$69.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$877M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.66B
3
Principal Financial Group
3
Principal Financial Group
Iowa
$791M
4
PCH
4
Polar Capital Holdings
United Kingdom
$140M
5
State Street
5
State Street
Massachusetts
$399M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
551
Dimension Capital Management
Florida
$224K – – –
MW
552
Marcum Wealth
Ohio
$223K +$1.38K +1 +0.6%
HWM
553
HB Wealth Management
Georgia
$223K +$223K +161 New
SPIA
554
Steward Partners Investment Advisory
New York
$217K -$2.77K -2 -1%
WFG
555
Wills Financial Group
Virginia
$217K – – –
ST
556
Somerset Trust
Pennsylvania
$217K – – –
DAS
557
Dynamic Advisor Solutions
Arizona
$217K +$217K +157 New
B
558
Bridgeworth
Alabama
$216K -$13.8K -10 -6%
AF
559
Allworth Financial
California
$214K -$5.53K -4 -3%
BBNA
560
Bremer Bank National Association
Minnesota
$214K +$214K +155 New
API
561
Advisor Partners II
California
$214K +$214K +155 New
Flossbach Von Storch
562
Flossbach Von Storch
Germany
$213K +$213K +154 New
AP
563
Arlington Partners
Alabama
$212K – – –
Pzena Investment Management
564
Pzena Investment Management
New York
$212K +$212K +153 New
DU
565
Delphia (USA)
Ontario, Canada
$207K -$223K -161 -52%
AWM
566
AE Wealth Management
Kansas
$206K +$206K +149 New
NHC
567
Nicholas Hoffman & Company
Georgia
$205K -$20.7K -15 -9%
CFA
568
CWS Financial Advisors
Michigan
$205K +$205K +148 New
SWM
569
Silverlake Wealth Management
Vermont
$205K +$205K +148 New
VIA
570
Vident Investment Advisory
Georgia
$205K -$523K -378 -72%
IIC
571
Ironwood Investment Counsel
Arizona
$202K +$202K +146 New
CCA
572
Checchi Capital Advisers
California
$202K +$202K +146 New
TAM
573
Tucker Asset Management
Colorado
$184K +$4.15K +3 +2%
AIG
574
American International Group
New York
$162K -$45.6K -33 -22%
Lazard Asset Management
575
Lazard Asset Management
New York
$159K – – –
21 22
23
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