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Markel Group
MKL

Overview Fund Activity

733 hedge funds and large institutions have $15B invested in Markel Group in 2023 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 243 increasing their positions, 235 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+36
Holders Change %
+5.16%
% of All Funds
11.69%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.56%
New
85
Increased
243
Reduced
235
Closed
43
Calls
$87.6M
Puts
$45.2M
Net Calls
+$42.4M
Net Calls Change
+$38.3M

Top Buyers

1
First Manhattan
First Manhattan
New York
+$78.3M
2
Invesco
Invesco
Georgia
+$53.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$37.1M
5
Morgan Stanley
Morgan Stanley
New York
+$24.4M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$461M
2
MVIP
Mar Vista Investment Partners
California
-$43.6M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$24M
4
Jennison Associates
Jennison Associates
New York
-$23.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
551
Hilltop Holdings
Texas
$300K -$14.7K -10 -5%
Point72 Asset Management
552
Point72 Asset Management
Connecticut
$299K +$258K +175 +625%
MA
553
MCF Advisors
Kentucky
$294K -$81K -55 -22%
API
554
Advisor Partners II
California
$294K +$66.3K +45 +29%
MF
555
Magnetar Financial
Illinois
$293K +$293K +199 New
ECM
556
Evergreen Capital Management
Washington
$290K – – –
CCG
557
Cypress Capital Group
Florida
$290K +$5.89K +4 +2%
SS
558
Sunbelt Securities
Texas
$289K +$280K +190 +3,167%
LIM
559
Leavell Investment Management
Alabama
$286K +$2.95K +2 +1%
HWA
560
Heartwood Wealth Advisors
Virginia
$286K +$16.2K +11 +6%
GSC
561
Ground Swell Capital
South Carolina
$286K +$286K +194 New
GT
562
Greenleaf Trust
Michigan
$281K -$8.84K -6 -3%
NQWM
563
Northwest Quadrant Wealth Management
Oregon
$281K – – –
RFA
564
Resurgent Financial Advisors
Georgia
$280K -$16.2K -11 -5%
WA
565
Wealthstar Advisors
Texas
$280K +$280K +190 New
FMAEN1
566
Fund Management at Engine No 1
California
$278K +$22.1K +15 +9%
DWP
567
Daymark Wealth Partners
Ohio
$275K +$7.36K +5 +3%
OFP
568
OLIO Financial Planning
Virginia
$275K +$275K +187 New
ET
569
Equitable Trust
Tennessee
$271K – – –
GCP
570
GSA Capital Partners
United Kingdom
$268K +$268K +182 New
Fifth Third Bancorp
571
Fifth Third Bancorp
Ohio
$267K – – –
QCM
572
QRG Capital Management
Illinois
$267K +$267K +181 New
AWA
573
Arete Wealth Advisors
Illinois
$265K +$265K +180 New
EIA
574
Edgemoor Investment Advisors
Maryland
$264K – – –
TTWM
575
TCV Trust & Wealth Management
Virginia
$264K – – –
21 22
23
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