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Markel Group
MKL

Overview Fund Activity

727 hedge funds and large institutions have $15.2B invested in Markel Group in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 269 increasing their positions, 236 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
-6
Holders Change %
-0.82%
% of All Funds
10.66%
Holding in Top 10
31
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.43%
% of All Funds
0.45%
New
76
Increased
269
Reduced
236
Closed
74
Calls
$69.6M
Puts
$49.4M
Net Calls
+$20.2M
Net Calls Change
-$22.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$711M
2
BlackRock
BlackRock
New York
+$184M
3
Boston Partners
Boston Partners
Massachusetts
+$178M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$121M
5
Jennison Associates
Jennison Associates
New York
+$58.3M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$234M
2
ESCM
Echo Street Capital Management
New York
-$117M
3
Victory Capital Management
Victory Capital Management
Texas
-$100M
4
DC
Davenport & Co
Virginia
-$82.1M
5
MVIP
Mar Vista Investment Partners
California
-$66.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
551
Greenleaf Trust
Michigan
$268K -$2.84K -2 -1%
TIA
552
Traphagen Investment Advisors
New Jersey
$267K -$38.3K -27 -13%
DWP
553
Daymark Wealth Partners
Ohio
$266K – – –
IIC
554
Ironwood Investment Counsel
Arizona
$264K -$128K -90 -33%
BTWM
555
Baker Tilly Wealth Management
Wisconsin
$264K -$85.2K -60 -24%
RCM
556
RMR Capital Management
California
$264K +$264K +186 New
SI
557
Stephens Inc
Arkansas
$261K -$29.8K -21 -10%
SS
558
Simplicity Solutions
Minnesota
$261K +$31.2K +22 +14%
BFG
559
Bleakley Financial Group
New Jersey
$261K +$31.2K +22 +14%
EWM
560
Empirical Wealth Management
Washington
$258K -$75.3K -53 -23%
Axa
561
Axa
France
$254K +$4.26K +3 +2%
FCP
562
Fidelis Capital Partners
Florida
$253K +$36.9K +26 +17%
PE
563
Point72 Europe
United Kingdom
$253K +$253K +178 New
Fifth Third Bancorp
564
Fifth Third Bancorp
Ohio
$243K -$14.2K -10 -6%
TAM
565
Tocqueville Asset Management
New York
$243K +$1.42K +1 +0.6%
CIAS
566
Capital Investment Advisory Services
North Carolina
$241K – – –
SW
567
SVB Wealth
Massachusetts
$240K +$44K +31 +22%
SRL
568
Scientech Research LLC
New Jersey
$239K +$239K +168 New
CCG
569
Cypress Capital Group
Florida
$239K -$41.2K -29 -15%
ACA
570
Aptus Capital Advisors
Alabama
$237K -$9.94K -7 -4%
EIA
571
Edgemoor Investment Advisors
Maryland
$236K -$18.5K -13 -7%
HAG
572
HighPoint Advisor Group
Illinois
$233K +$233K +154 New
ETIA
573
Epic Trust Investment Advisors
Washington
$230K -$5.68K -4 -2%
DCM
574
Dimension Capital Management
Florida
$230K – – –
Lido Advisors
575
Lido Advisors
California
$225K -$75.1K -53 -25%
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