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Markel Group

740 hedge funds and large institutions have $15.4B invested in Markel Group in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 267 increasing their positions, 239 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+13
Holders Change %
+1.79%
% of All Funds
10.73%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.46%
New
92
Increased
267
Reduced
239
Closed
69
Calls
$53.1M
Puts
$67.1M
Net Calls
-$14M
Net Calls Change
-$34.2M
Name Holding Trade Value Shares
Change
Shares
Change %
UM
551
UniSuper Management
Australia
$289K +$137K +90 +90%
HAG
552
HighPoint Advisor Group
Illinois
$288K +$36K +22 +14%
HCM
553
Howland Capital Management
Massachusetts
$288K +$288K +189 New
TIA
554
Traphagen Investment Advisors
New Jersey
$286K
BTWM
555
Baker Tilly Wealth Management
Wisconsin
$286K +$3.04K +2 +1%
CWA
556
CM Wealth Advisors
Ohio
$286K +$286K +177 New
RCM
557
RMR Capital Management
California
$283K
CAAS
558
Capital Asset Advisory Services
Michigan
$278K +$278K +184 New
NA
559
NewEdge Advisors
Louisiana
$277K -$10.7K -7 -4%
C
560
Covestor
United Kingdom
$276K +$229K +150 +484%
NQWM
561
Northwest Quadrant Wealth Management
Oregon
$275K -$15.2K -10 -5%
SIM
562
Studio Investment Management
Illinois
$275K +$275K +181 New
EWM
563
Empirical Wealth Management
Washington
$269K -$7.61K -5 -3%
Axa
564
Axa
France
$266K -$6.09K -4 -2%
AIS
565
AM Investment Strategies
Tennessee
$266K +$266K +175 New
SCA
566
Snowden Capital Advisors
New York
$263K -$204K -134 -44%
ETIA
567
Epic Trust Investment Advisors
Washington
$263K +$16.7K +11 +7%
HHGC
568
Hunting Hill Global Capital
New York
$262K +$262K +172 New
TAM
569
Tocqueville Asset Management
New York
$260K
CANC
570
Culbertson A N & Co
Virginia
$259K +$259K +170 New
BFG
571
Bleakley Financial Group
New Jersey
$254K -$25.9K -17 -9%
SW
572
Simplicity Wealth
New Jersey
$254K +$254K +167 New
WWC
573
Waypoint Wealth Counsel
Georgia
$253K -$68.5K -45 -21%
EIA
574
Edgemoor Investment Advisors
Maryland
$253K
Kovitz Investment Group Partners
575
Kovitz Investment Group Partners
Illinois
$250K +$250K +164 New