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Markel Group
MKL

Overview Fund Activity

635 hedge funds and large institutions have $12.8B invested in Markel Group in 2021 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 196 increasing their positions, 201 reducing their positions, and 46 closing their positions.

Holders
635
Holders Change
+45
Holders Change %
+7.63%
% of All Funds
9.81%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
99
Increased
196
Reduced
201
Closed
46
Calls
$27.3M
Puts
$116M
Net Calls
-$88.2M
Net Calls Change
-$43.6M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$207M
2
GHC
2
Graham Holdings Company
Virginia
$54.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$47.5M
4
CS
4
Credit Suisse
Switzerland
$46.1M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$24.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$412M
2
DDC
2
DF Dent & Co
Maryland
$234M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$719M
5
MVIP
5
Mar Vista Investment Partners
California
$120M
Name Market Value Shares Shares
Change 		Shares
Change %
ZIG
576
Zullo Investment Group
Pennsylvania
$23K 19 +19 New
JFA
577
JNBA Financial Advisors
Minnesota
$22K 18 +18 New
IRC
578
Investors Research Corp
Georgia
$20K 16 – –
POIA
579
Pin Oak Investment Advisors
Texas
$20K 16 +16 New
CA
580
Crewe Advisors
Utah
$19K 15 -2 -12%
AssetMark Inc
581
AssetMark Inc
California
$19K 15 – –
EWM
582
Evermay Wealth Management
Virginia
$19K 15 – –
FA
583
Fortis Advisors
Pennsylvania
$17K 14 +5 +56%
BA
584
Bellwether Advisors
Nebraska
$16K 13 – –
DFCM
585
Dark Forest Capital Management
Puerto Rico
$16K 13 +1 +8%
SN
586
Sittner & Nelson
Oregon
$15K 12 – –
VNA
587
Valley National Advisers
Pennsylvania
$15K 12 – –
Manulife (Manufacturers Life Insurance)
588
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.3K 11,598 +140 +1%
ADL
589
Asset Dedication LLC
California
$14K 11 -9 -45%
TFM
590
TFC Financial Management
Massachusetts
$14K 11 – –
DAM
591
Delta Asset Management
Tennessee
$14K 11 – –
ACA
592
Atlas Capital Advisors
Wyoming
$12.3K 10 – –
ATC
593
Adirondack Trust Company
New York
$12K 10 – –
SOW
594
State of Wyoming
Wyoming
$12K 10 +1 +11%
QC
595
Quent Capital
New York
$12K 10 +10 New
PCMC
596
Paragon Capital Management (Colorado)
Colorado
$12K 10 +10 New
MP
597
McDonald Partners
Ohio
$11.1K 9 +9 New
ACM
598
Absolute Capital Management
Pennsylvania
$11.1K 9 +9 New
MHR
599
Matthew Hamilton Rosenberg
$11K 9 – –
BWM
600
BerganKDV Wealth Management
Minnesota
$10K 8 -1 -11%
22 23
24
25 26