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Markel Group
MKL

Overview Fund Activity

638 hedge funds and large institutions have $13.5B invested in Markel Group in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 186 increasing their positions, 218 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
10.79%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.56%
New
70
Increased
186
Reduced
218
Closed
55
Calls
$129M
Puts
$147M
Net Calls
-$17.8M
Net Calls Change
+$73.6M

Top Buyers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$605M
2
Morgan Stanley
2
Morgan Stanley
New York
$117M
3
FWIA
3
Fort Washington Investment Advisors
Ohio
$105M
4
CIA
4
Citadel Investment Advisory
Ohio
$20.7M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$17.8M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$37.2M
2
DDC
2
DF Dent & Co
Maryland
$194M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$218M
4
SIM
4
Sprucegrove Investment Management
Ontario, Canada
$37.1M
5
SEI Investments
5
SEI Investments
Pennsylvania
$6.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTC
576
Riverview Trust Company
Washington
$28K – – –
JWA
577
JFS Wealth Advisors
Pennsylvania
$28K +$5.09K +4 +22%
CHC
578
City Holding Co
West Virginia
$27K – – –
ZIG
579
Zullo Investment Group
Pennsylvania
$26K +$1.3K +1 +5%
AssetMark Inc
580
AssetMark Inc
California
$26K +$6.5K +5 +33%
HS
581
Horan Securities
United States
$25K +$5K +4 +25%
BBHC
582
Brown Brothers Harriman & Co
New York
$22K – – –
POIA
583
Pin Oak Investment Advisors
Texas
$21K – – –
IRC
584
Investors Research Corp
Georgia
$21K – – –
PFS
585
Prospera Financial Services
Texas
$21K +$9.19K +7 +78%
FAM
586
Fred Alger Management
New York
$19K +$19K +15 New
FA
587
Fortis Advisors
Pennsylvania
$18K – – –
SWM
588
SeaCrest Wealth Management
New York
$17K +$17K +13 New
RCM
589
Regency Capital Management
Hawaii
$16K -$3.6M -2,701 -100%
SN
590
Sittner & Nelson
Oregon
$16K – – –
VNA
591
Valley National Advisers
Pennsylvania
$16K – – –
HNB
592
Huntington National Bank
Ohio
$14K -$8.91K -7 -39%
TFM
593
TFC Financial Management
Massachusetts
$14K – – –
C
594
Covestor
United Kingdom
$13K -$62.4K -48 -83%
GRP
595
Global Retirement Partners
California
$13K – – –
ATC
596
Adirondack Trust Company
New York
$13K – – –
BC
597
Bartlett & Co
Ohio
$13K +$13K +10 New
BSB
598
Bangor Savings Bank
Maine
$13K +$13K +10 New
BCWM
599
Bartlett & Co Wealth Management
Ohio
$12.9K +$12.9K +10 New
MHR
600
Matthew Hamilton Rosenberg
$12K – – –
22 23
24
25 26