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Markel Group
MKL

Overview Fund Activity

672 hedge funds and large institutions have $13.2B invested in Markel Group in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 201 increasing their positions, 228 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
10.76%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.5%
New
71
Increased
201
Reduced
228
Closed
61
Calls
$100M
Puts
$70M
Net Calls
+$30.2M
Net Calls Change
-$20.8M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$85.8M
2
CB
Cooke & Bieler
Pennsylvania
$59.8M
3
Jennison Associates
Jennison Associates
New York
$48.3M
4
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$45.7M
5
CCM
Check Capital Management
California
$87.5M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$405M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$372M
4
ZIG
Zurich Insurance Group
Switzerland
$36.9M
5
Renaissance Technologies
Renaissance Technologies
New York
$7.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
576
Highlander Capital Management
New Jersey
$64K – – –
PWMG
577
Prestige Wealth Management Group
New Jersey
$63.9K – – –
AAS
578
Ameritas Advisory Services
Nebraska
$62.7K +$62.7K +49 New
PB
579
Pinnacle Bancorp
Nebraska
$60K -$1.28K -1 -2%
EI
580
Ellevest Inc
New York
$58.8K +$12.8K +10 +28%
DZ Bank
581
DZ Bank
Germany
$57.6K -$75.5K -59 -57%
AIP
582
Ahrens Investment Partners
Louisiana
$57.5K +$57.5K +45 New
GWM
583
Geneos Wealth Management
Colorado
$53.7K – – –
BC
584
Barrett & Company
Rhode Island
$53.7K – – –
CHA
585
Carmichael Hill & Associates
Maryland
$51.1K – – –
CB
586
Centennial Bank
Arkansas
$51.1K – – –
RA
587
Rational Advisors
New York
$48.5K +$1.28K +1 +3%
BWL
588
Bogart Wealth LLC
Virginia
$46K +$7.67K +6 +20%
LC
589
Lindbrook Capital
California
$44.7K +$3.83K +3 +9%
NSIM
590
North Star Investment Management
Illinois
$43.4K – – –
FFA
591
Farther Finance Advisors
California
$42.2K +$6.39K +5 +18%
CB
592
Community Bank
New York
$42.2K – – –
MCA
593
Maryland Capital Advisors
Maryland
$40.9K – – –
EA
594
Evolution Advisers
Virginia
$40K +$1.29K +1 +3%
OC
595
Oakworth Capital
Alabama
$37K – – –
PTC
596
Private Trust Company
Ohio
$35.8K – – –
VWM
597
Venturi Wealth Management
Texas
$34.5K +$34.5K +27 New
AWM
598
Avior Wealth Management
Nebraska
$34.5K – – –
PFBT
599
Parkside Financial Bank & Trust
Missouri
$31.9K -$7.67K -6 -19%
CA
600
Clearstead Advisors
Ohio
$31.9K +$31.9K +25 New
22 23
24
25 26