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Markel Group

697 hedge funds and large institutions have $14.2B invested in Markel Group in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 253 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+25
Holders Change %
+3.72%
% of All Funds
10.99%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.52%
New
68
Increased
188
Reduced
253
Closed
39
Calls
$69.1M
Puts
$65M
Net Calls
+$4.15M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
576
Carson Wealth (CWM LLC)
Nebraska
$158K +$45.7K +33 +41%
WIM
577
WealthPlan Investment Management
Nebraska
$155K -$198K -143 -56%
HCP
578
Hexagon Capital Partners
Arkansas
$155K
S
579
SignatureFD
Georgia
$151K -$48.4K -35 -24%
AAP
580
Arax Advisory Partners
Colorado
$151K
HNB
581
Huntington National Bank
Ohio
$147K +$71.9K +52 +96%
DZ Bank
582
DZ Bank
Germany
$145K +$82.1K +59 +131%
MRCM
583
M&R Capital Management
New Jersey
$138K
UM
584
UniSuper Management
Australia
$138K +$138K +100 New
FBC
585
Fairfield, Bush & Co
Connecticut
$138K +$138K +100 New
CCA
586
Column Capital Advisors
Indiana
$133K
SG Americas Securities
587
SG Americas Securities
New York
$130K -$40.1K -29 -24%
T
588
TOBAM
France
$129K +$36.1K +26 +39%
IA
589
IFP Advisors
Florida
$127K -$12.4K -9 -9%
BFPW
590
BOK Financial Private Wealth
Colorado
$126K +$126K +91 New
JFGIW
591
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$122K +$122K +88 New
CTA
592
Colonial Trust Advisors
South Carolina
$118K
BBHC
593
Brown Brothers Harriman & Co
New York
$111K +$8.3K +6 +8%
PTC
594
Private Trust Company
Ohio
$108K +$69.2K +50 +179%
TWM
595
Tradition Wealth Management
Minnesota
$102K
CFD
596
Creative Financial Designs
Indiana
$98.9K -$4.12K -3 -4%
MFG
597
Mendota Financial Group
Wisconsin
$98.2K +$98.2K +71 New
JEST
598
JTC Employer Solutions Trustee
Jersey
$96K
EA
599
Evolution Advisers
Virginia
$96K +$52.9K +38 +123%
PCM
600
Penserra Capital Management
California
$91K