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Markel Group

727 hedge funds and large institutions have $15.2B invested in Markel Group in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 269 increasing their positions, 236 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
-6
Holders Change %
-0.82%
% of All Funds
10.66%
Holding in Top 10
31
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.43%
% of All Funds
0.45%
New
76
Increased
269
Reduced
236
Closed
74
Calls
$69.6M
Puts
$49.4M
Net Calls
+$20.2M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
576
Stratos Wealth Partners
Ohio
$224K
Carson Wealth (CWM LLC)
577
Carson Wealth (CWM LLC)
Nebraska
$223K +$66.8K +47 +43%
SAM
578
Smartleaf Asset Management
Massachusetts
$223K +$223K +158 New
CCM
579
Canal Capital Management
Virginia
$223K -$195K -137 -47%
WFG
580
Wills Financial Group
Virginia
$223K
LCWP
581
Legacy Capital Wealth Partners
Arkansas
$222K +$22.7K +16 +11%
MFS
582
Mirabella Financial Services
United Kingdom
$220K +$220K +155 New
BBNA
583
Bremer Bank National Association
Minnesota
$220K
SS
584
Sunbelt Securities
Texas
$220K -$58.2K -41 -21%
MW
585
Marcum Wealth
Ohio
$217K -$5.68K -4 -3%
IPW
586
Impact Partnership Wealth
Georgia
$217K +$217K +153 New
S
587
SignatureFD
Georgia
$214K +$9.94K +7 +5%
SCA
588
Sage Capital Advisors
South Dakota
$213K +$213K +150 New
HWM
589
HB Wealth Management
Georgia
$210K -$21.3K -15 -9%
CFA
590
CWS Financial Advisors
Michigan
$210K
EF
591
Empowered Funds
Pennsylvania
$210K +$210K +148 New
TIAA Trust, National Association
592
TIAA Trust, National Association
North Carolina
$207K +$5.68K +4 +3%
TFS
593
Thoroughbred Financial Services
Tennessee
$204K
KIC
594
Keating Investment Counselors
Florida
$203K -$116K -82 -36%
CCA
595
Checchi Capital Advisers
California
$203K -$1.42K -1 -0.7%
AT
596
Arlington Trust
Alabama
$202K +$185K +130 +1,083%
B
597
Bridgeworth
Alabama
$200K -$21.3K -15 -10%
MW
598
MBL Wealth
North Carolina
$200K +$4.26K +3 +2%
BFG
599
Beacon Financial Group
Texas
$200K +$200K +141 New
TAM
600
Tucker Asset Management
Colorado
$189K