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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 %
CWC
601
Carolinas Wealth Consulting
North Carolina
$10K 8 – –
SFM
602
Signet Financial Management
New Jersey
$10K 8 +8 New
Jones Financial Companies
603
Jones Financial Companies
Missouri
$10K 8 +8 New
EI
604
Ellevest Inc
New York
$9K 7 -1 -13%
LB
605
Legacy Bridge
Iowa
$9K 7 – –
EARNEST Partners
606
EARNEST Partners
Georgia
$9K 7 – –
EA
607
Evolution Advisers
Virginia
$9K 8 +8 New
PP
608
PrairieView Partners
Minnesota
$7K 6 – –
TAM
609
Tucker Asset Management
Colorado
$6.15K 5 – –
Bessemer Group
610
Bessemer Group
New Jersey
$6K 5 -61 -92%
HI
611
Harbour Investments
Wisconsin
$6K 5 -31 -86%
VCM
612
Vigilant Capital Management
Maine
$6K 5 – –
SWA
613
SOA Wealth Advisors
New York
$6K 5 – –
WBC
614
West Branch Capital
Massachusetts
$6K 5 – –
SA
615
SRH Advisors
Kansas
$6K 5 – –
LWP
616
Lumature Wealth Partners
Georgia
$6K 5 – –
FMII
617
Farmers & Merchants Investments Inc
Nebraska
$6K 5 +5 New
CFGS
618
Concourse Financial Group Securities
Alabama
$5K 4 -1 -20%
BIA
619
Bell Investment Advisors
California
$5K 4 – –
DHGWA
620
Dixon Hughes Goodman Wealth Advisors
North Carolina
$5K 4 +4 New
WT
621
Washington Trust
Rhode Island
$4K 3 – –
WTC
622
WhitTier Trust Company
Nevada
$4K 3 – –
PFA
623
Professional Financial Advisors
Nebraska
$4K 3 – –
JWA
624
JFS Wealth Advisors
Pennsylvania
$4K 3 +3 New
SC
625
Schubert & Co
Texas
$4K 3 +3 New
23 24
25
26 27