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Markel Group
MKL

Overview Fund Activity

636 hedge funds and large institutions have $15.6B invested in Markel Group in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 185 increasing their positions, 213 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.06%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.54%
New
73
Increased
185
Reduced
213
Closed
64
Calls
$64.5M
Puts
$156M
Net Calls
-$91.5M
Net Calls Change
-$3.24M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$620M
2
FWIA
Fort Washington Investment Advisors
Ohio
+$75.8M
3
ESCM
Echo Street Capital Management
New York
+$55.3M
4
First Trust Advisors
First Trust Advisors
Illinois
+$36.7M
5
ZIG
Zurich Insurance Group
Switzerland
+$36.2M

Top Sellers

1
CIA
Citadel Investment Advisory
Ohio
-$211M
2
Millennium Management
Millennium Management
New York
-$54.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$51.6M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$51.6M
5
Citadel Advisors
Citadel Advisors
Florida
-$47.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
601
Jones Financial Companies
Missouri
$12K – – –
CWC
602
Carolinas Wealth Consulting
North Carolina
$12K – – –
Loomis, Sayles & Company
603
Loomis, Sayles & Company
Massachusetts
$12K +$12K +8 New
EA
604
Evolution Advisers
Virginia
$11K -$1.57K -1 -13%
BWM
605
BerganKDV Wealth Management
Minnesota
$10K -$1.43K -1 -13%
EARNEST Partners
606
EARNEST Partners
Georgia
$10K – – –
LB
607
Legacy Bridge
Iowa
$10K – – –
CAGAS
608
Capital Advisory Group Advisory Services
Minnesota
$10K +$10K +7 New
PP
609
PrairieView Partners
Minnesota
$9K – – –
MCC
610
Money Concepts Capital
Florida
$9K +$9K +6 New
TAM
611
Tucker Asset Management
Colorado
$7.38K – – –
WBC
612
West Branch Capital
Massachusetts
$7K – – –
LWP
613
Lumature Wealth Partners
Georgia
$7K – – –
SWA
614
SOA Wealth Advisors
New York
$7K – – –
Bessemer Group
615
Bessemer Group
New Jersey
$7K – – –
VCM
616
Vigilant Capital Management
Maine
$7K – – –
SA
617
SRH Advisors
Kansas
$7K – – –
SC
618
Schubert & Co
Texas
$7K +$2.8K +2 +67%
IA
619
IndexIQ Advisors
New York
$6K -$3.84M -2,560 -100%
DHGWA
620
Dixon Hughes Goodman Wealth Advisors
North Carolina
$6K – – –
CI
621
Cordant Inc
Oregon
$6K +$6K +4 New
CFGS
622
Concourse Financial Group Securities
Alabama
$4K -$1.33K -1 -25%
WT
623
Washington Trust
Rhode Island
$4K – – –
PFA
624
Professional Financial Advisors
Nebraska
$4K – – –
PI
625
PEAK6 Investments
Illinois
$4K +$4K +3 New
23 24
25
26 27