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Markel Group
MKL

Overview Fund Activity

733 hedge funds and large institutions have $15B invested in Markel Group in 2023 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 243 increasing their positions, 235 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+36
Holders Change %
+5.16%
% of All Funds
11.69%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.56%
New
85
Increased
243
Reduced
235
Closed
43
Calls
$87.6M
Puts
$45.2M
Net Calls
+$42.4M
Net Calls Change
+$38.3M

Top Buyers

1
First Manhattan
First Manhattan
New York
$80.1M
2
Invesco
Invesco
Georgia
$102M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$76.1M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$38.8M
5
Morgan Stanley
Morgan Stanley
New York
$794M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$234M
2
MVIP
Mar Vista Investment Partners
California
$69.4M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$182M
4
Jennison Associates
Jennison Associates
New York
$54.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.74B
Name Holding Trade Value Shares
Change 		Shares
Change %
NHC
601
Nicholas Hoffman & Company
Georgia
$218K – – –
NP
602
Nilsine Partners
Colorado
$218K +$218K +148 New
MM
603
MQS Management
New York
$216K +$216K +147 New
WS
604
Wedbush Securities
California
$216K -$106K -72 -33%
CCA
605
Checchi Capital Advisers
California
$212K -$2.95K -2 -1%
S
606
SignatureFD
Georgia
$212K +$51.5K +35 +32%
TFS
607
Thoroughbred Financial Services
Tennessee
$212K +$212K +144 New
JWCA
608
J.W. Cole Advisors
Florida
$211K -$133K -90 -39%
WA
609
Waverly Advisors
Alabama
$211K +$211K +143 New
TIAA Trust, National Association
610
TIAA Trust, National Association
North Carolina
$209K +$209K +142 New
LCWP
611
Legacy Capital Wealth Partners
Arkansas
$206K +$206K +140 New
MYAM
612
Meiji Yasuda Asset Management
Japan
$205K +$205K +139 New
SWM
613
Silverlake Wealth Management
Vermont
$203K -$14.7K -10 -7%
MW
614
MBL Wealth
North Carolina
$203K +$203K +138 New
GWANC
615
Guardian Wealth Advisors (North Carolina)
North Carolina
$203K +$203K +138 New
SW
616
SVB Wealth
Massachusetts
$203K +$203K +138 New
CI
617
Cigna Investments
Connecticut
$203K +$203K +138 New
PAIM
618
Punch & Associates Investment Management
Minnesota
$202K +$202K +137 New
EWM
619
Evercore Wealth Management
New York
$202K +$202K +137 New
GA
620
Goldstein Advisors
Wisconsin
$200K +$200K +136 New
SOW
621
State of Wyoming
Wyoming
$196K -$51.5K -35 -21%
TAM
622
Tucker Asset Management
Colorado
$196K – – –
Lazard Asset Management
623
Lazard Asset Management
New York
$169K – – –
HCP
624
Hexagon Capital Partners
Arkansas
$165K – – –
AIG
625
American International Group
New York
$163K -$8.84K -6 -5%
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