MKL icon

Markel Group
MKL

Overview Fund Activity

638 hedge funds and large institutions have $13.5B invested in Markel Group in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 186 increasing their positions, 218 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
10.79%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.56%
New
70
Increased
186
Reduced
218
Closed
55
Calls
$129M
Puts
$147M
Net Calls
-$17.8M
Net Calls Change
+$73.6M

Top Buyers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$605M
2
Morgan Stanley
2
Morgan Stanley
New York
$117M
3
FWIA
3
Fort Washington Investment Advisors
Ohio
$105M
4
CIA
4
Citadel Investment Advisory
Ohio
$20.7M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$17.8M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$37.2M
2
DDC
2
DF Dent & Co
Maryland
$194M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$218M
4
SIM
4
Sprucegrove Investment Management
Ontario, Canada
$37.1M
5
SEI Investments
5
SEI Investments
Pennsylvania
$6.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
626
Professional Financial Advisors
Nebraska
$4K – – –
CFGS
627
Concourse Financial Group Securities
Alabama
$3K -$1.5K -1 -33%
DI
628
Disciplined Investments
Oklahoma
$3K – – –
CWP
629
Concord Wealth Partners
Virginia
$3K – – –
ZB
630
Zions Bancorporation
Utah
$3K – – –
BAM
631
Bellevue Asset Management
Washington
$3K – – –
MFC
632
Mechanics Financial Corp
Ohio
$3K – – –
AWM
633
Avior Wealth Management
Nebraska
$2K – – –
HFS
634
Heritage Financial Services
Massachusetts
$2K +$2K +2 New
Bank of Montreal
635
Bank of Montreal
Ontario, Canada
$1.39K +$76 +57 +6%
VCM
636
Versant Capital Management
Arizona
$1K – – –
JWM
637
Janiczek Wealth Management
Colorado
$1K – – –
CA
638
CoreCap Advisors
Michigan
$1K +$1K +1 New
PFBT
639
Parkside Financial Bank & Trust
Missouri
$1K +$1K +1 New
BAMF
640
BI Asset Management Fondsmaeglerselskab
Denmark
– -$13.7M -9,255 Closed
PI
641
PineBridge Investments
New York
– -$10.4M -7,062 Closed
QCMNJ
642
Quantum Capital Management (New Jersey)
New Jersey
– -$9.92M -6,724 Closed
Holocene Advisors
643
Holocene Advisors
New York
– -$8.46M -5,736 Closed
HF
644
HRT Financial
New York
– -$6.78M -4,597 Closed
E
645
Ergoteles
New York
– -$4.06M -2,750 Closed
Wealth Enhancement Advisory Services
646
Wealth Enhancement Advisory Services
Minnesota
– -$4.04M -2,739 Closed
WAM
647
Weiss Asset Management
Massachusetts
– -$1.93M -1,307 Closed
GC
648
Guggenheim Capital
Illinois
– -$1.18M -801 Closed
FCM
649
FJ Capital Management
Virginia
– -$870K -590 Closed
AFG
650
Albion Financial Group
Utah
– -$854K -579 Closed
24 25
26
27 28