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Markel Group
MKL

Overview Fund Activity

672 hedge funds and large institutions have $13.2B invested in Markel Group in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 201 increasing their positions, 228 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
10.76%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.5%
New
71
Increased
201
Reduced
228
Closed
61
Calls
$100M
Puts
$70M
Net Calls
+$30.2M
Net Calls Change
-$20.8M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$85.8M
2
CB
2
Cooke & Bieler
Pennsylvania
$59.8M
3
Jennison Associates
3
Jennison Associates
New York
$48.3M
4
VLKIM
4
Van Lanschot Kempen Investment Management
Netherlands
$45.7M
5
CCM
5
Check Capital Management
California
$87.5M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$405M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$372M
4
ZIG
4
Zurich Insurance Group
Switzerland
$36.9M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$7.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
626
Cullen/Frost Bankers
Texas
$12.8K +$12.8K +10 New
C
627
Covestor
United Kingdom
$12K -$30.7K -23 -72%
PMFA
628
Plante Moran Financial Advisors
Michigan
$11.5K – – –
FA
629
Fortis Advisors
Pennsylvania
$11.5K – – –
MHR
630
Matthew Hamilton Rosenberg
$11.5K – – –
RDFA
631
Ritter Daniher Financial Advisory
Ohio
$10.2K -$77.9K -61 -88%
CWC
632
Carolinas Wealth Consulting
North Carolina
$10.2K – – –
UB
633
UMB Bank
Missouri
$8.94K – – –
LB
634
Legacy Bridge
Iowa
$8.94K – – –
CMA
635
Cedar Mountain Advisors
Oregon
$8.94K – – –
EARNEST Partners
636
EARNEST Partners
Georgia
$8.94K – – –
SOW
637
State of Wyoming
Wyoming
$8.94K +$1.28K +1 +17%
PP
638
Pacifica Partners
Canada
$7.87K – – –
CA
639
Crewe Advisors
Utah
$7.67K -$69K -54 -90%
SC
640
Schubert & Co
Texas
$7.67K +$1.28K +1 +20%
WBC
641
West Branch Capital
Massachusetts
$6.39K – – –
BIA
642
Bell Investment Advisors
California
$6.39K – – –
Kayne Anderson Rudnick Investment Management
643
Kayne Anderson Rudnick Investment Management
California
$6.39K – – –
IFAM
644
Institutional & Family Asset Management
Colorado
$6.39K – – –
SWA
645
SOA Wealth Advisors
New York
$6.39K – – –
LWP
646
Lumature Wealth Partners
Georgia
$6.39K – – –
BCWM
647
Bartlett & Co Wealth Management
Ohio
$6.39K – – –
SA
648
SRH Advisors
Kansas
$6K – – –
BC
649
Bartlett & Co
Ohio
$6K – – –
BEI
650
Benjamin Edwards Inc
Missouri
$6K +$6K +5 New
24 25
26
27 28