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Markel Group

697 hedge funds and large institutions have $14.2B invested in Markel Group in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 253 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+25
Holders Change %
+3.72%
% of All Funds
10.99%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.52%
New
68
Increased
188
Reduced
253
Closed
39
Calls
$69.1M
Puts
$65M
Net Calls
+$4.15M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Shares
Change %
DAM
626
Delta Asset Management
Tennessee
$38.7K +$8.3K +6 +27%
Point72 Asset Management
627
Point72 Asset Management
Connecticut
$38.7K +$38.7K +28 New
VWM
628
Venturi Wealth Management
Texas
$37.3K
AWM
629
Avior Wealth Management
Nebraska
$37.3K
CA
630
Clearstead Advisors
Ohio
$34.6K
PFBT
631
Parkside Financial Bank & Trust
Missouri
$34.6K
DMBA
632
Deseret Mutual Benefit Administrators
Utah
$33.2K
GRP
633
Global Retirement Partners
California
$31.8K
WBC
634
Westpac Banking Corp
Australia
$30.4K -$1.43M -1,035 -98%
LF
635
Lee Financial
Texas
$30.4K +$30.4K +22 New
BAMF
636
BI Asset Management Fondsmaeglerselskab
Denmark
$29K +$9.67K +7 +50%
WP
637
WealthPLAN Partners
Nebraska
$27.7K
ADL
638
Asset Dedication LLC
California
$26K +$10.9K +8 +73%
JWA
639
JFS Wealth Advisors
Pennsylvania
$23.5K
FHA
640
First Horizon Advisors
Tennessee
$22.1K -$8.3K -6 -27%
HS
641
Horan Securities
United States
$22.1K
IRC
642
Investors Research Corp
Georgia
$22.1K
DWA
643
Dougherty Wealth Advisers
Minnesota
$22.1K
POIA
644
Pin Oak Investment Advisors
Texas
$22K
AssetMark Inc
645
AssetMark Inc
California
$20.7K
SIS
646
Strategic Investment Solutions
Illinois
$20K
CP
647
Castleview Partners
Texas
$18K
VNA
648
Valley National Advisers
Pennsylvania
$17K
CT
649
Colonial Trust
South Carolina
$16.6K -$207K -150 -93%
SN
650
Sittner & Nelson
Oregon
$16.6K