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Markel Group

727 hedge funds and large institutions have $15.2B invested in Markel Group in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 269 increasing their positions, 236 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
-6
Holders Change %
-0.82%
% of All Funds
10.66%
Holding in Top 10
31
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.43%
% of All Funds
0.45%
New
76
Increased
269
Reduced
236
Closed
74
Calls
$69.6M
Puts
$49.4M
Net Calls
+$20.2M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
626
Capital Analysts LLC
Pennsylvania
$81K
QC
627
Quent Capital
New York
$79.5K
RIL
628
Rothschild Investment LLC
Illinois
$78.1K +$78.1K +55 New
GWM
629
Geneos Wealth Management
Colorado
$75.3K
SC
630
SouthState Corp
Florida
$73.8K
PWMG
631
Prestige Wealth Management Group
New Jersey
$72.4K +$1.42K +1 +2%
PB
632
Pinnacle Bancorp
Nebraska
$66.7K
T
633
TOBAM
France
$61K -$62.4K -44 -51%
BC
634
Barrett & Company
Rhode Island
$59.6K
GWS
635
Glassman Wealth Services
Virginia
$58.2K -$29.8K -21 -34%
CB
636
Centennial Bank
Arkansas
$56.8K
CHA
637
Carmichael Hill & Associates
Maryland
$56.8K
AIMA
638
Ables Iannone Moore & Associates
Georgia
$56.8K +$56.8K +40 New
BWL
639
Bogart Wealth LLC
Virginia
$55.4K
LC
640
Lindbrook Capital
California
$52.5K +$2.84K +2 +6%
CB
641
Community Bank
New York
$46.9K
MCA
642
Maryland Capital Advisors
Maryland
$45.4K
DA
643
Denali Advisors
California
$44K -$101K -71 -70%
C
644
Covestor
United Kingdom
$44K
PCMC
645
Planning Capital Management Corporation
Pennsylvania
$39.8K +$39.8K +28 New
DAM
646
Delta Asset Management
Tennessee
$39.8K
OC
647
Oakworth Capital
Alabama
$39.8K
AWM
648
Avior Wealth Management
Nebraska
$38.3K
GRP
649
Global Retirement Partners
California
$37.2K +$4.29K +3 +13%
CA
650
Clearstead Advisors
Ohio
$35.5K -$35.5K -25 -50%