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Markel Group
MKL

Overview Fund Activity

671 hedge funds and large institutions have $13.6B invested in Markel Group in 2022 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 216 increasing their positions, 209 reducing their positions, and 50 closing their positions.

Holders
671
Holders Change
+39
Holders Change %
+6.17%
% of All Funds
10.83%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.47%
New
97
Increased
216
Reduced
209
Closed
50
Calls
$140M
Puts
$88.9M
Net Calls
+$51M
Net Calls Change
+$25.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$699M
2
DSA
2
Davis Selected Advisers
Arizona
$330M
3
EIP
3
Epoch Investment Partners
New York
$47.6M
4
BlackRock
4
BlackRock
New York
$866M
5
Victory Capital Management
5
Victory Capital Management
Texas
$111M

Top Sellers

1
BRIM
1
Broad Run Investment Management
Virginia
$78.8M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$21.1M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
SO
4
STRS Ohio
Ohio
$19.7M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$461M
Name Market Value Shares Shares
Change 		Shares
Change %
LWP
651
Lumature Wealth Partners
Georgia
$6.59K 5 – –
BIA
652
Bell Investment Advisors
California
$6.59K 5 +1 +25%
BCWM
653
Bartlett & Co Wealth Management
Ohio
$6.59K 5 +1 +25%
SC
654
Schubert & Co
Texas
$6.59K 5 +2 +67%
IFAM
655
Institutional & Family Asset Management
Colorado
$6.59K 5 +5 New
LFG
656
Larson Financial Group
Missouri
$5.27K 4 +4 New
VCM
657
Vigilant Capital Management
Maine
$5K 4 – –
WT
658
Washington Trust
Rhode Island
$3.95K 3 – –
MFC
659
Mechanics Financial Corp
Ohio
$3K 2 – –
ZB
660
Zions Bancorporation
Utah
$2.64K 2 – –
TFA
661
Toth Financial Advisory
Virginia
$2.64K 2 – –
DI
662
Disciplined Investments
Oklahoma
$2.64K 2 – –
SIC
663
SJS Investment Consulting
Ohio
$2.64K 2 – –
CWP
664
Concord Wealth Partners
Virginia
$2.64K 2 +2 New
LSA
665
Lansing Street Advisors
Pennsylvania
$2.64K 2 +2 New
RBC
666
Romano Brothers & Co
Illinois
$2.64K 2 +2 New
Allspring Global Investments
667
Allspring Global Investments
North Carolina
$2.63K 2 -2 -50%
CFGS
668
Concourse Financial Group Securities
Alabama
$2.63K 2 – –
BAM
669
Bellevue Asset Management
Washington
$2.62K 2 – –
VCM
670
Versant Capital Management
Arizona
$1.32K 1 – –
TWA
671
TCI Wealth Advisors
Arizona
$1.32K 1 +1 New
Point72 Asset Management
672
Point72 Asset Management
Connecticut
– – -24,969 Closed
HP
673
Hosking Partners
United Kingdom
– – -13,671 Closed
Qube Research & Technologies (QRT)
674
Qube Research & Technologies (QRT)
United Kingdom
– – -12,278 Closed
Susquehanna International Group
675
Susquehanna International Group
Pennsylvania
– – -4,566 Closed
25 26
27
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