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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 %
Commonwealth Equity Services
651
Commonwealth Equity Services
Massachusetts
$5.8K +$575 +450 +11%
GFWA
652
Grey Fox Wealth Advisors
Delaware
$5.11K +$5.11K +4 New
1832 Asset Management
653
1832 Asset Management
Ontario, Canada
$5.11K +$5.11K +4 New
SS
654
Sunbelt Securities
Texas
$5.05K +$5.05K +4 New
VCM
655
Vigilant Capital Management
Maine
$5K – – –
WT
656
Washington Trust
Rhode Island
$3.83K – – –
CIA
657
Cape Investment Advisory
Georgia
$3.83K +$3.83K +3 New
RCM
658
Raleigh Capital Management
North Carolina
$3.83K +$3.83K +3 New
MFC
659
Mechanics Financial Corp
Ohio
$2.56K – – –
DI
660
Disciplined Investments
Oklahoma
$2.56K – – –
CWP
661
Concord Wealth Partners
Virginia
$2.56K – – –
ZB
662
Zions Bancorporation
Utah
$2.56K – – –
SIC
663
SJS Investment Consulting
Ohio
$2.56K – – –
TFA
664
Toth Financial Advisory
Virginia
$2.56K – – –
TWD
665
True Wealth Design
Ohio
$2.56K +$2.56K +2 New
BAM
666
Bellevue Asset Management
Washington
$2.55K – – –
Allspring Global Investments
667
Allspring Global Investments
North Carolina
$2.55K – – –
CFGS
668
Concourse Financial Group Securities
Alabama
$2.55K – – –
VFA
669
Values First Advisors
Tennessee
$2.5K +$2.5K +2 New
TWA
670
TCI Wealth Advisors
Arizona
$1.28K – – –
Citadel Advisors
671
Citadel Advisors
Florida
$1.28K -$7.8M -6,111 -100%
VCM
672
Versant Capital Management
Arizona
$1.28K – – –
AW
673
Avion Wealth
Texas
$1K +$1K +1 New
Lord, Abbett & Co
674
Lord, Abbett & Co
New Jersey
– -$23.7M -18,000 Closed
PCM
675
Prana Capital Management
Connecticut
– -$13.8M -10,457 Closed
25 26
27
28 29