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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 %
RTC
651
Riverview Trust Company
Washington
$15.2K
ATC
652
Adirondack Trust Company
New York
$14.5K
CAL
653
Capital Advisors Ltd
Ohio
$14K
LS
654
Livforsakringsbolaget Skandia
Sweden
$13.8K
BSB
655
Bangor Savings Bank
Maine
$13.8K
MHR
656
Matthew Hamilton Rosenberg
$12.4K
PMFA
657
Plante Moran Financial Advisors
Michigan
$12.4K
FCAG
658
First Capital Advisors Group
New Jersey
$12.4K +$12.4K +9 New
MAWCM
659
Mine & Arao Wealth Creation & Management
California
$12.4K +$12.4K +9 New
RDFA
660
Ritter Daniher Financial Advisory
Ohio
$11.1K
CWC
661
Carolinas Wealth Consulting
North Carolina
$11.1K
CHC
662
City Holding Co
West Virginia
$10.2K -$17K -20 -63%
LB
663
Legacy Bridge
Iowa
$9.68K
CMA
664
Cedar Mountain Advisors
Oregon
$9.68K
EARNEST Partners
665
EARNEST Partners
Georgia
$9.68K
UB
666
UMB Bank
Missouri
$9.68K
TC
667
Truvestments Capital
Florida
$9.68K +$9.68K +7 New
CA
668
Crewe Advisors
Utah
$8.3K
IFAM
669
Institutional & Family Asset Management
Colorado
$8.3K +$1.38K +1 +20%
SS
670
Sunbelt Securities
Texas
$8.3K +$2.77K +2 +50%
PP
671
Pacifica Partners
Canada
$8.21K
BC
672
Bartlett & Co
Ohio
$7K
WBC
673
West Branch Capital
Massachusetts
$6.92K
LWP
674
Lumature Wealth Partners
Georgia
$6.92K
BIA
675
Bell Investment Advisors
California
$6.92K