MKL icon

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 %
WBC
651
Westpac Banking Corp
Australia
$31.2K
RFG
652
RFP Financial Group
Georgia
$31.2K +$31.2K +22 New
BTI
653
Blue Trust Inc
Georgia
$31K +$17.7K +12 +133%
GI
654
GAMMA Investing
California
$29.9K +$29.9K +20 New
PTC
655
Private Trust Company
Ohio
$29.8K -$9.94K -7 -25%
ADL
656
Asset Dedication LLC
California
$26K
JWA
657
JFS Wealth Advisors
Pennsylvania
$25.6K
DMBA
658
Deseret Mutual Benefit Administrators
Utah
$25.6K -$7.1K -5 -22%
MCM
659
MidAtlantic Capital Management
Virginia
$24.1K +$24.1K +17 New
POIA
660
Pin Oak Investment Advisors
Texas
$23K
IRC
661
Investors Research Corp
Georgia
$22.7K
DWA
662
Dougherty Wealth Advisers
Minnesota
$22.7K
BWM
663
BKM Wealth Management
Wisconsin
$22.7K +$22.7K +16 New
AssetMark Inc
664
AssetMark Inc
California
$21.3K
BGAI
665
Bruce G. Allen Investments
Colorado
$21.3K +$21.3K +15 New
SIS
666
Strategic Investment Solutions
Illinois
$21.3K -$1.32M -930 -98%
MVIP
667
Mar Vista Investment Partners
California
$19.9K -$66.9M -47,091 -100%
SOW
668
State of Wyoming
Wyoming
$18.5K -$170K -120 -90%
PFBT
669
Parkside Financial Bank & Trust
Missouri
$18.5K -$17K -12 -48%
SIC
670
SJS Investment Consulting
Ohio
$18.5K +$14.2K +10 +333%
VNA
671
Valley National Advisers
Pennsylvania
$18K +$1.39K +1 +8%
SN
672
Sittner & Nelson
Oregon
$17K
PWMG
673
Private Wealth Management Group
New Jersey
$17K +$17K +12 New
TC
674
Truvestments Capital
Florida
$15.6K
WT
675
Whittier Trust
California
$15.6K -$1.07M -751 -99%