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Markel Group
MKL

Overview Fund Activity

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

Top Buyers

1
GHCMRT
1
Graham Holdings Co Master Retirement Trust
Virginia
$80.2M
2
DSA
2
Davis Selected Advisers
Arizona
$367M
3
GLCM
3
Greenlea Lane Capital Management
Connecticut
$33.4M
4
Jennison Associates
4
Jennison Associates
New York
$73M
5
VLKIM
5
Van Lanschot Kempen Investment Management
Netherlands
$69.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$877M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.66B
3
Principal Financial Group
3
Principal Financial Group
Iowa
$791M
4
PCH
4
Polar Capital Holdings
United Kingdom
$140M
5
State Street
5
State Street
Massachusetts
$399M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
676
Bell Investment Advisors
California
$6.92K – – –
BCWM
677
Bartlett & Co Wealth Management
Ohio
$6.92K – – –
SA
678
SRH Advisors
Kansas
$6.39K – – –
VCM
679
Vigilant Capital Management
Maine
$6K – – –
CFO
680
CVA Family Office
Colorado
$5.53K +$5.53K +4 New
WT
681
Washington Trust
Rhode Island
$4.15K – – –
ZB
682
Zions Bancorporation
Utah
$4.15K +$1.38K +1 +50%
PPC
683
Park Place Capital
Alabama
$4.15K +$4.15K +3 New
TFA
684
Toth Financial Advisory
Virginia
$2.77K – – –
SIC
685
SJS Investment Consulting
Ohio
$2.77K – – –
CWP
686
Concord Wealth Partners
Virginia
$2.77K – – –
DI
687
Disciplined Investments
Oklahoma
$2.77K – – –
BAM
688
Bellevue Asset Management
Washington
$2.77K – – –
Allspring Global Investments
689
Allspring Global Investments
North Carolina
$2.77K – – –
MFC
690
Mechanics Financial Corp
Ohio
$2.77K – – –
VCM
691
Versant Capital Management
Arizona
$2.77K +$1.38K +1 +100%
AIC
692
Archer Investment Corporation
Indiana
$2.77K +$2.77K +2 New
HT
693
Headlands Technologies
Illinois
$2.77K +$2.77K +2 New
Allianz Asset Management
694
Allianz Asset Management
Germany
$2.64K +$360 +260 +16%
CFGS
695
Concourse Financial Group Securities
Alabama
$1.38K -$1.38K -1 -50%
GI
696
Gradient Investments
Minnesota
$1.38K +$1.38K +1 New
DA
697
Denali Advisors
California
$1.38K +$1.38K +1 New
TCM
698
TimesSquare Capital Management
New York
– -$13.8M -10,820 Closed
LFCM
699
Long Focus Capital Management
Puerto Rico
– -$7.65M -5,990 Closed
BCM
700
BlueCrest Capital Management
Jersey
– -$5.64M -4,419 Closed
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