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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
T. Rowe Price Investment Management
Maryland
$85.8M
2
CB
Cooke & Bieler
Pennsylvania
$59.8M
3
Jennison Associates
Jennison Associates
New York
$48.3M
4
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$45.7M
5
CCM
Check Capital Management
California
$87.5M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$405M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$372M
4
ZIG
Zurich Insurance Group
Switzerland
$36.9M
5
Renaissance Technologies
Renaissance Technologies
New York
$7.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
701
Transcend Capital Advisors
New Jersey
– -$302K -229 Closed
ST
702
Spinnaker Trust
Maine
– -$296K -225 Closed
Pzena Investment Management
703
Pzena Investment Management
New York
– -$296K -225 Closed
AC
704
AXQ Capital
New Jersey
– -$279K -212 Closed
PCI
705
Pacifica Capital Investments
Texas
– -$263K -200 Closed
Verition Fund Management
706
Verition Fund Management
Connecticut
– -$257K -195 Closed
HSA
707
HBK Sorce Advisory
Pennsylvania
– -$256K -194 Closed
MWP
708
MYCIO Wealth Partners
Pennsylvania
– -$244K -185 Closed
TF
709
TIAA FSB
Florida
– -$241K -183 Closed
PAS
710
Park Avenue Securities
New York
– -$240K -182 Closed
BFM
711
Boothbay Fund Management
New York
– -$236K -179 Closed
WG
712
Winton Group
United Kingdom
– -$233K -177 Closed
EWM
713
Evercore Wealth Management
New York
– -$220K -167 Closed
CCA
714
Checchi Capital Advisers
California
– -$206K -156 Closed
Flossbach Von Storch
715
Flossbach Von Storch
Germany
– -$203K -154 Closed
RFC
716
Regions Financial Corp
Alabama
– -$203K -154 Closed
FANJ
717
Financial Architects (New Jersey)
New Jersey
– -$200K -152 Closed
CS
718
Comerica Securities
Michigan
– -$134K -102 Closed
DFCM
719
Dark Forest Capital Management
Puerto Rico
– -$116K -88 Closed
MFG
720
Mendota Financial Group
Wisconsin
– -$88.3K -67 Closed
HI
721
Harbour Investments
Wisconsin
– -$76.4K -58 Closed
FA
722
Fiduciary Alliance
South Carolina
– -$52.7K -40 Closed
FAM
723
Fred Alger Management
New York
– -$43.5K -33 Closed
USCWA
724
U.S. Capital Wealth Advisors
Texas
– -$32.9K -25 Closed
ZIG
725
Zullo Investment Group
Pennsylvania
– -$29K -22 Closed
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