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Markel Group

733 hedge funds and large institutions have $15B invested in Markel Group in 2023 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 243 increasing their positions, 235 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+36
Holders Change %
+5.16%
% of All Funds
11.69%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.56%
New
85
Increased
243
Reduced
235
Closed
43
Calls
$87.6M
Puts
$45.2M
Net Calls
+$42.4M
Net Calls Change
+$38.3M
Name Holding Trade Value Shares
Change
Shares
Change %
MAWCM
701
Mine & Arao Wealth Creation & Management
California
$13.3K
MHR
702
Matthew Hamilton Rosenberg
$13.3K
NS
703
NBC Securities
Alabama
$13K +$13K +9 New
BTI
704
Blue Trust Inc
Georgia
$12K +$12K +9 New
CWC
705
Carolinas Wealth Consulting
North Carolina
$11.8K
LB
706
Legacy Bridge
Iowa
$10.3K
EARNEST Partners
707
EARNEST Partners
Georgia
$10.3K
CMA
708
Cedar Mountain Advisors
Oregon
$10.3K
CHC
709
City Holding Co
West Virginia
$10.2K
Loomis, Sayles & Company
710
Loomis, Sayles & Company
Massachusetts
$9K +$9K +6 New
IFAM
711
Institutional & Family Asset Management
Colorado
$8.84K
PP
712
Pacifica Partners
Canada
$8.78K
SFG
713
Steward Financial Group
Texas
$8K +$8K +6 New
WBC
714
West Branch Capital
Massachusetts
$7.36K
Kayne Anderson Rudnick Investment Management
715
Kayne Anderson Rudnick Investment Management
California
$7.36K
BCWM
716
Bartlett & Co Wealth Management
Ohio
$7.36K
SA
717
SRH Advisors
Kansas
$7.36K
BF
718
BOK Financial
Oklahoma
$7.35K +$7.35K +5 New
BC
719
Bartlett & Co
Ohio
$7K
GKIM
720
GW&K Investment Management
Massachusetts
$7K +$7K +5 New
BIA
721
Bell Investment Advisors
California
$5.89K -$1.47K -1 -20%
SIC
722
SJS Investment Consulting
Ohio
$4.42K +$1.47K +1 +50%
PPC
723
Park Place Capital
Alabama
$4.42K
WT
724
Washington Trust
Rhode Island
$4.42K
ZB
725
Zions Bancorporation
Utah
$4.42K