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Markel Group
MKL

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.48B
2
BlackRock
BlackRock
New York
$1.08B
3
Boston Partners
Boston Partners
Massachusetts
$223M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$216M
5
Jennison Associates
Jennison Associates
New York
$111M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$0
2
ESCM
Echo Street Capital Management
New York
$0
3
Victory Capital Management
Victory Capital Management
Texas
$9.75M
4
DC
Davenport & Co
Virginia
$355M
5
MVIP
Mar Vista Investment Partners
California
$19.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
701
Harbour Investments
Wisconsin
$7.1K +$7.1K +5 New
BF
702
BOK Financial
Oklahoma
$7.1K – – –
MSG
703
Main Street Group
Virginia
$7.1K +$7.1K +5 New
BCWM
704
Bartlett & Co Wealth Management
Ohio
$7.06K – – –
GKIM
705
GW&K Investment Management
Massachusetts
$7K – – –
BC
706
Bartlett & Co
Ohio
$7K – – –
WIA
707
Wetzel Investment Advisors
Indiana
$7K +$7K +5 New
BIA
708
Bell Investment Advisors
California
$5.68K – – –
GWMIA
709
Global Wealth Management Investment Advisory
Florida
$5.68K +$5.68K +4 New
CFO
710
CVA Family Office
Colorado
$5.68K +$5.68K +4 New
KWAG
711
Kiely Wealth Advisory Group
North Carolina
$4.4K +$4.4K +3 New
PPC
712
Park Place Capital
Alabama
$4.26K – – –
ZB
713
Zions Bancorporation
Utah
$4.26K – – –
AFWM
714
Abich Financial Wealth Management
Virginia
$4.26K +$4.26K +3 New
Loomis, Sayles & Company
715
Loomis, Sayles & Company
Massachusetts
$4K -$4K -3 -50%
SFA
716
Semmax Financial Advisors
North Carolina
$2.88K +$2.88K +2 New
TFA
717
Toth Financial Advisory
Virginia
$2.84K – – –
VCM
718
Versant Capital Management
Arizona
$2.84K – – –
AIC
719
Archer Investment Corporation
Indiana
$2.84K – – –
MFC
720
Mechanics Financial Corp
Ohio
$2.84K – – –
FG
721
Fairman Group
Pennsylvania
$2.84K +$2.84K +2 New
BAM
722
Bellevue Asset Management
Washington
$2.84K – – –
FHA
723
First Horizon Advisors
Tennessee
$1.42K -$21.3K -15 -94%
GI
724
Gradient Investments
Minnesota
$1.42K – – –
NFA
725
Northwest Financial Advisors
Virginia
$1.42K +$1.42K +1 New
27 28
29
30 31