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Markel Group

740 hedge funds and large institutions have $15.4B invested in Markel Group in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 267 increasing their positions, 239 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+13
Holders Change %
+1.79%
% of All Funds
10.73%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.46%
New
92
Increased
267
Reduced
239
Closed
69
Calls
$53.1M
Puts
$67.1M
Net Calls
-$14M
Net Calls Change
-$34.2M
Name Holding Trade Value Shares
Change
Shares
Change %
RWA
701
Redmont Wealth Advisors
Illinois
$9.13K +$9.13K +6 New
SVCP
702
Silicon Valley Capital Partners
California
$9.13K +$9.13K +6 New
PP
703
Pacifica Partners
Canada
$9.07K
GKIM
704
GW&K Investment Management
Massachusetts
$8K
SAM
705
Smartleaf Asset Management
Massachusetts
$7.64K -$234K -153 -97%
JWM
706
Janiczek Wealth Management
Colorado
$7.61K +$7.61K +5 New
BCWM
707
Bartlett & Co Wealth Management
Ohio
$7.61K
SA
708
SRH Advisors
Kansas
$7.61K
WB
709
Webster Bank
Connecticut
$7.61K +$7.61K +5 New
SAG
710
Spotlight Asset Group
Illinois
$7.61K +$7.61K +5 New
MSG
711
Main Street Group
Virginia
$7.54K
BF
712
BOK Financial
Oklahoma
$7.54K
EWA
713
EverSource Wealth Advisors
Alabama
$7.29K +$7.29K +5 New
MG
714
Mather Group
Illinois
$7.1K +$7.1K +5 New
CFO
715
CVA Family Office
Colorado
$6.09K
BIA
716
Bell Investment Advisors
California
$6.09K
PCWA
717
Pacific Capital Wealth Advisors
California
$6.09K +$6.09K +4 New
LI
718
LRI Investments
Florida
$4.56K +$4.56K +3 New
WWP
719
WR Wealth Planners
Missouri
$4.56K +$4.56K +3 New
FFO
720
Fortitude Family Office
Arizona
$4.56K +$4.56K +3 New
KWAG
721
Kiely Wealth Advisory Group
North Carolina
$4.38K
CA
722
Continuum Advisory
Idaho
$3.27K +$3.27K +2 New
WPA
723
West Paces Advisors
Georgia
$3.04K -$4.57K -3 -60%
ZB
724
Zions Bancorporation
Utah
$3.04K -$1.52K -1 -33%
AIC
725
Archer Investment Corporation
Indiana
$3.04K