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Markel Group
MKL

Overview Fund Activity

671 hedge funds and large institutions have $13.6B invested in Markel Group in 2022 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 216 increasing their positions, 209 reducing their positions, and 50 closing their positions.

Holders
671
Holders Change
+39
Holders Change %
+6.17%
% of All Funds
10.83%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.47%
New
97
Increased
216
Reduced
209
Closed
50
Calls
$140M
Puts
$88.9M
Net Calls
+$51M
Net Calls Change
+$25.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$699M
2
DSA
2
Davis Selected Advisers
Arizona
$330M
3
EIP
3
Epoch Investment Partners
New York
$47.6M
4
BlackRock
4
BlackRock
New York
$866M
5
Victory Capital Management
5
Victory Capital Management
Texas
$111M

Top Sellers

1
BRIM
1
Broad Run Investment Management
Virginia
$78.8M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$21.1M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
SO
4
STRS Ohio
Ohio
$19.7M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$461M
Name Market Value Shares Shares
Change 		Shares
Change %
BMO
51
Beck Mack & Oliver
New York
$56.6M 42,984 -1,240 -3%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$53M 40,233 -673 -2%
MAM
53
Madison Asset Management
Wisconsin
$51.8M 39,354 +57 +0.1%
SC
54
Steginsky Capital
New York
$51.5M 39,061 +1,132 +3%
WIM
55
Weitz Investment Management
Nebraska
$49.3M 37,390 -1,950 -5%
CTB
56
Country Trust Bank
Illinois
$47.9M 36,326 -428 -1%
EIP
57
Epoch Investment Partners
New York
$47.6M 36,119 +36,119 New
Boston Partners
58
Boston Partners
Massachusetts
$47.2M 35,784 -2,252 -6%
ACM
59
Alta Capital Management
Utah
$44.4M 33,719 -1,321 -4%
CAM
60
Capco Asset Management
Florida
$40.9M 31,046 +2,573 +9%
Nuveen Asset Management
61
Nuveen Asset Management
Illinois
$38.2M 28,998 -5,819 -17%
GPCM
62
Greenbrier Partners Capital Management
Texas
$37.9M 28,737 -2,596 -8%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$36.7M 27,842 +3,460 +14%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$33.9M 25,681 -602 -2%
DAM
65
Davis Asset Management
California
$32.9M 25,000 – –
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$32.9M 24,991 +7,314 +41%
RJA
67
Raymond James & Associates
Florida
$32.4M 24,591 +3,396 +16%
SFG
68
Sather Financial Group
Texas
$32.4M 24,574 +152 +0.6%
WCM
69
Wedge Capital Management
North Carolina
$31M 23,530 -151 -0.6%
MAM
70
Martingale Asset Management
Massachusetts
$30.6M 23,247 -1,711 -7%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$30.1M 22,846 +5,024 +28%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$29.9M 22,661 +698 +3%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$29.8M 22,584 +265 +1%
Truist Financial
74
Truist Financial
North Carolina
$27.6M 20,941 -518 -2%
LI
75
Lafayette Investments
Maryland
$26.6M 20,199 +66 +0.3%
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