MKL icon

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 %
DAS
776
Dynamic Advisor Solutions
Arizona
– -$237K -161 Closed
N
777
Natixis
France
– -$233K -158 Closed
ST
778
Somerset Trust
Pennsylvania
– -$231K -157 Closed
LFAS
779
Level Four Advisory Services
Texas
– -$219K -149 Closed
NP
780
Nilsine Partners
Colorado
– -$218K -148 Closed
NHC
781
Nicholas Hoffman & Company
Georgia
– -$218K -148 Closed
CI
782
Cigna Investments
Connecticut
– -$203K -138 Closed
GWANC
783
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$203K -138 Closed
SWM
784
Silverlake Wealth Management
Vermont
– -$203K -138 Closed
PAIM
785
Punch & Associates Investment Management
Minnesota
– -$202K -137 Closed
EWM
786
Evercore Wealth Management
New York
– -$202K -137 Closed
GA
787
Goldstein Advisors
Wisconsin
– -$200K -136 Closed
IGAM
788
iA Global Asset Management
Quebec, Canada
– -$125K -85 Closed
HT
789
Headlands Technologies
Illinois
– -$97.2K -66 Closed
BAAM
790
Baker Avenue Asset Management
California
– -$72.2K -49 Closed
NSIM
791
North Star Investment Management
Illinois
– -$50.1K -34 Closed
RW
792
RVW Wealth
California
– -$47.1K -32 Closed
RDFA
793
Ritter Daniher Financial Advisory
Ohio
– -$29.5K -20 Closed
AP
794
Arlington Partners
Alabama
– -$17.7K -12 Closed
RTC
795
Riverview Trust Company
Washington
– -$16.2K -11 Closed
WTG
796
West Tower Group
Virginia
– -$14.7K -10 Closed
EARNEST Partners
797
EARNEST Partners
Georgia
– -$10.3K -7 Closed
WBC
798
West Branch Capital
Massachusetts
– -$7.36K -5 Closed
WT
799
Washington Trust
Rhode Island
– -$4.42K -3 Closed
CWP
800
Concord Wealth Partners
Virginia
– -$2.95K -2 Closed
29 30 31
32
33