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

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$0
2
ESCM
2
Echo Street Capital Management
New York
$0
3
Victory Capital Management
3
Victory Capital Management
Texas
$9.75M
4
DC
4
Davenport & Co
Virginia
$355M
5
MVIP
5
Mar Vista Investment Partners
California
$19.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
76
Lafayette Investments
Maryland
$29M +$491K +346 +2%
MAM
77
Martingale Asset Management
Massachusetts
$28.5M -$129K -91 -0.5%
Skandinaviska Enskilda Banken (SEB)
78
Skandinaviska Enskilda Banken (SEB)
Sweden
$26.7M +$1.71M +1,205 +7%
National Pension Service
79
National Pension Service
South Korea
$26.3M – – –
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$26.2M -$772K -544 -3%
CCA
81
Cobblestone Capital Advisors
New York
$26.1M +$28.4K +20 +0.1%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$26M -$5.12M -3,608 -16%
MAA
83
Mraz Amerine & Associates
California
$25.6M +$829K +584 +3%
LC
84
Lincoln Capital
Nebraska
$25.6M +$12.8K +9 +0%
Truist Financial
85
Truist Financial
North Carolina
$25.4M -$812K -572 -3%
PA
86
Pinnacle Associates
New York
$25.1M +$1.66M +1,167 +7%
RhumbLine Advisers
87
RhumbLine Advisers
Massachusetts
$25M -$1.02M -716 -4%
ZIG
88
Zurich Insurance Group
Switzerland
$24.6M -$20.9M -14,720 -46%
JPMorgan Chase & Co
89
JPMorgan Chase & Co
New York
$24.3M +$369K +260 +2%
UBS Group
90
UBS Group
Switzerland
$24.3M -$6.06M -4,265 -20%
Amundi
91
Amundi
France
$23M +$3.88M +2,742 +20%
Renaissance Technologies
92
Renaissance Technologies
New York
$23M +$7.24M +5,100 +46%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$22.8M +$5.22M +3,673 +30%
CIA
94
Citadel Investment Advisory
Ohio
$22.5M +$36.9K +26 +0.2%
Russell Investments Group
95
Russell Investments Group
United Kingdom
$21.6M -$7.94M -5,597 -27%
Barclays
96
Barclays
United Kingdom
$21.5M +$9.93M +6,991 +86%
Deutsche Bank
97
Deutsche Bank
Germany
$21M +$3.1M +2,186 +17%
HSBC Holdings
98
HSBC Holdings
United Kingdom
$20.7M +$1.97M +1,389 +11%
WCM
99
Wedge Capital Management
North Carolina
$20.6M +$2.26M +1,594 +12%
HWA
100
Heritage Wealth Advisors
Virginia
$20.5M -$1.36M -959 -6%
2 3
4
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