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Markel Group
MKL

Overview Fund Activity

672 hedge funds and large institutions have $13.2B invested in Markel Group in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 201 increasing their positions, 228 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
10.76%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.5%
New
71
Increased
201
Reduced
228
Closed
61
Calls
$100M
Puts
$70M
Net Calls
+$30.2M
Net Calls Change
-$20.8M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$85.8M
2
CB
2
Cooke & Bieler
Pennsylvania
$59.8M
3
Jennison Associates
3
Jennison Associates
New York
$48.3M
4
VLKIM
4
Van Lanschot Kempen Investment Management
Netherlands
$45.7M
5
CCM
5
Check Capital Management
California
$87.5M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$405M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$372M
4
ZIG
4
Zurich Insurance Group
Switzerland
$36.9M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$7.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
GH
126
GAM Holding
Switzerland
$10.3M -$632K -495 -6%
KMC
127
Kirr Marbach & Co
Indiana
$10.3M +$79.2K +62 +0.8%
Barclays
128
Barclays
United Kingdom
$10M -$6.43M -5,031 -39%
AQR Capital Management
129
AQR Capital Management
Connecticut
$9.97M -$3.92M -3,074 -28%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$9.91M -$445K -348 -4%
Fuller & Thaler Asset Management
131
Fuller & Thaler Asset Management
California
$9.9M +$1.23M +962 +14%
State of New Jersey Common Pension Fund D
132
State of New Jersey Common Pension Fund D
New Jersey
$9.89M – – –
T. Rowe Price Associates
133
T. Rowe Price Associates
Maryland
$9.88M +$420K +329 +4%
CIBC World Market
134
CIBC World Market
Ontario, Canada
$9.67M -$181K -142 -2%
RCW
135
Rheos Capital Works
Japan
$9.58M +$9.58M +7,500 New
Treasurer of the State of North Carolina
136
Treasurer of the State of North Carolina
North Carolina
$9.56M +$93.3K +73 +1%
CG
137
Colony Group
Massachusetts
$9.46M -$2.2M -1,719 -19%
BGIM
138
Brandywine Global Investment Management
Pennsylvania
$9.26M -$2.27M -1,776 -20%
Stifel Financial
139
Stifel Financial
Missouri
$9.16M +$38.3K +30 +0.4%
State of Wisconsin Investment Board
140
State of Wisconsin Investment Board
Wisconsin
$9.11M +$303K +237 +3%
PP
141
Prospector Partners
Connecticut
$8.69M +$225K +176 +3%
Ohio Public Employees Retirement System (OPERS)
142
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.4M -$3.42M -2,677 -29%
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$8.27M +$8.27M +6,473 New
GLCM
144
Greenlea Lane Capital Management
Connecticut
$7.96M +$7.96M +6,230 New
Ameriprise
145
Ameriprise
Minnesota
$7.94M +$1.88M +1,469 +31%
RAM
146
Redmond Asset Management
Virginia
$7.7M -$183K -143 -2%
LFCM
147
Long Focus Capital Management
Puerto Rico
$7.65M -$843K -660 -10%
LOPW
148
Live Oak Private Wealth
North Carolina
$7.6M +$158K +124 +2%
TRSOTSOK
149
Teachers Retirement System of the State of Kentucky
Kentucky
$7.44M – – –
SIC
150
Schwartz Investment Counsel
Michigan
$7.25M +$376K +294 +5%
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6
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