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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 %
SCM
126
Snyder Capital Management
California
$12.8M -$649K -457 -5%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$12.7M +$10.4M +7,318 +447%
GC
128
Guggenheim Capital
Illinois
$12.4M – – –
HCM
129
Hutchinson Capital Management
California
$12.3M -$36.9K -26 -0.3%
FAF
130
Fjarde Ap-fonden
Sweden
$11.7M -$141K -99 -1%
Assenagon Asset Management
131
Assenagon Asset Management
Luxembourg
$11.6M -$3.85M -2,708 -25%
KMC
132
Kirr Marbach & Co
Indiana
$11.5M -$121K -85 -1%
GH
133
GAM Holding
Switzerland
$11.4M -$12.8K -9 -0.1%
T. Rowe Price Associates
134
T. Rowe Price Associates
Maryland
$11.3M +$530K +373 +5%
VDBMI
135
Van Den Berg Management I
Texas
$11.3M -$56.8K -40 -0.5%
LIM
136
Lathrop Investment Management
Arkansas
$11M +$1.16M +815 +12%
SSWM
137
Smith Salley Wealth Management
North Carolina
$11M +$440K +310 +4%
Millennium Management
138
Millennium Management
New York
$10.8M -$10M -7,074 -48%
RCW
139
Rheos Capital Works
Japan
$10.6M – – –
2
140
2Xideas
Switzerland
$10.4M -$853K -601 -8%
State of New Jersey Common Pension Fund D
141
State of New Jersey Common Pension Fund D
New Jersey
$10.1M – – –
Focus Partners Wealth
142
Focus Partners Wealth
Massachusetts
$10.1M +$10.1M +7,138 New
Caisse de Depot et Placement du Quebec (CDPQ)
143
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.92M +$8.65M +6,095 +683%
SGAM
144
Smith Group Asset Management
Texas
$9.8M +$9.8M +6,900 New
Victory Capital Management
145
Victory Capital Management
Texas
$9.75M -$100M -70,678 -91%
State of Wisconsin Investment Board
146
State of Wisconsin Investment Board
Wisconsin
$9.23M -$345K -243 -4%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$9.12M -$1.6M -1,130 -15%
RC
148
Roundview Capital
New Jersey
$8.88M +$131K +92 +1%
LOPW
149
Live Oak Private Wealth
North Carolina
$8.83M +$300K +211 +4%
Treasurer of the State of North Carolina
150
Treasurer of the State of North Carolina
North Carolina
$8.77M +$90.9K +64 +1%
4 5
6
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