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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 %
Franklin Resources
151
Franklin Resources
California
$7.51M 5,700 -74 -1%
JAM
152
Jupiter Asset Management
United Kingdom
$7.49M 5,699 +5,699 New
Asset Management One
153
Asset Management One
Japan
$7.23M 5,450 -213 -4%
SIC
154
Schwartz Investment Counsel
Michigan
$7.09M 5,385 – –
Ensign Peak Advisors
155
Ensign Peak Advisors
Utah
$6.94M 5,267 +32 +0.6%
IMRF
156
Illinois Municipal Retirement Fund
Illinois
$6.92M 5,250 -410 -7%
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$6.91M 5,248 +4,402 +520%
IMOV
158
Investment Management of Virginia
Virginia
$6.88M 5,222 +64 +1%
Royal London Asset Management
159
Royal London Asset Management
United Kingdom
$6.76M 5,136 +371 +8%
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$6.58M 4,991 +70 +1%
CVM
161
Cheviot Value Management
California
$6.5M 4,884 +119 +2%
RC
162
Roundview Capital
New Jersey
$6.38M 4,844 +167 +4%
HA
163
Heartland Advisors
Wisconsin
$6.32M 4,800 +62 +1%
Ameriprise
164
Ameriprise
Minnesota
$6.25M 4,748 +319 +7%
PAMS
165
Pictet Asset Management (Switzerland)
Switzerland
$6.14M 4,659 +60 +1%
BNP Paribas Financial Markets
166
BNP Paribas Financial Markets
France
$6.11M 4,634 -3,796 -45%
PI
167
PGGM Investments
Netherlands
$6.08M 4,611 -196 -4%
Mitsubishi UFJ Asset Management
168
Mitsubishi UFJ Asset Management
Japan
$5.91M 4,471 +639 +17%
BA
169
Bridgewater Associates
Connecticut
$5.89M 4,474 +1,524 +52%
M&T Bank
170
M&T Bank
New York
$5.83M 4,426 +173 +4%
Toronto Dominion Bank
171
Toronto Dominion Bank
Ontario, Canada
$5.82M 4,424 +1,303 +42%
Brown Advisory
172
Brown Advisory
Maryland
$5.52M 4,188 +1,850 +79%
Commonwealth Equity Services
173
Commonwealth Equity Services
Massachusetts
$5.38M 4,087 -11 -0.3%
HFS
174
Hantz Financial Services
Michigan
$5.37M 4,078 +297 +8%
KBC Group
175
KBC Group
Belgium
$5.37M 4,076 +2,364 +138%
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