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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 %
MFAM
151
Motley Fool Asset Management
Virginia
$8.43M -$213K -150 -2%
Fuller & Thaler Asset Management
152
Fuller & Thaler Asset Management
California
$8.41M -$2.39M -1,685 -22%
Corient Private Wealth
153
Corient Private Wealth
Florida
$8.32M +$5.73M +4,035 +221%
BGIM
154
Brandywine Global Investment Management
Pennsylvania
$8.32M -$246K -173 -3%
RAM
155
Redmond Asset Management
Virginia
$8.31M +$82.4K +58 +1%
Mercer Global Advisors
156
Mercer Global Advisors
Colorado
$8.3M +$672K +473 +9%
BNP Paribas Financial Markets
157
BNP Paribas Financial Markets
France
$8.27M +$4.12M +2,905 +100%
Mitsubishi UFJ Asset Management
158
Mitsubishi UFJ Asset Management
Japan
$8.24M +$761K +533 +10%
CVM
159
Cheviot Value Management
California
$8.13M +$156K +109 +2%
RCM
160
Regency Capital Management
Hawaii
$8.11M +$3.33M +2,343 +70%
Ameriprise
161
Ameriprise
Minnesota
$8.06M +$760K +535 +10%
Ohio Public Employees Retirement System (OPERS)
162
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.82M +$213K +150 +3%
PI
163
PGGM Investments
Netherlands
$7.77M – – –
Royal London Asset Management
164
Royal London Asset Management
United Kingdom
$7.7M +$666K +469 +9%
Franklin Resources
165
Franklin Resources
California
$7.68M -$80.9K -57 -1%
National Bank of Canada
166
National Bank of Canada
Quebec, Canada
$7.41M +$3.53M +2,461 +91%
SHA
167
Seneca House Advisors
Virginia
$7.3M +$650K +458 +10%
Asset Management One
168
Asset Management One
Japan
$7.27M +$395K +280 +6%
Pictet Asset Management
169
Pictet Asset Management
Switzerland
$7.18M +$363K +256 +5%
CIM
170
Chapman Investment Management
California
$7.1M +$115K +81 +2%
SIC
171
Schwartz Investment Counsel
Michigan
$6.94M -$1.13M -794 -14%
Ensign Peak Advisors
172
Ensign Peak Advisors
Utah
$6.9M -$4.39M -3,091 -39%
CIBC World Market
173
CIBC World Market
Ontario, Canada
$6.75M -$2.93M -2,062 -30%
SW
174
Solidarity Wealth
Utah
$6.51M +$1.02M +721 +19%
Commonwealth Equity Services
175
Commonwealth Equity Services
Massachusetts
$6.43M -$63.9K -45 -1%
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