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Markel Group
MKL

Overview Fund Activity

635 hedge funds and large institutions have $12.8B invested in Markel Group in 2021 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 196 increasing their positions, 201 reducing their positions, and 46 closing their positions.

Holders
635
Holders Change
+45
Holders Change %
+7.63%
% of All Funds
9.81%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
99
Increased
196
Reduced
201
Closed
46
Calls
$27.3M
Puts
$116M
Net Calls
-$88.2M
Net Calls Change
-$43.6M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$207M
2
Citadel Advisors
2
Citadel Advisors
Florida
$47.5M
3
CS
3
Credit Suisse
Switzerland
$46.1M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$24.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$81M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$412M
2
DDC
2
DF Dent & Co
Maryland
$234M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$719M
5
MVIP
5
Mar Vista Investment Partners
California
$120M
Name Market Value Shares Shares
Change 		Shares
Change %
Treasurer of the State of North Carolina
176
Treasurer of the State of North Carolina
North Carolina
$6.05M 4,902 -31 -0.6%
M&T Bank
177
M&T Bank
New York
$6.03M 4,890 -144 -3%
Lazard Asset Management
178
Lazard Asset Management
New York
$6.02M 4,876 +1,302 +36%
LBC
179
Lowe Brockenbrough & Co
Virginia
$5.84M 4,730 +249 +6%
IP
180
Interval Partners
New York
$5.75M 4,658 +4,658 New
AIMCA
181
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.55M 4,500 – –
Balyasny Asset Management
182
Balyasny Asset Management
Illinois
$5.51M 4,461 +4,461 New
JPMPWA
183
J.P. Morgan Private Wealth Advisors
California
$5.44M 4,407 -1,594 -27%
Holocene Advisors
184
Holocene Advisors
New York
$5.31M 4,302 -1,746 -29%
HFS
185
Hantz Financial Services
Michigan
$5.24M 4,249 -190 -4%
MA
186
Montag & Associates
Georgia
$5.22M 4,231 -51 -1%
Osaic Holdings
187
Osaic Holdings
Arizona
$5.07M 4,109 -6 -0.1%
Aviva
188
Aviva
United Kingdom
$5.04M 4,080 -49 -1%
RC
189
Roundview Capital
New Jersey
$4.96M 4,017 +148 +4%
Commonwealth Equity Services
190
Commonwealth Equity Services
Massachusetts
$4.89M 3,966 -121 -3%
Man Group
191
Man Group
United Kingdom
$4.78M 3,873 -204 -5%
CF
192
Centaurus Financial
California
$4.78M 3,870 +92 +2%
Royal London Asset Management
193
Royal London Asset Management
United Kingdom
$4.76M 3,853 -828 -18%
ECM
194
ExodusPoint Capital Management
New York
$4.71M 3,815 +150 +4%
NRS
195
Neville Rodie & Shaw
New York
$4.69M 3,799 -18 -0.5%
AOWM
196
Alpha Omega Wealth Management
Virginia
$4.69M 3,692 -5 -0.1%
ASRS
197
Arizona State Retirement System
Arizona
$4.61M 3,737 -124 -3%
PP
198
Paloma Partners
Connecticut
$4.53M 3,671 +3,671 New
Handelsbanken Fonder
199
Handelsbanken Fonder
Sweden
$4.52M 3,660 – –
BS
200
Banco Santander
Spain
$4.41M 3,575 +330 +10%
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