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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 %
NEAM
176
New England Asset Management
Connecticut
$5.34M 4,050 – –
ASRS
177
Arizona State Retirement System
Arizona
$5.04M 3,828 +103 +3%
SAM
178
Shell Asset Management
Netherlands
$4.88M 3,704 -695 -16%
MA
179
Montag & Associates
Georgia
$4.78M 3,628 +6 +0.2%
GIA
180
Gateway Investment Advisers
Ohio
$4.75M 3,605 -1 -0%
SHA
181
Seneca House Advisors
Virginia
$4.65M 3,533 +1,507 +74%
JPMPWA
182
J.P. Morgan Private Wealth Advisors
California
$4.63M 3,511 -128 -4%
NRS
183
Neville Rodie & Shaw
New York
$4.61M 3,499 -96 -3%
AOWM
184
Alpha Omega Wealth Management
Virginia
$4.6M 3,493 +5 +0.1%
FDCDDQ
185
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.45M 3,376 +4 +0.1%
Osaic Holdings
186
Osaic Holdings
Arizona
$4.41M 3,345 +96 +3%
Nomura Asset Management
187
Nomura Asset Management
Japan
$4.23M 3,207 +32 +1%
TC
188
TownSquare Capital
Utah
$4.16M 3,158 +90 +3%
CPA
189
Court Place Advisors
Maryland
$4.07M 3,088 -4 -0.1%
Aviva
190
Aviva
United Kingdom
$4.03M 3,058 -627 -17%
CF
191
Centaurus Financial
California
$3.99M 3,027 -326 -10%
PFO
192
Pathstone Family Office
New Jersey
$3.98M 3,034 +74 +3%
Creative Planning
193
Creative Planning
Kansas
$3.96M 3,004 +134 +5%
CRC
194
Curi RMB Capital
Illinois
$3.91M 2,965 -1,701 -36%
VOYA Investment Management
195
VOYA Investment Management
Georgia
$3.9M 2,962 -66 -2%
GIA
196
GHP Investment Advisors
Colorado
$3.87M 2,936 -77 -3%
LBC
197
Lowe Brockenbrough & Co
Virginia
$3.86M 2,931 -1,767 -38%
SAM
198
Security Asset Management
New York
$3.82M 2,900 – –
US Bancorp
199
US Bancorp
Minnesota
$3.8M 2,883 +3 +0.1%
Comerica Bank
200
Comerica Bank
Texas
$3.77M 2,685 +335 +14%
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