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Markel Group
MKL

Overview Fund Activity

697 hedge funds and large institutions have $14.2B invested in Markel Group in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 253 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+25
Holders Change %
+3.72%
% of All Funds
10.99%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.52%
New
68
Increased
188
Reduced
253
Closed
39
Calls
$69.1M
Puts
$65M
Net Calls
+$4.15M
Net Calls Change
-$26M

Top Buyers

1
GHCMRT
Graham Holdings Co Master Retirement Trust
Virginia
$80.2M
2
DSA
Davis Selected Advisers
Arizona
$367M
3
GLCM
Greenlea Lane Capital Management
Connecticut
$33.4M
4
Jennison Associates
Jennison Associates
New York
$73M
5
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$69.2M

Top Sellers

1
BlackRock
BlackRock
New York
$877M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.66B
3
Principal Financial Group
Principal Financial Group
Iowa
$791M
4
PCH
Polar Capital Holdings
United Kingdom
$140M
5
State Street
State Street
Massachusetts
$399M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
176
SEI Investments
Pennsylvania
$5.35M +$703K +508 +15%
LPL Financial
177
LPL Financial
California
$5.32M +$779K +563 +17%
CHAM
178
Clear Harbor Asset Management
Connecticut
$5.15M +$1.5M +1,084 +41%
MA
179
Montag & Associates
Georgia
$5.04M +$27.7K +20 +0.6%
Creative Planning
180
Creative Planning
Kansas
$5.02M +$1.11M +804 +28%
GIA
181
Gateway Investment Advisers
Ohio
$4.91M – – –
NRS
182
Neville Rodie & Shaw
New York
$4.83M – – –
TC
183
TownSquare Capital
Utah
$4.81M +$847K +612 +21%
ASRS
184
Arizona State Retirement System
Arizona
$4.8M -$610K -441 -11%
Cerity Partners
185
Cerity Partners
New York
$4.76M +$440K +318 +10%
AOWM
186
Alpha Omega Wealth Management
Virginia
$4.73M -$6.92K -5 -0.1%
Toronto Dominion Bank
187
Toronto Dominion Bank
Ontario, Canada
$4.67M -$1.13M -821 -20%
Osaic Holdings
188
Osaic Holdings
Arizona
$4.65M +$16.6K +12 +0.4%
Nomura Asset Management
189
Nomura Asset Management
Japan
$4.64M – – –
JPMPWA
190
J.P. Morgan Private Wealth Advisors
California
$4.62M -$1.11M -803 -19%
GIA
191
GHP Investment Advisors
Colorado
$4.57M +$140K +93 +3%
KBC Group
192
KBC Group
Belgium
$4.54M -$170K -123 -4%
SW
193
Solidarity Wealth
Utah
$4.36M +$1.06M +769 +32%
RCM
194
Regency Capital Management
Hawaii
$4.34M +$1.85M +1,335 +74%
HA
195
Heartland Advisors
Wisconsin
$4.3M – – –
CIBC Private Wealth Group
196
CIBC Private Wealth Group
Georgia
$4.17M – – –
CPA
197
Court Place Advisors
Maryland
$4.15M -$85.8K -62 -2%
EWM
198
Evergreen Wealth Management
Michigan
$4.14M +$401K +290 +11%
CRC
199
Curi RMB Capital
Illinois
$4.1M – – –
GCM
200
GoodHaven Capital Management
New Jersey
$4.03M -$13.8K -10 -0.3%
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