MKL icon

Markel Group
MKL

Overview Fund Activity

672 hedge funds and large institutions have $13.2B invested in Markel Group in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 201 increasing their positions, 228 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
10.76%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.5%
New
71
Increased
201
Reduced
228
Closed
61
Calls
$100M
Puts
$70M
Net Calls
+$30.2M
Net Calls Change
-$20.8M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$85.8M
2
CB
2
Cooke & Bieler
Pennsylvania
$59.8M
3
Jennison Associates
3
Jennison Associates
New York
$48.3M
4
VLKIM
4
Van Lanschot Kempen Investment Management
Netherlands
$45.7M
5
CCM
5
Check Capital Management
California
$87.5M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$405M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$372M
4
ZIG
4
Zurich Insurance Group
Switzerland
$36.9M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$7.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
201
TownSquare Capital
Utah
$3.66M -$373K -292 -9%
SAM
202
Security Asset Management
New York
$3.65M -$53.7K -42 -1%
First Trust Advisors
203
First Trust Advisors
Illinois
$3.61M -$16.8M -13,190 -82%
Creative Planning
204
Creative Planning
Kansas
$3.61M -$229K -179 -6%
US Bancorp
205
US Bancorp
Minnesota
$3.59M -$92K -72 -2%
Millennium Management
206
Millennium Management
New York
$3.59M +$2.31M +1,812 +182%
HKAM
207
Horizon Kinetics Asset Management
New York
$3.54M -$8.94K -7 -0.3%
National Bank of Canada
208
National Bank of Canada
Quebec, Canada
$3.51M -$8.97K -7 -0.3%
TAF
209
Tredje AP-fonden
Sweden
$3.49M – – –
BZWA
210
Blue Zone Wealth Advisors
California
$3.48M -$1.28K -1 -0%
EWM
211
Evergreen Wealth Management
Michigan
$3.46M +$915K +716 +36%
VOYA Investment Management
212
VOYA Investment Management
Georgia
$3.42M -$364K -285 -10%
CHAM
213
Clear Harbor Asset Management
Connecticut
$3.37M +$3.37M +2,638 New
AC
214
Annandale Capital
Texas
$3.35M +$281K +220 +9%
CF
215
Centaurus Financial
California
$3.33M -$535K -419 -14%
TC
216
Telemus Capital
Michigan
$3.26M +$837K +655 +35%
EIM
217
Ervin Investment Management
Washington
$3.21M -$36.6K -29 -1%
Aberdeen Group
218
Aberdeen Group
United Kingdom
$3.05M +$1.41M +1,105 +86%
SW
219
Solidarity Wealth
Utah
$3.05M +$3.05M +2,386 New
BCI
220
Brinker Capital Investments
Pennsylvania
$3.03M -$160K -125 -5%
OPS
221
Orion Portfolio Solutions
Nebraska
$3.03M +$3.03M +2,372 New
URS
222
Utah Retirement Systems
Utah
$3.03M – – –
FG
223
Fiduciary Group
Georgia
$3.02M -$30.7K -24 -1%
Skandinaviska Enskilda Banken (SEB)
224
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.99M -$56.2K -44 -2%
II
225
IFM Investors
Australia
$2.99M +$206K +161 +7%
7 8
9
10 11