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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.69B 1,191,714 +9,216 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$1.48B 1,040,036 +500,829 +93%
BlackRock
3
BlackRock
New York
$1.08B 762,974 +129,349 +20%
Principal Financial Group
4
Principal Financial Group
Iowa
$802M 564,605 -4,748 -0.8%
State Street
5
State Street
Massachusetts
$432M 304,352 +16,042 +6%
DSA
6
Davis Selected Advisers
Arizona
$427M 300,604 +38,501 +15%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$412M 290,056 -12,625 -4%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$364M 256,104 -19,370 -7%
DC
9
Davenport & Co
Virginia
$355M 250,544 -57,878 -19%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$270M 190,743 +7,438 +4%
Boston Partners
11
Boston Partners
Massachusetts
$223M 156,872 +125,507 +400%
T. Rowe Price Investment Management
12
T. Rowe Price Investment Management
Maryland
$216M 152,220 +85,388 +128%
Norges Bank
13
Norges Bank
Norway
$214M 150,867 +5,834 +4%
Bank of America
14
Bank of America
North Carolina
$201M 141,468 +13,342 +10%
Mackenzie Financial
15
Mackenzie Financial
Ontario, Canada
$184M 129,541 +3,476 +3%
SI
16
Scharf Investments
California
$180M 126,920 +4,933 +4%
DDC
17
DF Dent & Co
Maryland
$159M 111,881 +11,086 +11%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$142M 100,339 +6,700 +7%
Northern Trust
19
Northern Trust
Illinois
$128M 90,276 +1,775 +2%
DWA
20
Douglass Winthrop Advisors
New York
$128M 89,903 +1,554 +2%
FAM
21
Fenimore Asset Management
New York
$125M 88,203 -531 -0.6%
Legal & General Group
22
Legal & General Group
United Kingdom
$124M 87,626 -7,155 -8%
AC
23
Avenir Corporation
Virginia
$122M 85,935 -1,455 -2%
PCH
24
Polar Capital Holdings
United Kingdom
$121M 85,000 -9,200 -10%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$120M 84,212 -1,785 -2%
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