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Markel Group

638 hedge funds and large institutions have $15.6B invested in Markel Group in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 185 increasing their positions, 215 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more funds holding in top 10

Funds holding in top 10: 2634 (+8)

22% more capital invested

Capital invested by funds: $12.8B → $15.6B (+$2.83B)

14% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 64

1.99% more ownership

Funds ownership: 76.76%78.75% (+2%)

0% more funds holding

Funds holding: 637638 (+1)

14% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 215

59% less call options, than puts

Call options by funds: $64.5M | Put options by funds: $156M

Holders
638
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.06%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.54%
New
73
Increased
185
Reduced
215
Closed
64
Calls
$64.5M
Puts
$156M
Net Calls
-$91.5M
Net Calls Change
-$3.23M
Name Holding Trade Value Shares
Change
Change in
Stake
FG
226
Fiduciary Group
Georgia
$3.86M -$384K -297 -9%
EIM
227
Ervin Investment Management
Washington
$3.78M -$50.4K -39 -2%
LOPW
228
Live Oak Private Wealth
North Carolina
$3.76M +$695K +538 +27%
GIA
229
GHP Investment Advisors
Colorado
$3.71M +$190K +147 +6%
Aviva
230
Aviva
United Kingdom
$3.71M -$2.02M -1,567 -38%
Twin Tree Management
231
Twin Tree Management
Texas
$3.65M -$6M -4,647 -65%
GIBU
232
Gulf International Bank (UK)
United Kingdom
$3.56M
BA
233
Bridgewater Associates
Connecticut
$3.55M +$1.51M +1,172 +95%
URS
234
Utah Retirement Systems
Utah
$3.55M -$53K -41 -2%
DADC
235
D.A. Davidson & Co
Montana
$3.52M +$163K +126 +6%
GCM
236
GoodHaven Capital Management
New Jersey
$3.47M
IFLIT
237
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$3.43M
LG
238
Leuthold Group
Minnesota
$3.4M +$2.97M +2,301 New
WBC
239
Westpac Banking Corp
Australia
$3.36M -$28.4K -22 -1%
BCIM
240
British Columbia Investment Management
British Columbia, Canada
$3.11M -$395K -306 -13%
BPA
241
Beacon Pointe Advisors
California
$3.08M +$2.7M +2,091 New
RI
242
Ridgewood Investments
New Jersey
$3.08M -$62K -48 -2%
II
243
IFM Investors
Australia
$3.08M +$271K +210 +11%
HC
244
Henshaw Capital
Massachusetts
$3.06M
LPL Financial
245
LPL Financial
California
$3.04M +$238K +184 +10%
SC
246
Shay Capital
New York
$2.95M -$7.73M -5,985 -75%
Zurich Cantonal Bank
247
Zurich Cantonal Bank
Switzerland
$2.94M
DekaBank Deutsche Girozentrale
248
DekaBank Deutsche Girozentrale
Germany
$2.94M +$109K +84 +4%
JCM
249
Jacobsen Capital Management
Utah
$2.89M +$247K +191 +11%
PI
250
PGGM Investments
Netherlands
$2.85M

MKL Hedge Fund Activity: Q1 2022 in Review

638 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2022, worth a combined $15.6B — up 22% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new MKL positions and 64 closed out — a net gain of 9 holders — while 185 added to existing stakes and 215 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $543M. The largest seller was Citadel Advisors, exiting entirely with an estimated $49.7M sold.

  • 638 institutional investors held Markel Group (MKL) as of Q1 2022, up from 637 in Q4 2021.
  • Funds reported $15.6B of Markel Group stock for Q1 2022, up 22% quarter-over-quarter.
  • 73 funds opened new Markel Group positions in Q1 2022 and 64 closed out, a net change of +9 holders.
  • The largest Markel Group buyer in Q1 2022 was Berkshire Hathaway, an estimated $543M added.
  • The largest Markel Group seller in Q1 2022 was Citadel Advisors, an estimated $49.7M sold.

Based on aggregated 13F filings for Q1 2022.