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Markel Group
MKL

731 hedge funds and large institutions have $15.2B invested in Markel Group in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 271 increasing their positions, 237 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $69.6M | Put options by funds: $49.4M

14% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 237

4.2% more ownership

Funds ownership: 76.88% → 81.08% (+4.2%)

3% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 75

1% more capital invested

Capital invested by funds: $15B → $15.2B (+$201M)

1% less funds holding

Funds holding: 737 → 731 (-6)

11% less funds holding in top 10

Funds holding in top 10: 35 → 31 (-4)

Holders
731
Holders Change
-6
Holders Change %
-0.81%
% 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
77
Increased
271
Reduced
237
Closed
75
Calls
$69.6M
Puts
$49.4M
Net Calls
+$20.2M
Net Calls Change
-$22.2M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$711M
2
BlackRock
BlackRock
New York
+$184M
3
Boston Partners
Boston Partners
Massachusetts
+$178M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$121M
5
Jennison Associates
Jennison Associates
New York
+$58.3M

Top Sellers

Rank Fund Capital Flow
1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$234M
2
ESCM
Echo Street Capital Management
New York
-$117M
3
Victory Capital Management
Victory Capital Management
Texas
-$100M
4
DC
Davenport & Co
Virginia
-$82.1M
5
MVIP
Mar Vista Investment Partners
California
-$66.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
WG
226
Watchman Group
Texas
$3.34M +$11.3K +8 +0.3%
CC
227
Chicago Capital
Illinois
$3.31M +$3.31M +2,333 New
CWM
228
Chemistry Wealth Management
New York
$3.31M +$223K +157 +7%
IFLIT
229
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$3.3M – – –
FHB
230
First Hawaiian Bank
Hawaii
$3.29M +$281K +198 +9%
Pathstone Holdings
231
Pathstone Holdings
New Jersey
$3.29M +$3.29M +2,317 New
LIP
232
Liontrust Investment Partners
United Kingdom
$3.24M +$611K +431 +23%
URS
233
Utah Retirement Systems
Utah
$3.23M +$11.3K +8 +0.4%
Zurich Cantonal Bank
234
Zurich Cantonal Bank
Switzerland
$3.18M +$1.42K +1 +0%
BZWA
235
Blue Zone Wealth Advisors
California
$3.13M +$90.8K +64 +3%
AM
236
AGF Management
Ontario, Canada
$3.13M +$3.12M +2,201 New
NIM
237
Needham Investment Management
New York
$3.05M +$638K +450 +26%
HA
238
Heartland Advisors
Wisconsin
$3.05M -$1.36M -962 -31%
DADC
239
D.A. Davidson & Co
Montana
$3M +$45.4K +32 +2%
FG
240
Fiduciary Group
Georgia
$2.99M -$304K -214 -9%
RI
241
Ridgewood Investments
New Jersey
$2.97M -$17K -12 -0.6%
SSA
242
Schonfeld Strategic Advisors
New York
$2.95M +$1.44M +1,017 +96%
Susquehanna International Group
243
Susquehanna International Group
Pennsylvania
$2.92M -$11.9M -8,393 -80%
BI
244
Berkeley Inc
Idaho
$2.92M +$1.36M +958 +87%
AI
245
Atria Investments
North Carolina
$2.86M -$106K -75 -4%
VA
246
Vident Advisory
Georgia
$2.85M +$115K +81 +4%
CIC
247
Canal Insurance Company
South Carolina
$2.84M – – –
TAF
248
Tredje AP-fonden
Sweden
$2.83M -$140K -99 -5%
BFA
249
Buttonwood Financial Advisors
Maryland
$2.83M +$1.98M +1,398 +235%
ACA
250
American Capital Advisory
Idaho
$2.78M +$2.78M +1,961 New
8 9
10
11 12

MKL Hedge Fund Activity: Q4 2023 in Review

731 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q4 2023, worth a combined $15.2B — up 1.3% from $15B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new MKL positions and 75 closed out — a net gain of 2 holders — while 271 added to existing stakes and 237 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $711M. The largest seller was Berkshire Hathaway, exiting entirely with an estimated $234M sold.

  • 731 institutional investors held Markel Group (MKL) as of Q4 2023, down from 737 in Q3 2023.
  • Funds reported $15.2B of Markel Group stock for Q4 2023, up 1.3% quarter-over-quarter.
  • 77 funds opened new Markel Group positions in Q4 2023 and 75 closed out, a net change of +2 holders.
  • The largest Markel Group buyer in Q4 2023 was Morgan Stanley, an estimated $711M added.
  • The largest Markel Group seller in Q4 2023 was Berkshire Hathaway, an estimated $234M sold.

Based on aggregated 13F filings for Q4 2023.