We are live on ! Find out more
MKL icon

Markel Group

574 hedge funds and large institutions have $12.1B invested in Markel Group in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 210 increasing their positions, 182 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 47

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

15% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 182

11% more capital invested

Capital invested by funds: $10.9B → $12.1B (+$1.18B)

1% more funds holding

Funds holding: 568574 (+6)

0.51% more ownership

Funds ownership: 76.57%77.08% (+0.51%)

55% less call options, than puts

Call options by funds: $33.5M | Put options by funds: $74M

Holders
574
Holders Change
+6
Holders Change %
+1.06%
% of All Funds
10.08%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.44%
New
59
Increased
210
Reduced
182
Closed
47
Calls
$33.5M
Puts
$74M
Net Calls
-$40.5M
Net Calls Change
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FHB
251
First Hawaiian Bank
Hawaii
$1.8M +$345K +320 +25%
ANTB
252
AMG National Trust Bank
Colorado
$1.79M +$23.7K +22 +1%
MOS
253
MGO One Seven
Ohio
$1.74M +$177K +164 +12%
LBC
254
Lowe Brockenbrough & Co
Virginia
$1.72M -$325K -301 -17%
Robeco Institutional Asset Management
255
Robeco Institutional Asset Management
Netherlands
$1.69M
II
256
IFM Investors
Australia
$1.68M +$193K +179 +14%
DCM
257
Dupont Capital Management
Delaware
$1.66M -$777K -720 -33%
SEI Investments
258
SEI Investments
Pennsylvania
$1.65M
Caisse de Depot et Placement du Quebec (CDPQ)
259
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.63M +$99.2K +92 +7%
LOPW
260
Live Oak Private Wealth
North Carolina
$1.59M +$229K +212 +18%
JMPWA
261
JP Morgan Private Wealth Advisors
California
$1.58M -$32.4K -30 -2%
SG
262
Stonnington Group
California
$1.56M +$1.43M +1,325 New
TYCC
263
Texas Yale Capital Corp
Florida
$1.54M
Fuller & Thaler Asset Management
264
Fuller & Thaler Asset Management
California
$1.54M +$944K +875 +182%
NAM
265
Nissay Asset Management
Japan
$1.53M -$30.2K -28 -2%
ET
266
Equitable Trust
Tennessee
$1.53M -$384K -356 -21%
LW
267
Linscomb Wealth
Texas
$1.51M
PAM
268
Panagora Asset Management
Massachusetts
$1.48M +$33.4K +31 +2%
HBT
269
Hills Bank & Trust
Iowa
$1.48M -$12.9K -12 -0.9%
KAS
270
Kestra Advisory Services
Texas
$1.43M +$429K +398 +46%
OPPTF
271
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.39M +$41K +38 +3%
LPL Financial
272
LPL Financial
California
$1.37M +$111K +103 +9%
SMI
273
Shelter Mutual Insurance
Missouri
$1.37M
AWM
274
Altavista Wealth Management
North Carolina
$1.34M +$22.7K +21 +2%
KeyBank National Association
275
KeyBank National Association
Ohio
$1.34M +$218K +202 +21%

MKL Hedge Fund Activity: Q1 2021 in Review

574 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2021, worth a combined $12.1B — up 11% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MKL positions and 47 closed out — a net gain of 12 holders — while 210 added to existing stakes and 182 trimmed.

The largest buyer was Alta Capital Management, adding an estimated $64.6M. The largest seller was AKRE Capital Management, cutting an estimated $320M.

  • 574 institutional investors held Markel Group (MKL) as of Q1 2021, up from 568 in Q4 2020.
  • Funds reported $12.1B of Markel Group stock for Q1 2021, up 11% quarter-over-quarter.
  • 59 funds opened new Markel Group positions in Q1 2021 and 47 closed out, a net change of +12 holders.
  • The largest Markel Group buyer in Q1 2021 was Alta Capital Management, an estimated $64.6M added.
  • The largest Markel Group seller in Q1 2021 was AKRE Capital Management, an estimated $320M sold.

Based on aggregated 13F filings for Q1 2021.