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Markel Group

587 hedge funds and large institutions have $12.4B invested in Markel Group in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 189 increasing their positions, 194 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 48

2% more funds holding

Funds holding: 574587 (+13)

3% more capital invested

Capital invested by funds: $12.1B → $12.4B (+$351M)

0.15% more ownership

Funds ownership: 77.08%77.23% (+0.15%)

3% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 194

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

14% less call options, than puts

Call options by funds: $49.4M | Put options by funds: $57.3M

Holders
587
Holders Change
+13
Holders Change %
+2.26%
% of All Funds
10.22%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.42%
New
63
Increased
189
Reduced
194
Closed
48
Calls
$49.4M
Puts
$57.3M
Net Calls
-$7.96M
Net Calls Change
+$32.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
251
Atria Investments
North Carolina
$2.44M -$14.4K -12 -0.6%
BZWA
252
Blue Zone Wealth Advisors
California
$2.42M +$260K +217 +12%
Toronto Dominion Bank
253
Toronto Dominion Bank
Ontario, Canada
$2.34M +$131K +109 +6%
Wolverine Trading
254
Wolverine Trading
Illinois
$2.23M -$458K -382 -17%
II
255
IFM Investors
Australia
$2.23M +$485K +405 +28%
GTCM
256
Gyon Technologies Capital Management
New Jersey
$2.21M +$1.67M +1,389 +292%
Public Employees Retirement Association of Colorado
257
Public Employees Retirement Association of Colorado
Colorado
$2.2M
GCC
258
Guardian Capital (Canada)
Ontario, Canada
$2.17M +$95.9K +80 +5%
SAM
259
Shell Asset Management
Netherlands
$2.17M +$2.04M +1,700 +1,360%
JCM
260
Jacobsen Capital Management
Utah
$2.14M +$44.4K +37 +2%
MFM
261
MD Financial Management
Ontario, Canada
$2.1M +$2.13M +1,774 New
MYIA
262
Mount Yale Investment Advisors
Colorado
$2.07M -$56.3K -47 -3%
SC
263
Sepio Capital
Utah
$1.95M -$1.2K -1 -0.1%
BFIM
264
Beese Fulmer Investment Management
Ohio
$1.92M
AB
265
Amalgamated Bank
New York
$1.92M +$1.25M +1,043 +182%
VPI
266
Value Partners Investments
Manitoba, Canada
$1.9M -$479K -400 -20%
LOPW
267
Live Oak Private Wealth
North Carolina
$1.89M +$229K +191 +14%
FHB
268
First Hawaiian Bank
Hawaii
$1.87M
ANTB
269
AMG National Trust Bank
Colorado
$1.85M -$9.59K -8 -0.5%
SEI Investments
270
SEI Investments
Pennsylvania
$1.81M -$16.8K -14 -0.9%
MOS
271
MGO One Seven
Ohio
$1.8M -$9.59K -8 -0.5%
DekaBank Deutsche Girozentrale
272
DekaBank Deutsche Girozentrale
Germany
$1.76M -$143K -119 -7%
LBC
273
Lowe Brockenbrough & Co
Virginia
$1.76M -$28.8K -24 -2%
DCM
274
Dupont Capital Management
Delaware
$1.73M
PP
275
Palladium Partners
Virginia
$1.7M -$246K -205 -13%

MKL Hedge Fund Activity: Q2 2021 in Review

587 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q2 2021, worth a combined $12.4B — up 2.9% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new MKL positions and 48 closed out — a net gain of 15 holders — while 189 added to existing stakes and 194 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $79.9M. The largest seller was BlackRock, cutting an estimated $193M.

  • 587 institutional investors held Markel Group (MKL) as of Q2 2021, up from 574 in Q1 2021.
  • Funds reported $12.4B of Markel Group stock for Q2 2021, up 2.9% quarter-over-quarter.
  • 63 funds opened new Markel Group positions in Q2 2021 and 48 closed out, a net change of +15 holders.
  • The largest Markel Group buyer in Q2 2021 was AQR Capital Management, an estimated $79.9M added.
  • The largest Markel Group seller in Q2 2021 was BlackRock, an estimated $193M sold.

Based on aggregated 13F filings for Q2 2021.