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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
AI
251
Atria Investments
North Carolina
$2.84M -$18.1K -14 -0.7%
IEFM
252
IQ EQ Fund Management
Ireland
$2.77M
Cambridge Investment Research Advisors
253
Cambridge Investment Research Advisors
Iowa
$2.59M -$29.7K -23 -1%
SHA
254
Seneca House Advisors
Virginia
$2.55M +$642K +497 +40%
KBC Group
255
KBC Group
Belgium
$2.5M -$4.97M -3,851 -69%
BFIM
256
Beese Fulmer Investment Management
Ohio
$2.39M
MOS
257
MGO One Seven
Ohio
$2.39M -$58.1K -45 -3%
AAM
258
Autus Asset Management
Arizona
$2.36M +$353K +273 +21%
Public Employees Retirement Association of Colorado
259
Public Employees Retirement Association of Colorado
Colorado
$2.34M -$344K -266 -14%
FHB
260
First Hawaiian Bank
Hawaii
$2.33M
CWM
261
Chemistry Wealth Management
New York
$2.31M +$2.02M +1,564 New
Schroder Investment Management Group
262
Schroder Investment Management Group
United Kingdom
$2.21M +$500K +387 +35%
NAM
263
Nissay Asset Management
Japan
$2.17M +$36.2K +28 +2%
MYIA
264
Mount Yale Investment Advisors
Colorado
$2.15M -$235K -182 -11%
Creative Planning
265
Creative Planning
Kansas
$2.14M -$40K -31 -2%
1832 Asset Management
266
1832 Asset Management
Ontario, Canada
$2.13M +$1.89M +1,464 New
GCC
267
Guardian Capital (Canada)
Ontario, Canada
$2.12M
AC
268
Annandale Capital
Texas
$2.08M
KSWA
269
Kathleen S. Wright Associates
Pennsylvania
$2.04M -$429K -332 -19%
AB
270
Amalgamated Bank
New York
$2.02M -$14.2K -11 -0.8%
AF
271
Amalgamated Financial
New York
$2.02M +$1.76M +1,366 New
TC
272
Telemus Capital
Michigan
$2M +$253K +196 +17%
TYCC
273
Texas Yale Capital Corp
Florida
$2M
ANTB
274
AMG National Trust Bank
Colorado
$2M -$74.9K -58 -4%
WAM
275
Weiss Asset Management
Massachusetts
$1.93M +$1.69M +1,307 New

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.