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Markel Group

640 hedge funds and large institutions have $13.5B invested in Markel Group in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 187 increasing their positions, 218 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 55

0% more funds holding

Funds holding: 638640 (+2)

0.86% less ownership

Funds ownership: 78.75%77.89% (-0.86%)

3% less funds holding in top 10

Funds holding in top 10: 3433 (-1)

12% less call options, than puts

Call options by funds: $129M | Put options by funds: $147M

14% less capital invested

Capital invested by funds: $15.6B → $13.5B (-$2.12B)

14% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 218

Holders
640
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
10.78%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.56%
New
70
Increased
187
Reduced
218
Closed
55
Calls
$129M
Puts
$147M
Net Calls
-$17.8M
Net Calls Change
+$73.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
251
Cerity Partners
New York
$2.11M +$1.79M +1,306 +398%
WBC
252
Westpac Banking Corp
Australia
$2.1M -$893K -651 -29%
BFIM
253
Beese Fulmer Investment Management
Ohio
$2.1M
1832 Asset Management
254
1832 Asset Management
Ontario, Canada
$2.06M +$178K +130 +9%
CSS
255
Cubist Systematic Strategies
Connecticut
$2.06M +$1.79M +1,305 +456%
Public Employees Retirement Association of Colorado
256
Public Employees Retirement Association of Colorado
Colorado
$2.06M
MOS
257
MGO One Seven
Ohio
$2.05M -$49.4K -36 -2%
BCIM
258
British Columbia Investment Management
British Columbia, Canada
$2.04M -$725K -528 -25%
Schroder Investment Management Group
259
Schroder Investment Management Group
United Kingdom
$1.93M +$28.8K +21 +1%
Prudential Financial
260
Prudential Financial
New Jersey
$1.88M -$17M -12,372 -90%
Janus Henderson Group
261
Janus Henderson Group
United Kingdom
$1.88M -$5.55M -4,047 -74%
NAM
262
Nissay Asset Management
Japan
$1.87M -$28.8K -21 -1%
JCM
263
Jacobsen Capital Management
Utah
$1.85M -$725K -528 -27%
FHB
264
First Hawaiian Bank
Hawaii
$1.83M -$225K -164 -10%
AC
265
Annandale Capital
Texas
$1.82M
KSWA
266
Kathleen S. Wright Associates
Pennsylvania
$1.79M
TYCC
267
Texas Yale Capital Corp
Florida
$1.75M
ANTB
268
AMG National Trust Bank
Colorado
$1.66M -$98.8K -72 -5%
CC
269
Cannell & Co
New York
$1.65M
KIC
270
Kensington Investment Counsel
California
$1.63M -$42.5K -31 -2%
FA
271
FDx Advisors
Illinois
$1.62M +$206K +150 +14%
HBT
272
Hills Bank & Trust
Iowa
$1.59M -$68.6K -50 -4%
GJIC
273
Gamble Jones Investment Counsel
California
$1.58M +$446K +325 +36%
SMI
274
Shelter Mutual Insurance
Missouri
$1.55M
SC
275
Sepio Capital
Utah
$1.54M -$41.2K -30 -2%

MKL Hedge Fund Activity: Q2 2022 in Review

640 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q2 2022, worth a combined $13.5B — down 14% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MKL positions and 55 closed out — a net gain of 15 holders — while 187 added to existing stakes and 218 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $64.9M. The largest seller was AQR Capital Management, cutting an estimated $49.2M.

  • 640 institutional investors held Markel Group (MKL) as of Q2 2022, up from 638 in Q1 2022.
  • Funds reported $13.5B of Markel Group stock for Q2 2022, down 14% quarter-over-quarter.
  • 70 funds opened new Markel Group positions in Q2 2022 and 55 closed out, a net change of +15 holders.
  • The largest Markel Group buyer in Q2 2022 was Berkshire Hathaway, an estimated $64.9M added.
  • The largest Markel Group seller in Q2 2022 was AQR Capital Management, an estimated $49.2M sold.

Based on aggregated 13F filings for Q2 2022.