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Markel Group
MKL

699 hedge funds and large institutions have $14.2B invested in Markel Group in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 187 increasing their positions, 254 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 39

8% more capital invested

Capital invested by funds: $13.2B → $14.2B (+$1B)

6% more funds holding in top 10

Funds holding in top 10: 31 → 33 (+2)

4% more funds holding

Funds holding: 674 → 699 (+25)

6% more call options, than puts

Call options by funds: $69.1M | Put options by funds: $65M

0.12% less ownership

Funds ownership: 77.4% → 77.28% (-0.12%)

26% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 254

Holders
699
Holders Change
+25
Holders Change %
+3.71%
% of All Funds
10.98%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.52%
New
68
Increased
187
Reduced
254
Closed
39
Calls
$69.1M
Puts
$65M
Net Calls
+$4.14M
Net Calls Change
-$26M

Top Buyers

1
GHCMRT
Graham Holdings Co Master Retirement Trust
Virginia
+$77.8M
2
DSA
Davis Selected Advisers
Arizona
+$26.3M
3
GLCM
Greenlea Lane Capital Management
Connecticut
+$24M
4
Jennison Associates
Jennison Associates
New York
+$20M
5
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
+$19.1M

Top Sellers

1
BlackRock
BlackRock
New York
-$37.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$29.9M
3
Principal Financial Group
Principal Financial Group
Iowa
-$18.3M
4
PCH
Polar Capital Holdings
United Kingdom
-$16.8M
5
State Street
State Street
Massachusetts
-$14.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
251
Parallel Advisors
California
$2.43M +$134K +100 +6%
VOYA Investment Management
252
VOYA Investment Management
Georgia
$2.32M -$1.34M -1,002 -37%
BPA
253
Beacon Pointe Advisors
California
$2.31M -$723K -539 -24%
DekaBank Deutsche Girozentrale
254
DekaBank Deutsche Girozentrale
Germany
$2.27M +$76.4K +57 +4%
MOS
255
MGO One Seven
Ohio
$2.21M -$42.9K -32 -2%
NIM
256
Needham Investment Management
New York
$2.21M – – –
BFIM
257
Beese Fulmer Investment Management
Ohio
$2.21M -$10.7K -8 -0.5%
Public Employees Retirement Association of Colorado
258
Public Employees Retirement Association of Colorado
Colorado
$2.2M – – –
Public Sector Pension Investment Board (PSP Investments)
259
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.18M -$93.9K -70 -4%
FA
260
Fiduciary Alliance
South Carolina
$2.16M +$2.09M +1,560 New
LIP
261
Liontrust Investment Partners
United Kingdom
$2.07M – – –
PMEF
262
Point72 Middle East FZE
United Arab Emirates
$2.06M +$2M +1,490 New
CC
263
Cannell & Co
New York
$2.04M – – –
WC
264
Weil Company
California
$2.02M +$311K +232 +19%
TRCT
265
Tower Research Capital (TRC)
New York
$1.99M +$552K +412 +40%
Luther King Capital Management (LKCM)
266
Luther King Capital Management (LKCM)
Texas
$1.99M +$8.05K +6 +0.4%
FDS
267
Freedom Day Solutions
Texas
$1.95M +$25.5K +19 +1%
FAF
268
Första AP-fonden
Sweden
$1.92M -$778K -580 -29%
Federated Hermes
269
Federated Hermes
Pennsylvania
$1.89M -$134K -100 -7%
TYCC
270
Texas Yale Capital Corp
Florida
$1.88M – – –
Prudential Financial
271
Prudential Financial
New Jersey
$1.85M -$874K -652 -32%
NAM
272
Nissay Asset Management
Japan
$1.82M -$134K -100 -7%
GIBU
273
Gulf International Bank (UK)
United Kingdom
$1.8M -$485K -362 -22%
RL
274
Ruffer LLP
United Kingdom
$1.8M – – –
AB
275
Amalgamated Bank
New York
$1.76M -$280K -209 -14%
9 10
11
12 13

MKL Hedge Fund Activity: Q2 2023 in Review

699 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q2 2023, worth a combined $14.2B — up 7.6% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new MKL positions and 39 closed out — a net gain of 29 holders — while 187 added to existing stakes and 254 trimmed.

The largest buyer was Graham Holdings Co Master Retirement Trust, opening a new position worth an estimated $77.8M. The largest seller was BlackRock, cutting an estimated $37.2M.

  • 699 institutional investors held Markel Group (MKL) as of Q2 2023, up from 674 in Q1 2023.
  • Funds reported $14.2B of Markel Group stock for Q2 2023, up 7.6% quarter-over-quarter.
  • 68 funds opened new Markel Group positions in Q2 2023 and 39 closed out, a net change of +29 holders.
  • The largest Markel Group buyer in Q2 2023 was Graham Holdings Co Master Retirement Trust, an estimated $77.8M added.
  • The largest Markel Group seller in Q2 2023 was BlackRock, an estimated $37.2M sold.

Based on aggregated 13F filings for Q2 2023.