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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
KIC
276
Kensington Investment Counsel
California
$1.91M +$561K +434 +50%
HBT
277
Hills Bank & Trust
Iowa
$1.89M
CC
278
Cannell & Co
New York
$1.89M
PP
279
Palladium Partners
Virginia
$1.88M
SC
280
Sepio Capital
Utah
$1.8M -$393K -304 -20%
SMI
281
Shelter Mutual Insurance
Missouri
$1.77M
SWM
282
Salvus Wealth Management
New Jersey
$1.73M +$5.17K +4 +0.3%
ProShare Advisors
283
ProShare Advisors
Maryland
$1.71M -$20.7K -16 -1%
Aberdeen Group
284
Aberdeen Group
United Kingdom
$1.68M -$2.53M -1,955 -63%
First Manhattan
285
First Manhattan
New York
$1.67M
FA
286
FDx Advisors
Illinois
$1.63M +$154K +119 +12%
HGWM
287
Horst & Graben Wealth Management
Oregon
$1.62M
GG
288
Gofen & Glossberg
Illinois
$1.6M
DCM
289
Dupont Capital Management
Delaware
$1.56M
MSRPS
290
Maryland State Retirement & Pension System
Maryland
$1.52M
AA
291
Ancora Advisors
Ohio
$1.52M -$58.1K -45 -4%
RL
292
Ruffer LLP
United Kingdom
$1.48M
RR
293
Robotti Robert
$1.48M +$517K +400 +67%
OPPTF
294
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.47M +$34.9K +27 +3%
Bank of Montreal
295
Bank of Montreal
Ontario, Canada
$1.47M -$13.2M -10,182 -91%
FFA
296
Fi3 Financial Advisors
Indiana
$1.43M -$6.46K -5 -0.5%
Susquehanna International Group
297
Susquehanna International Group
Pennsylvania
$1.43M -$8.44M -6,533 -87%
KeyBank National Association
298
KeyBank National Association
Ohio
$1.42M -$5.17K -4 -0.4%
GJIC
299
Gamble Jones Investment Counsel
California
$1.32M -$25.8K -20 -2%
BMM
300
Buffington Mohr McNeal
Idaho
$1.3M

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.