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Markel Group

574 hedge funds and large institutions have $12.1B invested in Markel Group in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 210 increasing their positions, 182 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 47

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

15% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 182

11% more capital invested

Capital invested by funds: $10.9B → $12.1B (+$1.18B)

1% more funds holding

Funds holding: 568574 (+6)

0.51% more ownership

Funds ownership: 76.57%77.08% (+0.51%)

55% less call options, than puts

Call options by funds: $33.5M | Put options by funds: $74M

Holders
574
Holders Change
+6
Holders Change %
+1.06%
% of All Funds
10.08%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.44%
New
59
Increased
210
Reduced
182
Closed
47
Calls
$33.5M
Puts
$74M
Net Calls
-$40.5M
Net Calls Change
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FMW
301
Farr Miller & Washington
District of Columbia
$974K +$16.2K +15 +2%
BMM
302
Buffington Mohr McNeal
Idaho
$964K -$11.9K -11 -1%
GT
303
Glenmede Trust
Pennsylvania
$920K +$1.08K +1 +0.1%
RWM
304
RKL Wealth Management
Pennsylvania
$887K
WT
305
Whittier Trust
California
$873K +$17.3K +16 +2%
AG
306
AIA Group
Hong Kong
$865K +$50.7K +47 +7%
CT
307
Clearstead Trust
Maine
$860K -$890K -825 -52%
KIC
308
Kensington Investment Counsel
California
$843K +$61.5K +57 +8%
MWM
309
Madison Wealth Management
Ohio
$842K +$2.16K +2 +0.3%
PWP
310
Principle Wealth Partners
Connecticut
$840K +$63.6K +59 +9%
BFM
311
Boothbay Fund Management
New York
$839K -$454K -421 -36%
ST
312
Smithfield Trust
Pennsylvania
$836K -$113K -105 -13%
ASN
313
Advisory Services Network
Georgia
$831K -$153K -142 -16%
Twin Tree Management
314
Twin Tree Management
Texas
$827K +$506K +469 +182%
CP
315
Corbenic Partners
Pennsylvania
$821K
AC
316
Annandale Capital
Texas
$809K +$766K +710 New
CS
317
Candriam SCA
Luxembourg
$805K
AUB
318
Atlantic Union Bankshares
Virginia
$803K -$27K -25 -3%
KS
319
Karpas Strategies
Connecticut
$795K
SAM
320
Silvercrest Asset Management
New York
$786K +$4.32K +4 +0.6%
FIM
321
Fruth Investment Management
Texas
$780K
ONB
322
Old National Bancorp
Indiana
$772K -$147K -136 -17%
PP
323
Pegasus Partners
Wisconsin
$764K -$326K -302 -31%
CIBC Private Wealth Group
324
CIBC Private Wealth Group
Georgia
$764K +$1.08K +1 +0.1%
Schroder Investment Management Group
325
Schroder Investment Management Group
United Kingdom
$751K +$485K +450 +215%

MKL Hedge Fund Activity: Q1 2021 in Review

574 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2021, worth a combined $12.1B — up 11% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MKL positions and 47 closed out — a net gain of 12 holders — while 210 added to existing stakes and 182 trimmed.

The largest buyer was Alta Capital Management, adding an estimated $64.6M. The largest seller was AKRE Capital Management, cutting an estimated $320M.

  • 574 institutional investors held Markel Group (MKL) as of Q1 2021, up from 568 in Q4 2020.
  • Funds reported $12.1B of Markel Group stock for Q1 2021, up 11% quarter-over-quarter.
  • 59 funds opened new Markel Group positions in Q1 2021 and 47 closed out, a net change of +12 holders.
  • The largest Markel Group buyer in Q1 2021 was Alta Capital Management, an estimated $64.6M added.
  • The largest Markel Group seller in Q1 2021 was AKRE Capital Management, an estimated $320M sold.

Based on aggregated 13F filings for Q1 2021.