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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
Swedbank
301
Swedbank
Sweden
$1.29M +$2.58K +2 +0.2%
Northwestern Mutual Wealth Management
302
Northwestern Mutual Wealth Management
Wisconsin
$1.25M -$256K -198 -19%
PAM
303
Panagora Asset Management
Massachusetts
$1.22M
Mercer Global Advisors
304
Mercer Global Advisors
Colorado
$1.22M -$169K -131 -14%
KAS
305
Kestra Advisory Services
Texas
$1.21M -$154K -119 -13%
HLOC
306
H.L. Ormond & Company
North Carolina
$1.21M -$10.3K -8 -1%
FCMC
307
Founders Capital Management (Connecticut)
Connecticut
$1.19M -$3.18M -2,459 -75%
GC
308
Guggenheim Capital
Illinois
$1.18M +$94.3K +73 +10%
SFM
309
Systematic Financial Management
New Jersey
$1.16M +$523K +405 +106%
RWM
310
RKL Wealth Management
Pennsylvania
$1.15M
WT
311
Whittier Trust
California
$1.12M
Nordea Investment Management
312
Nordea Investment Management
Sweden
$1.11M
SIC
313
Salem Investment Counselors
North Carolina
$1.11M
LSC
314
Lyon Street Capital
California
$1.11M +$969K +750 New
ET
315
Equitable Trust
Tennessee
$1.1M -$293K -227 -23%
SMDAM
316
Sumitomo Mitsui DS Asset Management
Japan
$1.09M -$6.46K -5 -0.7%
PWP
317
Principle Wealth Partners
Connecticut
$1.09M
CIBC Asset Management
318
CIBC Asset Management
Ontario, Canada
$1.07M
CP
319
Corbenic Partners
Pennsylvania
$1.06M
GT
320
Glenmede Trust
Pennsylvania
$1.04M +$125K +97 +16%
Nisa Investment Advisors
321
Nisa Investment Advisors
Missouri
$1.03M
KS
322
Karpas Strategies
Connecticut
$1.03M
ASN
323
Advisory Services Network
Georgia
$1.01M +$6.46K +5 +0.7%
FIM
324
Fruth Investment Management
Texas
$1.01M
BTWM
325
Baker Tilly Wealth Management
Wisconsin
$1M +$274K +212 +45%

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.