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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
BMM
301
Buffington Mohr McNeal
Idaho
$1.14M
SMDAM
302
Sumitomo Mitsui DS Asset Management
Japan
$1.13M +$183K +133 +18%
SW
303
Solidarity Wealth
Utah
$1.08M +$290K +211 +34%
PAM
304
Panagora Asset Management
Massachusetts
$1.07M
KAS
305
Kestra Advisory Services
Texas
$1.05M -$11K -8 -1%
EWM
306
Empirical Wealth Management
Washington
$1.04M -$3.16M -2,304 -74%
FCMC
307
Founders Capital Management (Connecticut)
Connecticut
$1.04M
HLOC
308
H.L. Ormond & Company
North Carolina
$1.03M -$32.9K -24 -3%
Nordea Investment Management
309
Nordea Investment Management
Sweden
$1.02M +$83.7K +61 +8%
FIM
310
Fruth Investment Management
Texas
$1.02M
MAM
311
Meeder Asset Management
Ohio
$1.01M +$1.03M +752 +2,686%
RWM
312
RKL Wealth Management
Pennsylvania
$1.01M
Swedbank
313
Swedbank
Sweden
$1,000K -$137K -100 -11%
WT
314
Whittier Trust
California
$984K
MSFS
315
Main Street Financial Solutions
Pennsylvania
$972K +$1.03M +748 New
SIC
316
Salem Investment Counselors
North Carolina
$970K
NIM
317
Needham Investment Management
New York
$970K +$1.03M +750 New
GT
318
Glenmede Trust
Pennsylvania
$969K +$64.5K +47 +7%
DCM
319
Dupont Capital Management
Delaware
$957K -$439K -320 -30%
PWP
320
Principle Wealth Partners
Connecticut
$953K
CIBC Asset Management
321
CIBC Asset Management
Ontario, Canada
$936K -$5.49K -4 -0.5%
CP
322
Corbenic Partners
Pennsylvania
$931K
Nisa Investment Advisors
323
Nisa Investment Advisors
Missouri
$905K
BTWM
324
Baker Tilly Wealth Management
Wisconsin
$905K +$26.1K +19 +3%
KS
325
Karpas Strategies
Connecticut
$903K

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.