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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
MSRPS
301
Maryland State Retirement & Pension System
Maryland
$1.39M -$41.6K -31 -3%
PS
302
Pensionfund Sabic
Netherlands
$1.38M – – –
SMDAM
303
Sumitomo Mitsui DS Asset Management
Japan
$1.38M +$154K +115 +13%
NAS
304
NWF Advisory Services
California
$1.34M – – –
MSFS
305
Main Street Financial Solutions
Pennsylvania
$1.33M -$9.39K -7 -0.7%
Teacher Retirement System of Texas
306
Teacher Retirement System of Texas
Texas
$1.33M -$717K -535 -36%
Twin Tree Management
307
Twin Tree Management
Texas
$1.31M -$3.68M -2,747 -74%
FA
308
FDx Advisors
Illinois
$1.29M -$508K -379 -29%
TPCW
309
TD Private Client Wealth
New York
$1.27M -$60.3K -45 -5%
SC
310
Scotia Capital
Ontario, Canada
$1.26M +$36.2K +27 +3%
AA
311
Ancora Advisors
Ohio
$1.26M -$53.6K -40 -4%
YIH
312
Y-Intercept (HK)
Hong Kong
$1.24M +$1.2M +897 New
SWS
313
SYSTM Wealth Solutions
Illinois
$1.23M -$30.8K -23 -3%
Nisa Investment Advisors
314
Nisa Investment Advisors
Missouri
$1.23M – – –
HBT
315
Hills Bank & Trust
Iowa
$1.23M – – –
JF
316
Jump Financial
Illinois
$1.2M +$712K +531 +157%
FFA
317
Fi3 Financial Advisors
Indiana
$1.19M -$20.1K -15 -2%
SAM
318
Silvercrest Asset Management
New York
$1.19M +$396K +295 +52%
AG
319
Ascent Group
Virginia
$1.18M +$227K +169 +27%
Canada Pension Plan Investment Board
320
Canada Pension Plan Investment Board
Ontario, Canada
$1.16M – – –
WVP
321
Worth Venture Partners
New Jersey
$1.15M +$341K +254 +44%
Nordea Investment Management
322
Nordea Investment Management
Sweden
$1.15M – – –
OAM
323
Ostrum Asset Management
France
$1.15M – – –
AIC
324
Aurora Investment Counsel
Georgia
$1.12M -$17.4K -13 -2%
KeyBank National Association
325
KeyBank National Association
Ohio
$1.11M -$22.8K -17 -2%
11 12
13
14 15

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.