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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
Daiwa Securities Group
326
Daiwa Securities Group
Japan
$749K +$21.6K +20 +3%
Nordea Investment Management
327
Nordea Investment Management
Sweden
$739K +$34.5K +32 +5%
CIBC Asset Management
328
CIBC Asset Management
Ontario, Canada
$732K -$35.6K -33 -5%
EBT
329
Enterprise Bank & Trust
Massachusetts
$725K -$338K -313 -33%
TCOV
330
Trust Company of Vermont
Vermont
$696K -$5.39K -5 -0.8%
RG
331
Rikoon Group
New Mexico
$689K +$36.7K +34 +6%
CC
332
Centiva Capital
New York
$686K +$217K +201 +50%
SIRP
333
Shelter Insurance Retirement Plan
Missouri
$684K
Cambridge Investment Research Advisors
334
Cambridge Investment Research Advisors
Iowa
$683K +$7.55K +7 +1%
Qube Research & Technologies (QRT)
335
Qube Research & Technologies (QRT)
United Kingdom
$681K -$4.08M -3,786 -86%
PHK
336
Point72 Hong Kong
Hong Kong
$675K +$639K +592 New
SG Americas Securities
337
SG Americas Securities
New York
$672K -$785K -728 -55%
MIA
338
MainStreet Investment Advisors
Illinois
$666K -$17.3K -16 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
339
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$659K +$623K +578 New
RFM
340
Royal Fund Management
Florida
$658K -$64.7K -60 -9%
AB
341
Amalgamated Bank
New York
$653K -$30.2K -28 -5%
CCA
342
Conestoga Capital Advisors
Pennsylvania
$646K -$304K -282 -33%
BAM
343
Brave Asset Management
New Jersey
$638K -$43.1K -40 -7%
FA
344
FDx Advisors
Illinois
$635K +$2.16K +2 +0.4%
MPWT
345
MassMutual Private Wealth & Trust
Connecticut
$626K -$30.2K -28 -5%
IP
346
Intellectus Partners
California
$625K +$29.1K +27 +5%
PCI
347
Pacifica Capital Investments
Texas
$622K
SFS
348
Sowell Financial Services
Arkansas
$621K -$22.7K -21 -4%
OC
349
Oppenheimer & Co
New York
$615K -$6.47K -6 -1%
B
350
BP
United Kingdom
$612K -$149K -138 -21%

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.