We are live on ! Find out more
MKL icon

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
ST
326
Smithfield Trust
Pennsylvania
$998K -$25.8K -20 -3%
LW
327
Linscomb Wealth
Texas
$991K
Daiwa Securities Group
328
Daiwa Securities Group
Japan
$980K -$29.7K -23 -3%
CS
329
Cannell & Spears
New York
$968K
MWM
330
Madison Wealth Management
Ohio
$966K -$64.6K -50 -7%
American Century Companies
331
American Century Companies
Missouri
$926K +$86.6K +67 +12%
BNP Paribas Asset Management
332
BNP Paribas Asset Management
France
$916K +$802K +621 New
SW
333
Solidarity Wealth
Utah
$914K +$802K +621 New
OC
334
Oppenheimer & Co
New York
$901K -$41.3K -32 -5%
THWM
335
Taylor Hoffman Wealth Management
Virginia
$898K -$107K -83 -12%
LCOV
336
London Company of Virginia
Virginia
$895K +$784K +607 New
SIRP
337
Shelter Insurance Retirement Plan
Missouri
$886K
FCM
338
FJ Capital Management
Virginia
$870K +$762K +590 New
RCA
339
Resonant Capital Advisors
Wisconsin
$868K +$37.5K +29 +5%
BFG
340
Beacon Financial Group
Texas
$864K -$5.17K -4 -0.7%
Renaissance Technologies
341
Renaissance Technologies
New York
$856K -$8.59M -6,651 -92%
AFG
342
Albion Financial Group
Utah
$854K
BFA
343
Buttonwood Financial Advisors
Maryland
$853K
AUB
344
Atlantic Union Bankshares
Virginia
$851K -$31K -24 -4%
TCOV
345
Trust Company of Vermont
Vermont
$850K
PAG
346
Private Advisor Group
New Jersey
$845K +$192K +149 +35%
CCA
347
Conestoga Capital Advisors
Pennsylvania
$841K +$3.88K +3 +0.5%
VCA
348
Verdence Capital Advisors
Maryland
$828K -$7.75K -6 -1%
HIA
349
Harbor Investment Advisory
Maryland
$823K +$6.46K +5 +0.9%
Chevy Chase Trust
350
Chevy Chase Trust
Maryland
$810K -$1.29K -1 -0.2%

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.