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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
Daiwa Securities Group
326
Daiwa Securities Group
Japan
$900K +$43.9K +32 +5%
ASN
327
Advisory Services Network
Georgia
$874K -$16.5K -12 -2%
ST
328
Smithfield Trust
Pennsylvania
$872K
CS
329
Cannell & Spears
New York
$848K
MWM
330
Madison Wealth Management
Ohio
$847K
Canada Pension Plan Investment Board
331
Canada Pension Plan Investment Board
Ontario, Canada
$810K -$13.5M -9,870 -94%
VCA
332
Verdence Capital Advisors
Maryland
$801K +$79.6K +58 +10%
RCA
333
Resonant Capital Advisors
Wisconsin
$795K +$46.7K +34 +6%
LCOV
334
London Company of Virginia
Virginia
$785K
THWM
335
Taylor Hoffman Wealth Management
Virginia
$779K -$27.4K -20 -3%
VPIM
336
Vanguard Personalized Indexing Management
California
$779K +$155K +113 +23%
YIH
337
Y-Intercept (HK)
Hong Kong
$777K +$318K +232 +63%
SIRP
338
Shelter Insurance Retirement Plan
Missouri
$776K
AC
339
Avestar Capital
New York
$769K +$226K +165 +38%
WG
340
Winton Group
United Kingdom
$766K +$291K +212 +56%
HIA
341
Harbor Investment Advisory
Maryland
$749K +$28.8K +21 +4%
BFA
342
Buttonwood Financial Advisors
Maryland
$742K -$5.49K -4 -0.7%
CB
343
Commerce Bank
Missouri
$740K +$161K +117 +26%
OC
344
Oppenheimer & Co
New York
$738K -$54.9K -40 -7%
TCOV
345
Trust Company of Vermont
Vermont
$737K -$8.23K -6 -1%
CCA
346
Conestoga Capital Advisors
Pennsylvania
$737K
X
347
Xponance
Pennsylvania
$732K +$250K +182 +47%
BFG
348
Beacon Financial Group
Texas
$727K -$20.6K -15 -3%
BNP Paribas Asset Management
349
BNP Paribas Asset Management
France
$724K -$83.7K -61 -10%
Chevy Chase Trust
350
Chevy Chase Trust
Maryland
$710K

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.