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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
GP
351
Greenline Partners
New York
$601K -$278K -258 -33%
Chevy Chase Trust
352
Chevy Chase Trust
Maryland
$596K
PFS
353
Prospera Financial Services
Texas
$577K +$6.47K +6 +1%
ECG
354
Edge Capital Group
Georgia
$570K +$3.24K +3 +0.6%
RR
355
Robotti Robert
$570K +$539K +500 New
Prudential Financial
356
Prudential Financial
New Jersey
$561K -$2.15M -1,993 -80%
RBA
357
Richard Bernstein Advisors
New York
$550K
YWP
358
YorkBridge Wealth Partners
New York
$547K
GTCM
359
Gyon Technologies Capital Management
New Jersey
$541K +$243K +225 +90%
PGWM
360
Parisi Gray Wealth Management
New Jersey
$529K +$9.71K +9 +2%
HIA
361
Harbor Investment Advisory
Maryland
$522K +$37.8K +35 +8%
IRF
362
IBM Retirement Fund
New York
$514K -$52.9K -49 -10%
VF
363
Virtu Financial
New York
$513K +$485K +450 New
APW
364
Acima Private Wealth
Virginia
$500K
WA
365
Wambolt & Associates
Colorado
$499K +$33.4K +31 +8%
AF
366
Advisornet Financial
Minnesota
$497K -$407K -377 -46%
CSPIA
367
Cary Street Partners Investment Advisory
Virginia
$489K -$588K -545 -56%
IIC
368
Ironwood Investment Counsel
Arizona
$484K -$251K -233 -35%
RCA
369
Resonant Capital Advisors
Wisconsin
$482K +$6.47K +6 +1%
CB
370
Commerce Bank
Missouri
$481K +$38.8K +36 +9%
UCFA
371
United Capital Financial Advisors
Texas
$462K +$10.8K +10 +3%
Acadian Asset Management
372
Acadian Asset Management
Massachusetts
$458K +$229K +212 +112%
BG
373
Bellevue Group
Switzerland
$456K
HVP
374
Hudson Value Partners
Florida
$456K
YL
375
YCG LLC
Texas
$456K

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.