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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
PCI
351
Pacifica Capital Investments
Texas
$805K
GT
352
Glenview Trust
Kentucky
$794K +$103K +80 +17%
MIA
353
MainStreet Investment Advisors
Illinois
$786K -$16.8K -13 -2%
MPWT
354
MassMutual Private Wealth & Trust
Connecticut
$760K -$16.8K -13 -2%
Neuberger Berman Group
355
Neuberger Berman Group
New York
$758K +$11.6K +9 +2%
MML Investors Services
356
MML Investors Services
Massachusetts
$758K +$80.1K +62 +14%
IP
357
Intellectus Partners
California
$755K -$41.3K -32 -6%
SAM
358
Silvercrest Asset Management
New York
$755K
RFM
359
Royal Fund Management
Florida
$752K
BAM
360
Brave Asset Management
New Jersey
$751K
CWM
361
Calamos Wealth Management
Illinois
$738K
New York State Teachers Retirement System (NYSTRS)
362
New York State Teachers Retirement System (NYSTRS)
New York
$738K +$646K +500 New
RG
363
Rathbones Group
United Kingdom
$735K +$258K +200 +67%
PGWM
364
Parisi Gray Wealth Management
New Jersey
$724K +$7.75K +6 +1%
VPIM
365
Vanguard Personalized Indexing Management
California
$721K +$49.1K +38 +8%
Cetera Investment Advisers
366
Cetera Investment Advisers
Illinois
$708K -$6.46K -5 -1%
YWP
367
YorkBridge Wealth Partners
New York
$708K
TCM
368
Tributary Capital Management
Nebraska
$702K +$53K +41 +9%
IVP
369
Intrinsic Value Partners
Arizona
$692K -$51.7K -40 -8%
PA
370
Parallel Advisors
California
$684K +$49.1K +38 +9%
SG
371
Stonnington Group
California
$680K -$213K -165 -26%
CB
372
Commerce Bank
Missouri
$671K +$6.46K +5 +1%
Allspring Global Investments
373
Allspring Global Investments
North Carolina
$671K +$495K +383 +532%
CCP
374
Carmel Capital Partners
California
$655K
CSPIA
375
Cary Street Partners Investment Advisory
Virginia
$640K

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.