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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
LW
351
Linscomb Wealth
Texas
$709K -$170K -124 -18%
GT
352
Glenview Trust
Kentucky
$696K
Jane Street
353
Jane Street
New York
$692K -$3.37M -2,453 -82%
GLA
354
Great Lakes Advisors
Illinois
$674K +$715K +521 New
Neuberger Berman Group
355
Neuberger Berman Group
New York
$670K +$5.49K +4 +0.8%
RFM
356
Royal Fund Management
Florida
$659K
BAM
357
Brave Asset Management
New Jersey
$658K
VEA
358
Virtus ETF Advisers
New York
$654K +$694K +506 New
MIA
359
MainStreet Investment Advisors
Illinois
$648K -$43.9K -32 -6%
CWM
360
Calamos Wealth Management
Illinois
$647K
RG
361
Rathbones Group
United Kingdom
$644K
PG
362
Pendal Group
Australia
$636K -$2.92M -2,131 -81%
PGWM
363
Parisi Gray Wealth Management
New Jersey
$635K
MGP
364
Metis Global Partners
California
$632K +$670K +488 New
CCP
365
Carmel Capital Partners
California
$631K +$60.4K +44 +10%
MPWT
366
MassMutual Private Wealth & Trust
Connecticut
$625K -$43.9K -32 -6%
YWP
367
YorkBridge Wealth Partners
New York
$621K
Baird Financial Group
368
Baird Financial Group
Wisconsin
$621K +$203K +148 +45%
PA
369
Parallel Advisors
California
$619K +$28.8K +21 +5%
Susquehanna International Group
370
Susquehanna International Group
Pennsylvania
$613K -$679K -495 -51%
TCM
371
Tributary Capital Management
Nebraska
$613K -$2.74K -2 -0.4%
IP
372
Intellectus Partners
California
$610K -$54.9K -40 -8%
IVP
373
Intrinsic Value Partners
Arizona
$607K
CSPIA
374
Cary Street Partners Investment Advisory
Virginia
$588K +$28.8K +21 +5%
NW
375
NewEdge Wealth
Pennsylvania
$586K +$622K +453 New

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.