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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
WCM Investment Management
376
WCM Investment Management
California
$454K +$48.5K +45 +13%
SI
377
Stephens Inc
Arkansas
$448K -$30.2K -28 -7%
WP
378
WMS Partners
Maryland
$440K +$30.2K +28 +8%
BSW
379
Buckingham Strategic Wealth
Missouri
$435K -$28K -26 -6%
Rockefeller Capital Management
380
Rockefeller Capital Management
New York
$426K +$16.2K +15 +4%
PC
381
Pecaut & Co
Iowa
$425K
SWM
382
Spire Wealth Management
Virginia
$423K +$399K +370 New
PG
383
Pendal Group
Australia
$415K +$393K +364 New
ACM
384
Adalta Capital Management
New York
$410K
Cerity Partners
385
Cerity Partners
New York
$405K -$57.2K -53 -13%
II
386
Inspire Investing
Idaho
$393K -$64.7K -60 -15%
CPIG
387
Chicago Partners Investment Group
Illinois
$391K -$175K -162 -33%
EMG
388
ETF Managers Group
New Jersey
$391K +$45.3K +42 +14%
TI
389
Tidal Investments
Wisconsin
$391K +$84.1K +78 +29%
EWA
390
Encompass Wealth Advisors
Oregon
$384K -$297K -275 -46%
BEC
391
Blue Edge Capital
Virginia
$379K
SFM
392
Systematic Financial Management
New Jersey
$375K
WAG
393
Winthrop Advisory Group
Massachusetts
$373K
GAM
394
Gotham Asset Management
New York
$373K +$86.3K +80 +32%
RJT
395
Raymond James Trust
Florida
$369K -$10.8K -10 -3%
WAM
396
World Asset Management
Michigan
$369K -$7.55K -7 -2%
PGA
397
Portland Global Advisors
Maine
$365K +$80.9K +75 +31%
PAS
398
Park Avenue Securities
New York
$362K +$56.1K +52 +20%
Baird Financial Group
399
Baird Financial Group
Wisconsin
$360K +$9.71K +9 +3%
LNB
400
Ledyard National Bank
$353K

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.