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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
UCFA
376
United Capital Financial Advisors
Texas
$634K -$36.2K -28 -6%
AC
377
Avestar Capital
New York
$634K +$29.7K +23 +6%
BMCM
378
Burns Matteson Capital Management
New York
$618K -$95.6K -74 -15%
ONB
379
Old National Bancorp
Indiana
$588K -$165K -128 -24%
Bank of Nova Scotia
380
Bank of Nova Scotia
Ontario, Canada
$586K -$2.2M -1,701 -81%
HVP
381
Hudson Value Partners
Florida
$583K
CSI
382
Cross Staff Investments
New York
$575K
X
383
Xponance
Pennsylvania
$566K +$7.75K +6 +2%
WG
384
Winton Group
United Kingdom
$561K +$491K +380 New
PC
385
Pecaut & Co
Iowa
$550K
MIM
386
MetLife Investment Management
New Jersey
$549K +$481K +372 New
TTWM
387
TCV Trust & Wealth Management
Virginia
$545K -$6.46K -5 -1%
YIH
388
Y-Intercept (HK)
Hong Kong
$544K +$477K +369 New
PA
389
Procyon Advisors
Connecticut
$538K
EI
390
Ethic Inc
New York
$536K +$91.7K +71 +24%
VIA
391
Vident Investment Advisory
Georgia
$532K -$1.29K -1 -0.3%
ACM
392
Adalta Capital Management
New York
$531K
PP
393
Prudential plc
United Kingdom
$530K +$464K +359 New
GWA
394
GGM Wealth Advisors
Maryland
$522K +$459K +355 New
BSW
395
Buckingham Strategic Wealth
Missouri
$509K -$1.29K -1 -0.3%
GC
396
Gilbert & Cook
Iowa
$509K +$18.1K +14 +4%
RJT
397
Raymond James Trust
Florida
$500K +$16.8K +13 +4%
BEC
398
Blue Edge Capital
Virginia
$491K
Rockefeller Capital Management
399
Rockefeller Capital Management
New York
$491K +$273K +211 +173%
Baird Financial Group
400
Baird Financial Group
Wisconsin
$490K -$16.8K -13 -4%

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.