Markel Group
636 hedge funds and large institutions have $11.1B invested in Markel Group in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 223 increasing their positions, 197 reducing their positions, and 61 closing their positions.
22% more call options, than puts
Call options by funds: $141M | Put options by funds: $115M
13% more repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 197
2% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 61
1% less funds holding
Funds holding: 640 → 636 (-4)
1.39% less ownership
Funds ownership: 77.89% → 76.49% (-1.4%)
15% less funds holding in top 10
Funds holding in top 10: 33 → 28 (-5)
18% less capital invested
Capital invested by funds: $13.5B → $11.1B (-$2.39B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$63.3M |
| 2 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$38.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$17.6M |
| 4 |
Amundi
Paris,
France
|
+$16.5M |
| 5 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$15.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$159M |
| 2 |
MAMU
Marathon Asset Management (UK)
London,
United Kingdom
|
-$57.4M |
| 3 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
-$41.8M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$25.6M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$25.5M |
MKL Hedge Fund Activity: Q3 2022 in Review
636 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2022, worth a combined $11.1B — down 18% from $13.5B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new MKL positions and 61 closed out — a net gain of 1 holder — while 223 added to existing stakes and 197 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $63.3M. The largest seller was First Trust Advisors, cutting an estimated $159M.
- 636 institutional investors held Markel Group (MKL) as of Q3 2022, down from 640 in Q2 2022.
- Funds reported $11.1B of Markel Group stock for Q3 2022, down 18% quarter-over-quarter.
- 62 funds opened new Markel Group positions in Q3 2022 and 61 closed out, a net change of +1 holder.
- The largest Markel Group buyer in Q3 2022 was Victory Capital Management, an estimated $63.3M added.
- The largest Markel Group seller in Q3 2022 was First Trust Advisors, an estimated $159M sold.
Based on aggregated 13F filings for Q3 2022.