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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
GC
401
Gilbert & Cook
Iowa
$352K +$17.3K +16 +5%
EAM
402
Erste Asset Management
Austria
$347K
BCV
403
Banque Cantonale Vaudoise
Switzerland
$346K -$97.1K -90 -23%
WP
404
WealthPLAN Partners
Nebraska
$342K -$12.9K -12 -4%
HIP
405
HUB Investment Partners
Texas
$341K +$323K +299 New
RG
406
Rathbones Group
United Kingdom
$340K +$10.8K +10 +3%
BTWM
407
Baker Tilly Wealth Management
Wisconsin
$329K +$312K +289 New
KIC
408
Keating Investment Counselors
Florida
$326K
MML Investors Services
409
MML Investors Services
Massachusetts
$323K +$44.2K +41 +17%
EIA
410
Edgemoor Investment Advisors
Maryland
$319K +$5.39K +5 +2%
QIM
411
Quantitative Investment Management
Virginia
$317K +$301K +279 New
MGWM
412
Marks Group Wealth Management
Minnesota
$315K -$5.39K -5 -2%
PA
413
Procyon Advisors
Connecticut
$315K
QCM
414
Quantinno Capital Management
New York
$313K
MLICM
415
Metropolitan Life Insurance Company (MetLife)
New York
$312K +$10.8K +10 +4%
OQS
416
Occudo Quantitative Strategies
Florida
$309K +$4.32K +4 +1%
MCG
417
MACRO Consulting Group
New Jersey
$308K +$43.1K +40 +17%
GSC
418
Ground Swell Capital
South Carolina
$307K +$290K +269 New
VAS
419
Vestmark Advisory Solutions
Massachusetts
$305K -$22.7K -21 -7%
AIM
420
Allen Investment Management
New York
$299K
ELC
421
Edgar Lomax Company
Virginia
$296K
QT
422
Quantbot Technologies
New York
$295K -$366K -339 -57%
MA
423
MCF Advisors
Kentucky
$291K -$45.3K -42 -14%
CCM
424
Chilton Capital Management
Texas
$285K
CAG
425
Crestwood Advisors Group
Massachusetts
$285K

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.