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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
YCM
401
Yousif Capital Management
Michigan
$490K +$19.4K +15 +5%
DA
402
Denali Advisors
California
$487K +$375K +290 +725%
JFL
403
Jarislowsky, Fraser Ltd
Quebec, Canada
$486K -$64.6K -50 -13%
Cerity Partners
404
Cerity Partners
New York
$483K -$18.1K -14 -4%
WAG
405
Winthrop Advisory Group
Massachusetts
$482K
EWA
406
Encompass Wealth Advisors
Oregon
$479K
ACP
407
Arcus Capital Partners
Georgia
$472K +$94.3K +73 +30%
OWA
408
Opal Wealth Advisors
New York
$459K -$2.58K -2 -0.6%
BRG
409
Bay Rivers Group
Virginia
$457K
BBI
410
Baxter Bros Inc
Connecticut
$451K -$51.7K -40 -12%
OIA
411
OneDigital Investment Advisors
Kansas
$450K +$58.1K +45 +17%
FI
412
Fosun International
China
$448K +$388K +300 New
SG Americas Securities
413
SG Americas Securities
New York
$447K -$1.6M -1,239 -80%
BCV
414
Banque Cantonale Vaudoise
Switzerland
$447K
AWM
415
Atticus Wealth Management
Florida
$443K +$388K +300 New
JWCA
416
J.W. Cole Advisors
Florida
$434K +$116K +90 +44%
IWC
417
Integrated Wealth Concepts
Massachusetts
$428K +$1.29K +1 +0.3%
SC
418
Scotia Capital
Ontario, Canada
$426K +$124K +96 +50%
MF
419
Manchester Financial
California
$425K -$15.5K -12 -4%
WA
420
Wambolt & Associates
Colorado
$423K -$3.88K -3 -1%
CSS
421
Cubist Systematic Strategies
Connecticut
$422K -$11.1M -8,565 -97%
KIC
422
Keating Investment Counselors
Florida
$422K
RFC
423
Regions Financial Corp
Alabama
$415K
RIM
424
Redpoint Investment Management
Australia
$412K
AAP
425
Arax Advisory Partners
Colorado
$409K +$46.5K +36 +15%

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.