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Markel Group

640 hedge funds and large institutions have $13.5B invested in Markel Group in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 187 increasing their positions, 218 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 55

0% more funds holding

Funds holding: 638640 (+2)

0.86% less ownership

Funds ownership: 78.75%77.89% (-0.86%)

3% less funds holding in top 10

Funds holding in top 10: 3433 (-1)

12% less call options, than puts

Call options by funds: $129M | Put options by funds: $147M

14% less capital invested

Capital invested by funds: $15.6B → $13.5B (-$2.12B)

14% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 218

Holders
640
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
10.78%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.56%
New
70
Increased
187
Reduced
218
Closed
55
Calls
$129M
Puts
$147M
Net Calls
-$17.8M
Net Calls Change
+$73.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
401
Adalta Capital Management
New York
$466K
GWA
402
GGM Wealth Advisors
Maryland
$463K
QC
403
Quadrature Capital
United Kingdom
$460K +$487K +355 New
SF
404
Synovus Financial
Georgia
$459K +$487K +355 New
BSW
405
Buckingham Strategic Wealth
Missouri
$447K +$1.37K +1 +0.3%
BBI
406
Baxter Bros Inc
Connecticut
$447K +$54.9K +40 +13%
RJT
407
Raymond James Trust
Florida
$437K -$1.37K -1 -0.3%
BEC
408
Blue Edge Capital
Virginia
$431K
D.E. Shaw & Co
409
D.E. Shaw & Co
New York
$427K +$251K +183 +124%
JFL
410
Jarislowsky, Fraser Ltd
Quebec, Canada
$426K
PP
411
Prudential plc
United Kingdom
$425K -$41.2K -30 -8%
WAG
412
Winthrop Advisory Group
Massachusetts
$423K
NC
413
NinePointTwo Capital
California
$422K +$449K +327 New
EWA
414
Encompass Wealth Advisors
Oregon
$420K
AIM
415
Aigen Investment Management
New York
$418K +$443K +323 New
WFC
416
Western Financial Corp
California
$415K +$440K +321 New
ET
417
Equitable Trust
Tennessee
$412K -$585K -426 -57%
ACP
418
Arcus Capital Partners
Georgia
$411K -$2.74K -2 -0.6%
OWA
419
Opal Wealth Advisors
New York
$410K +$8.23K +6 +2%
VI
420
Vestcor Inc
New Brunswick, Canada
$409K +$137K +100 +46%
ECM
421
Elgethun Capital Management
South Dakota
$405K +$129K +94 +43%
BRG
422
Bay Rivers Group
Virginia
$401K
GTCM
423
Gyon Technologies Capital Management
New Jersey
$396K +$420K +306 New
SG Americas Securities
424
SG Americas Securities
New York
$391K -$1.37K -1 -0.3%
AWM
425
Atticus Wealth Management
Florida
$388K

MKL Hedge Fund Activity: Q2 2022 in Review

640 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q2 2022, worth a combined $13.5B — down 14% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MKL positions and 55 closed out — a net gain of 15 holders — while 187 added to existing stakes and 218 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $64.9M. The largest seller was AQR Capital Management, cutting an estimated $49.2M.

  • 640 institutional investors held Markel Group (MKL) as of Q2 2022, up from 638 in Q1 2022.
  • Funds reported $13.5B of Markel Group stock for Q2 2022, down 14% quarter-over-quarter.
  • 70 funds opened new Markel Group positions in Q2 2022 and 55 closed out, a net change of +15 holders.
  • The largest Markel Group buyer in Q2 2022 was Berkshire Hathaway, an estimated $64.9M added.
  • The largest Markel Group seller in Q2 2022 was AQR Capital Management, an estimated $49.2M sold.

Based on aggregated 13F filings for Q2 2022.