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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
NFGCM
426
Norman Fields Gottscho Capital Management
New York
$285K
SC
427
Savant Capital
Illinois
$285K
SP
428
Symmetry Partners
Connecticut
$285K
TNBTD
429
Trustmark National Bank Trust Department
Mississippi
$285K
FC
430
Financial Consulate
Maryland
$285K +$49.6K +46 +23%
VFA
431
Voya Financial Advisors
Connecticut
$279K -$23.7K -22 -8%
OMC
432
Overbrook Management Corp
New York
$277K
Vontobel Holding
433
Vontobel Holding
Switzerland
$272K
FNBT
434
FineMark National Bank & Trust
Florida
$271K
BNP Paribas Asset Management
435
BNP Paribas Asset Management
France
$267K -$69K -64 -21%
PAG
436
Private Advisor Group
New Jersey
$266K
American Century Companies
437
American Century Companies
Missouri
$266K +$251K +233 New
GC
438
Guggenheim Capital
Illinois
$262K +$248K +230 New
JF
439
Jump Financial
Illinois
$253K -$224K -208 -48%
BMSSC
440
B. Metzler seel. Sohn & Co
Germany
$250K
RIM
441
Redpoint Investment Management
Australia
$250K
Cetera Investment Advisers
442
Cetera Investment Advisers
Illinois
$245K -$288K -267 -55%
JFL
443
Jarislowsky, Fraser Ltd
Quebec, Canada
$245K
NQWM
444
Northwest Quadrant Wealth Management
Oregon
$243K -$6.47K -6 -3%
CFA
445
Carroll Financial Associates
North Carolina
$242K
Neuberger Berman Group
446
Neuberger Berman Group
New York
$242K +$23.7K +22 +11%
PCM
447
Parsons Capital Management
Rhode Island
$239K
PLFAM
448
Pineno Levin & Ford Asset Management
Virginia
$239K +$16.2K +15 +8%
V
449
Veritable
Delaware
$234K
OSAM
450
O'Shaughnessy Asset Management
Connecticut
$231K -$12.9K -12 -6%

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.