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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
EAM
426
Erste Asset Management
Austria
$386K +$137K +100 +50%
JWCA
427
J.W. Cole Advisors
Florida
$380K
SC
428
Scotia Capital
Ontario, Canada
$378K +$5.49K +4 +1%
PI
429
PEAK6 Investments
Illinois
$375K +$392K +286 +9,533%
IWC
430
Integrated Wealth Concepts
Massachusetts
$374K -$1.37K -1 -0.3%
RFC
431
Regions Financial Corp
Alabama
$372K +$9.61K +7 +2%
KIC
432
Keating Investment Counselors
Florida
$370K
MF
433
Manchester Financial
California
$366K -$6.86K -5 -2%
SG
434
Stonnington Group
California
$365K -$247K -180 -39%
YCM
435
Yousif Capital Management
Michigan
$365K -$68.6K -50 -15%
APW
436
Acima Private Wealth
Virginia
$357K
WA
437
Wambolt & Associates
Colorado
$354K -$12.3K -9 -3%
BCV
438
Banque Cantonale Vaudoise
Switzerland
$353K -$41.2K -30 -10%
NYLIM
439
New York Life Investment Management
New York
$345K +$365K +266 New
CCM
440
Canal Capital Management
Virginia
$342K +$123K +90 +52%
FC
441
Financial Consulate
Maryland
$341K +$1.37K +1 +0.4%
BCA
442
Bay Colony Advisors
Massachusetts
$341K +$87.8K +64 +32%
CCA
443
Cadent Capital Advisors
Oklahoma
$340K
AIM
444
Allen Investment Management
New York
$339K
SC
445
Savant Capital
Illinois
$332K
MCM
446
Maryland Capital Management
Maryland
$331K
MA
447
MCF Advisors
Kentucky
$330K
MGWM
448
Marks Group Wealth Management
Minnesota
$330K +$2.74K +2 +0.8%
CAG
449
Crestwood Advisors Group
Massachusetts
$323K
NFGCM
450
Norman Fields Gottscho Capital Management
New York
$323K

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.