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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
ST
451
Spinnaker Trust
Maine
$332K
AF
452
Advisornet Financial
Minnesota
$330K -$245K -190 -46%
LNWWM
453
Laird Norton Wetherby Wealth Management
California
$330K
OWA
454
One Wealth Advisors
California
$330K +$9.04K +7 +3%
ECM
455
Elgethun Capital Management
South Dakota
$326K +$285K +221 New
BMSSC
456
B. Metzler seel. Sohn & Co
Germany
$323K
GW
457
GW & Wade
Massachusetts
$320K
LNC
458
Lincoln National Corp
Pennsylvania
$320K +$55.5K +43 +25%
VI
459
Vestcor Inc
New Brunswick, Canada
$319K +$60.7K +47 +28%
Vontobel Holding
460
Vontobel Holding
Switzerland
$317K -$121K -94 -31%
IRF
461
IBM Retirement Fund
New York
$317K -$12.9K -10 -4%
GT
462
Greenleaf Trust
Michigan
$317K +$29.7K +23 +12%
TF
463
Tompkins Financial
New York
$317K +$38.8K +30 +16%
FFM
464
Forum Financial Management
Illinois
$314K +$5.17K +4 +2%
SIC
465
Sterling Investment Counsel
New York
$313K +$3.88K +3 +1%
SI
466
Stephens Inc
Arkansas
$311K -$68.5K -53 -20%
PCM
467
Parsons Capital Management
Rhode Island
$310K
V
468
Veritable
Delaware
$308K +$7.75K +6 +3%
PPWM
469
Paragon Private Wealth Management
Kentucky
$306K +$284K +220 New
SFA
470
Sequoia Financial Advisors
Ohio
$301K +$264K +204 New
SWM
471
Spire Wealth Management
Virginia
$299K -$731K -566 -74%
EAM
472
Erste Asset Management
Austria
$299K
BCA
473
Bay Colony Advisors
Massachusetts
$294K
PIMG
474
Patriot Investment Management Group
Tennessee
$292K
ECM
475
Evergreen Capital Management
Washington
$285K +$6.46K +5 +3%

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.