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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
SP
451
Symmetry Partners
Connecticut
$323K
TNBTD
452
Trustmark National Bank Trust Department
Mississippi
$323K
SWM
453
Spire Wealth Management
Virginia
$318K +$59K +43 +21%
LNWWM
454
Laird Norton Wetherby Wealth Management
California
$309K +$20.6K +15 +7%
VAS
455
Vestmark Advisory Solutions
Massachusetts
$308K -$16.5K -12 -5%
II
456
Inspire Investing
Idaho
$308K -$6.86K -5 -2%
FNBT
457
FineMark National Bank & Trust
Florida
$308K
OWA
458
One Wealth Advisors
California
$307K +$17.8K +13 +6%
Fifth Third Bancorp
459
Fifth Third Bancorp
Ohio
$306K +$137K +100 +73%
HH
460
Hilltop Holdings
Texas
$304K -$27.4K -20 -8%
CCG
461
Cypress Capital Group
Florida
$302K
PAS
462
Park Avenue Securities
New York
$301K -$49.4K -36 -13%
LNC
463
Lincoln National Corp
Pennsylvania
$299K +$19.2K +14 +6%
WSTAM
464
Wilbanks Smith & Thomas Asset Management
Virginia
$294K +$311K +227 New
DWM
465
Dakota Wealth Management
Florida
$292K -$43.9K -32 -12%
CT
466
Clearstead Trust
Maine
$291K
ST
467
Spinnaker Trust
Maine
$291K
Vontobel Holding
468
Vontobel Holding
Switzerland
$291K +$19.2K +14 +7%
TSS
469
Two Sigma Securities
New York
$286K -$23.3K -17 -7%
AF
470
Advisornet Financial
Minnesota
$286K -$4.12K -3 -1%
SI
471
Stephens Inc
Arkansas
$285K +$12.3K +9 +4%
BMSSC
472
B. Metzler seel. Sohn & Co
Germany
$283K
FFM
473
Forum Financial Management
Illinois
$279K +$4.12K +3 +1%
V
474
Veritable
Delaware
$279K +$9.61K +7 +3%
TF
475
Tompkins Financial
New York
$278K

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.