We are live on ! Find out more
MKL icon

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
AC
26
Avenir Corporation
Virginia
$96.8M +$3.09M +2,866 +3%
DWA
27
Douglass Winthrop Advisors
New York
$96.1M -$379K -351 -0.4%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$94.1M +$5.49M +5,092 +7%
UBS AM
29
UBS AM
Illinois
$92.5M -$3.59M -3,329 -4%
Swiss National Bank
30
Swiss National Bank
Switzerland
$90.4M -$10.9M -10,090 -11%
ESBC
31
E.S. Barr & Co
Kentucky
$86M +$965K +895 +1%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$84.5M +$1.76M +1,636 +2%
Goldman Sachs
33
Goldman Sachs
New York
$81.9M +$12.9M +11,920 +20%
MAM
34
Madison Asset Management
Wisconsin
$80.9M +$11M +10,214 +17%
Canada Life
35
Canada Life
Manitoba, Canada
$79.7M -$1.65M -1,526 -2%
GC
36
Giverny Capital
Quebec, Canada
$77.6M +$23M +21,330 +46%
MAMU
37
Marathon Asset Management (UK)
United Kingdom
$74.8M -$2.12M -1,963 -3%
Mitsubishi UFJ Trust & Banking
38
Mitsubishi UFJ Trust & Banking
Japan
$69.8M -$3.52M -3,266 -5%
WIM
39
Weitz Investment Management
Nebraska
$66.3M +$1.35M +1,250 +2%
HighTower Advisors
40
HighTower Advisors
Illinois
$64.6M +$5.26M +4,878 +9%
ACA
41
Anchor Capital Advisors
Massachusetts
$61.9M +$1.96M +1,820 +3%
TSW
42
Thompson Siegel & Walmsley
Virginia
$61.6M +$10.1M +9,347 +21%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$61.6M -$1.69M -1,563 -3%
Invesco
44
Invesco
Georgia
$61M -$7.77M -7,206 -12%
CIM
45
Confluence Investment Management
Missouri
$60.3M +$1.86M +1,722 +3%
SIM
46
Sprucegrove Investment Management
Ontario, Canada
$58.1M -$1.97M -1,830 -3%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$57.4M +$3.86M +3,582 +8%
PPA
48
Parametric Portfolio Associates
Washington
$50.4M +$1.5M +1,390 +3%
Charles Schwab
49
Charles Schwab
California
$48.5M -$7.96M -7,377 -15%
N
50
Nuveen
North Carolina
$48.3M -$3.15M -2,920 -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.