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Markel Group
MKL

587 hedge funds and large institutions have $12.4B invested in Markel Group in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 189 increasing their positions, 194 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 48

2% more funds holding

Funds holding: 574 → 587 (+13)

3% more capital invested

Capital invested by funds: $12.1B → $12.4B (+$351M)

0.15% more ownership

Funds ownership: 77.08% → 77.23% (+0.15%)

3% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 194

4% less funds holding in top 10

Funds holding in top 10: 25 → 24 (-1)

14% less call options, than puts

Call options by funds: $49.4M | Put options by funds: $57.3M

Holders
587
Holders Change
+13
Holders Change %
+2.26%
% of All Funds
10.22%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.42%
New
63
Increased
189
Reduced
194
Closed
48
Calls
$49.4M
Puts
$57.3M
Net Calls
-$7.96M
Net Calls Change
+$32.5M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
+$79.9M
2
ZIG
Zurich Insurance Group
Switzerland
+$45.6M
3
State Street
State Street
Massachusetts
+$26.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$24.5M
5
DC
Davenport & Co
Virginia
+$23.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$193M
2
Select Equity Group
Select Equity Group
New York
-$31.1M
3
Swiss National Bank
Swiss National Bank
Switzerland
-$27.7M
4
Renaissance Technologies
Renaissance Technologies
New York
-$26.4M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$24.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
26
Avenir Corporation
Virginia
$101M +$94.7K +79 +0.1%
DWA
27
Douglass Winthrop Advisors
New York
$99.7M -$366K -305 -0.4%
MAMU
28
Marathon Asset Management (UK)
United Kingdom
$93.5M +$15.8M +13,218 +20%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$93M -$5.13M -4,276 -5%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$90.6M +$2.57M +2,148 +3%
ESBC
31
E.S. Barr & Co
Kentucky
$89.3M -$197K -164 -0.2%
UBS AM
32
UBS AM
Illinois
$89.1M -$7.31M -6,097 -8%
GC
33
Giverny Capital
Quebec, Canada
$84.6M +$3.87M +3,230 +5%
MAM
34
Madison Asset Management
Wisconsin
$83.9M -$354K -295 -0.4%
Canada Life
35
Canada Life
Manitoba, Canada
$79.2M -$4.07M -3,393 -5%
HighTower Advisors
36
HighTower Advisors
Illinois
$71.9M +$4.7M +3,920 +7%
Goldman Sachs
37
Goldman Sachs
New York
$71.7M -$13.8M -11,486 -16%
Mitsubishi UFJ Trust & Banking
38
Mitsubishi UFJ Trust & Banking
Japan
$71M -$1.76M -1,471 -2%
Swiss National Bank
39
Swiss National Bank
Switzerland
$66.7M -$27.7M -23,140 -29%
WIM
40
Weitz Investment Management
Nebraska
$66.7M -$2.4M -2,000 -3%
ACA
41
Anchor Capital Advisors
Massachusetts
$65.2M +$682K +569 +1%
TSW
42
Thompson Siegel & Walmsley
Virginia
$65M +$857K +715 +1%
CIM
43
Confluence Investment Management
Missouri
$63.4M +$690K +576 +1%
Millennium Management
44
Millennium Management
New York
$62.5M +$16.9M +14,135 +37%
SIM
45
Sprucegrove Investment Management
Ontario, Canada
$60.1M -$456K -380 -0.7%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$55.2M -$4.54M -3,789 -8%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$53.4M -$10.8M -9,031 -17%
BMO
48
Beck Mack & Oliver
New York
$52.8M +$2.59M +2,164 +5%
Boston Partners
49
Boston Partners
Massachusetts
$52.1M +$1.9M +1,587 +4%
N
50
Nuveen
North Carolina
$52.1M +$1.83M +1,527 +4%
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MKL Hedge Fund Activity: Q2 2021 in Review

587 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q2 2021, worth a combined $12.4B — up 2.9% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new MKL positions and 48 closed out — a net gain of 15 holders — while 189 added to existing stakes and 194 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $79.9M. The largest seller was BlackRock, cutting an estimated $193M.

  • 587 institutional investors held Markel Group (MKL) as of Q2 2021, up from 574 in Q1 2021.
  • Funds reported $12.4B of Markel Group stock for Q2 2021, up 2.9% quarter-over-quarter.
  • 63 funds opened new Markel Group positions in Q2 2021 and 48 closed out, a net change of +15 holders.
  • The largest Markel Group buyer in Q2 2021 was AQR Capital Management, an estimated $79.9M added.
  • The largest Markel Group seller in Q2 2021 was BlackRock, an estimated $193M sold.

Based on aggregated 13F filings for Q2 2021.