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Markel Group

637 hedge funds and large institutions have $12.8B invested in Markel Group in 2021 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 196 increasing their positions, 202 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 46

8% more funds holding

Funds holding: 592637 (+45)

3% more capital invested

Capital invested by funds: $12.4B → $12.8B (+$347M)

0.01% more ownership

Funds ownership: 76.76%76.76% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 2626 (0)

3% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 202

76% less call options, than puts

Call options by funds: $27.3M | Put options by funds: $116M

Holders
637
Holders Change
+45
Holders Change %
+7.6%
% of All Funds
9.8%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
99
Increased
196
Reduced
202
Closed
46
Calls
$27.3M
Puts
$116M
Net Calls
-$88.2M
Net Calls Change
-$43.6M
Name Holding Trade Value Shares
Change
Change in
Stake
APG Asset Management
26
APG Asset Management
Netherlands
$99.3M -$14.9M -11,830 -11%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$97.6M +$1.29M +1,022 +1%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$95.2M -$339K -269 -0.3%
Wells Fargo
29
Wells Fargo
California
$94.3M -$6.37M -5,048 -6%
GC
30
Giverny Capital
Quebec, Canada
$94.2M +$2.65M +2,102 +3%
ESBC
31
E.S. Barr & Co
Kentucky
$92.7M +$1.29M +1,019 +1%
Canada Life
32
Canada Life
Manitoba, Canada
$86.7M +$4.47M +3,539 +5%
MAM
33
Madison Asset Management
Wisconsin
$86M -$1.29M -1,023 -1%
SIM
34
Sprucegrove Investment Management
Ontario, Canada
$82.7M +$1.48M +1,170 +2%
UBS AM
35
UBS AM
Illinois
$82.2M -$21.7M -17,231 -21%
Goldman Sachs
36
Goldman Sachs
New York
$81M +$15.7M +12,442 +23%
AQR Capital Management
37
AQR Capital Management
Connecticut
$80.8M -$22.5M -17,852 -21%
HighTower Advisors
38
HighTower Advisors
Illinois
$80.6M +$2.92M +2,317 +4%
TSW
39
Thompson Siegel & Walmsley
Virginia
$72.2M -$1.38M -1,095 -2%
ACA
40
Anchor Capital Advisors
Massachusetts
$71.3M +$1.68M +1,334 +2%
WIM
41
Weitz Investment Management
Nebraska
$69.6M +$212K +168 +0.3%
Mitsubishi UFJ Trust & Banking
42
Mitsubishi UFJ Trust & Banking
Japan
$66.1M -$5.19M -4,113 -7%
CIM
43
Confluence Investment Management
Missouri
$64.4M -$586K -464 -0.9%
Swiss National Bank
44
Swiss National Bank
Switzerland
$64.4M -$2.84M -2,250 -4%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$63.9M +$3.45M +2,733 +6%
Morgan Stanley
46
Morgan Stanley
New York
$59.9M +$6.85M +5,431 +13%
Charles Schwab
47
Charles Schwab
California
$56.9M +$1.7M +1,348 +3%
Millennium Management
48
Millennium Management
New York
$56.4M -$9.59M -7,601 -14%
GHC
49
Graham Holdings Company
Virginia
$54.8M +$56.1M +44,430 New
ACM
50
Alta Capital Management
Utah
$54.8M +$611K +484 +1%

MKL Hedge Fund Activity: Q4 2021 in Review

637 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q4 2021, worth a combined $12.8B — up 2.8% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new MKL positions and 46 closed out — a net gain of 53 holders — while 196 added to existing stakes and 202 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $172M. The largest seller was Wellington Management Group, cutting an estimated $152M.

  • 637 institutional investors held Markel Group (MKL) as of Q4 2021, up from 592 in Q3 2021.
  • Funds reported $12.8B of Markel Group stock for Q4 2021, up 2.8% quarter-over-quarter.
  • 99 funds opened new Markel Group positions in Q4 2021 and 46 closed out, a net change of +53 holders.
  • The largest Markel Group buyer in Q4 2021 was First Trust Advisors, an estimated $172M added.
  • The largest Markel Group seller in Q4 2021 was Wellington Management Group, an estimated $152M sold.

Based on aggregated 13F filings for Q4 2021.