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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
AC
26
Avenir Corporation
Virginia
$122M -$86.6K -67 -0.1%
APG Asset Management
27
APG Asset Management
Netherlands
$121M -$389K -301 -0.3%
GC
28
Giverny Capital
Quebec, Canada
$116M +$2.9M +2,245 +3%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$115M +$1.43M +1,107 +1%
Wells Fargo
30
Wells Fargo
California
$114M +$1.18M +916 +1%
ESBC
31
E.S. Barr & Co
Kentucky
$114M +$2.77M +2,144 +3%
Canada Life
32
Canada Life
Manitoba, Canada
$107M -$2.11M -1,636 -2%
HighTower Advisors
33
HighTower Advisors
Illinois
$99.7M +$2.96M +2,289 +3%
ESCM
34
Echo Street Capital Management
New York
$96.6M +$48.4M +37,489 +134%
AQR Capital Management
35
AQR Capital Management
Connecticut
$95.9M -$655K -507 -0.8%
UBS AM
36
UBS AM
Illinois
$92.4M -$5.11M -3,957 -6%
Goldman Sachs
37
Goldman Sachs
New York
$90.2M -$5.78M -4,475 -7%
FWIA
38
Fort Washington Investment Advisors
Ohio
$87.9M +$66.3M +51,358 +623%
Swiss National Bank
39
Swiss National Bank
Switzerland
$87.3M +$9.08M +7,030 +13%
ACA
40
Anchor Capital Advisors
Massachusetts
$85.7M +$404K +313 +0.5%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$80.7M -$31.5M -24,391 -31%
Mitsubishi UFJ Trust & Banking
42
Mitsubishi UFJ Trust & Banking
Japan
$78.8M -$261K -202 -0.4%
ZIG
43
Zurich Insurance Group
Switzerland
$76.9M +$31.7M +24,530 +89%
CIM
44
Confluence Investment Management
Missouri
$76.6M -$310K -240 -0.5%
MAM
45
Madison Asset Management
Wisconsin
$73.4M -$25.7M -19,885 -29%
WIM
46
Weitz Investment Management
Nebraska
$73.3M -$8.66M -6,700 -12%
SIM
47
Sprucegrove Investment Management
Ontario, Canada
$72.1M -$23.4M -18,120 -27%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$70.5M -$5.08M -3,933 -8%
Charles Schwab
49
Charles Schwab
California
$69.8M +$1.52M +1,180 +3%
Morgan Stanley
50
Morgan Stanley
New York
$69.2M -$2.1M -1,622 -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.