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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
DWA
26
Douglass Winthrop Advisors
New York
$110M +$108K +79 +0.1%
APG Asset Management
27
APG Asset Management
Netherlands
$107M -$7.04M -5,130 -6%
AC
28
Avenir Corporation
Virginia
$106M -$1.02M -742 -0.9%
FWIA
29
Fort Washington Investment Advisors
Ohio
$105M +$29.8M +21,724 +36%
GC
30
Giverny Capital
Quebec, Canada
$104M +$2.7M +1,970 +3%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$103M +$1.71M +1,248 +2%
Wells Fargo
32
Wells Fargo
California
$101M +$913K +665 +0.9%
ESBC
33
E.S. Barr & Co
Kentucky
$100M +$443K +323 +0.4%
Canada Life
34
Canada Life
Manitoba, Canada
$90.1M +$1.14M +832 +1%
HighTower Advisors
35
HighTower Advisors
Illinois
$88.7M +$1.15M +839 +1%
ESCM
36
Echo Street Capital Management
New York
$85.3M +$597K +435 +0.7%
UBS AM
37
UBS AM
Illinois
$82.3M +$1.38M +1,007 +2%
Swiss National Bank
38
Swiss National Bank
Switzerland
$76.4M -$220K -160 -0.3%
ACA
39
Anchor Capital Advisors
Massachusetts
$73.5M -$1.72M -1,256 -2%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$72.5M +$1.91M +1,391 +3%
GHC
41
Graham Holdings Company
Virginia
$71.7M +$15.1M +11,000 +25%
Goldman Sachs
42
Goldman Sachs
New York
$71M -$8.59M -6,258 -10%
Mitsubishi UFJ Trust & Banking
43
Mitsubishi UFJ Trust & Banking
Japan
$68.5M -$609K -444 -0.8%
CIM
44
Confluence Investment Management
Missouri
$65.5M -$1.77M -1,287 -2%
SPF
45
Steven Patrick Farmer
$65.5M +$69.5M +50,647 New
MAM
46
Madison Asset Management
Wisconsin
$62.2M -$2.35M -1,713 -3%
Charles Schwab
47
Charles Schwab
California
$61.3M +$144K +105 +0.2%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$58.8M -$3.22M -2,349 -5%
ZIG
49
Zurich Insurance Group
Switzerland
$57.3M -$10.7M -7,800 -15%
Bank Julius Baer & Co
50
Bank Julius Baer & Co
Switzerland
$57.2M +$3.15M +2,294 +5%

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.