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Markel Group
MKL

699 hedge funds and large institutions have $14.2B invested in Markel Group in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 187 increasing their positions, 254 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 39

8% more capital invested

Capital invested by funds: $13.2B → $14.2B (+$1B)

6% more funds holding in top 10

Funds holding in top 10: 31 → 33 (+2)

4% more funds holding

Funds holding: 674 → 699 (+25)

6% more call options, than puts

Call options by funds: $69.1M | Put options by funds: $65M

0.12% less ownership

Funds ownership: 77.4% → 77.28% (-0.12%)

26% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 254

Holders
699
Holders Change
+25
Holders Change %
+3.71%
% of All Funds
10.98%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.52%
New
68
Increased
187
Reduced
254
Closed
39
Calls
$69.1M
Puts
$65M
Net Calls
+$4.14M
Net Calls Change
-$26M

Top Buyers

1
GHCMRT
Graham Holdings Co Master Retirement Trust
Virginia
+$77.8M
2
DSA
Davis Selected Advisers
Arizona
+$26.3M
3
GLCM
Greenlea Lane Capital Management
Connecticut
+$24M
4
Jennison Associates
Jennison Associates
New York
+$20M
5
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
+$19.1M

Top Sellers

1
BlackRock
BlackRock
New York
-$37.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$29.9M
3
Principal Financial Group
Principal Financial Group
Iowa
-$18.3M
4
PCH
Polar Capital Holdings
United Kingdom
-$16.8M
5
State Street
State Street
Massachusetts
-$14.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mitsubishi UFJ Trust & Banking
26
Mitsubishi UFJ Trust & Banking
Japan
$117M -$6.1M -4,552 -5%
GC
27
Giverny Capital
Quebec, Canada
$116M +$5.65M +4,210 +5%
ESCM
28
Echo Street Capital Management
New York
$113M -$5.43M -4,050 -5%
Victory Capital Management
29
Victory Capital Management
Texas
$110M -$1.53M -1,140 -1%
ESBC
30
E.S. Barr & Co
Kentucky
$107M +$562K +419 +0.5%
MVIP
31
Mar Vista Investment Partners
California
$106M -$7.75M -5,778 -7%
FWIA
32
Fort Washington Investment Advisors
Ohio
$104M -$740K -552 -0.7%
Canada Life
33
Canada Life
Manitoba, Canada
$100M +$1.1M +824 +1%
CCM
34
Check Capital Management
California
$99.6M +$4.74M +3,532 +5%
HighTower Advisors
35
HighTower Advisors
Illinois
$95.7M +$2.29M +1,709 +3%
T. Rowe Price Investment Management
36
T. Rowe Price Investment Management
Maryland
$92.7M -$157K -117 -0.2%
UBS AM
37
UBS AM
Illinois
$87.4M – – –
GHCMRT
38
Graham Holdings Co Master Retirement Trust
Virginia
$80.2M +$77.8M +58,008 New
TSW
39
Thompson Siegel & Walmsley
Virginia
$80M -$854K -637 -1%
GHC
40
Graham Holdings Company
Virginia
$76.7M – – –
Bank of New York Mellon
41
Bank of New York Mellon
New York
$75.5M -$3.78M -2,820 -5%
ACA
42
Anchor Capital Advisors
Massachusetts
$73.1M -$2.22M -1,653 -3%
Jennison Associates
43
Jennison Associates
New York
$73M +$20M +14,927 +39%
BRIM
44
Broad Run Investment Management
Virginia
$71.6M -$6.27M -4,676 -8%
APG Asset Management
45
APG Asset Management
Netherlands
$70.6M -$2.77M -2,066 -4%
Charles Schwab
46
Charles Schwab
California
$70M +$760K +567 +1%
VLKIM
47
Van Lanschot Kempen Investment Management
Netherlands
$69.2M +$19.1M +14,240 +40%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$67.4M -$1.33M -991 -2%
MAMU
49
Marathon Asset Management (UK)
United Kingdom
$66M -$6.84M -5,100 -10%
CB
50
Cooke & Bieler
Pennsylvania
$63.7M -$1.01M -756 -2%
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MKL Hedge Fund Activity: Q2 2023 in Review

699 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q2 2023, worth a combined $14.2B — up 7.6% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new MKL positions and 39 closed out — a net gain of 29 holders — while 187 added to existing stakes and 254 trimmed.

The largest buyer was Graham Holdings Co Master Retirement Trust, opening a new position worth an estimated $77.8M. The largest seller was BlackRock, cutting an estimated $37.2M.

  • 699 institutional investors held Markel Group (MKL) as of Q2 2023, up from 674 in Q1 2023.
  • Funds reported $14.2B of Markel Group stock for Q2 2023, up 7.6% quarter-over-quarter.
  • 68 funds opened new Markel Group positions in Q2 2023 and 39 closed out, a net change of +29 holders.
  • The largest Markel Group buyer in Q2 2023 was Graham Holdings Co Master Retirement Trust, an estimated $77.8M added.
  • The largest Markel Group seller in Q2 2023 was BlackRock, an estimated $37.2M sold.

Based on aggregated 13F filings for Q2 2023.