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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
RC
476
RegentAtlantic Capital
New Jersey
$283K -$6.46K -5 -3%
LIM
477
Leavell Investment Management
Alabama
$283K
NQWM
478
Northwest Quadrant Wealth Management
Oregon
$282K
HCM
479
Howland Capital Management
Massachusetts
$279K
EIA
480
Edgemoor Investment Advisors
Maryland
$264K
OSAM
481
O'Shaughnessy Asset Management
Connecticut
$264K +$231K +179 New
SPIA
482
Steward Partners Investment Advisory
New York
$260K +$99.5K +77 +78%
Squarepoint
483
Squarepoint
New York
$260K +$227K +176 New
CCM
484
Canal Capital Management
Virginia
$257K -$3.88K -3 -2%
TAM
485
Tocqueville Asset Management
New York
$251K
CIAS
486
Capital Investment Advisory Services
North Carolina
$251K +$220K +170 New
FANJ
487
Financial Architects (New Jersey)
New Jersey
$246K -$56.8K -44 -21%
PCP
488
Proficio Capital Partners
Massachusetts
$243K +$213K +165 New
AF
489
Allworth Financial
California
$242K +$23.3K +18 +12%
ACM
490
AlphaStar Capital Management
North Carolina
$239K
DCM
491
Dimension Capital Management
Florida
$239K
AIG
492
American International Group
New York
$238K -$3.88K -3 -2%
S
493
Seeyond
France
$238K -$3.88K -3 -2%
AWM
494
AE Wealth Management
Kansas
$238K +$208K +161 New
ST
495
Somerset Trust
Pennsylvania
$236K -$18.1K -14 -8%
CCA
496
Checchi Capital Advisers
California
$236K -$3.88K -3 -2%
DTL
497
Dynamic Technology Lab
Singapore
$236K +$207K +160 New
MW
498
Marcum Wealth
Ohio
$232K +$203K +157 New
CIC
499
Chilton Investment Company
Connecticut
$227K +$199K +154 New
Flossbach Von Storch
500
Flossbach Von Storch
Germany
$227K +$199K +154 New

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.