Markel Group
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GHCMRT
Graham Holdings Co Master Retirement Trust
Arlington,
Virginia
|
+$77.8M |
| 2 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$26.3M |
| 3 |
GLCM
Greenlea Lane Capital Management
Weston,
Connecticut
|
+$24M |
| 4 |
Jennison Associates
New York
|
+$20M |
| 5 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$37.2M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$29.9M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$18.3M |
| 4 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
-$16.8M |
| 5 |
State Street
Boston,
Massachusetts
|
-$14.3M |
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.