We are live on ! Find out more
MKL icon

Markel Group

574 hedge funds and large institutions have $12.1B invested in Markel Group in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 210 increasing their positions, 182 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 47

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

15% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 182

11% more capital invested

Capital invested by funds: $10.9B → $12.1B (+$1.18B)

1% more funds holding

Funds holding: 568574 (+6)

0.51% more ownership

Funds ownership: 76.57%77.08% (+0.51%)

55% less call options, than puts

Call options by funds: $33.5M | Put options by funds: $74M

Holders
574
Holders Change
+6
Holders Change %
+1.06%
% of All Funds
10.08%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.44%
New
59
Increased
210
Reduced
182
Closed
47
Calls
$33.5M
Puts
$74M
Net Calls
-$40.5M
Net Calls Change
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CFN
501
Cordasco Financial Network
Florida
$44K
PCM
502
Penserra Capital Management
California
$42K +$8.63K +8 +28%
HI
503
Harbour Investments
Wisconsin
$41K +$38.8K +36 New
SBL
504
Sargent Bickham Lagudis
Colorado
$40K
NSIM
505
North Star Investment Management
Illinois
$39K
PB
506
Pinnacle Bancorp
Nebraska
$36K
FPS
507
Fieldpoint Private Securities
Connecticut
$34K
MAM
508
Meeder Asset Management
Ohio
$32K
FHC
509
First Horizon Corporation
Tennessee
$31K
PCG
510
Private Capital Group
Connecticut
$31K
AWM
511
Avior Wealth Management
Nebraska
$30K
EP
512
Eudaimonia Partners
Tennessee
$28K
TWM
513
Tradition Wealth Management
Minnesota
$28K
FCA
514
FinTrust Capital Advisors
South Carolina
$28K +$27K +25 New
RCM
515
Regency Capital Management
Hawaii
$28K +$27K +25 New
CA
516
Crewe Advisors
Utah
$27K +$9.71K +9 +60%
SC
517
SouthState Corp
Florida
$26K
PVH
518
Psagot Value Holdings
Israel
$25K
Credit Agricole
519
Credit Agricole
France
$23K
M1FG
520
Mach-1 Financial Group
Arkansas
$20K +$8.63K +8 +80%
IRC
521
Investors Research Corp
Georgia
$18K
APA
522
American Portfolios Advisors
New York
$17.1K -$5.39K -5 -25%
HNB
523
Huntington National Bank
Ohio
$16K -$4.32K -4 -22%
PO
524
Private Ocean
California
$15K +$14K +13 New
SN
525
Sittner & Nelson
Oregon
$14K

MKL Hedge Fund Activity: Q1 2021 in Review

574 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2021, worth a combined $12.1B — up 11% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MKL positions and 47 closed out — a net gain of 12 holders — while 210 added to existing stakes and 182 trimmed.

The largest buyer was Alta Capital Management, adding an estimated $64.6M. The largest seller was AKRE Capital Management, cutting an estimated $320M.

  • 574 institutional investors held Markel Group (MKL) as of Q1 2021, up from 568 in Q4 2020.
  • Funds reported $12.1B of Markel Group stock for Q1 2021, up 11% quarter-over-quarter.
  • 59 funds opened new Markel Group positions in Q1 2021 and 47 closed out, a net change of +12 holders.
  • The largest Markel Group buyer in Q1 2021 was Alta Capital Management, an estimated $64.6M added.
  • The largest Markel Group seller in Q1 2021 was AKRE Capital Management, an estimated $320M sold.

Based on aggregated 13F filings for Q1 2021.