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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
IIC
501
Ironwood Investment Counsel
Arizona
$227K +$199K +154 New
WIA
502
World Investment Advisors
California
$221K +$194K +150 New
CC
503
Corton Capital
Ontario, Canada
$220K +$192K +149 New
SWM
504
Silverlake Wealth Management
Vermont
$218K +$191K +148 New
D.E. Shaw & Co
505
D.E. Shaw & Co
New York
$217K -$10.2M -7,858 -98%
WFG
506
Wills Financial Group
Virginia
$217K +$190K +147 New
BFM
507
Boothbay Fund Management
New York
$215K -$1.05M -814 -85%
MYAM
508
Meiji Yasuda Asset Management
Japan
$215K -$23.3K -18 -11%
LNB
509
Ledyard National Bank
$215K +$189K +146 New
MWP
510
MYCIO Wealth Partners
Pennsylvania
$215K +$189K +146 New
BWM
511
BT Wealth Management
Georgia
$211K +$185K +143 New
WP
512
WMS Partners
Maryland
$209K -$669K -518 -78%
AP
513
Arlington Partners
Alabama
$208K
HWM
514
HB Wealth Management
Georgia
$207K -$67.2K -52 -27%
CI
515
Cigna Investments
Connecticut
$207K +$181K +140 New
AT
516
American Trust
Kentucky
$205K +$180K +139 New
CFA
517
CWS Financial Advisors
Michigan
$205K +$180K +139 New
ACA
518
Aptus Capital Advisors
Alabama
$204K +$178K +138 New
OMC
519
Overbrook Management Corp
New York
$204K +$178K +138 New
EWM
520
Evercore Wealth Management
New York
$203K +$178K +138 New
Fifth Third Bancorp
521
Fifth Third Bancorp
Ohio
$202K
PAIM
522
Punch & Associates Investment Management
Minnesota
$202K +$177K +137 New
RCC
523
Red Cedar Capital
Nebraska
$172K
HCP
524
Hexagon Capital Partners
Arkansas
$165K
Carson Wealth (CWM LLC)
525
Carson Wealth (CWM LLC)
Nebraska
$150K +$93K +72 +240%

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.