We are live on ! Find out more
MKL icon

Markel Group

640 hedge funds and large institutions have $13.5B invested in Markel Group in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 187 increasing their positions, 218 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 55

0% more funds holding

Funds holding: 638640 (+2)

0.86% less ownership

Funds ownership: 78.75%77.89% (-0.86%)

3% less funds holding in top 10

Funds holding in top 10: 3433 (-1)

12% less call options, than puts

Call options by funds: $129M | Put options by funds: $147M

14% less capital invested

Capital invested by funds: $15.6B → $13.5B (-$2.12B)

14% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 218

Holders
640
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
10.78%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.56%
New
70
Increased
187
Reduced
218
Closed
55
Calls
$129M
Puts
$147M
Net Calls
-$17.8M
Net Calls Change
+$73.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
501
HB Wealth Management
Georgia
$226K +$48K +35 +25%
SLG
502
Stanley-Laman Group
Pennsylvania
$224K +$237K +173 New
CIAS
503
Capital Investment Advisory Services
North Carolina
$220K
TAM
504
Tocqueville Asset Management
New York
$220K
GCP
505
GSA Capital Partners
United Kingdom
$220K +$233K +170 New
PCP
506
Proficio Capital Partners
Massachusetts
$216K +$2.74K +2 +1%
TA
507
Tiedemann Advisors
New York
$216K +$229K +167 New
ACM
508
AlphaStar Capital Management
North Carolina
$212K +$2.74K +2 +1%
MYAM
509
Meiji Yasuda Asset Management
Japan
$211K +$23.3K +17 +12%
DCM
510
Dimension Capital Management
Florida
$210K
CCA
511
Checchi Capital Advisers
California
$208K
AWM
512
AE Wealth Management
Kansas
$207K -$1.37K -1 -0.6%
ECM
513
ExodusPoint Capital Management
New York
$207K +$220K +160 New
TF
514
TIAA FSB
Florida
$206K +$218K +159 New
S
515
Seeyond
France
$205K -$4.12K -3 -2%
MM
516
MQS Management
New York
$204K +$217K +158 New
FNA
517
First National Advisers
Nebraska
$203K +$215K +157 New
AF
518
Allworth Financial
California
$202K -$11K -8 -5%
AIG
519
American International Group
New York
$202K -$6.86K -5 -3%
DA
520
Duality Advisers
Florida
$202K +$214K +156 New
CA
521
Crewe Advisors
Utah
$197K +$137K +100 +192%
SPIA
522
Steward Partners Investment Advisory
New York
$185K -$45.3K -33 -19%
AP
523
Arlington Partners
Alabama
$182K
Carson Wealth (CWM LLC)
524
Carson Wealth (CWM LLC)
Nebraska
$172K +$42.5K +31 +30%
WAM
525
Wakefield Asset Management
Colorado
$153K +$162K +118 New

MKL Hedge Fund Activity: Q2 2022 in Review

640 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q2 2022, worth a combined $13.5B — down 14% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MKL positions and 55 closed out — a net gain of 15 holders — while 187 added to existing stakes and 218 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $64.9M. The largest seller was AQR Capital Management, cutting an estimated $49.2M.

  • 640 institutional investors held Markel Group (MKL) as of Q2 2022, up from 638 in Q1 2022.
  • Funds reported $13.5B of Markel Group stock for Q2 2022, down 14% quarter-over-quarter.
  • 70 funds opened new Markel Group positions in Q2 2022 and 55 closed out, a net change of +15 holders.
  • The largest Markel Group buyer in Q2 2022 was Berkshire Hathaway, an estimated $64.9M added.
  • The largest Markel Group seller in Q2 2022 was AQR Capital Management, an estimated $49.2M sold.

Based on aggregated 13F filings for Q2 2022.