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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
VNA
526
Valley National Advisers
Pennsylvania
$14K
SPIA
527
Steward Partners Investment Advisory
New York
$13.7K -$8.63K -8 -40%
DAM
528
Delta Asset Management
Tennessee
$13K -$2.16K -2 -15%
TFM
529
TFC Financial Management
Massachusetts
$13K
BCA
530
Berman Capital Advisors
Georgia
$12K -$3.24K -3 -21%
AIC
531
Ameritas Investment Company
Nebraska
$11.4K +$10.8K +10 New
ATC
532
Adirondack Trust Company
New York
$11K
JCM
533
Jacobi Capital Management
Pennsylvania
$11K
NG
534
NWK Group
California
$11K
GI
535
Gradient Investments
Minnesota
$11K +$10.8K +10 New
ADL
536
Asset Dedication LLC
California
$10K
MHR
537
Matthew Hamilton Rosenberg
$10K
CWC
538
Carolinas Wealth Consulting
North Carolina
$9K
QCG
539
Quadrant Capital Group
Ohio
$9K +$2.16K +2 +33%
CAGAS
540
Capital Advisory Group Advisory Services
Minnesota
$8K -$5.39K -5 -42%
EARNEST Partners
541
EARNEST Partners
Georgia
$8K
FHA
542
First Horizon Advisors
Tennessee
$8K
LB
543
Legacy Bridge
Iowa
$8K
VCM
544
Versant Capital Management
Arizona
$8K
LFG
545
Larson Financial Group
Missouri
$8K +$7.55K +7 New
CH
546
Canton Hathaway
Rhode Island
$7K +$6.47K +6 New
PP
547
PrairieView Partners
Minnesota
$7K +$6.47K +6 New
Bessemer Group
548
Bessemer Group
New Jersey
$6K -$5.39K -5 -50%
Carson Wealth (CWM LLC)
549
Carson Wealth (CWM LLC)
Nebraska
$6K
SA
550
SRH Advisors
Kansas
$6K

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.