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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
VFA
551
Valeo Financial Advisors
Indiana
$6K
ACA
552
Atlas Capital Advisors
Wyoming
$5.7K +$5.39K +5 New
CFGS
553
Concourse Financial Group Securities
Alabama
$5K -$5.39K -5 -56%
MF
554
Manchester Financial
California
$5K
SL
555
Savior LLC
Massachusetts
$5K
MWP
556
Meridian Wealth Partners
Pennsylvania
$5K +$4.32K +4 New
GCM
557
Gables Capital Management
Florida
$3K -$2.16K -2 -40%
CFFP
558
Center for Financial Planning
Michigan
$3K
PFA
559
Professional Financial Advisors
Nebraska
$3K
WT
560
Washington Trust
Rhode Island
$3K
WTC
561
WhitTier Trust Company
Nevada
$3K
WP
562
WealthShield Partners
North Carolina
$3K +$3.24K +3 New
BAM
563
Bellevue Asset Management
Washington
$2K -$1.08K -1 -33%
EFSCE
564
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$1.08K -1 -33%
BWM
565
BerganKDV Wealth Management
Minnesota
$2K
SFO
566
Standard Family Office
South Dakota
$2K
ZB
567
Zions Bancorporation
Utah
$2K
CWP
568
Concord Wealth Partners
Virginia
$2K +$2.16K +2 New
WAP
569
Wealthcare Advisory Partners
Pennsylvania
$2K +$2.16K +2 New
CWA
570
Clearview Wealth Advisors
Oregon
$1K
APWA
571
Atlas Private Wealth Advisors
New Jersey
$1K +$1.08K +1 New
EI
572
Ellevest Inc
New York
$1K +$1.08K +1 New
Nisa Investment Advisors
573
Nisa Investment Advisors
Missouri
$923
AIG
574
American International Group
New York
$185 -$14K -13 -7%
Bank of Nova Scotia
575
Bank of Nova Scotia
Ontario, Canada
-$13.5M -13,044 Closed

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.