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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
AIP
551
Ahrens Investment Partners
Louisiana
$66K
GWM
552
Geneos Wealth Management
Colorado
$64K -$1.29K -1 -2%
CAL
553
Capital Analysts LLC
Pennsylvania
$63K +$55.5K +43 New
BDWM
554
Brewin Dolphin Wealth Management
Ireland
$59K
CHA
555
Carmichael Hill & Associates
Maryland
$59K
CBT
556
Central Bank & Trust
Kentucky
$59K
CFN
557
Cordasco Financial Network
Florida
$58K
TRCT
558
Tower Research Capital (TRC)
New York
$56K -$2.74M -2,119 -98%
SBL
559
Sargent Bickham Lagudis
Colorado
$52K
APA
560
American Portfolios Advisors
New York
$51.6K
NSIM
561
North Star Investment Management
Illinois
$50K
UB
562
UMB Bank
Missouri
$50K
CB
563
Community Bank
New York
$49K
MCA
564
Maryland Capital Advisors
Maryland
$47K
OC
565
Oakworth Capital
Alabama
$47K
WTA
566
Washington Trust Advisors
Massachusetts
$47K
DWA
567
Dougherty Wealth Advisers
Minnesota
$46K
RA
568
Rational Advisors
New York
$43K +$37.5K +29 New
AIM
569
Achmea Investment Management
Netherlands
$41K +$36.2K +28 New
MAM
570
Meeder Asset Management
Ohio
$41K +$36.2K +28 New
PCG
571
Private Capital Group
Connecticut
$40K
Koshinski Asset Management
572
Koshinski Asset Management
Illinois
$39.8K
CA
573
Clearstead Advisors
Ohio
$38K +$33.6K +26 New
TWM
574
Tradition Wealth Management
Minnesota
$35K
HIIFS
575
Harel Insurance Investments & Financial Services
Israel
$32K +$28.4K +22 New

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.