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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
PWMG
551
Prestige Wealth Management Group
New Jersey
$65K
FHA
552
First Horizon Advisors
Tennessee
$63K -$2.74K -2 -4%
PB
553
Pinnacle Bancorp
Nebraska
$62K
VVP
554
Venture Visionary Partners
Ohio
$59.5K +$63.1K +46 New
AIP
555
Ahrens Investment Partners
Louisiana
$58K
GWM
556
Geneos Wealth Management
Colorado
$58K
BDWM
557
Brewin Dolphin Wealth Management
Ireland
$52K
CHA
558
Carmichael Hill & Associates
Maryland
$52K
CFN
559
Cordasco Financial Network
Florida
$50K
SBL
560
Sargent Bickham Lagudis
Colorado
$50K +$5.49K +4 +11%
Credit Agricole
561
Credit Agricole
France
$48K +$23.3K +17 +85%
APA
562
American Portfolios Advisors
New York
$45.3K
TRCT
563
Tower Research Capital (TRC)
New York
$44K -$5.49K -4 -11%
NSIM
564
North Star Investment Management
Illinois
$44K
UB
565
UMB Bank
Missouri
$44K
RA
566
Rational Advisors
New York
$44K +$6.86K +5 +17%
CB
567
Community Bank
New York
$43K
MCA
568
Maryland Capital Advisors
Maryland
$41K
OC
569
Oakworth Capital
Alabama
$41K
WTA
570
Washington Trust Advisors
Massachusetts
$41K
DWA
571
Dougherty Wealth Advisers
Minnesota
$40K
BWL
572
Bogart Wealth LLC
Virginia
$39K +$41.2K +30 New
EA
573
Evolution Advisers
Virginia
$38K +$28.8K +21 +300%
AIM
574
Achmea Investment Management
Netherlands
$37K
PCG
575
Private Capital Group
Connecticut
$35K

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.