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Markel Group
MKL

699 hedge funds and large institutions have $14.2B invested in Markel Group in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 187 increasing their positions, 254 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 39

8% more capital invested

Capital invested by funds: $13.2B → $14.2B (+$1B)

6% more funds holding in top 10

Funds holding in top 10: 31 → 33 (+2)

4% more funds holding

Funds holding: 674 → 699 (+25)

6% more call options, than puts

Call options by funds: $69.1M | Put options by funds: $65M

0.12% less ownership

Funds ownership: 77.4% → 77.28% (-0.12%)

26% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 254

Holders
699
Holders Change
+25
Holders Change %
+3.71%
% of All Funds
10.98%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.52%
New
68
Increased
187
Reduced
254
Closed
39
Calls
$69.1M
Puts
$65M
Net Calls
+$4.14M
Net Calls Change
-$26M

Top Buyers

1
GHCMRT
Graham Holdings Co Master Retirement Trust
Virginia
+$77.8M
2
DSA
Davis Selected Advisers
Arizona
+$26.3M
3
GLCM
Greenlea Lane Capital Management
Connecticut
+$24M
4
Jennison Associates
Jennison Associates
New York
+$20M
5
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
+$19.1M

Top Sellers

1
BlackRock
BlackRock
New York
-$37.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$29.9M
3
Principal Financial Group
Principal Financial Group
Iowa
-$18.3M
4
PCH
Polar Capital Holdings
United Kingdom
-$16.8M
5
State Street
State Street
Massachusetts
-$14.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
551
Level Four Advisory Services
Texas
$228K -$1.34K -1 -0.6%
OQS
552
Occudo Quantitative Strategies
Florida
$225K +$219K +163 New
Credit Agricole
553
Credit Agricole
France
$224K – – –
DCM
554
Dimension Capital Management
Florida
$224K – – –
MW
555
Marcum Wealth
Ohio
$223K +$1.34K +1 +0.6%
HWM
556
HB Wealth Management
Georgia
$223K +$216K +161 New
SPIA
557
Steward Partners Investment Advisory
New York
$217K -$2.68K -2 -1%
ST
558
Somerset Trust
Pennsylvania
$217K – – –
WFG
559
Wills Financial Group
Virginia
$217K – – –
DAS
560
Dynamic Advisor Solutions
Arizona
$217K +$211K +157 New
B
561
Bridgeworth
Alabama
$216K -$13.4K -10 -6%
AF
562
Allworth Financial
California
$214K -$5.36K -4 -3%
API
563
Advisor Partners II
California
$214K +$208K +155 New
BBNA
564
Bremer Bank National Association
Minnesota
$214K +$208K +155 New
Flossbach Von Storch
565
Flossbach Von Storch
Germany
$213K +$207K +154 New
AP
566
Arlington Partners
Alabama
$212K – – –
Pzena Investment Management
567
Pzena Investment Management
New York
$212K +$205K +153 New
DU
568
Delphia (USA)
Ontario, Canada
$207K -$216K -161 -52%
AWM
569
AE Wealth Management
Kansas
$206K +$200K +149 New
NHC
570
Nicholas Hoffman & Company
Georgia
$205K -$20.1K -15 -9%
CFA
571
CWS Financial Advisors
Michigan
$205K +$198K +148 New
SWM
572
Silverlake Wealth Management
Vermont
$205K +$198K +148 New
VIA
573
Vident Investment Advisory
Georgia
$205K -$507K -378 -72%
CCA
574
Checchi Capital Advisers
California
$202K +$196K +146 New
IIC
575
Ironwood Investment Counsel
Arizona
$202K +$196K +146 New
21 22
23
24 25

MKL Hedge Fund Activity: Q2 2023 in Review

699 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q2 2023, worth a combined $14.2B — up 7.6% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new MKL positions and 39 closed out — a net gain of 29 holders — while 187 added to existing stakes and 254 trimmed.

The largest buyer was Graham Holdings Co Master Retirement Trust, opening a new position worth an estimated $77.8M. The largest seller was BlackRock, cutting an estimated $37.2M.

  • 699 institutional investors held Markel Group (MKL) as of Q2 2023, up from 674 in Q1 2023.
  • Funds reported $14.2B of Markel Group stock for Q2 2023, up 7.6% quarter-over-quarter.
  • 68 funds opened new Markel Group positions in Q2 2023 and 39 closed out, a net change of +29 holders.
  • The largest Markel Group buyer in Q2 2023 was Graham Holdings Co Master Retirement Trust, an estimated $77.8M added.
  • The largest Markel Group seller in Q2 2023 was BlackRock, an estimated $37.2M sold.

Based on aggregated 13F filings for Q2 2023.