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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
RTC
576
Riverview Trust Company
Washington
$32K +$28.4K +22 New
Credit Agricole
577
Credit Agricole
France
$30K
ZIG
578
Zullo Investment Group
Pennsylvania
$28K
HNB
579
Huntington National Bank
Ohio
$27K -$2.58K -2 -10%
CHC
580
City Holding Co
West Virginia
$27K
JWA
581
JFS Wealth Advisors
Pennsylvania
$27K +$19.4K +15 +500%
BBHC
582
Brown Brothers Harriman & Co
New York
$25K
IRC
583
Investors Research Corp
Georgia
$24K
POIA
584
Pin Oak Investment Advisors
Texas
$24K
HS
585
Horan Securities
United States
$24K +$20.7K +16 New
JFA
586
JNBA Financial Advisors
Minnesota
$22K -$3.88K -3 -17%
AssetMark Inc
587
AssetMark Inc
California
$22K
EWM
588
Evermay Wealth Management
Virginia
$22K
FA
589
Fortis Advisors
Pennsylvania
$21K
BA
590
Bellwether Advisors
Nebraska
$19K
SN
591
Sittner & Nelson
Oregon
$18K
VNA
592
Valley National Advisers
Pennsylvania
$18K
M1FG
593
Mach-1 Financial Group
Arkansas
$17K +$12.9K +10 +500%
T
594
TCWP
Ohio
$17K +$15.5K +12 New
ADL
595
Asset Dedication LLC
California
$16K
TFM
596
TFC Financial Management
Massachusetts
$16K
ATC
597
Adirondack Trust Company
New York
$15K
ACA
598
Atlas Capital Advisors
Wyoming
$14.8K
SOW
599
State of Wyoming
Wyoming
$13K -$1.29K -1 -10%
MHR
600
Matthew Hamilton Rosenberg
$13K

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.