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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
TWM
576
Tradition Wealth Management
Minnesota
$31K
HIIFS
577
Harel Insurance Investments & Financial Services
Israel
$28K
RTC
578
Riverview Trust Company
Washington
$28K
JWA
579
JFS Wealth Advisors
Pennsylvania
$28K +$5.49K +4 +22%
CHC
580
City Holding Co
West Virginia
$27K
ZIG
581
Zullo Investment Group
Pennsylvania
$26K +$1.37K +1 +5%
AssetMark Inc
582
AssetMark Inc
California
$26K +$6.86K +5 +33%
HS
583
Horan Securities
United States
$25K +$5.49K +4 +25%
BBHC
584
Brown Brothers Harriman & Co
New York
$22K
IRC
585
Investors Research Corp
Georgia
$21K
POIA
586
Pin Oak Investment Advisors
Texas
$21K
PFS
587
Prospera Financial Services
Texas
$21K +$9.61K +7 +78%
FAM
588
Fred Alger Management
New York
$19K +$20.6K +15 New
FA
589
Fortis Advisors
Pennsylvania
$18K
SWM
590
SeaCrest Wealth Management
New York
$17K +$17.8K +13 New
RCM
591
Regency Capital Management
Hawaii
$16K -$3.71M -2,701 -100%
SN
592
Sittner & Nelson
Oregon
$16K
VNA
593
Valley National Advisers
Pennsylvania
$16K
HNB
594
Huntington National Bank
Ohio
$14K -$9.61K -7 -39%
TFM
595
TFC Financial Management
Massachusetts
$14K
C
596
Covestor
United Kingdom
$13K -$65.9K -48 -83%
ATC
597
Adirondack Trust Company
New York
$13K
GRP
598
Global Retirement Partners
California
$13K
BSB
599
Bangor Savings Bank
Maine
$13K +$13.7K +10 New
BC
600
Bartlett & Co
Ohio
$13K +$13.7K +10 New

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.