We are live on ! Find out more
MKL icon

Markel Group

574 hedge funds and large institutions have $12.1B invested in Markel Group in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 210 increasing their positions, 182 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 47

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

15% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 182

11% more capital invested

Capital invested by funds: $10.9B → $12.1B (+$1.18B)

1% more funds holding

Funds holding: 568574 (+6)

0.51% more ownership

Funds ownership: 76.57%77.08% (+0.51%)

55% less call options, than puts

Call options by funds: $33.5M | Put options by funds: $74M

Holders
574
Holders Change
+6
Holders Change %
+1.06%
% of All Funds
10.08%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.44%
New
59
Increased
210
Reduced
182
Closed
47
Calls
$33.5M
Puts
$74M
Net Calls
-$40.5M
Net Calls Change
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
601
Cullen/Frost Bankers
Texas
-$53K -51 Closed
CCM
602
Covington Capital Management
California
-$52K -50 Closed
FCH
603
Freestone Capital Holdings
Washington
-$20.7K -20 Closed
NCM
604
New Capital Management
Texas
-$18K -17 Closed
PMFA
605
Plante Moran Financial Advisors
Michigan
-$15K -15 Closed
PWPS
606
Pinnacle Wealth Planning Services
Ohio
-$12K -12 Closed
AWG
607
Altus Wealth Group
Colorado
-$11K -11 Closed
GRP
608
Global Retirement Partners
California
-$10K -10 Closed
CCA
609
Childress Capital Advisors
Texas
-$9K -9 Closed
CAAS
610
Capital Asset Advisory Services
Michigan
-$7K -7 Closed
TWA
611
TCI Wealth Advisors
Arizona
-$4K -4 Closed
IA
612
Inspire Advisors
Idaho
-$3K -3 Closed
Jones Financial Companies
613
Jones Financial Companies
Missouri
-$3K -3 Closed
KC
614
Kinloch Capital
Virginia
-$3K -3 Closed
BFC
615
Bedel Financial Consulting
Indiana
-$2K -2 Closed
PFPT
616
Pinnacle Financial Partners (Tennessee)
Tennessee
-$2K -2 Closed
PCA
617
Providence Capital Advisors
North Carolina
-$2K -2 Closed
BC
618
Bartlett & Co
Ohio
-$1K -1 Closed
BCWM
619
Bartlett & Co Wealth Management
Ohio
-$1.03K -1 Closed
TPWA
620
TRUE Private Wealth Advisors
Oregon
-$1K -1 Closed
VCG
621
Vantage Consulting Group
Virginia
-$1K -1 Closed

MKL Hedge Fund Activity: Q1 2021 in Review

574 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2021, worth a combined $12.1B — up 11% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MKL positions and 47 closed out — a net gain of 12 holders — while 210 added to existing stakes and 182 trimmed.

The largest buyer was Alta Capital Management, adding an estimated $64.6M. The largest seller was AKRE Capital Management, cutting an estimated $320M.

  • 574 institutional investors held Markel Group (MKL) as of Q1 2021, up from 568 in Q4 2020.
  • Funds reported $12.1B of Markel Group stock for Q1 2021, up 11% quarter-over-quarter.
  • 59 funds opened new Markel Group positions in Q1 2021 and 47 closed out, a net change of +12 holders.
  • The largest Markel Group buyer in Q1 2021 was Alta Capital Management, an estimated $64.6M added.
  • The largest Markel Group seller in Q1 2021 was AKRE Capital Management, an estimated $320M sold.

Based on aggregated 13F filings for Q1 2021.