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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
PFS
601
Prospera Financial Services
Texas
$13K +$11.6K +9 New
GRP
602
Global Retirement Partners
California
$13K +$12.9K +10 New
CWC
603
Carolinas Wealth Consulting
North Carolina
$12K
Jones Financial Companies
604
Jones Financial Companies
Missouri
$12K
Loomis, Sayles & Company
605
Loomis, Sayles & Company
Massachusetts
$12K +$10.3K +8 New
EA
606
Evolution Advisers
Virginia
$11K -$1.29K -1 -13%
BWM
607
BerganKDV Wealth Management
Minnesota
$10K -$1.29K -1 -13%
EARNEST Partners
608
EARNEST Partners
Georgia
$10K
LB
609
Legacy Bridge
Iowa
$10K
CAGAS
610
Capital Advisory Group Advisory Services
Minnesota
$10K +$9.04K +7 New
PP
611
PrairieView Partners
Minnesota
$9K
MCC
612
Money Concepts Capital
Florida
$9K +$7.75K +6 New
TAM
613
Tucker Asset Management
Colorado
$7.38K
Bessemer Group
614
Bessemer Group
New Jersey
$7K
LWP
615
Lumature Wealth Partners
Georgia
$7K
SWA
616
SOA Wealth Advisors
New York
$7K
SA
617
SRH Advisors
Kansas
$7K
VCM
618
Vigilant Capital Management
Maine
$7K
WBC
619
West Branch Capital
Massachusetts
$7K
SC
620
Schubert & Co
Texas
$7K +$2.58K +2 +67%
IA
621
IndexIQ Advisors
New York
$6K -$3.31M -2,560 -100%
DHGWA
622
Dixon Hughes Goodman Wealth Advisors
North Carolina
$6K
CI
623
Cordant Inc
Oregon
$6K +$5.17K +4 New
CFGS
624
Concourse Financial Group Securities
Alabama
$4K -$1.29K -1 -25%
PFA
625
Professional Financial Advisors
Nebraska
$4K

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.