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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
BCWM
601
Bartlett & Co Wealth Management
Ohio
$12.9K +$13.7K +10 New
MHR
602
Matthew Hamilton Rosenberg
$12K
BTI
603
Blue Trust Inc
Georgia
$12K +$11K +8 New
PMFA
604
Plante Moran Financial Advisors
Michigan
$12K +$12.3K +9 New
CWC
605
Carolinas Wealth Consulting
North Carolina
$10K
Jones Financial Companies
606
Jones Financial Companies
Missouri
$10K
SC
607
Schubert & Co
Texas
$10K +$4.12K +3 +60%
TWA
608
TCI Wealth Advisors
Arizona
$10K +$11K +8 New
SOW
609
State of Wyoming
Wyoming
$9K -$2.74K -2 -22%
BWM
610
BerganKDV Wealth Management
Minnesota
$9K
EARNEST Partners
611
EARNEST Partners
Georgia
$9K
LB
612
Legacy Bridge
Iowa
$9K
Bessemer Group
613
Bessemer Group
New Jersey
$9K +$2.74K +2 +40%
MCC
614
Money Concepts Capital
Florida
$8K
PP
615
PrairieView Partners
Minnesota
$8K
BIA
616
Bell Investment Advisors
California
$8K +$8.23K +6 New
TAM
617
Tucker Asset Management
Colorado
$6.47K
LWP
618
Lumature Wealth Partners
Georgia
$6K
SWA
619
SOA Wealth Advisors
New York
$6K
SA
620
SRH Advisors
Kansas
$6K
VCM
621
Vigilant Capital Management
Maine
$6K
WBC
622
West Branch Capital
Massachusetts
$6K
TCWM
623
Total Clarity Wealth Management
Illinois
$6K +$6.86K +5 New
AS
624
Altshuler Shaham
Israel
$5K +$5.49K +4 New
SFG
625
Steward Financial Group
Texas
$5K +$5.49K +4 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.