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Markel Group
MKL

699 hedge funds and large institutions have $14.2B invested in Markel Group in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 187 increasing their positions, 254 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 39

8% more capital invested

Capital invested by funds: $13.2B → $14.2B (+$1B)

6% more funds holding in top 10

Funds holding in top 10: 31 → 33 (+2)

4% more funds holding

Funds holding: 674 → 699 (+25)

6% more call options, than puts

Call options by funds: $69.1M | Put options by funds: $65M

0.12% less ownership

Funds ownership: 77.4% → 77.28% (-0.12%)

26% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 254

Holders
699
Holders Change
+25
Holders Change %
+3.71%
% of All Funds
10.98%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.52%
New
68
Increased
187
Reduced
254
Closed
39
Calls
$69.1M
Puts
$65M
Net Calls
+$4.14M
Net Calls Change
-$26M

Top Buyers

1
GHCMRT
Graham Holdings Co Master Retirement Trust
Virginia
+$77.8M
2
DSA
Davis Selected Advisers
Arizona
+$26.3M
3
GLCM
Greenlea Lane Capital Management
Connecticut
+$24M
4
Jennison Associates
Jennison Associates
New York
+$20M
5
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
+$19.1M

Top Sellers

1
BlackRock
BlackRock
New York
-$37.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$29.9M
3
Principal Financial Group
Principal Financial Group
Iowa
-$18.3M
4
PCH
Polar Capital Holdings
United Kingdom
-$16.8M
5
State Street
State Street
Massachusetts
-$14.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
EA
601
Evolution Advisers
Virginia
$96K +$51K +38 +123%
PCM
602
Penserra Capital Management
California
$91K – – –
GWS
603
Glassman Wealth Services
Virginia
$85.8K – – –
BFEC
604
Benjamin F. Edwards & Company
Missouri
$82K -$2.68K -2 -3%
TWC
605
TD Waterhouse Canada
Ontario, Canada
$80.5K +$1.34K +1 +2%
CAL
606
Capital Analysts LLC
Pennsylvania
$79K – – –
QCG
607
Quadrant Capital Group
Ohio
$78.8K – – –
QC
608
Quent Capital
New York
$77.5K +$1.34K +1 +2%
SC
609
SouthState Corp
Florida
$71.9K – – –
PWMG
610
Prestige Wealth Management Group
New Jersey
$69.2K – – –
HCM
611
Highlander Capital Management
New Jersey
$69K – – –
BAAM
612
Baker Avenue Asset Management
California
$67.8K -$83.1K -62 -56%
PB
613
Pinnacle Bancorp
Nebraska
$65K – – –
BC
614
Barrett & Company
Rhode Island
$58.1K – – –
GWM
615
Geneos Wealth Management
Colorado
$58.1K – – –
CHA
616
Carmichael Hill & Associates
Maryland
$55.3K – – –
CB
617
Centennial Bank
Arkansas
$55.3K – – –
RA
618
Rational Advisors
New York
$51.2K -$1.34K -1 -3%
FFA
619
Farther Finance Advisors
California
$51.2K +$5.36K +4 +12%
BWL
620
Bogart Wealth LLC
Virginia
$49.8K – – –
LC
621
Lindbrook Capital
California
$48.4K – – –
N
622
Natixis
France
$47K -$92.5K -69 -67%
NSIM
623
North Star Investment Management
Illinois
$47K – – –
CB
624
Community Bank
New York
$45.6K – – –
MCA
625
Maryland Capital Advisors
Maryland
$44.3K – – –
23 24
25
26 27

MKL Hedge Fund Activity: Q2 2023 in Review

699 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q2 2023, worth a combined $14.2B — up 7.6% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new MKL positions and 39 closed out — a net gain of 29 holders — while 187 added to existing stakes and 254 trimmed.

The largest buyer was Graham Holdings Co Master Retirement Trust, opening a new position worth an estimated $77.8M. The largest seller was BlackRock, cutting an estimated $37.2M.

  • 699 institutional investors held Markel Group (MKL) as of Q2 2023, up from 674 in Q1 2023.
  • Funds reported $14.2B of Markel Group stock for Q2 2023, up 7.6% quarter-over-quarter.
  • 68 funds opened new Markel Group positions in Q2 2023 and 39 closed out, a net change of +29 holders.
  • The largest Markel Group buyer in Q2 2023 was Graham Holdings Co Master Retirement Trust, an estimated $77.8M added.
  • The largest Markel Group seller in Q2 2023 was BlackRock, an estimated $37.2M sold.

Based on aggregated 13F filings for Q2 2023.