Markel Group
637 hedge funds and large institutions have $12.8B invested in Markel Group in 2021 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 196 increasing their positions, 202 reducing their positions, and 46 closing their positions.
115% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 46
8% more funds holding
Funds holding: 592 → 637 (+45)
3% more capital invested
Capital invested by funds: $12.4B → $12.8B (+$347M)
0.01% more ownership
Funds ownership: 76.76% → 76.76% (+0.01%)
0% more funds holding in top 10
Funds holding in top 10: 26 → 26 (0)
3% less repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 202
76% less call options, than puts
Call options by funds: $27.3M | Put options by funds: $116M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$172M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$28.8M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$26.8M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$22.3M |
| 5 |
Goldman Sachs
New York
|
+$15.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$152M |
| 2 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
-$53.5M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$33.3M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$31.6M |
| 5 |
MVIP
Mar Vista Investment Partners
Los Angeles,
California
|
-$27M |
MKL Hedge Fund Activity: Q4 2021 in Review
637 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q4 2021, worth a combined $12.8B — up 2.8% from $12.4B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new MKL positions and 46 closed out — a net gain of 53 holders — while 196 added to existing stakes and 202 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $172M. The largest seller was Wellington Management Group, cutting an estimated $152M.
- 637 institutional investors held Markel Group (MKL) as of Q4 2021, up from 592 in Q3 2021.
- Funds reported $12.8B of Markel Group stock for Q4 2021, up 2.8% quarter-over-quarter.
- 99 funds opened new Markel Group positions in Q4 2021 and 46 closed out, a net change of +53 holders.
- The largest Markel Group buyer in Q4 2021 was First Trust Advisors, an estimated $172M added.
- The largest Markel Group seller in Q4 2021 was Wellington Management Group, an estimated $152M sold.
Based on aggregated 13F filings for Q4 2021.