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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
WT
626
Washington Trust
Rhode Island
$4K
PI
627
PEAK6 Investments
Illinois
$4K +$3.88K +3 New
BAM
628
Bellevue Asset Management
Washington
$3K
CWP
629
Concord Wealth Partners
Virginia
$3K
MFC
630
Mechanics Financial Corp
Ohio
$3K
ZB
631
Zions Bancorporation
Utah
$3K
DI
632
Disciplined Investments
Oklahoma
$3K +$2.58K +2 New
AWM
633
Avior Wealth Management
Nebraska
$2K
Macquarie Group
634
Macquarie Group
Australia
$1.57K +$7.75K +6 +0.6%
EI
635
Ellevest Inc
New York
$1K -$7.75K -6 -86%
JWM
636
Janiczek Wealth Management
Colorado
$1K
LFG
637
Larson Financial Group
Missouri
$1K
VCM
638
Versant Capital Management
Arizona
$1K
Citadel Advisors
639
Citadel Advisors
Florida
-$49.7M -38,500 Closed
Qube Research & Technologies (QRT)
640
Qube Research & Technologies (QRT)
United Kingdom
-$24.8M -20,096 Closed
BC
641
Brookfield Corp
Ontario, Canada
-$10.6M -8,606 Closed
GC
642
Gillson Capital
Illinois
-$7.71M -6,245 Closed
RCA
643
Riverview Capital Advisers
Massachusetts
-$6.3M -5,109 Closed
Balyasny Asset Management
644
Balyasny Asset Management
Illinois
-$5.5M -4,461 Closed
ECM
645
ExodusPoint Capital Management
New York
-$4.71M -3,815 Closed
PP
646
Paloma Partners
Connecticut
-$4.53M -3,671 Closed
TC
647
TwinBeech Capital
New York
-$3.87M -3,138 Closed
EP
648
Edgestream Partners
New Jersey
-$3.72M -3,012 Closed
EGM
649
Engineers Gate Manager
New York
-$2.86M -2,316 Closed
QC
650
Quadrature Capital
United Kingdom
-$2.84M -2,304 Closed

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.