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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
SAM
626
Strategic Asset Management
Minnesota
$5K +$5.49K +4 New
PFA
627
Professional Financial Advisors
Nebraska
$4K
WT
628
Washington Trust
Rhode Island
$4K
CFGS
629
Concourse Financial Group Securities
Alabama
$3K -$1.37K -1 -33%
BAM
630
Bellevue Asset Management
Washington
$3K
CWP
631
Concord Wealth Partners
Virginia
$3K
DI
632
Disciplined Investments
Oklahoma
$3K
MFC
633
Mechanics Financial Corp
Ohio
$3K
ZB
634
Zions Bancorporation
Utah
$3K
AWM
635
Avior Wealth Management
Nebraska
$2K
HFS
636
Heritage Financial Services
Massachusetts
$2K +$2.74K +2 New
Bank of Montreal
637
Bank of Montreal
Ontario, Canada
$1.39K +$78.2K +57 +6%
JWM
638
Janiczek Wealth Management
Colorado
$1K
VCM
639
Versant Capital Management
Arizona
$1K
CA
640
CoreCap Advisors
Michigan
$1K +$1.37K +1 New
PFBT
641
Parkside Financial Bank & Trust
Missouri
$1K +$1.37K +1 New
BAMF
642
BI Asset Management Fondsmaeglerselskab
Denmark
-$13.7M -9,255 Closed
PI
643
PineBridge Investments
New York
-$10.4M -7,062 Closed
QCMNJ
644
Quantum Capital Management (New Jersey)
New Jersey
-$9.92M -6,724 Closed
Holocene Advisors
645
Holocene Advisors
New York
-$8.46M -5,736 Closed
HF
646
HRT Financial
New York
-$6.78M -4,597 Closed
E
647
Ergoteles
New York
-$4.06M -2,750 Closed
Wealth Enhancement Advisory Services
648
Wealth Enhancement Advisory Services
Minnesota
-$4.04M -2,739 Closed
WAM
649
Weiss Asset Management
Massachusetts
-$1.93M -1,307 Closed
GC
650
Guggenheim Capital
Illinois
-$1.18M -801 Closed

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.