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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
C
626
Covestor
United Kingdom
$43K +$29.5K +22 +244%
OC
627
Oakworth Capital
Alabama
$40.1K – – –
DAM
628
Delta Asset Management
Tennessee
$38.7K +$8.05K +6 +27%
Point72 Asset Management
629
Point72 Asset Management
Connecticut
$38.7K +$37.5K +28 New
VWM
630
Venturi Wealth Management
Texas
$37.3K – – –
AWM
631
Avior Wealth Management
Nebraska
$37.3K – – –
CA
632
Clearstead Advisors
Ohio
$34.6K – – –
PFBT
633
Parkside Financial Bank & Trust
Missouri
$34.6K – – –
DMBA
634
Deseret Mutual Benefit Administrators
Utah
$33.2K – – –
GRP
635
Global Retirement Partners
California
$31.8K – – –
WBC
636
Westpac Banking Corp
Australia
$30.4K -$1.39M -1,035 -98%
LF
637
Lee Financial
Texas
$30.4K +$29.5K +22 New
BAMF
638
BI Asset Management Fondsmaeglerselskab
Denmark
$29K +$9.39K +7 +50%
WP
639
WealthPLAN Partners
Nebraska
$27.7K – – –
ADL
640
Asset Dedication LLC
California
$26K +$10.7K +8 +73%
JWA
641
JFS Wealth Advisors
Pennsylvania
$23.5K – – –
FHA
642
First Horizon Advisors
Tennessee
$22.1K -$8.05K -6 -27%
DWA
643
Dougherty Wealth Advisers
Minnesota
$22.1K – – –
HS
644
Horan Securities
United States
$22.1K – – –
IRC
645
Investors Research Corp
Georgia
$22.1K – – –
POIA
646
Pin Oak Investment Advisors
Texas
$22K – – –
AssetMark Inc
647
AssetMark Inc
California
$20.7K – – –
SIS
648
Strategic Investment Solutions
Illinois
$20K – – –
CP
649
Castleview Partners
Texas
$18K – – –
VNA
650
Valley National Advisers
Pennsylvania
$17K – – –
24 25
26
27 28

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.