We are live on ! Find out more
MKL icon

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
FCM
651
FJ Capital Management
Virginia
-$870K -590 Closed
AFG
652
Albion Financial Group
Utah
-$854K -579 Closed
New York State Teachers Retirement System (NYSTRS)
653
New York State Teachers Retirement System (NYSTRS)
New York
-$738K -500 Closed
BMCM
654
Burns Matteson Capital Management
New York
-$618K -419 Closed
VIA
655
Vident Investment Advisory
Georgia
-$532K -361 Closed
DA
656
Denali Advisors
California
-$487K -330 Closed
FI
657
Fosun International
China
-$448K -300 Closed
PPWM
658
Paragon Private Wealth Management
Kentucky
-$306K -220 Closed
IRF
659
IBM Retirement Fund
New York
-$317K -215 Closed
FANJ
660
Financial Architects (New Jersey)
New Jersey
-$246K -167 Closed
ST
661
Somerset Trust
Pennsylvania
-$236K -160 Closed
MW
662
Marcum Wealth
Ohio
-$232K -157 Closed
CIC
663
Chilton Investment Company
Connecticut
-$227K -154 Closed
Flossbach Von Storch
664
Flossbach Von Storch
Germany
-$227K -154 Closed
IIC
665
Ironwood Investment Counsel
Arizona
-$227K -154 Closed
WIA
666
World Investment Advisors
California
-$221K -150 Closed
CC
667
Corton Capital
Ontario, Canada
-$220K -149 Closed
SWM
668
Silverlake Wealth Management
Vermont
-$218K -148 Closed
WFG
669
Wills Financial Group
Virginia
-$217K -147 Closed
LNB
670
Ledyard National Bank
-$215K -146 Closed
BWM
671
BT Wealth Management
Georgia
-$211K -143 Closed
WP
672
WMS Partners
Maryland
-$209K -142 Closed
CI
673
Cigna Investments
Connecticut
-$207K -140 Closed
AT
674
American Trust
Kentucky
-$205K -139 Closed
CFA
675
CWS Financial Advisors
Michigan
-$205K -139 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.