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Markel Group
MKL

674 hedge funds and large institutions have $13.6B invested in Markel Group in 2022 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 218 increasing their positions, 208 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 51

57% more call options, than puts

Call options by funds: $140M | Put options by funds: $88.9M

22% more capital invested

Capital invested by funds: $11.1B → $13.6B (+$2.47B)

6% more funds holding

Funds holding: 636 → 674 (+38)

4% more funds holding in top 10

Funds holding in top 10: 28 → 29 (+1)

5% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 208

0.81% more ownership

Funds ownership: 76.49% → 77.3% (+0.81%)

Holders
674
Holders Change
+38
Holders Change %
+5.97%
% of All Funds
10.83%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.47%
New
97
Increased
218
Reduced
208
Closed
51
Calls
$140M
Puts
$88.9M
Net Calls
+$51M
Net Calls Change
+$25.9M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$551M
2
DSA
Davis Selected Advisers
Arizona
+$52.1M
3
EIP
Epoch Investment Partners
New York
+$44.7M
4
BlackRock
BlackRock
New York
+$29M
5
Victory Capital Management
Victory Capital Management
Texas
+$28.8M

Top Sellers

Rank Fund Capital Flow
1
BRIM
Broad Run Investment Management
Virginia
-$34.1M
2
First Trust Advisors
First Trust Advisors
Illinois
-$27.7M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$27.1M
4
SO
STRS Ohio
Ohio
-$23.1M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$17.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Kayne Anderson Rudnick Investment Management
651
Kayne Anderson Rudnick Investment Management
California
$6.59K – – –
LWP
652
Lumature Wealth Partners
Georgia
$6.59K – – –
SWA
653
SOA Wealth Advisors
New York
$6.59K – – –
WBC
654
West Branch Capital
Massachusetts
$6.59K – – –
BCWM
655
Bartlett & Co Wealth Management
Ohio
$6.59K +$1.24K +1 +25%
BIA
656
Bell Investment Advisors
California
$6.59K +$1.24K +1 +25%
SC
657
Schubert & Co
Texas
$6.59K +$2.47K +2 +67%
IFAM
658
Institutional & Family Asset Management
Colorado
$6.59K +$6.18K +5 New
LFG
659
Larson Financial Group
Missouri
$5.27K +$4.95K +4 New
VCM
660
Vigilant Capital Management
Maine
$5K – – –
WT
661
Washington Trust
Rhode Island
$3.95K – – –
MFC
662
Mechanics Financial Corp
Ohio
$3K – – –
DI
663
Disciplined Investments
Oklahoma
$2.63K – – –
SIC
664
SJS Investment Consulting
Ohio
$2.63K – – –
TFA
665
Toth Financial Advisory
Virginia
$2.63K – – –
ZB
666
Zions Bancorporation
Utah
$2.63K – – –
CWP
667
Concord Wealth Partners
Virginia
$2.63K +$2.47K +2 New
LSA
668
Lansing Street Advisors
Pennsylvania
$2.63K +$2.47K +2 New
RBC
669
Romano Brothers & Co
Illinois
$2.63K +$2.47K +2 New
Allspring Global Investments
670
Allspring Global Investments
North Carolina
$2.63K -$2.47K -2 -50%
CFGS
671
Concourse Financial Group Securities
Alabama
$2.63K – – –
BAM
672
Bellevue Asset Management
Washington
$2.62K – – –
VCM
673
Versant Capital Management
Arizona
$1.32K – – –
TWA
674
TCI Wealth Advisors
Arizona
$1.32K +$1.24K +1 New
Point72 Asset Management
675
Point72 Asset Management
Connecticut
– -$27.1M -24,969 Closed
25 26
27
28 29

MKL Hedge Fund Activity: Q4 2022 in Review

674 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q4 2022, worth a combined $13.6B — up 22% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new MKL positions and 51 closed out — a net gain of 46 holders — while 218 added to existing stakes and 208 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $551M. The largest seller was Broad Run Investment Management, cutting an estimated $34.1M.

  • 674 institutional investors held Markel Group (MKL) as of Q4 2022, up from 636 in Q3 2022.
  • Funds reported $13.6B of Markel Group stock for Q4 2022, up 22% quarter-over-quarter.
  • 97 funds opened new Markel Group positions in Q4 2022 and 51 closed out, a net change of +46 holders.
  • The largest Markel Group buyer in Q4 2022 was Morgan Stanley, an estimated $551M added.
  • The largest Markel Group seller in Q4 2022 was Broad Run Investment Management, an estimated $34.1M sold.

Based on aggregated 13F filings for Q4 2022.