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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
PCM
676
Prelude Capital Management
New York
-$322K -261 Closed
Allianz Asset Management
677
Allianz Asset Management
Germany
-$321K -260 Closed
MWM
678
Modera Wealth Management
New Jersey
-$283K -229 Closed
PGA
679
Portland Global Advisors
Maine
-$271K -220 Closed
C
680
Certuity
Florida
-$251K -203 Closed
A
681
Astrantus
Cyprus
-$247K -200 Closed
Tudor Investment Corp
682
Tudor Investment Corp
Connecticut
-$247K -200 Closed
PP
683
Pegasus Partners
Wisconsin
-$241K -195 Closed
JF
684
Jump Financial
Illinois
-$234K -190 Closed
PHK
685
Point72 Hong Kong
Hong Kong
-$217K -176 Closed
MM
686
MQS Management
New York
-$212K -172 Closed
RPCONE
687
Retirement Planning Company of New England
Rhode Island
-$141K -115 Closed
GLLW
688
Graves Light Lenhart Wealth
Virginia
-$109K -88 Closed
SF
689
SBK Financial
Virginia
-$86K -70 Closed
AIM
690
Anchor Investment Management
South Carolina
-$61.7K -50 Closed
TCWA
691
Ten Capital Wealth Advisors
Washington
-$60K -49 Closed
AWA
692
Aquire Wealth Advisors
Utah
-$56K -45 Closed
LWA
693
Lenox Wealth Advisors
New York
-$39K -32 Closed
GI
694
Gradient Investments
Minnesota
-$37K -30 Closed
CWS
695
Confluence Wealth Services
Pennsylvania
-$24K -20 Closed
DAM
696
Delta Asset Management
Tennessee
-$14K -11 Closed
PCMC
697
Paragon Capital Management (Colorado)
Colorado
-$12K -10 Closed
ACM
698
Absolute Capital Management
Pennsylvania
-$11.1K -9 Closed
MP
699
McDonald Partners
Ohio
-$11.1K -9 Closed
SFM
700
Signet Financial Management
New Jersey
-$10K -8 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.