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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
ACA
676
Aptus Capital Advisors
Alabama
-$204K -138 Closed
EWM
677
Evercore Wealth Management
New York
-$203K -138 Closed
OMC
678
Overbrook Management Corp
New York
-$204K -138 Closed
PAIM
679
Punch & Associates Investment Management
Minnesota
-$202K -137 Closed
DFCM
680
Dark Forest Capital Management
Puerto Rico
-$88K -60 Closed
CBT
681
Central Bank & Trust
Kentucky
-$59K -40 Closed
Koshinski Asset Management
682
Koshinski Asset Management
Illinois
-$39.8K -27 Closed
CA
683
Clearstead Advisors
Ohio
-$38K -26 Closed
EWM
684
Evermay Wealth Management
Virginia
-$22K -15 Closed
JFA
685
JNBA Financial Advisors
Minnesota
-$22K -15 Closed
BA
686
Bellwether Advisors
Nebraska
-$19K -13 Closed
M1FG
687
Mach-1 Financial Group
Arkansas
-$17K -12 Closed
T
688
TCWP
Ohio
-$17K -12 Closed
ADL
689
Asset Dedication LLC
California
-$16K -11 Closed
ACA
690
Atlas Capital Advisors
Wyoming
-$14.8K -10 Closed
Loomis, Sayles & Company
691
Loomis, Sayles & Company
Massachusetts
-$12K -8 Closed
CAGAS
692
Capital Advisory Group Advisory Services
Minnesota
-$10K -7 Closed
CI
693
Cordant Inc
Oregon
-$6K -4 Closed
EI
694
Ellevest Inc
New York
-$1K -1 Closed
LFG
695
Larson Financial Group
Missouri
-$1K -1 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.