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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
BIA
676
Bell Investment Advisors
California
$6.92K – – –
Kayne Anderson Rudnick Investment Management
677
Kayne Anderson Rudnick Investment Management
California
$6.92K – – –
LWP
678
Lumature Wealth Partners
Georgia
$6.92K – – –
WBC
679
West Branch Capital
Massachusetts
$6.92K – – –
SA
680
SRH Advisors
Kansas
$6.39K – – –
VCM
681
Vigilant Capital Management
Maine
$6K – – –
CFO
682
CVA Family Office
Colorado
$5.53K +$5.36K +4 New
WT
683
Washington Trust
Rhode Island
$4.15K – – –
ZB
684
Zions Bancorporation
Utah
$4.15K +$1.34K +1 +50%
PPC
685
Park Place Capital
Alabama
$4.15K +$4.02K +3 New
SIC
686
SJS Investment Consulting
Ohio
$2.77K – – –
TFA
687
Toth Financial Advisory
Virginia
$2.77K – – –
Allspring Global Investments
688
Allspring Global Investments
North Carolina
$2.77K – – –
BAM
689
Bellevue Asset Management
Washington
$2.77K – – –
CWP
690
Concord Wealth Partners
Virginia
$2.77K – – –
DI
691
Disciplined Investments
Oklahoma
$2.77K – – –
MFC
692
Mechanics Financial Corp
Ohio
$2.77K – – –
VCM
693
Versant Capital Management
Arizona
$2.77K +$1.34K +1 +100%
AIC
694
Archer Investment Corporation
Indiana
$2.77K +$2.68K +2 New
HT
695
Headlands Technologies
Illinois
$2.77K +$2.68K +2 New
Allianz Asset Management
696
Allianz Asset Management
Germany
$2.64K +$349K +260 +16%
CFGS
697
Concourse Financial Group Securities
Alabama
$1.38K -$1.34K -1 -50%
DA
698
Denali Advisors
California
$1.38K +$1.34K +1 New
GI
699
Gradient Investments
Minnesota
$1.38K +$1.34K +1 New
TCM
700
TimesSquare Capital Management
New York
– -$13.8M -10,820 Closed
26 27
28
29 30

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.