Markel Group
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$551M |
| 2 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$52.1M |
| 3 |
EIP
Epoch Investment Partners
New York
|
+$44.7M |
| 4 |
BlackRock
New York
|
+$29M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$28.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRIM
Broad Run Investment Management
Arlington,
Virginia
|
-$34.1M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$27.7M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$27.1M |
| 4 |
SO
STRS Ohio
Columbus,
Ohio
|
-$23.1M |
| 5 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$17.9M |
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.