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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
LFCM
701
Long Focus Capital Management
Puerto Rico
– -$7.65M -5,990 Closed
BCM
702
BlueCrest Capital Management
Jersey
– -$5.64M -4,419 Closed
SC
703
Shay Capital
New York
– -$1.6M -1,250 Closed
SFS
704
Sowell Financial Services
Arkansas
– -$1.58M -1,239 Closed
PAM
705
Paradigm Asset Management
New York
– -$1.53M -1,200 Closed
BMM
706
Buffington Mohr McNeal
Idaho
– -$1.09M -851 Closed
D.E. Shaw & Co
707
D.E. Shaw & Co
New York
– -$1M -749 Closed
Rockefeller Capital Management
708
Rockefeller Capital Management
New York
– -$483K -379 Closed
JCM
709
Jacobsen Capital Management
Utah
– -$470K -368 Closed
EAM
710
Erste Asset Management
Austria
– -$483K -360 Closed
Walleye Trading
711
Walleye Trading
New York
– -$363K -271 Closed
DTL
712
Dynamic Technology Lab
Singapore
– -$307K -240 Closed
FSCM
713
Front Street Capital Management
Montana
– -$291K -228 Closed
CT
714
Clearstead Trust
Maine
– -$287K -225 Closed
OTL
715
Oak Thistle LLC
New York
– -$231K -181 Closed
KFA
716
Krane Funds Advisors
New York
– -$237K -180 Closed
PCP
717
Proficio Capital Partners
Massachusetts
– -$211K -165 Closed
MM
718
MQS Management
New York
– -$207K -162 Closed
AG
719
AIA Group
Hong Kong
– -$179K -140 Closed
PAIM
720
Punch & Associates Investment Management
Minnesota
– -$175K -137 Closed
BTI
721
Blue Trust Inc
Georgia
– -$82K -62 Closed
AAS
722
Ameritas Advisory Services
Nebraska
– -$62.7K -49 Closed
EI
723
Ellevest Inc
New York
– -$58.8K -46 Closed
BAM
724
Belpointe Asset Management
Nevada
– -$31.9K -25 Closed
CFB
725
Cullen/Frost Bankers
Texas
– -$12.8K -10 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.