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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
PPA
51
Parametric Portfolio Associates
Washington
$66.1M +$11.2M +8,698 +24%
GHC
52
Graham Holdings Company
Virginia
$65.5M
BMO
53
Beck Mack & Oliver
New York
$65.2M +$557K +431 +1%
ACM
54
Alta Capital Management
Utah
$65.2M -$280K -217 -0.5%
Bank Julius Baer & Co
55
Bank Julius Baer & Co
Switzerland
$61.9M +$1.14M +882 +2%
Boston Partners
56
Boston Partners
Massachusetts
$61.7M -$1.6M -1,237 -3%
CS
57
Credit Suisse
Switzerland
$61.6M +$5.65M +4,373 +12%
CCM
58
Check Capital Management
California
$60.8M +$326K +252 +0.6%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$58.4M -$84K -65 -0.2%
CTB
60
Country Trust Bank
Illinois
$57.5M +$2.5M +1,938 +5%
N
61
Nuveen
North Carolina
$53.1M +$1.21M +939 +3%
TSW
62
Thompson Siegel & Walmsley
Virginia
$52.9M -$29.3M -22,697 -39%
Invesco
63
Invesco
Georgia
$52.1M +$9.01M +6,972 +25%
GPCM
64
Greenbrier Partners Capital Management
Texas
$46.2M
SC
65
Steginsky Capital
New York
$45.4M
Fidelity Investments
66
Fidelity Investments
Massachusetts
$45.1M +$18.6M +14,399 +89%
EVM
67
Eaton Vance Management
Massachusetts
$44.2M +$1.29K +1 +0%
SO
68
STRS Ohio
Ohio
$43.1M -$18.4M -14,268 -33%
Russell Investments Group
69
Russell Investments Group
United Kingdom
$41.7M -$2.49M -1,925 -6%
MAM
70
Martingale Asset Management
Massachusetts
$41.5M -$3.73M -2,891 -9%
CAM
71
Capco Asset Management
Florida
$41M +$5.84M +4,517 +19%
SFG
72
Sather Financial Group
Texas
$38.2M -$770K -596 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
73
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$37.6M -$1.15M -890 -3%
SEI Investments
74
SEI Investments
Pennsylvania
$37.5M -$13.4M -10,347 -29%
DAM
75
Davis Asset Management
California
$36.9M

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.