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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
Swiss National Bank
51
Swiss National Bank
Switzerland
$63.5M -$10M -7,470 -14%
Bank Julius Baer & Co
52
Bank Julius Baer & Co
Switzerland
$63.2M -$110K -82 -0.2%
CIM
53
Confluence Investment Management
Missouri
$59.9M -$2.15M -1,600 -4%
Goldman Sachs
54
Goldman Sachs
New York
$54.9M -$3.06M -2,279 -5%
EIP
55
Epoch Investment Partners
New York
$54.8M -$1.82M -1,359 -3%
MAM
56
Madison Asset Management
Wisconsin
$53.9M -$103K -77 -0.2%
SC
57
Steginsky Capital
New York
$50.7M -$920K -686 -2%
BMO
58
Beck Mack & Oliver
New York
$46.7M -$1.79M -1,337 -4%
Invesco
59
Invesco
Georgia
$45.7M -$1.49M -1,111 -3%
WIM
60
Weitz Investment Management
Nebraska
$45.5M -$174K -130 -0.4%
Boston Partners
61
Boston Partners
Massachusetts
$45.1M -$3.53M -2,635 -7%
ZIG
62
Zurich Insurance Group
Switzerland
$44.4M +$4.3M +3,210 +11%
ACM
63
Alta Capital Management
Utah
$43.1M -$943K -703 -2%
Sumitomo Mitsui Trust Group
64
Sumitomo Mitsui Trust Group
Japan
$42.7M -$8.27M -6,165 -17%
CAM
65
Capco Asset Management
Florida
$40.5M -$294K -219 -0.7%
SO
66
STRS Ohio
Ohio
$40M +$6.9M +5,143 +22%
GPCM
67
Greenbrier Partners Capital Management
Texas
$39.7M – – –
N
68
Nuveen
North Carolina
$39.7M -$978K -729 -2%
CTB
69
Country Trust Bank
Illinois
$36.1M -$1.4M -1,046 -4%
SFG
70
Sather Financial Group
Texas
$35.1M +$1.31M +980 +4%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$34.9M -$134K -100 -0.4%
DAM
72
Davis Asset Management
California
$34.6M – – –
Russell Investments Group
73
Russell Investments Group
United Kingdom
$34.2M -$143K -107 -0.4%
GLCM
74
Greenlea Lane Capital Management
Connecticut
$33.4M +$24M +17,895 +287%
RJFSA
75
Raymond James Financial Services Advisors
Florida
$33.1M +$307K +229 +1%
1 2
3
4 5

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.