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Markel Group
MKL

731 hedge funds and large institutions have $15.2B invested in Markel Group in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 271 increasing their positions, 237 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $69.6M | Put options by funds: $49.4M

14% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 237

4.2% more ownership

Funds ownership: 76.88% → 81.08% (+4.2%)

3% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 75

1% more capital invested

Capital invested by funds: $15B → $15.2B (+$201M)

1% less funds holding

Funds holding: 737 → 731 (-6)

11% less funds holding in top 10

Funds holding in top 10: 35 → 31 (-4)

Holders
731
Holders Change
-6
Holders Change %
-0.81%
% of All Funds
10.66%
Holding in Top 10
31
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.43%
% of All Funds
0.45%
New
77
Increased
271
Reduced
237
Closed
75
Calls
$69.6M
Puts
$49.4M
Net Calls
+$20.2M
Net Calls Change
-$22.2M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$711M
2
BlackRock
BlackRock
New York
+$184M
3
Boston Partners
Boston Partners
Massachusetts
+$178M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$121M
5
Jennison Associates
Jennison Associates
New York
+$58.3M

Top Sellers

Rank Fund Capital Flow
1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$234M
2
ESCM
Echo Street Capital Management
New York
-$117M
3
Victory Capital Management
Victory Capital Management
Texas
-$100M
4
DC
Davenport & Co
Virginia
-$82.1M
5
MVIP
Mar Vista Investment Partners
California
-$66.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
726
Bellevue Asset Management
Washington
$2.84K – – –
FHA
727
First Horizon Advisors
Tennessee
$1.42K -$21.3K -15 -94%
GI
728
Gradient Investments
Minnesota
$1.42K – – –
HGA
729
Hobbs Group Advisors
South Carolina
$1.42K +$1.42K +1 New
LF
730
Lee Financial
Texas
$1.42K +$1.42K +1 New
NFA
731
Northwest Financial Advisors
Virginia
$1.42K +$1.42K +1 New
DWM
732
Dogwood Wealth Management
Kansas
$3 – – –
Berkshire Hathaway
733
Berkshire Hathaway
Nebraska
– -$234M -158,715 Closed
ESCM
734
Echo Street Capital Management
New York
– -$117M -79,467 Closed
CF
735
Cantor Fitzgerald
New York
– -$14.1M -9,600 Closed
CCM
736
Channing Capital Management
Illinois
– -$11.4M -7,722 Closed
PIP
737
PB Investment Partners
California
– -$10.6M -7,179 Closed
PP
738
Prospector Partners
Connecticut
– -$10.1M -6,852 Closed
QC
739
Quadrature Capital
United Kingdom
– -$7.17M -4,869 Closed
JF
740
Jump Financial
Illinois
– -$6.69M -4,545 Closed
ECM
741
ExodusPoint Capital Management
New York
– -$6.56M -4,452 Closed
HF
742
HRT Financial
New York
– -$4.71M -3,198 Closed
Voloridge Investment Management
743
Voloridge Investment Management
Florida
– -$4.34M -2,945 Closed
PI
744
PineBridge Investments
New York
– -$3.68M -2,501 Closed
Marshall Wace
745
Marshall Wace
United Kingdom
– -$3.52M -2,392 Closed
II
746
IFM Investors
Australia
– -$3.27M -2,218 Closed
DFCM
747
Dark Forest Capital Management
Puerto Rico
– -$2.86M -1,945 Closed
TNA
748
True North Advisors
Texas
– -$2.68M -1,817 Closed
SLAM
749
Swiss Life Asset Management
– -$2.41M -1,638 Closed
VF
750
Virtu Financial
New York
– -$2.24M -1,524 Closed
28 29
30
31 32

MKL Hedge Fund Activity: Q4 2023 in Review

731 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q4 2023, worth a combined $15.2B — up 1.3% from $15B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new MKL positions and 75 closed out — a net gain of 2 holders — while 271 added to existing stakes and 237 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $711M. The largest seller was Berkshire Hathaway, exiting entirely with an estimated $234M sold.

  • 731 institutional investors held Markel Group (MKL) as of Q4 2023, down from 737 in Q3 2023.
  • Funds reported $15.2B of Markel Group stock for Q4 2023, up 1.3% quarter-over-quarter.
  • 77 funds opened new Markel Group positions in Q4 2023 and 75 closed out, a net change of +2 holders.
  • The largest Markel Group buyer in Q4 2023 was Morgan Stanley, an estimated $711M added.
  • The largest Markel Group seller in Q4 2023 was Berkshire Hathaway, an estimated $234M sold.

Based on aggregated 13F filings for Q4 2023.