Markel Group
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$711M |
| 2 |
BlackRock
New York
|
+$184M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$178M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$121M |
| 5 |
Jennison Associates
New York
|
+$58.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$234M |
| 2 |
ESCM
Echo Street Capital Management
New York
|
-$117M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$100M |
| 4 |
DC
Davenport & Co
Richmond,
Virginia
|
-$82.1M |
| 5 |
MVIP
Mar Vista Investment Partners
Los Angeles,
California
|
-$66.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WTG
801
West Tower Group
Richmond,
Virginia
| – | -$14.7K | -10 | Closed |
|
802
EARNEST Partners
Atlanta,
Georgia
| – | -$10.3K | -7 | Closed |
|
|
WBC
803
West Branch Capital
Amherst,
Massachusetts
| – | -$7.36K | -5 | Closed |
|
|
WT
804
Washington Trust
Westerly,
Rhode Island
| – | -$4.42K | -3 | Closed |
|
|
CWP
805
Concord Wealth Partners
Abingdon,
Virginia
| – | -$2.94K | -2 | Closed |
|
|
AW
806
Avion Wealth
The Woodlands,
Texas
| – | -$1K | -1 | Closed |
|
|
CFGS
807
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$1.42K | -1 | Closed |
|
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.