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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
WCM
76
Wedge Capital Management
North Carolina
$35.8M -$6.12M -4,736 -16%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$33.3M -$1.86M -1,436 -6%
Truist Financial
78
Truist Financial
North Carolina
$31.6M -$6.35M -4,915 -19%
CCA
79
Cobblestone Capital Advisors
New York
$31.2M -$10.3K -8 -0%
National Pension Service
80
National Pension Service
South Korea
$30.1M -$2.35M -1,817 -8%
LI
81
Lafayette Investments
Maryland
$30M +$152K +118 +0.6%
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$30M +$362K +280 +1%
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$28.6M -$1.09M -841 -4%
HWA
84
Heritage Wealth Advisors
Virginia
$28.5M -$2.57M -1,988 -9%
RJA
85
Raymond James & Associates
Florida
$28.4M -$230K -178 -0.9%
SCP
86
Seizert Capital Partners
Michigan
$27.5M +$5M +3,867 +26%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$26.8M +$15.2M +11,767 +184%
Deutsche Bank
88
Deutsche Bank
Germany
$26.4M +$752K +582 +3%
LC
89
Lincoln Capital
Nebraska
$26M -$6.46K -5 -0%
HP
90
Hosking Partners
United Kingdom
$25.6M -$508K -393 -2%
RJFSA
91
Raymond James Financial Services Advisors
Florida
$24.3M +$734K +568 +4%
CIA
92
Citadel Investment Advisory
Ohio
$24.2M -$18.5M -14,333 -90%
MAA
93
Mraz Amerine & Associates
California
$24.2M +$60.7K +47 +0.3%
HCM
94
Hutchinson Capital Management
California
$23.7M -$278K -215 -1%
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$23.2M +$208K +161 +1%
Barclays
96
Barclays
United Kingdom
$23.2M -$9.02M -6,980 -31%
PCM
97
Prana Capital Management
Connecticut
$22M -$841K -651 -4%
Los Angeles Capital Management
98
Los Angeles Capital Management
California
$22M +$725K +561 +4%
CI Investments Inc
99
CI Investments Inc
Ontario, Canada
$21.5M +$4.41M +3,414 +31%
TD Asset Management
100
TD Asset Management
Ontario, Canada
$20.9M -$59.4K -46 -0.3%

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.