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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
RJA
76
Raymond James & Associates
Florida
$32.8M -$1.6M -1,190 -5%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$32.6M -$165K -123 -0.5%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$28.6M -$2.03M -1,513 -7%
LI
79
Lafayette Investments
Maryland
$27.8M -$24.1K -18 -0.1%
UBS Group
80
UBS Group
Switzerland
$27.1M +$4.18M +3,114 +19%
National Pension Service
81
National Pension Service
South Korea
$26.8M -$638K -476 -2%
CS
82
Credit Suisse
Switzerland
$26.5M -$826K -616 -3%
RhumbLine Advisers
83
RhumbLine Advisers
Massachusetts
$26M +$4.76M +3,551 +23%
Truist Financial
84
Truist Financial
North Carolina
$26M -$1.15M -859 -4%
CCA
85
Cobblestone Capital Advisors
New York
$25.6M -$227K -169 -0.9%
MAM
86
Martingale Asset Management
Massachusetts
$25.4M -$1.7M -1,270 -6%
Janus Henderson Group
87
Janus Henderson Group
United Kingdom
$25M +$10.2M +7,625 +73%
WCM
88
Wedge Capital Management
North Carolina
$24.9M -$7.14M -5,321 -23%
LC
89
Lincoln Capital
Nebraska
$24.5M +$109K +81 +0.5%
MAA
90
Mraz Amerine & Associates
California
$24.1M +$36.2K +27 +0.2%
PA
91
Pinnacle Associates
New York
$22.7M +$7M +5,221 +47%
Grantham, Mayo, Van Otterloo & Co (GMO)
92
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$22.4M +$363K +271 +2%
HWA
93
Heritage Wealth Advisors
Virginia
$22.3M -$1.34M -1,002 -6%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$22.1M -$8.63M -6,433 -29%
CIA
95
Citadel Investment Advisory
Ohio
$21.9M -$278K -207 -1%
JP Morgan Chase
96
JP Morgan Chase
New York
$21.9M +$1.94M +1,449 +10%
Deutsche Bank
97
Deutsche Bank
Germany
$21.6M +$2.51M +1,873 +14%
New York State Common Retirement Fund
98
New York State Common Retirement Fund
New York
$21.3M -$662K -494 -3%
SCP
99
Seizert Capital Partners
Michigan
$20.8M -$935K -697 -4%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$20.2M -$5.55M -4,141 -22%
2 3
4
5 6

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.