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Markel Group

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: 3133 (+2)

4% more funds holding

Funds holding: 674699 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
101
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.1M -$1.38M -1,032 -7%
MFWM
102
Motley Fool Wealth Management
Virginia
$18.6M +$37.5K +28 +0.2%
CI Investments Inc
103
CI Investments Inc
Ontario, Canada
$18.2M +$4.02K +3 +0%
Amundi
104
Amundi
France
$17.6M -$2.14M -1,593 -11%
SIM
105
Sprucegrove Investment Management
Ontario, Canada
$17.3M -$2.63M -1,963 -14%
Natixis Advisors
106
Natixis Advisors
Massachusetts
$16.8M +$453K +338 +3%
TD Asset Management
107
TD Asset Management
Ontario, Canada
$16M -$248K -185 -2%
PWC
108
PYA Waltman Capital
Tennessee
$15.6M -$181K -135 -1%
FNBOO
109
First National Bank of Omaha
Nebraska
$15.5M -$137K -102 -0.9%
JCM
110
Jag Capital Management
Missouri
$15.4M -$166K -124 -1%
AllianceBernstein
111
AllianceBernstein
Tennessee
$15.2M +$943K +703 +7%
QP
112
Quilter Plc
United Kingdom
$15.1M +$2.65M +1,974 +15%
BCM
113
Banyan Capital Management
Georgia
$15M +$10.7K +8 +0.1%
PCM
114
Poehling Capital Management
Wisconsin
$14.5M +$2.8M +2,089 +25%
SSWM
115
Smith Salley Wealth Management
North Carolina
$14.1M +$9.39K +7 +0.1%
GRQ
116
Gardner Russo & Quinn
Pennsylvania
$13.7M +$227K +169 +2%
Citigroup
117
Citigroup
New York
$13.6M -$3.12M -2,330 -19%
William Blair & Company
118
William Blair & Company
Illinois
$13.3M +$315K +235 +3%
Skandinaviska Enskilda Banken (SEB)
119
Skandinaviska Enskilda Banken (SEB)
Sweden
$13.3M +$9.71M +7,242 +309%
SCM
120
Snyder Capital Management
California
$13.1M -$570K -425 -4%
Los Angeles Capital Management
121
Los Angeles Capital Management
California
$12.9M -$5.21M -3,886 -29%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$12.6M -$2.06M -1,538 -14%
2
123
2Xideas
Switzerland
$12.6M +$1.44M +1,071 +13%
Ensign Peak Advisors
124
Ensign Peak Advisors
Utah
$12.2M +$4.41M +3,285 +59%
HCM
125
Hutchinson Capital Management
California
$12.1M -$11.3M -8,394 -49%

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.