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Markel Group

574 hedge funds and large institutions have $12.1B invested in Markel Group in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 210 increasing their positions, 182 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 47

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

15% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 182

11% more capital invested

Capital invested by funds: $10.9B → $12.1B (+$1.18B)

1% more funds holding

Funds holding: 568574 (+6)

0.51% more ownership

Funds ownership: 76.57%77.08% (+0.51%)

55% less call options, than puts

Call options by funds: $33.5M | Put options by funds: $74M

Holders
574
Holders Change
+6
Holders Change %
+1.06%
% of All Funds
10.08%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.44%
New
59
Increased
210
Reduced
182
Closed
47
Calls
$33.5M
Puts
$74M
Net Calls
-$40.5M
Net Calls Change
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MFAM
126
Motley Fool Asset Management
Virginia
$10.1M
Stifel Financial
127
Stifel Financial
Missouri
$10.1M +$1.59M +1,470 +20%
SSWM
128
Smith Salley Wealth Management
North Carolina
$10.1M +$667K +618 +7%
HSBC Holdings
129
HSBC Holdings
United Kingdom
$9.45M +$698K +647 +9%
KMC
130
Kirr Marbach & Co
Indiana
$9.4M -$141K -131 -2%
Teacher Retirement System of Texas
131
Teacher Retirement System of Texas
Texas
$8.97M +$300K +278 +4%
CIBC World Market
132
CIBC World Market
Ontario, Canada
$8.94M -$220K -204 -3%
T. Rowe Price Associates
133
T. Rowe Price Associates
Maryland
$8.89M -$372K -345 -4%
GH
134
GAM Holding
Switzerland
$8.89M +$8.41M +7,801 New
Assenagon Asset Management
135
Assenagon Asset Management
Luxembourg
$8.77M +$8.3M +7,698 New
William Blair & Company
136
William Blair & Company
Illinois
$8.66M +$6.71M +6,225 +453%
First Trust Advisors
137
First Trust Advisors
Illinois
$8.6M +$8.14M +7,542 New
ACI
138
AMP Capital Investors
Australia
$8.59M +$1.55M +1,441 +24%
SSA
139
Schonfeld Strategic Advisors
New York
$8.33M +$1.48M +1,373 +23%
Ohio Public Employees Retirement System (OPERS)
140
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.27M +$521K +483 +7%
AllianceBernstein
141
AllianceBernstein
Tennessee
$8.24M +$107K +99 +1%
CG
142
Colony Group
Massachusetts
$8.23M -$84.1K -78 -1%
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$8.17M -$4.6M -4,260 -37%
State of Wisconsin Investment Board
144
State of Wisconsin Investment Board
Wisconsin
$8.01M -$230K -213 -3%
JAM
145
Jupiter Asset Management
United Kingdom
$8M +$3.46M +3,208 +85%
PCM
146
Poehling Capital Management
Wisconsin
$7.94M +$10.8K +10 +0.1%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$7.84M -$163K -151 -2%
Rafferty Asset Management
148
Rafferty Asset Management
New York
$7.76M +$1.3M +1,204 +21%
SAM
149
Storebrand Asset Management
Norway
$7.71M -$1.73M -1,601 -19%
Franklin Resources
150
Franklin Resources
California
$7.68M -$2.51M -2,327 -26%

MKL Hedge Fund Activity: Q1 2021 in Review

574 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2021, worth a combined $12.1B — up 11% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MKL positions and 47 closed out — a net gain of 12 holders — while 210 added to existing stakes and 182 trimmed.

The largest buyer was Alta Capital Management, adding an estimated $64.6M. The largest seller was AKRE Capital Management, cutting an estimated $320M.

  • 574 institutional investors held Markel Group (MKL) as of Q1 2021, up from 568 in Q4 2020.
  • Funds reported $12.1B of Markel Group stock for Q1 2021, up 11% quarter-over-quarter.
  • 59 funds opened new Markel Group positions in Q1 2021 and 47 closed out, a net change of +12 holders.
  • The largest Markel Group buyer in Q1 2021 was Alta Capital Management, an estimated $64.6M added.
  • The largest Markel Group seller in Q1 2021 was AKRE Capital Management, an estimated $320M sold.

Based on aggregated 13F filings for Q1 2021.