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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
BAMF
126
BI Asset Management Fondsmaeglerselskab
Denmark
$13.7M +$12M +9,255 New
Millennium Management
127
Millennium Management
New York
$13.3M -$47.4M -36,704 -80%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$13.3M -$1.09M -847 -9%
MFWM
129
Motley Fool Wealth Management
Virginia
$13M -$296K -229 -3%
MFAM
130
Motley Fool Asset Management
Virginia
$12.9M -$142K -110 -1%
Victory Capital Management
131
Victory Capital Management
Texas
$12.8M +$345K +267 +3%
GH
132
GAM Holding
Switzerland
$12.7M +$1.17M +905 +12%
SOADOR
133
State of Alaska Department of Revenue
Alaska
$12.6M -$129K -100 -1%
LFCM
134
Long Focus Capital Management
Puerto Rico
$12.5M -$8.4M -6,500 -43%
BNP Paribas Financial Markets
135
BNP Paribas Financial Markets
France
$12.3M -$2.13M -1,650 -17%
KMC
136
Kirr Marbach & Co
Indiana
$11.9M -$7.75K -6 -0.1%
SFI
137
Susquehanna Fundamental Investments
Pennsylvania
$11.4M +$6.96M +5,387 +231%
CG
138
Colony Group
Massachusetts
$11.2M +$89.1K +69 +0.9%
Amundi
139
Amundi
France
$11.2M +$270K +209 +3%
CIBC World Market
140
CIBC World Market
Ontario, Canada
$11.2M +$5.17K +4 +0.1%
IMRF
141
Illinois Municipal Retirement Fund
Illinois
$11M +$2.39M +1,850 +33%
T. Rowe Price Associates
142
T. Rowe Price Associates
Maryland
$11M +$296K +229 +3%
State of New Jersey Common Pension Fund D
143
State of New Jersey Common Pension Fund D
New Jersey
$10.8M +$171K +132 +2%
Stifel Financial
144
Stifel Financial
Missouri
$10.7M -$1.59M -1,228 -14%
PCM
145
Poehling Capital Management
Wisconsin
$10.5M +$265K +205 +3%
PI
146
PineBridge Investments
New York
$10.4M +$1.85M +1,433 +25%
Point72 Asset Management
147
Point72 Asset Management
Connecticut
$10.3M -$41.6M -32,203 -82%
FAF
148
Fjarde Ap-fonden
Sweden
$10.2M +$1.17M +907 +15%
Rafferty Asset Management
149
Rafferty Asset Management
New York
$10M -$428K -331 -5%
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$9.92M -$24.5K -19 -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.