Markel Group
674 hedge funds and large institutions have $13.2B invested in Markel Group in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 201 increasing their positions, 228 reducing their positions, and 63 closing their positions.
43% more call options, than puts
Call options by funds: $100M | Put options by funds: $70M
14% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 63
7% more funds holding in top 10
Funds holding in top 10: 29 → 31 (+2)
0.1% more ownership
Funds ownership: 77.3% → 77.4% (+0.1%)
0% more funds holding
Funds holding: 674 → 674 (0)
3% less capital invested
Capital invested by funds: $13.6B → $13.2B (-$342M)
12% less repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 228
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$89.2M |
| 2 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$62.2M |
| 3 |
Jennison Associates
New York
|
+$50.3M |
| 4 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
+$47.6M |
| 5 |
CCM
Check Capital Management
Costa Mesa,
California
|
+$19.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$43.3M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$23.7M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$23.1M |
| 4 |
ZIG
Zurich Insurance Group
Zurich,
Switzerland
|
-$18.7M |
| 5 |
Renaissance Technologies
New York
|
-$18.7M |
MKL Hedge Fund Activity: Q1 2023 in Review
674 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2023, worth a combined $13.2B — down 2.5% from $13.6B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new MKL positions and 63 closed out — a net gain of 9 holders — while 201 added to existing stakes and 228 trimmed.
The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $89.2M. The largest seller was Baillie Gifford & Co, cutting an estimated $43.3M.
- 674 institutional investors held Markel Group (MKL) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $13.2B of Markel Group stock for Q1 2023, down 2.5% quarter-over-quarter.
- 72 funds opened new Markel Group positions in Q1 2023 and 63 closed out, a net change of +9 holders.
- The largest Markel Group buyer in Q1 2023 was T. Rowe Price Investment Management, an estimated $89.2M added.
- The largest Markel Group seller in Q1 2023 was Baillie Gifford & Co, an estimated $43.3M sold.
Based on aggregated 13F filings for Q1 2023.