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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
Barclays
126
Barclays
United Kingdom
$11.5M +$636K +474 +6%
FAF
127
Fjarde Ap-fonden
Sweden
$11.4M -$1.75M -1,308 -14%
KMC
128
Kirr Marbach & Co
Indiana
$11.2M +$81.8K +61 +0.8%
VDBMI
129
Van Den Berg Management I
Texas
$11.1M -$52.3K -39 -0.5%
GH
130
GAM Holding
Switzerland
$11.1M -$13.4K -10 -0.1%
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$11M +$2.02M +1,510 +23%
CCM
132
Channing Capital Management
Illinois
$10.8M -$3.15M -2,350 -23%
State of New Jersey Common Pension Fund D
133
State of New Jersey Common Pension Fund D
New Jersey
$10.7M – – –
T. Rowe Price Associates
134
T. Rowe Price Associates
Maryland
$10.7M +$20.1K +15 +0.2%
Fuller & Thaler Asset Management
135
Fuller & Thaler Asset Management
California
$10.7M -$10.7K -8 -0.1%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$10.6M -$152K -113 -1%
RCW
137
Rheos Capital Works
Japan
$10.4M – – –
CIBC World Market
138
CIBC World Market
Ontario, Canada
$10.2M -$217K -162 -2%
Stifel Financial
139
Stifel Financial
Missouri
$10M +$107K +80 +1%
Millennium Management
140
Millennium Management
New York
$10M +$5.95M +4,440 +158%
PIP
141
PB Investment Partners
California
$9.93M +$2.79M +2,077 +41%
PP
142
Prospector Partners
Connecticut
$9.48M +$67K +50 +0.7%
AQR Capital Management
143
AQR Capital Management
Connecticut
$9.37M -$1.37M -1,018 -13%
BGIM
144
Brandywine Global Investment Management
Pennsylvania
$9.36M -$653K -487 -7%
State of Wisconsin Investment Board
145
State of Wisconsin Investment Board
Wisconsin
$9.16M -$684K -510 -7%
MFAM
146
Motley Fool Asset Management
Virginia
$8.65M +$8.39M +6,257 New
Jane Street
147
Jane Street
New York
$8.56M +$7.04M +5,247 +559%
Treasurer of the State of North Carolina
148
Treasurer of the State of North Carolina
North Carolina
$8.42M -$1.87M -1,395 -19%
TRSOTSOK
149
Teachers Retirement System of the State of Kentucky
Kentucky
$8.23M +$169K +126 +2%
LOPW
150
Live Oak Private Wealth
North Carolina
$8.23M – – –
4 5
6
7 8

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.