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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
QCMNJ
151
Quantum Capital Management (New Jersey)
New Jersey
$9.92M +$11.6K +9 +0.1%
GRQ
152
Gardner Russo & Quinn
Pennsylvania
$9.61M -$12.9K -10 -0.2%
RAM
153
Redmond Asset Management
Virginia
$9.13M -$60.7K -47 -0.8%
Ensign Peak Advisors
154
Ensign Peak Advisors
Utah
$8.89M +$1.01M +785 +15%
TRSOTSOK
155
Teachers Retirement System of the State of Kentucky
Kentucky
$8.6M +$411K +318 +6%
Asset Management One
156
Asset Management One
Japan
$8.56M -$273K -211 -4%
Korea Investment Corp
157
Korea Investment Corp
South Korea
$8.48M +$3.9M +3,020 +111%
Holocene Advisors
158
Holocene Advisors
New York
$8.46M +$1.85M +1,434 +33%
Franklin Resources
159
Franklin Resources
California
$8.35M +$62K +48 +0.9%
Assenagon Asset Management
160
Assenagon Asset Management
Luxembourg
$8.15M -$14.3M -11,072 -67%
Janus Henderson Group
161
Janus Henderson Group
United Kingdom
$8.11M -$1M -775 -12%
PAMS
162
Pictet Asset Management (Switzerland)
Switzerland
$7.97M -$90.4K -70 -1%
SIC
163
Schwartz Investment Counsel
Michigan
$7.94M
Skandinaviska Enskilda Banken (SEB)
164
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.93M +$3.51M +2,718 +102%
Robeco Institutional Asset Management
165
Robeco Institutional Asset Management
Netherlands
$7.85M +$103K +80 +2%
Ameriprise
166
Ameriprise
Minnesota
$7.76M +$105K +81 +2%
IMOV
167
Investment Management of Virginia
Virginia
$7.61M +$45.2K +35 +0.7%
PA
168
Pinnacle Associates
New York
$7.45M
CVM
169
Cheviot Value Management
California
$7.4M -$134K -104 -2%
Janney Montgomery Scott
170
Janney Montgomery Scott
Pennsylvania
$7.37M -$366K -283 -5%
CRC
171
Curi RMB Capital
Illinois
$7.36M -$182K -141 -3%
Treasurer of the State of North Carolina
172
Treasurer of the State of North Carolina
North Carolina
$7.35M +$107K +83 +2%
M&T Bank
173
M&T Bank
New York
$7.09M -$110K -85 -2%
HA
174
Heartland Advisors
Wisconsin
$7.03M +$6.15M +4,763 New
LBC
175
Lowe Brockenbrough & Co
Virginia
$6.94M -$32.3K -25 -0.5%

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.