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Markel Group

640 hedge funds and large institutions have $13.5B invested in Markel Group in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 187 increasing their positions, 218 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 55

0% more funds holding

Funds holding: 638640 (+2)

0.86% less ownership

Funds ownership: 78.75%77.89% (-0.86%)

3% less funds holding in top 10

Funds holding in top 10: 3433 (-1)

12% less call options, than puts

Call options by funds: $129M | Put options by funds: $147M

14% less capital invested

Capital invested by funds: $15.6B → $13.5B (-$2.12B)

14% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 218

Holders
640
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
10.78%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.56%
New
70
Increased
187
Reduced
218
Closed
55
Calls
$129M
Puts
$147M
Net Calls
-$17.8M
Net Calls Change
+$73.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Amundi
151
Amundi
France
$8.19M -$1.33M -966 -13%
SC
152
Shay Capital
New York
$8.08M +$5.83M +4,250 +213%
LFCM
153
Long Focus Capital Management
Puerto Rico
$7.76M -$3.43M -2,500 -29%
RAM
154
Redmond Asset Management
Virginia
$7.75M -$276K -201 -3%
Asset Management One
155
Asset Management One
Japan
$7.35M -$166K -121 -2%
Franklin Resources
156
Franklin Resources
California
$7.3M -$28.8K -21 -0.4%
SAM
157
Shell Asset Management
Netherlands
$7.29M +$7.74M +5,637 New
SEI Investments
158
SEI Investments
Pennsylvania
$6.97M -$27.5M -20,056 -79%
SIC
159
Schwartz Investment Counsel
Michigan
$6.96M
IMOV
160
Investment Management of Virginia
Virginia
$6.67M
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
$6.59M +$130K +95 +2%
Royal London Asset Management
162
Royal London Asset Management
United Kingdom
$6.16M +$272K +198 +4%
HA
163
Heartland Advisors
Wisconsin
$6.13M -$34.3K -25 -0.5%
Assenagon Asset Management
164
Assenagon Asset Management
Luxembourg
$6.12M -$1.09M -794 -14%
CVM
165
Cheviot Value Management
California
$6.11M -$402K -293 -6%
LBC
166
Lowe Brockenbrough & Co
Virginia
$6.08M -$9.61K -7 -0.1%
M&T Bank
167
M&T Bank
New York
$6.07M -$134K -98 -2%
CRC
168
Curi RMB Capital
Illinois
$6.03M -$445K -324 -6%
PAMS
169
Pictet Asset Management (Switzerland)
Switzerland
$6.01M -$1.03M -751 -14%
Robeco Institutional Asset Management
170
Robeco Institutional Asset Management
Netherlands
$5.97M -$972K -708 -13%
JMPWA
171
JP Morgan Private Wealth Advisors
California
$5.88M +$961K +700 +18%
RC
172
Roundview Capital
New Jersey
$5.86M +$210K +153 +3%
Ameriprise
173
Ameriprise
Minnesota
$5.68M -$1.32M -963 -18%
SLAM
174
Swiss Life Asset Management
$5.57M
Rafferty Asset Management
175
Rafferty Asset Management
New York
$5.49M -$3.51M -2,560 -38%

MKL Hedge Fund Activity: Q2 2022 in Review

640 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q2 2022, worth a combined $13.5B — down 14% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MKL positions and 55 closed out — a net gain of 15 holders — while 187 added to existing stakes and 218 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $64.9M. The largest seller was AQR Capital Management, cutting an estimated $49.2M.

  • 640 institutional investors held Markel Group (MKL) as of Q2 2022, up from 638 in Q1 2022.
  • Funds reported $13.5B of Markel Group stock for Q2 2022, down 14% quarter-over-quarter.
  • 70 funds opened new Markel Group positions in Q2 2022 and 55 closed out, a net change of +15 holders.
  • The largest Markel Group buyer in Q2 2022 was Berkshire Hathaway, an estimated $64.9M added.
  • The largest Markel Group seller in Q2 2022 was AQR Capital Management, an estimated $49.2M sold.

Based on aggregated 13F filings for Q2 2022.