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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
Ohio Public Employees Retirement System (OPERS)
151
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.23M -$838K -625 -10%
RAM
152
Redmond Asset Management
Virginia
$8.16M -$176K -131 -2%
RC
153
Roundview Capital
New Jersey
$8.01M +$679K +506 +10%
SIC
154
Schwartz Investment Counsel
Michigan
$7.86M – – –
CVM
155
Cheviot Value Management
California
$7.55M +$515K +384 +8%
Franklin Resources
156
Franklin Resources
California
$7.55M -$247K -184 -3%
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$7.41M +$135K +101 +2%
Royal London Asset Management
158
Royal London Asset Management
United Kingdom
$7.02M – – –
Janney Montgomery Scott
159
Janney Montgomery Scott
Pennsylvania
$7M +$110K +82 +2%
Asset Management One
160
Asset Management One
Japan
$6.89M -$664K -495 -9%
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$6.73M +$5.03M +3,754 +350%
Mitsubishi UFJ Asset Management
162
Mitsubishi UFJ Asset Management
Japan
$6.71M +$531K +396 +9%
IMRF
163
Illinois Municipal Retirement Fund
Illinois
$6.67M +$1.6M +1,190 +33%
LIM
164
Lathrop Investment Management
Arkansas
$6.51M +$6.31M +4,708 New
Ameriprise
165
Ameriprise
Minnesota
$6.44M -$2.1M -1,563 -25%
PAMS
166
Pictet Asset Management (Switzerland)
Switzerland
$6.43M +$26.8K +20 +0.4%
LBC
167
Lowe Brockenbrough & Co
Virginia
$6.43M -$25.5K -19 -0.4%
Commonwealth Equity Services
168
Commonwealth Equity Services
Massachusetts
$6.35M +$71.1K +53 +1%
SHA
169
Seneca House Advisors
Virginia
$6.34M +$1.18M +877 +24%
PI
170
PGGM Investments
Netherlands
$5.99M – – –
GC
171
Guggenheim Capital
Illinois
$5.86M +$5.68M +4,239 New
CIM
172
Chapman Investment Management
California
$5.78M +$5.6M +4,178 New
SAM
173
Shell Asset Management
Netherlands
$5.77M +$628K +468 +13%
M&T Bank
174
M&T Bank
New York
$5.75M -$263K -196 -5%
HFS
175
Hantz Financial Services
Michigan
$5.47M +$21.5K +16 +0.4%
5 6
7
8 9

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.