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Markel Group

574 hedge funds and large institutions have $12.1B invested in Markel Group in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 210 increasing their positions, 182 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 47

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

15% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 182

11% more capital invested

Capital invested by funds: $10.9B → $12.1B (+$1.18B)

1% more funds holding

Funds holding: 568574 (+6)

0.51% more ownership

Funds ownership: 76.57%77.08% (+0.51%)

55% less call options, than puts

Call options by funds: $33.5M | Put options by funds: $74M

Holders
574
Holders Change
+6
Holders Change %
+1.06%
% of All Funds
10.08%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.44%
New
59
Increased
210
Reduced
182
Closed
47
Calls
$33.5M
Puts
$74M
Net Calls
-$40.5M
Net Calls Change
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HKAM
176
Horizon Kinetics Asset Management
New York
$5.63M -$1.55M -1,435 -23%
AIMCA
177
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.58M -$216K -200 -4%
AIA
178
Avalon Investment & Advisory
Texas
$5.43M +$784K +727 +18%
AAF
179
Andra AP-fonden
Sweden
$5.4M -$604K -560 -11%
SLAM
180
Swiss Life Asset Management
$5.27M -$96K -89 -2%
MA
181
Montag & Associates
Georgia
$4.99M -$427K -396 -8%
AW
182
ACG Wealth
Georgia
$4.99M
FG
183
Fiduciary Group
Georgia
$4.94M +$62.6K +58 +1%
Commonwealth Equity Services
184
Commonwealth Equity Services
Massachusetts
$4.93M -$191K -177 -4%
Comerica Bank
185
Comerica Bank
Texas
$4.83M -$465K -431 -10%
SOADOR
186
State of Alaska Department of Revenue
Alaska
$4.79M +$2.16M +2,007 +91%
Osaic Holdings
187
Osaic Holdings
Arizona
$4.74M +$755K +700 +20%
Canada Pension Plan Investment Board
188
Canada Pension Plan Investment Board
Ontario, Canada
$4.74M -$14.8M -13,749 -77%
ZIM
189
Zacks Investment Management
Illinois
$4.67M -$39.9K -37 -0.9%
Manulife (Manufacturers Life Insurance)
190
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.62M +$4.07M +3,776 +1,368%
SC
191
Shay Capital
New York
$4.56M +$3.1M +2,875 +256%
ASRS
192
Arizona State Retirement System
Arizona
$4.53M +$22.7K +21 +0.5%
BC
193
Brookfield Corp
Ontario, Canada
$4.34M -$4.44M -4,112 -52%
AOWM
194
Alpha Omega Wealth Management
Virginia
$4.33M -$7.55K -7 -0.2%
Lazard Asset Management
195
Lazard Asset Management
New York
$4.32M +$3.96M +3,667 +2,957%
Aberdeen Group
196
Aberdeen Group
United Kingdom
$4.27M +$732K +679 +22%
CSS
197
Cubist Systematic Strategies
Connecticut
$4.23M -$2.39M -2,212 -37%
BCI
198
Brinker Capital Investments
Pennsylvania
$4.11M +$738K +684 +23%
US Bancorp
199
US Bancorp
Minnesota
$4.08M -$356K -330 -8%
NRS
200
Neville Rodie & Shaw
New York
$4.07M

MKL Hedge Fund Activity: Q1 2021 in Review

574 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2021, worth a combined $12.1B — up 11% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MKL positions and 47 closed out — a net gain of 12 holders — while 210 added to existing stakes and 182 trimmed.

The largest buyer was Alta Capital Management, adding an estimated $64.6M. The largest seller was AKRE Capital Management, cutting an estimated $320M.

  • 574 institutional investors held Markel Group (MKL) as of Q1 2021, up from 568 in Q4 2020.
  • Funds reported $12.1B of Markel Group stock for Q1 2021, up 11% quarter-over-quarter.
  • 59 funds opened new Markel Group positions in Q1 2021 and 47 closed out, a net change of +12 holders.
  • The largest Markel Group buyer in Q1 2021 was Alta Capital Management, an estimated $64.6M added.
  • The largest Markel Group seller in Q1 2021 was AKRE Capital Management, an estimated $320M sold.

Based on aggregated 13F filings for Q1 2021.