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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
HF
176
HRT Financial
New York
$6.78M +$4.5M +3,483 +313%
Royal London Asset Management
177
Royal London Asset Management
United Kingdom
$6.75M +$922K +714 +19%
AIMCA
178
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.64M
RC
179
Roundview Capital
New Jersey
$6.45M +$462K +358 +9%
Lazard Asset Management
180
Lazard Asset Management
New York
$6.36M -$730K -565 -12%
HFS
181
Hantz Financial Services
Michigan
$6.34M +$65.9K +51 +1%
SLAM
182
Swiss Life Asset Management
$6.32M -$33.6K -26 -0.6%
MA
183
Montag & Associates
Georgia
$6.18M -$53K -41 -1%
NEAM
184
New England Asset Management
Connecticut
$5.97M +$5.1M +3,950 +3,950%
Brown Advisory
185
Brown Advisory
Maryland
$5.89M -$1.28M -988 -20%
Man Group
186
Man Group
United Kingdom
$5.86M +$125K +97 +3%
Commonwealth Equity Services
187
Commonwealth Equity Services
Massachusetts
$5.76M -$76.2K -59 -1%
JMPWA
188
JP Morgan Private Wealth Advisors
California
$5.68M -$720K -557 -13%
BS
189
Banco Santander
Spain
$5.66M +$336K +260 +7%
NRS
190
Neville Rodie & Shaw
New York
$5.61M -$51.7K -40 -1%
ASRS
191
Arizona State Retirement System
Arizona
$5.61M +$87.8K +68 +2%
Osaic Holdings
192
Osaic Holdings
Arizona
$5.57M -$399K -309 -8%
AOWM
193
Alpha Omega Wealth Management
Virginia
$5.45M
Handelsbanken Fonder
194
Handelsbanken Fonder
Sweden
$5.4M
IP
195
Interval Partners
New York
$5.37M -$1.32M -1,021 -22%
CF
196
Centaurus Financial
California
$5.36M -$307K -238 -6%
Fuller & Thaler Asset Management
197
Fuller & Thaler Asset Management
California
$5.16M +$388K +300 +9%
TC
198
TownSquare Capital
Utah
$5.03M +$163K +126 +4%
UIM
199
USS Investment Management
United Kingdom
$5.01M +$450K +348 +11%
GIA
200
Gateway Investment Advisers
Ohio
$5M +$47.8K +37 +1%

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.