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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
SEI Investments
176
SEI Investments
Pennsylvania
$5.35M +$681K +508 +15%
LPL Financial
177
LPL Financial
California
$5.32M +$755K +563 +17%
CHAM
178
Clear Harbor Asset Management
Connecticut
$5.15M +$1.45M +1,084 +41%
MA
179
Montag & Associates
Georgia
$5.04M +$26.8K +20 +0.6%
Creative Planning
180
Creative Planning
Kansas
$5.02M +$1.08M +804 +28%
GIA
181
Gateway Investment Advisers
Ohio
$4.91M – – –
NRS
182
Neville Rodie & Shaw
New York
$4.83M – – –
TC
183
TownSquare Capital
Utah
$4.81M +$821K +612 +21%
ASRS
184
Arizona State Retirement System
Arizona
$4.8M -$591K -441 -11%
SAM
185
Storebrand Asset Management
Norway
$4.76M -$96.5K -72 -2%
Cerity Partners
186
Cerity Partners
New York
$4.76M +$426K +318 +10%
AOWM
187
Alpha Omega Wealth Management
Virginia
$4.73M -$6.71K -5 -0.1%
Toronto Dominion Bank
188
Toronto Dominion Bank
Ontario, Canada
$4.67M -$1.1M -821 -20%
Osaic Holdings
189
Osaic Holdings
Arizona
$4.65M +$16.1K +12 +0.4%
Nomura Asset Management
190
Nomura Asset Management
Japan
$4.64M – – –
JMPWA
191
JP Morgan Private Wealth Advisors
California
$4.62M -$1.08M -803 -19%
GIA
192
GHP Investment Advisors
Colorado
$4.57M +$125K +93 +3%
KBC Group
193
KBC Group
Belgium
$4.54M -$165K -123 -4%
SW
194
Solidarity Wealth
Utah
$4.36M +$1.03M +769 +32%
RCM
195
Regency Capital Management
Hawaii
$4.34M +$1.79M +1,335 +74%
HA
196
Heartland Advisors
Wisconsin
$4.3M – – –
CIBC Private Wealth Group
197
CIBC Private Wealth Group
Georgia
$4.17M – – –
CPA
198
Court Place Advisors
Maryland
$4.15M -$83.1K -62 -2%
EWM
199
Evergreen Wealth Management
Michigan
$4.14M +$389K +290 +11%
CRC
200
Curi RMB Capital
Illinois
$4.1M – – –
6 7
8
9 10

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.