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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
SAM
201
Storebrand Asset Management
Norway
$4.95M -$3.92M -3,032 -47%
KAM
202
Karani Asset Management
New York
$4.93M +$4.32M +3,345 New
Mitsubishi UFJ Asset Management
203
Mitsubishi UFJ Asset Management
Japan
$4.88M -$85.3K -66 -2%
FDCDDQ
204
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.76M +$346K +268 +9%
Teacher Retirement System of Texas
205
Teacher Retirement System of Texas
Texas
$4.73M -$80.1K -62 -2%
EWM
206
Empirical Wealth Management
Washington
$4.59M +$1.85M +1,429 +85%
CIBC Private Wealth Group
207
CIBC Private Wealth Group
Georgia
$4.44M -$313K -242 -7%
NIPH
208
NN Investment Partners Holdings
Netherlands
$4.41M -$298K -231 -7%
Jane Street
209
Jane Street
New York
$4.41M +$2.92M +2,258 +309%
BCI
210
Brinker Capital Investments
Pennsylvania
$4.32M -$450K -348 -11%
Toronto Dominion Bank
211
Toronto Dominion Bank
Ontario, Canada
$4.31M +$280K +217 +8%
US Bancorp
212
US Bancorp
Minnesota
$4.29M -$91.7K -71 -2%
BBVA
213
Banco Bilbao Vizcaya Argentaria
Spain
$4.26M +$2.04M +1,576 +122%
VOYA Investment Management
214
VOYA Investment Management
Georgia
$4.25M -$11.6K -9 -0.3%
SAM
215
Security Asset Management
New York
$4.17M +$12.9K +10 +0.4%
Nomura Asset Management
216
Nomura Asset Management
Japan
$4.16M -$20.7K -16 -0.6%
HKAM
217
Horizon Kinetics Asset Management
New York
$4.14M -$112K -87 -3%
National Bank of Canada
218
National Bank of Canada
Quebec, Canada
$4.1M +$683K +529 +24%
E
219
Ergoteles
New York
$4.06M +$3.55M +2,750 New
Wealth Enhancement Advisory Services
220
Wealth Enhancement Advisory Services
Minnesota
$4.04M +$94.3K +73 +3%
Comerica Bank
221
Comerica Bank
Texas
$4.03M -$320K -248 -8%
RCM
222
Regency Capital Management
Hawaii
$4M +$3.16M +2,450 +932%
CPA
223
Court Place Advisors
Maryland
$3.98M -$459K -355 -12%
BZWA
224
Blue Zone Wealth Advisors
California
$3.93M +$380K +294 +12%
PG
225
Pendal Group
Australia
$3.87M -$71K -55 -2%

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.