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Markel Group

640 hedge funds and large institutions have $13.5B invested in Markel Group in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 187 increasing their positions, 218 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 55

0% more funds holding

Funds holding: 638640 (+2)

0.86% less ownership

Funds ownership: 78.75%77.89% (-0.86%)

3% less funds holding in top 10

Funds holding in top 10: 3433 (-1)

12% less call options, than puts

Call options by funds: $129M | Put options by funds: $147M

14% less capital invested

Capital invested by funds: $15.6B → $13.5B (-$2.12B)

14% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 218

Holders
640
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
10.78%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.56%
New
70
Increased
187
Reduced
218
Closed
55
Calls
$129M
Puts
$147M
Net Calls
-$17.8M
Net Calls Change
+$73.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Korea Investment Corp
201
Korea Investment Corp
South Korea
$3.89M -$3.77M -2,744 -48%
Nomura Asset Management
202
Nomura Asset Management
Japan
$3.87M +$240K +175 +6%
SAM
203
Security Asset Management
New York
$3.78M +$130K +95 +3%
IP
204
Interval Partners
New York
$3.77M -$987K -719 -20%
BBVA
205
Banco Bilbao Vizcaya Argentaria
Spain
$3.76M +$57.6K +42 +1%
US Bancorp
206
US Bancorp
Minnesota
$3.69M -$78.2K -57 -2%
GIA
207
GHP Investment Advisors
Colorado
$3.66M +$435K +317 +13%
Teacher Retirement System of Texas
208
Teacher Retirement System of Texas
Texas
$3.63M -$556K -405 -13%
JCM
209
Jag Capital Management
Missouri
$3.62M +$3.84M +2,798 New
LOPW
210
Live Oak Private Wealth
North Carolina
$3.62M +$342K +249 +10%
National Bank of Canada
211
National Bank of Canada
Quebec, Canada
$3.61M +$15.1K +11 +0.4%
HKAM
212
Horizon Kinetics Asset Management
New York
$3.61M -$22K -16 -0.6%
Lazard Asset Management
213
Lazard Asset Management
New York
$3.56M -$2.13M -1,554 -36%
CPA
214
Court Place Advisors
Maryland
$3.49M
BZWA
215
Blue Zone Wealth Advisors
California
$3.46M +$15.1K +11 +0.4%
LPL Financial
216
LPL Financial
California
$3.31M +$690K +503 +24%
EIM
217
Ervin Investment Management
Washington
$3.3M +$50.8K +37 +1%
FG
218
Fiduciary Group
Georgia
$3.26M -$446K -325 -11%
GW
219
GW & Wade
Massachusetts
$3.25M +$3.15M +2,292 +1,056%
GIBU
220
Gulf International Bank (UK)
United Kingdom
$3.11M
URS
221
Utah Retirement Systems
Utah
$3.1M -$17.8K -13 -0.5%
Comerica Bank
222
Comerica Bank
Texas
$3.1M -$360K -262 -10%
GCM
223
GoodHaven Capital Management
New Jersey
$3.04M
IFLIT
224
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$3.01M
Creative Planning
225
Creative Planning
Kansas
$2.98M +$1.17M +849 +58%

MKL Hedge Fund Activity: Q2 2022 in Review

640 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q2 2022, worth a combined $13.5B — down 14% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MKL positions and 55 closed out — a net gain of 15 holders — while 187 added to existing stakes and 218 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $64.9M. The largest seller was AQR Capital Management, cutting an estimated $49.2M.

  • 640 institutional investors held Markel Group (MKL) as of Q2 2022, up from 638 in Q1 2022.
  • Funds reported $13.5B of Markel Group stock for Q2 2022, down 14% quarter-over-quarter.
  • 70 funds opened new Markel Group positions in Q2 2022 and 55 closed out, a net change of +15 holders.
  • The largest Markel Group buyer in Q2 2022 was Berkshire Hathaway, an estimated $64.9M added.
  • The largest Markel Group seller in Q2 2022 was AQR Capital Management, an estimated $49.2M sold.

Based on aggregated 13F filings for Q2 2022.