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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
GCM
201
GoodHaven Capital Management
New Jersey
$4.03M -$13.4K -10 -0.3%
NAM
202
NorthCrest Asset Manangement
Minnesota
$4M – – –
CSS
203
Cubist Systematic Strategies
Connecticut
$3.95M +$3.83M +2,857 New
US Bancorp
204
US Bancorp
Minnesota
$3.9M +$13.4K +10 +0.4%
National Bank of Canada
205
National Bank of Canada
Quebec, Canada
$3.89M +$102K +76 +3%
HKAM
206
Horizon Kinetics Asset Management
New York
$3.81M -$20.1K -15 -0.5%
BZWA
207
Blue Zone Wealth Advisors
California
$3.8M +$28.2K +21 +0.8%
AAF
208
Andra AP-fonden
Sweden
$3.67M -$1.62M -1,210 -31%
Squarepoint
209
Squarepoint
New York
$3.65M +$3.54M +2,642 New
AC
210
Annandale Capital
Texas
$3.62M -$2.68K -2 -0.1%
EIM
211
Ervin Investment Management
Washington
$3.56M +$46.9K +35 +1%
Brown Advisory
212
Brown Advisory
Maryland
$3.53M -$1.98M -1,480 -37%
BNP Paribas Financial Markets
213
BNP Paribas Financial Markets
France
$3.37M -$2.03M -1,515 -38%
American Century Companies
214
American Century Companies
Missouri
$3.33M +$127K +95 +4%
CF
215
Centaurus Financial
California
$3.3M -$298K -222 -9%
SOADOR
216
State of Alaska Department of Revenue
Alaska
$3.26M +$791K +590 +33%
Aberdeen Group
217
Aberdeen Group
United Kingdom
$3.23M -$68.4K -51 -2%
FG
218
Fiduciary Group
Georgia
$3.22M -$55K -41 -2%
IFLIT
219
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$3.22M – – –
WG
220
Watchman Group
Texas
$3.21M +$84.5K +63 +3%
HVP
221
Hudson Value Partners
Florida
$3.21M +$2.62M +1,952 +528%
NFGCM
222
Norman Fields Gottscho Capital Management
New York
$3.19M +$2.18M +1,623 +237%
TAF
223
Tredje AP-fonden
Sweden
$3.17M -$590K -440 -16%
Korea Investment Corp
224
Korea Investment Corp
South Korea
$3.15M -$2.05M -1,531 -40%
URS
225
Utah Retirement Systems
Utah
$3.14M -$134K -100 -4%
7 8
9
10 11

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.