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Markel Group

574 hedge funds and large institutions have $12.1B invested in Markel Group in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 210 increasing their positions, 182 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 47

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

15% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 182

11% more capital invested

Capital invested by funds: $10.9B → $12.1B (+$1.18B)

1% more funds holding

Funds holding: 568574 (+6)

0.51% more ownership

Funds ownership: 76.57%77.08% (+0.51%)

55% less call options, than puts

Call options by funds: $33.5M | Put options by funds: $74M

Holders
574
Holders Change
+6
Holders Change %
+1.06%
% of All Funds
10.08%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.44%
New
59
Increased
210
Reduced
182
Closed
47
Calls
$33.5M
Puts
$74M
Net Calls
-$40.5M
Net Calls Change
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.4B +$16.3M +15,091 +1%
BlackRock
2
BlackRock
New York
$937M -$2.45M -2,269 -0.3%
Principal Financial Group
3
Principal Financial Group
Iowa
$724M -$10.9M -10,064 -2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$538M -$9.59M -8,890 -2%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$482M -$6.21M -5,758 -1%
ACM
6
Atlanta Capital Management
Georgia
$473M +$56.1M +52,043 +14%
State Street
7
State Street
Massachusetts
$342M -$8.16M -7,562 -2%
DC
8
Davenport & Co
Virginia
$327M +$11.1M +10,298 +4%
DDC
9
DF Dent & Co
Maryland
$256M +$9.29M +8,617 +4%
DSA
10
Davis Selected Advisers
Arizona
$245M +$19.3M +17,864 +9%
Mackenzie Financial
11
Mackenzie Financial
Ontario, Canada
$211M +$17.7M +16,401 +10%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$177M +$9.52M +8,822 +6%
MVIP
13
Mar Vista Investment Partners
California
$162M +$6.17M +5,722 +4%
Norges Bank
14
Norges Bank
Norway
$144M -$1.06M -984 -0.8%
PCH
15
Polar Capital Holdings
United Kingdom
$143M -$1.29M -1,200 -0.9%
SI
16
Scharf Investments
California
$141M +$15.3M +14,176 +13%
Bank of America
17
Bank of America
North Carolina
$131M +$23.5M +21,798 +23%
BRIM
18
Broad Run Investment Management
Virginia
$129M -$12.9M -11,982 -10%
Legal & General Group
19
Legal & General Group
United Kingdom
$125M -$426K -395 -0.4%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$123M -$3.35M -3,110 -3%
ACM
21
Alta Capital Management
Utah
$111M +$64.6M +59,891 +158%
FAM
22
Fenimore Asset Management
New York
$111M +$1.11M +1,027 +1%
Wells Fargo
23
Wells Fargo
California
$108M +$22M +20,355 +27%
Northern Trust
24
Northern Trust
Illinois
$106M +$2.34M +2,173 +2%
APG Asset Management
25
APG Asset Management
Netherlands
$103M +$32.9M +30,542 +40%

MKL Hedge Fund Activity: Q1 2021 in Review

574 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2021, worth a combined $12.1B — up 11% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MKL positions and 47 closed out — a net gain of 12 holders — while 210 added to existing stakes and 182 trimmed.

The largest buyer was Alta Capital Management, adding an estimated $64.6M. The largest seller was AKRE Capital Management, cutting an estimated $320M.

  • 574 institutional investors held Markel Group (MKL) as of Q1 2021, up from 568 in Q4 2020.
  • Funds reported $12.1B of Markel Group stock for Q1 2021, up 11% quarter-over-quarter.
  • 59 funds opened new Markel Group positions in Q1 2021 and 47 closed out, a net change of +12 holders.
  • The largest Markel Group buyer in Q1 2021 was Alta Capital Management, an estimated $64.6M added.
  • The largest Markel Group seller in Q1 2021 was AKRE Capital Management, an estimated $320M sold.

Based on aggregated 13F filings for Q1 2021.