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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.75B -$45.2M -35,011 -3%
BlackRock
2
BlackRock
New York
$929M +$12.8M +9,937 +2%
Principal Financial Group
3
Principal Financial Group
Iowa
$895M +$29.9M +23,165 +4%
Berkshire Hathaway
4
Berkshire Hathaway
Nebraska
$620M +$543M +420,293 New
ACM
5
Atlanta Capital Management
Georgia
$589M -$4.07M -3,151 -0.8%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$569M -$45.1M -34,948 -8%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$493M +$22K +17 +0%
DC
8
Davenport & Co
Virginia
$489M -$1.71M -1,320 -0.4%
State Street
9
State Street
Massachusetts
$465M -$4.93M -3,815 -1%
DSA
10
Davis Selected Advisers
Arizona
$319M -$4.43M -3,432 -2%
First Trust Advisors
11
First Trust Advisors
Illinois
$284M +$32.2M +24,903 +15%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$263M +$3M +2,324 +1%
DDC
13
DF Dent & Co
Maryland
$259M -$18.6M -14,377 -8%
Mackenzie Financial
14
Mackenzie Financial
Ontario, Canada
$238M -$24.4M -18,905 -10%
Norges Bank
15
Norges Bank
Norway
$207M +$15.6M +12,058 +9%
SI
16
Scharf Investments
California
$184M +$5.13M +3,972 +3%
Bank of America
17
Bank of America
North Carolina
$179M -$1.99M -1,544 -1%
MAMU
18
Marathon Asset Management (UK)
United Kingdom
$172M -$12.1M -9,363 -7%
Legal & General Group
19
Legal & General Group
United Kingdom
$158M +$9.77M +7,561 +8%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$153M -$1.66M -1,282 -1%
BRIM
21
Broad Run Investment Management
Virginia
$150M -$7.19M -5,567 -5%
MVIP
22
Mar Vista Investment Partners
California
$148M +$3.61M +2,798 +3%
FAM
23
Fenimore Asset Management
New York
$144M -$952K -737 -0.8%
Northern Trust
24
Northern Trust
Illinois
$142M -$2.43M -1,880 -2%
DWA
25
Douglass Winthrop Advisors
New York
$125M +$1.27M +985 +1%

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.