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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.54B +$14M +10,231 +0.9%
BlackRock
2
BlackRock
New York
$830M +$16.3M +11,860 +2%
Principal Financial Group
3
Principal Financial Group
Iowa
$786M +$1.57M +1,146 +0.2%
Berkshire Hathaway
4
Berkshire Hathaway
Nebraska
$605M +$64.9M +47,318 +11%
ACM
5
Atlanta Capital Management
Georgia
$514M -$2.59M -1,891 -0.5%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$488M -$11.7M -8,532 -2%
DC
7
Davenport & Co
Virginia
$427M -$642K -468 -0.1%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$411M -$22.5M -16,383 -5%
State Street
9
State Street
Massachusetts
$386M -$22.5M -16,411 -5%
DSA
10
Davis Selected Advisers
Arizona
$273M -$6.33M -4,616 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$219M -$11.7M -8,512 -5%
First Trust Advisors
12
First Trust Advisors
Illinois
$218M -$32.9M -23,944 -12%
Mackenzie Financial
13
Mackenzie Financial
Ontario, Canada
$199M -$10.2M -7,428 -5%
DDC
14
DF Dent & Co
Maryland
$194M -$34.2M -24,906 -14%
Norges Bank
15
Norges Bank
Norway
$179M -$2.29M -1,666 -1%
SI
16
Scharf Investments
California
$158M -$3.98M -2,901 -2%
Bank of America
17
Bank of America
North Carolina
$154M -$2.91M -2,122 -2%
Legal & General Group
18
Legal & General Group
United Kingdom
$148M +$10.6M +7,728 +7%
MAMU
19
Marathon Asset Management (UK)
United Kingdom
$134M -$17.4M -12,646 -11%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$133M -$1.23M -898 -0.9%
Northern Trust
21
Northern Trust
Illinois
$121M -$3.32M -2,417 -3%
BRIM
22
Broad Run Investment Management
Virginia
$119M -$13.7M -9,984 -10%
Morgan Stanley
23
Morgan Stanley
New York
$117M +$60.3M +43,913 +94%
FAM
24
Fenimore Asset Management
New York
$117M -$9.88M -7,197 -7%
MVIP
25
Mar Vista Investment Partners
California
$116M -$14.7M -10,683 -11%

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.