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Markel Group

636 hedge funds and large institutions have $11.1B invested in Markel Group in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 223 increasing their positions, 197 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $141M | Put options by funds: $115M

13% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 197

2% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 61

1% less funds holding

Funds holding: 640636 (-4)

1.39% less ownership

Funds ownership: 77.89%76.49% (-1.4%)

15% less funds holding in top 10

Funds holding in top 10: 3328 (-5)

18% less capital invested

Capital invested by funds: $13.5B → $11.1B (-$2.39B)

Holders
636
Holders Change
-4
Holders Change %
-0.63%
% of All Funds
10.96%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.48%
New
62
Increased
223
Reduced
197
Closed
61
Calls
$141M
Puts
$115M
Net Calls
+$25M
Net Calls Change
+$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.3B +$11.5M +9,408 +0.8%
BlackRock
2
BlackRock
New York
$687M -$9.76M -8,002 -1%
Principal Financial Group
3
Principal Financial Group
Iowa
$658M -$1.1M -905 -0.1%
Berkshire Hathaway
4
Berkshire Hathaway
Nebraska
$507M
ACM
5
Atlanta Capital Management
Georgia
$435M +$4.75M +3,892 +1%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$395M -$15.5M -12,700 -3%
DC
7
Davenport & Co
Virginia
$359M -$846K -693 -0.2%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$332M -$14.5M -11,905 -4%
State Street
9
State Street
Massachusetts
$329M +$6.32M +5,183 +2%
DSA
10
Davis Selected Advisers
Arizona
$226M -$3.95M -3,237 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$185M +$1.55M +1,271 +0.7%
Mackenzie Financial
12
Mackenzie Financial
Ontario, Canada
$167M -$111K -91 -0.1%
Norges Bank
13
Norges Bank
Norway
$153M +$3.47M +2,847 +2%
SI
14
Scharf Investments
California
$137M +$5.03M +4,126 +3%
Bank of America
15
Bank of America
North Carolina
$133M +$4.03M +3,306 +3%
DDC
16
DF Dent & Co
Maryland
$126M -$41.8M -34,278 -23%
Legal & General Group
17
Legal & General Group
United Kingdom
$110M -$16M -13,103 -11%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$106M -$5.79M -4,749 -5%
Wells Fargo
19
Wells Fargo
California
$100M +$17.6M +14,417 +18%
Northern Trust
20
Northern Trust
Illinois
$100M -$1.92M -1,574 -2%
FAM
21
Fenimore Asset Management
New York
$97.9M +$167K +137 +0.2%
MVIP
22
Mar Vista Investment Partners
California
$97.4M +$591K +484 +0.5%
BRIM
23
Broad Run Investment Management
Virginia
$94.8M -$5.63M -4,618 -5%
DWA
24
Douglass Winthrop Advisors
New York
$94.1M +$2.42M +1,983 +2%
Morgan Stanley
25
Morgan Stanley
New York
$92.6M -$6.63M -5,432 -6%

MKL Hedge Fund Activity: Q3 2022 in Review

636 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2022, worth a combined $11.1B — down 18% from $13.5B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new MKL positions and 61 closed out — a net gain of 1 holder — while 223 added to existing stakes and 197 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $63.3M. The largest seller was First Trust Advisors, cutting an estimated $159M.

  • 636 institutional investors held Markel Group (MKL) as of Q3 2022, down from 640 in Q2 2022.
  • Funds reported $11.1B of Markel Group stock for Q3 2022, down 18% quarter-over-quarter.
  • 62 funds opened new Markel Group positions in Q3 2022 and 61 closed out, a net change of +1 holder.
  • The largest Markel Group buyer in Q3 2022 was Victory Capital Management, an estimated $63.3M added.
  • The largest Markel Group seller in Q3 2022 was First Trust Advisors, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2022.