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Markel Group

674 hedge funds and large institutions have $13.2B invested in Markel Group in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 201 increasing their positions, 228 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $100M | Put options by funds: $70M

14% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 63

7% more funds holding in top 10

Funds holding in top 10: 2931 (+2)

0.1% more ownership

Funds ownership: 77.3%77.4% (+0.1%)

0% more funds holding

Funds holding: 674674 (0)

3% less capital invested

Capital invested by funds: $13.6B → $13.2B (-$342M)

12% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 228

Holders
674
Holders Change
Holders Change %
0%
% of All Funds
10.74%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.49%
New
72
Increased
201
Reduced
228
Closed
63
Calls
$100M
Puts
$70M
Net Calls
+$30.2M
Net Calls Change
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.56B +$15.5M +11,633 +1%
BlackRock
2
BlackRock
New York
$846M +$6.65M +5,003 +0.8%
Principal Financial Group
3
Principal Financial Group
Iowa
$748M -$15M -11,281 -2%
Morgan Stanley
4
Morgan Stanley
New York
$667M -$11.3M -8,519 -2%
Berkshire Hathaway
5
Berkshire Hathaway
Nebraska
$603M +$5.38M +4,050 +0.9%
DC
6
Davenport & Co
Virginia
$414M -$3.06M -2,306 -0.7%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$405M -$43.3M -32,620 -9%
State Street
8
State Street
Massachusetts
$382M +$1.35M +1,015 +0.3%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$372M -$23.1M -17,365 -6%
DSA
10
Davis Selected Advisers
Arizona
$314M -$6.25M -4,706 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$228M +$6.47M +4,871 +3%
Mackenzie Financial
12
Mackenzie Financial
Ontario, Canada
$194M -$1.99M -1,495 -1%
Norges Bank
13
Norges Bank
Norway
$180M +$3.29M +2,480 +2%
Bank of America
14
Bank of America
North Carolina
$168M -$59.8K -45 -0%
SI
15
Scharf Investments
California
$160M -$1.41M -1,061 -0.8%
PCH
16
Polar Capital Holdings
United Kingdom
$145M -$18.3M -13,750 -11%
DDC
17
DF Dent & Co
Maryland
$139M -$5.3M -3,988 -4%
Wells Fargo
18
Wells Fargo
California
$122M +$3.79M +2,853 +3%
Legal & General Group
19
Legal & General Group
United Kingdom
$121M -$713K -537 -0.6%
Northern Trust
20
Northern Trust
Illinois
$119M +$21.3K +16 +0%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$115M +$5.17M +3,889 +5%
FAM
22
Fenimore Asset Management
New York
$114M -$1.16M -874 -1%
Mitsubishi UFJ Trust & Banking
23
Mitsubishi UFJ Trust & Banking
Japan
$114M -$2.02M -1,524 -2%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$113M -$5.36M -4,033 -4%
DWA
25
Douglass Winthrop Advisors
New York
$113M -$426K -321 -0.4%

MKL Hedge Fund Activity: Q1 2023 in Review

674 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2023, worth a combined $13.2B — down 2.5% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new MKL positions and 63 closed out — a net gain of 9 holders — while 201 added to existing stakes and 228 trimmed.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $89.2M. The largest seller was Baillie Gifford & Co, cutting an estimated $43.3M.

  • 674 institutional investors held Markel Group (MKL) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $13.2B of Markel Group stock for Q1 2023, down 2.5% quarter-over-quarter.
  • 72 funds opened new Markel Group positions in Q1 2023 and 63 closed out, a net change of +9 holders.
  • The largest Markel Group buyer in Q1 2023 was T. Rowe Price Investment Management, an estimated $89.2M added.
  • The largest Markel Group seller in Q1 2023 was Baillie Gifford & Co, an estimated $43.3M sold.

Based on aggregated 13F filings for Q1 2023.