Markel Group
737 hedge funds and large institutions have $15B invested in Markel Group in 2023 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 245 increasing their positions, 236 reducing their positions, and 43 closing their positions.
102% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 43
94% more call options, than puts
Call options by funds: $87.6M | Put options by funds: $45.2M
6% more funds holding in top 10
Funds holding in top 10: 33 → 35 (+2)
5% more funds holding
Funds holding: 699 → 737 (+38)
5% more capital invested
Capital invested by funds: $14.2B → $15B (+$760M)
4% more repeat investments, than reductions
Existing positions increased: 245 | Existing positions reduced: 236
0.4% less ownership
Funds ownership: 77.28% → 76.88% (-0.4%)
Top Buyers
| 1 |
First Manhattan
New York
|
+$77.9M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$53M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$38.7M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$36.9M |
| 5 |
Morgan Stanley
New York
|
+$24.3M |
Top Sellers
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$458M |
| 2 |
MVIP
Mar Vista Investment Partners
Los Angeles,
California
|
-$43.3M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$24.3M |
| 4 |
Jennison Associates
New York
|
-$23.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$22.7M |
MKL Hedge Fund Activity: Q3 2023 in Review
737 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2023, worth a combined $15B — up 5.3% from $14.2B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new MKL positions and 43 closed out — a net gain of 44 holders — while 245 added to existing stakes and 236 trimmed.
The largest buyer was First Manhattan, adding an estimated $77.9M. The largest seller was Berkshire Hathaway, cutting an estimated $458M.
- 737 institutional investors held Markel Group (MKL) as of Q3 2023, up from 699 in Q2 2023.
- Funds reported $15B of Markel Group stock for Q3 2023, up 5.3% quarter-over-quarter.
- 87 funds opened new Markel Group positions in Q3 2023 and 43 closed out, a net change of +44 holders.
- The largest Markel Group buyer in Q3 2023 was First Manhattan, an estimated $77.9M added.
- The largest Markel Group seller in Q3 2023 was Berkshire Hathaway, an estimated $458M sold.
Based on aggregated 13F filings for Q3 2023.