Markel Group
732 hedge funds and large institutions have $14.5B invested in Markel Group in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 75 closing their positions.
41% more call options, than puts
Call options by funds: $69.6M | Put options by funds: $49.4M
14% more repeat investments, than reductions
Existing positions increased: 270 | Existing positions reduced: 237
3% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 75
0.27% more ownership
Funds ownership: 76.88% → 77.15% (+0.27%)
1% less funds holding
Funds holding: 738 → 732 (-6)
4% less capital invested
Capital invested by funds: $15B → $14.5B (-$536M)
11% less funds holding in top 10
Funds holding in top 10: 35 → 31 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$184M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$178M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$121M |
| 4 |
Jennison Associates
New York
|
+$58.3M |
| 5 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$54.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$234M |
| 2 |
ESCM
Echo Street Capital Management
New York
|
-$117M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$100M |
| 4 |
DC
Davenport & Co
Richmond,
Virginia
|
-$82.1M |
| 5 |
MVIP
Mar Vista Investment Partners
Los Angeles,
California
|
-$66.8M |
MKL Hedge Fund Activity: Q4 2023 in Review
732 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q4 2023, worth a combined $14.5B — down 3.6% from $15B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new MKL positions and 75 closed out — a net gain of 2 holders — while 270 added to existing stakes and 237 trimmed.
The largest buyer was BlackRock, adding an estimated $184M. The largest seller was Berkshire Hathaway, exiting entirely with an estimated $234M sold.
- 732 institutional investors held Markel Group (MKL) as of Q4 2023, down from 738 in Q3 2023.
- Funds reported $14.5B of Markel Group stock for Q4 2023, down 3.6% quarter-over-quarter.
- 77 funds opened new Markel Group positions in Q4 2023 and 75 closed out, a net change of +2 holders.
- The largest Markel Group buyer in Q4 2023 was BlackRock, an estimated $184M added.
- The largest Markel Group seller in Q4 2023 was Berkshire Hathaway, an estimated $234M sold.
Based on aggregated 13F filings for Q4 2023.