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Markel Group

437 hedge funds and large institutions have $10.5B invested in Markel Group in 2017 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 148 increasing their positions, 148 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 18

4% more funds holding

Funds holding: 420437 (+17)

2% more capital invested

Capital invested by funds: $10.3B → $10.5B (+$180M)

0.58% more ownership

Funds ownership: 76.55%77.13% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 2828 (0)

0% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 148

89% less call options, than puts

Call options by funds: $2.93M | Put options by funds: $26.3M

Holders
437
Holders Change
+17
Holders Change %
+4.05%
% of All Funds
10.9%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.7%
New
41
Increased
148
Reduced
148
Closed
18
Calls
$2.93M
Puts
$26.3M
Net Calls
-$23.4M
Net Calls Change
+$8.57M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
226
Cannell & Spears
New York
$901K
Lido Advisors
227
Lido Advisors
California
$899K
HHC
228
Hutchin Hill Capital
New York
$878K +$874K +900 New
ST
229
Somerset Trust
Pennsylvania
$875K +$3.88K +4 +0.4%
KeyBank National Association
230
KeyBank National Association
Ohio
$860K -$89.3K -92 -9%
VDBMI
231
Van Den Berg Management I
Texas
$851K +$153K +158 +22%
FMW
232
Farr Miller & Washington
District of Columbia
$845K +$372K +383 +79%
WBC
233
Westpac Banking Corp
Australia
$811K
AIA
234
Allegis Investment Advisors
Idaho
$796K -$82.5K -85 -9%
AIG
235
American International Group
New York
$781K -$65K -67 -8%
CP
236
Corbenic Partners
Pennsylvania
$781K
YL
237
YCG LLC
Texas
$781K
LTFS
238
Ladenburg Thalmann Financial Services
Florida
$769K -$46.6K -48 -6%
SOADOR
239
State of Alaska Department of Revenue
Alaska
$756K -$67.9K -70 -8%
RWM
240
RKL Wealth Management
Pennsylvania
$741K +$155K +160 +27%
CA
241
Commerzbank Aktiengesellschaft
Germany
$721K -$520K -536 -42%
UCFA
242
United Capital Financial Advisors
Texas
$707K
AMCA
243
Arthur M. Cohen & Associates
Illinois
$689K +$97.1K +100 +17%
PP
244
Paloma Partners
Connecticut
$683K +$679K +700 New
KS
245
Karpas Strategies
Connecticut
$681K
BAS
246
Brown Advisory Securities
Maryland
$674K
Baird Financial Group
247
Baird Financial Group
Wisconsin
$656K +$6.79K +7 +1%
MF
248
Magnetar Financial
Illinois
$652K -$1.28M -1,318 -66%
PCI
249
Pacifica Capital Investments
Texas
$651K
ST
250
Smithfield Trust
Pennsylvania
$649K +$11.6K +12 +2%

MKL Hedge Fund Activity: Q2 2017 in Review

437 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q2 2017, worth a combined $10.5B — up 1.7% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MKL positions and 18 closed out — a net gain of 23 holders — while 148 added to existing stakes and 148 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $33.5M. The largest seller was Atlanta Capital Management, cutting an estimated $36.6M.

  • 437 institutional investors held Markel Group (MKL) as of Q2 2017, up from 420 in Q1 2017.
  • Funds reported $10.5B of Markel Group stock for Q2 2017, up 1.7% quarter-over-quarter.
  • 41 funds opened new Markel Group positions in Q2 2017 and 18 closed out, a net change of +23 holders.
  • The largest Markel Group buyer in Q2 2017 was Wellington Management Group, an estimated $33.5M added.
  • The largest Markel Group seller in Q2 2017 was Atlanta Capital Management, an estimated $36.6M sold.

Based on aggregated 13F filings for Q2 2017.