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Markel Group
MKL

Overview Fund Activity

474 hedge funds and large institutions have $12.4B invested in Markel Group in 2017 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 146 increasing their positions, 145 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+27
Holders Change %
+6.04%
% of All Funds
10.77%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.66%
New
62
Increased
146
Reduced
145
Closed
33
Calls
$18.7M
Puts
$30.8M
Net Calls
-$12.1M
Net Calls Change
-$16.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$111M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$56M
3
MVIP
Mar Vista Investment Partners
California
+$20.9M
4
Ameriprise
Ameriprise
Minnesota
+$18.8M
5
HWA
Heritage Wealth Advisors
Virginia
+$17.8M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$68.4M
2
Bank of America
Bank of America
North Carolina
-$43.2M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$30M
4
Canada Life
Canada Life
Manitoba, Canada
-$22M
5
EIP
Epoch Investment Partners
New York
-$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFM
226
Royal Fund Management
Florida
$1.16M +$581K +510 +100%
NAM
227
Nissay Asset Management
Japan
$1.14M +$1.14M +1,001 New
PGIM
228
Pacific Global Investment Management
California
$1.13M +$1.13M +990 New
PAG
229
Private Advisor Group
New Jersey
$1.1M -$260K -233 -19%
CS
230
Cannell & Spears
New York
$1.05M – – –
Lido Advisors
231
Lido Advisors
California
$1.05M – – –
OC
232
Oppenheimer & Co
New York
$1.03M -$31.9K -28 -3%
SMDAM
233
Sumitomo Mitsui DS Asset Management
Japan
$1.03M -$129K -113 -11%
SCA
234
Snowden Capital Advisors
New York
$1.03M +$159K +140 +18%
ST
235
Somerset Trust
Pennsylvania
$1.02M -$14.8K -13 -1%
VDBMI
236
Van Den Berg Management I
Texas
$984K – – –
LTFS
237
Ladenburg Thalmann Financial Services
Florida
$957K +$39.8K +35 +4%
MPWT
238
MassMutual Private Wealth & Trust
Connecticut
$944K -$64.9K -57 -6%
MIA
239
MainStreet Investment Advisors
Illinois
$944K +$944K +829 New
CA
240
Commerzbank Aktiengesellschaft
Germany
$935K +$342K +300 +58%
Toronto Dominion Bank
241
Toronto Dominion Bank
Ontario, Canada
$934K +$263K +231 +39%
WBC
242
Westpac Banking Corp
Australia
$918K – – –
CP
243
Corbenic Partners
Pennsylvania
$911K – – –
AIG
244
American International Group
New York
$899K +$324K +284 +56%
HighTower Advisors
245
HighTower Advisors
Illinois
$892K +$44.4K +39 +5%
Millennium Management
246
Millennium Management
New York
$884K -$1.46M -1,282 -62%
PCM
247
PenderFund Capital Management
British Columbia, Canada
$868K +$868K +773 New
RWM
248
RKL Wealth Management
Pennsylvania
$864K – – –
FIM
249
Foresters Investment Management
New York
$833K +$136K +119 +19%
JPMPWA
250
J.P. Morgan Private Wealth Advisors
California
$831K +$247K +217 +42%
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