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Markel Group

523 hedge funds and large institutions have $10.6B invested in Markel Group in 2019 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 180 increasing their positions, 157 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 49

15% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 157

0.34% more ownership

Funds ownership: 76.37%76.71% (+0.34%)

0% more funds holding

Funds holding: 522523 (+1)

4% less capital invested

Capital invested by funds: $11B → $10.6B (-$421M)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

49% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $19.8M

Holders
523
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
11.32%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.5%
New
57
Increased
180
Reduced
157
Closed
49
Calls
$10.2M
Puts
$19.8M
Net Calls
-$9.66M
Net Calls Change
+$6.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ANTB
226
AMG National Trust Bank
Colorado
$1.4M -$57.9K -57 -4%
ZIM
227
Zacks Investment Management
Illinois
$1.38M +$125K +123 +10%
HC
228
Henshaw Capital
Massachusetts
$1.36M
SEI Investments
229
SEI Investments
Pennsylvania
$1.36M +$1.37M +1,353 +15,033%
AG
230
Advisor Group
Arizona
$1.35M +$29.4K +29 +2%
PGIM
231
Pacific Global Investment Management
California
$1.31M -$28.4K -28 -2%
First Manhattan
232
First Manhattan
New York
$1.29M
RCC
233
Red Cedar Capital
Nebraska
$1.26M
ECM
234
Elgethun Capital Management
South Dakota
$1.25M +$108K +106 +9%
SAMC
235
Spectrum Asset Management (California)
California
$1.24M
LTFS
236
Ladenburg Thalmann Financial Services
Florida
$1.24M +$210K +207 +20%
BAM
237
Blueshift Asset Management
New Jersey
$1.23M +$1.25M +1,232 New
NAM
238
Nissay Asset Management
Japan
$1.2M +$57.9K +57 +5%
LPL Financial
239
LPL Financial
California
$1.18M -$74.1K -73 -6%
Tudor Investment Corp
240
Tudor Investment Corp
Connecticut
$1.16M -$740K -729 -39%
MAM
241
Martingale Asset Management
Massachusetts
$1.15M
Creative Planning
242
Creative Planning
Kansas
$1.14M +$32.5K +32 +3%
SMDAM
243
Sumitomo Mitsui DS Asset Management
Japan
$1.13M +$21.3K +21 +2%
Mercer Global Advisors
244
Mercer Global Advisors
Colorado
$1.12M +$1.14M +1,125 New
Millennium Management
245
Millennium Management
New York
$1.09M -$15.1M -14,844 -93%
KeyBank National Association
246
KeyBank National Association
Ohio
$1.09M +$8.12K +8 +0.7%
Cambridge Investment Research Advisors
247
Cambridge Investment Research Advisors
Iowa
$1.07M +$76.2K +75 +7%
AMCA
248
Arthur M. Cohen & Associates
Illinois
$1.07M
APG Asset Management
249
APG Asset Management
Netherlands
$1.06M
CS
250
Candriam SCA
Luxembourg
$1.03M -$231K -227 -18%

MKL Hedge Fund Activity: Q1 2019 in Review

523 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2019, worth a combined $10.6B — down 3.8% from $11B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new MKL positions and 49 closed out — a net gain of 8 holders — while 180 added to existing stakes and 157 trimmed.

The largest buyer was DF Dent & Co, adding an estimated $40M. The largest seller was Bessemer Group, cutting an estimated $54.4M.

  • 523 institutional investors held Markel Group (MKL) as of Q1 2019, up from 522 in Q4 2018.
  • Funds reported $10.6B of Markel Group stock for Q1 2019, down 3.8% quarter-over-quarter.
  • 57 funds opened new Markel Group positions in Q1 2019 and 49 closed out, a net change of +8 holders.
  • The largest Markel Group buyer in Q1 2019 was DF Dent & Co, an estimated $40M added.
  • The largest Markel Group seller in Q1 2019 was Bessemer Group, an estimated $54.4M sold.

Based on aggregated 13F filings for Q1 2019.