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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
GIA
251
GHP Investment Advisors
Colorado
$634K -$9.71K -10 -2%
SCA
252
Snowden Capital Advisors
New York
$620K +$88.3K +91 +17%
HighTower Advisors
253
HighTower Advisors
Illinois
$619K +$204K +210 +50%
Mariner
254
Mariner
Kansas
$608K -$33K -34 -5%
Comerica Bank
255
Comerica Bank
Texas
$603K +$7.76K +8 +1%
CCM
256
Check Capital Management
California
$597K -$126K -130 -18%
RCAMU
257
Rothschild & Co Asset Management US
Connecticut
$585K +$971 +1 +0.2%
Twin Tree Management
258
Twin Tree Management
Texas
$583K -$1.35M -1,395 -70%
Cambridge Investment Research Advisors
259
Cambridge Investment Research Advisors
Iowa
$573K +$23.3K +24 +4%
ONB
260
Old National Bancorp
Indiana
$570K -$26.2K -27 -4%
Axa
261
Axa
France
$543K -$662K -682 -55%
Manulife (Manufacturers Life Insurance)
262
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$535K +$50.5K +52 +10%
TCOV
263
Trust Company of Vermont
Vermont
$533K
AOWM
264
Alpha Omega Wealth Management
Virginia
$532K +$33K +34 +7%
RFM
265
Royal Fund Management
Florida
$525K
DG
266
Davidson & Garrard
Virginia
$516K +$2.91K +3 +0.6%
WAM
267
World Asset Management
Michigan
$509K +$19.4K +20 +4%
WMSA
268
Weiss Multi-Strategy Advisers
New York
$507K +$505K +520 New
JG
269
Jefferies Group
New York
$495K +$492K +507 New
YWP
270
YorkBridge Wealth Partners
New York
$491K
SG Americas Securities
271
SG Americas Securities
New York
$489K -$1.51M -1,559 -76%
MC
272
Middleton & Co
Massachusetts
$488K
RJT
273
Raymond James Trust
Florida
$487K -$971 -1 -0.2%
Capstone Investment Advisors
274
Capstone Investment Advisors
New York
$487K +$485K +500 New
CT
275
Clearstead Trust
Maine
$481K -$53.4K -55 -10%

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.