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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 %
TU
251
TDAM USA
Ontario, Canada
$824K -$740K -649 -47%
V
252
Veritable
Delaware
$813K +$310K +272 +62%
BAS
253
Brown Advisory Securities
Maryland
$802K +$19.3K +17 +2%
KS
254
Karpas Strategies
Connecticut
$795K – – –
CIBC Private Wealth Group
255
CIBC Private Wealth Group
Georgia
$778K +$778K +683 New
Baird Financial Group
256
Baird Financial Group
Wisconsin
$773K +$33.1K +29 +4%
EFS
257
Essex Financial Services
Connecticut
$772K – – –
PCI
258
Pacifica Capital Investments
Texas
$760K – – –
VIA
259
Vident Investment Advisory
Georgia
$759K +$165K +145 +28%
ST
260
Smithfield Trust
Pennsylvania
$741K -$3.42K -3 -0.5%
GIA
261
GHP Investment Advisors
Colorado
$740K – – –
AAM
262
Aureus Asset Management
Massachusetts
$729K -$171K -150 -19%
UCFA
263
United Capital Financial Advisors
Texas
$728K -$89K -79 -11%
PM
264
Parametrica Management
Hong Kong
$720K +$205K +180 +40%
Mariner
265
Mariner
Kansas
$710K -$376K -330 -35%
CCM
266
Check Capital Management
California
$695K -$2.28K -2 -0.3%
LNC
267
Lincoln National Corp
Pennsylvania
$688K +$688K +604 New
Chevy Chase Trust
268
Chevy Chase Trust
Maryland
$688K +$688K +625 New
YL
269
YCG LLC
Texas
$683K -$228K -200 -25%
Cambridge Investment Research Advisors
270
Cambridge Investment Research Advisors
Iowa
$661K -$18.2K -16 -3%
QC
271
Quadrature Capital
United Kingdom
$651K -$1.12M -981 -63%
FMW
272
Farr Miller & Washington
District of Columbia
$645K – – –
Comerica Bank
273
Comerica Bank
Texas
$642K -$15.6K -14 -2%
ONB
274
Old National Bancorp
Indiana
$640K +$1.14K +1 +0.2%
AIA
275
Allegis Investment Advisors
Idaho
$617K -$43.3K -38 -7%
9 10
11
12 13