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Markel Group
MKL

Overview Fund Activity

447 hedge funds and large institutions have $11.5B invested in Markel Group in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 140 increasing their positions, 136 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
+12
Holders Change %
+2.76%
% of All Funds
11.16%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.7%
New
50
Increased
140
Reduced
136
Closed
31
Calls
$15.7M
Puts
$11.4M
Net Calls
+$4.27M
Net Calls Change
+$27.7M

Top Buyers

1
CB
Cooke & Bieler
Pennsylvania
+$52.2M
2
Bank of America
Bank of America
North Carolina
+$37.9M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$14.8M
4
Victory Capital Management
Victory Capital Management
Texas
+$10.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$9.53M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$21.8M
2
TSW
Thompson Siegel & Walmsley
Virginia
-$17.6M
3
DSA
Davis Selected Advisers
Arizona
-$12.8M
4
CBOA
Commonwealth Bank of Australia
Australia
-$12.6M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
YWP
276
YorkBridge Wealth Partners
New York
$529K – – –
SWP
277
Stratos Wealth Partners
Ohio
$520K +$27.8K +26 +6%
CT
278
Clearstead Trust
Maine
$510K -$16K -15 -3%
EIA
279
Edgemoor Investment Advisors
Maryland
$502K – – –
IIM
280
Ironwood Investment Management
Massachusetts
$491K +$17.1K +16 +4%
PM
281
Parametrica Management
Hong Kong
$483K +$38.5K +36 +9%
II
282
IFM Investors
Australia
$478K -$12.8K -12 -3%
AUB
283
Atlantic Union Bankshares
Virginia
$476K – – –
Neuberger Berman Group
284
Neuberger Berman Group
New York
$476K +$19.2K +18 +4%
V
285
Veritable
Delaware
$472K +$233K +218 +97%
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$453K +$58.8K +55 +15%
MIM
287
Miller Investment Management
Pennsylvania
$441K – – –
MLICM
288
Metropolitan Life Insurance Company (MetLife)
New York
$438K +$40.6K +38 +10%
PAM
289
Panagora Asset Management
Massachusetts
$436K -$2.14K -2 -0.5%
EOJOAM
290
E. Ohman J:or Asset Management
Sweden
$427K – – –
CAM
291
Chesapeake Asset Management
New York
$427K – – –
Daiwa Securities Group
292
Daiwa Securities Group
Japan
$427K – – –
Nordea Investment Management
293
Nordea Investment Management
Sweden
$424K – – –
HF
294
HRT Financial
New York
$420K +$420K +394 New
FQ
295
First Quadrant
California
$419K – – –
DADC
296
D.A. Davidson & Co
Montana
$413K -$67.2K -63 -14%
CB
297
Commerce Bank
Missouri
$411K -$10.7K -10 -3%
WP
298
WealthPLAN Partners
Nebraska
$405K -$4.27K -4 -1%
WAM
299
Wealthspire Advisors (Maryland)
Maryland
$404K -$5.34K -5 -1%
GC
300
Gratus Capital
Georgia
$398K -$2.13K -2 -0.5%
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