MKL icon

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 %
Neuberger Berman Group
276
Neuberger Berman Group
New York
$611K +$103K +90 +20%
Manulife (Manufacturers Life Insurance)
277
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$607K +$5.69K +5 +0.9%
WAM
278
World Asset Management
Michigan
$596K -$6.84K -6 -1%
CT
279
Clearstead Trust
Maine
$593K +$48.9K +43 +9%
CT
280
Cambridge Trust
Massachusetts
$584K +$1.14K +1 +0.2%
CBB
281
Citizens Business Bank
California
$583K – – –
SWP
282
Stratos Wealth Partners
Ohio
$583K +$28.5K +25 +5%
RJT
283
Raymond James Trust
Florida
$572K -$25.1K -22 -4%
MC
284
Middleton & Co
Massachusetts
$570K – – –
BMM
285
Buffington Mohr McNeal
Idaho
$566K – – –
TCOV
286
Trust Company of Vermont
Vermont
$554K -$68.4K -60 -11%
AOWM
287
Alpha Omega Wealth Management
Virginia
$551K -$74K -65 -12%
GXMC
288
Global X Management Company
New York
$549K -$34.2K -30 -6%
DCM
289
Dynamic Capital Management
Jersey
$547K +$547K +480 New
YWP
290
YorkBridge Wealth Partners
New York
$538K – – –
IIM
291
Ironwood Investment Management
Massachusetts
$531K +$6.84K +6 +1%
EIA
292
Edgemoor Investment Advisors
Maryland
$530K – – –
II
293
IFM Investors
Australia
$510K – – –
Robeco Institutional Asset Management
294
Robeco Institutional Asset Management
Netherlands
$505K +$320K +281 +172%
CGH
295
Crossmark Global Holdings
Texas
$497K -$104K -91 -17%
Daiwa Securities Group
296
Daiwa Securities Group
Japan
$490K +$34.2K +30 +8%
PG
297
PEAK6 Group
Illinois
$485K +$485K +426 New
TSS
298
Two Sigma Securities
New York
$478K +$478K +420 New
MIM
299
Miller Investment Management
Pennsylvania
$470K – – –
DADC
300
D.A. Davidson & Co
Montana
$460K +$19.4K +17 +4%
10 11
12
13 14