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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
GIA
276
GHP Investment Advisors
Colorado
$762K +$10.2K +10 +1%
MPWT
277
MassMutual Private Wealth & Trust
Connecticut
$754K +$9.14K +9 +1%
RWM
278
RKL Wealth Management
Pennsylvania
$752K
PAM
279
Panagora Asset Management
Massachusetts
$751K -$27.4K -27 -3%
Jacobs Levy Equity Management
280
Jacobs Levy Equity Management
New Jersey
$751K +$480K +473 +168%
Assenagon Asset Management
281
Assenagon Asset Management
Luxembourg
$750K -$638K -628 -45%
WT
282
Whittier Trust
California
$747K +$139K +137 +22%
CCM
283
Check Capital Management
California
$737K +$102K +100 +16%
CPA
284
Court Place Advisors
Maryland
$733K +$325K +320 +77%
KS
285
Karpas Strategies
Connecticut
$695K
AIG
286
American International Group
New York
$691K
SI
287
Stephens Inc
Arkansas
$678K -$134K -132 -16%
IP
288
Isthmus Partners
Wisconsin
$678K +$17.2M +16,928 New
PWP
289
Principle Wealth Partners
Connecticut
$675K
PAG
290
Private Advisor Group
New Jersey
$670K -$333K -328 -33%
DADC
291
D.A. Davidson & Co
Montana
$667K +$176K +173 +35%
CG
292
Colony Group
Massachusetts
$653K +$1.02K +1 +0.2%
Nordea Investment Management
293
Nordea Investment Management
Sweden
$648K +$28.4K +28 +5%
RG
294
Rathbones Group
United Kingdom
$643K
UCFA
295
United Capital Financial Advisors
Texas
$637K +$274K +270 +73%
SAM
296
Steinberg Asset Management
New York
$635K -$287K -283 -31%
PC
297
Pecaut & Co
Iowa
$625K
BMM
298
Buffington Mohr McNeal
Idaho
$623K +$15.2K +15 +2%
DZ Bank
299
DZ Bank
Germany
$623K +$635K +625 New
PP
300
Prudential plc
United Kingdom
$621K +$23.4K +23 +4%

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.