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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
VKH
301
Virtu KCG Holdings
New York
$387K +$150K +155 +64%
CB
302
Commerce Bank
Missouri
$386K -$24.3K -25 -6%
FQ
303
First Quadrant
California
$383K
WAM
304
Wealthspire Advisors (Maryland)
Maryland
$374K
WP
305
WealthPLAN Partners
Nebraska
$374K +$324K +334 +682%
GC
306
Gratus Capital
Georgia
$366K -$9.71K -10 -3%
MLICM
307
Metropolitan Life Insurance Company (MetLife)
New York
$363K -$19.4K -20 -5%
Fifth Third Bancorp
308
Fifth Third Bancorp
Ohio
$360K -$87.4K -90 -20%
LIA
309
LS Investment Advisors
Michigan
$355K
SB
310
Suntrust Banks
Georgia
$346K +$344K +354 New
SAM
311
Silvercrest Asset Management
New York
$345K -$243K -250 -41%
FAAS
312
First Allied Advisory Services
California
$340K -$9.71K -10 -3%
EWM
313
Evercore Wealth Management
New York
$339K -$4.85K -5 -1%
CL
314
Choreo LLC
Illinois
$326K +$324K +334 New
SEI Investments
315
SEI Investments
Pennsylvania
$322K +$96.1K +99 +43%
Pacer Advisors
316
Pacer Advisors
Pennsylvania
$320K +$28.1K +29 +10%
EWA
317
Exencial Wealth Advisors
Oklahoma
$311K +$73.8K +76 +31%
GC
318
Gilbert & Cook
Iowa
$301K +$300K +309 New
ACA
319
Ackerman Capital Advisors
Texas
$298K +$296K +305 New
TD Asset Management
320
TD Asset Management
Ontario, Canada
$297K -$538K -554 -65%
SI
321
Stephens Inc
Arkansas
$294K +$58.2K +60 +25%
William Blair & Company
322
William Blair & Company
Illinois
$294K +$59.2K +61 +25%
D.E. Shaw & Co
323
D.E. Shaw & Co
New York
$293K
LS
324
Livforsakringsbolaget Skandia
Sweden
$293K
RCA
325
Rowland Carmichael Advisors
Arizona
$293K

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.