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 %
EOJOAM
301
E. Ohman J:or Asset Management
Sweden
$456K – – –
PCM
302
Poehling Capital Management
Wisconsin
$455K +$455K +399 New
Nordea Investment Management
303
Nordea Investment Management
Sweden
$452K – – –
MLICM
304
Metropolitan Life Insurance Company (MetLife)
New York
$451K -$15.9K -14 -3%
FQ
305
First Quadrant
California
$447K – – –
CB
306
Commerce Bank
Missouri
$438K – – –
WG
307
Winton Group
United Kingdom
$429K +$170K +149 +65%
GC
308
Gratus Capital
Georgia
$415K -$10.3K -9 -2%
LIA
309
LS Investment Advisors
Michigan
$415K – – –
PAM
310
Panagora Asset Management
Massachusetts
$409K -$55.8K -49 -12%
WAM
311
Wealthspire Advisors (Maryland)
Maryland
$409K -$21.6K -19 -5%
RCA
312
Rowland Carmichael Advisors
Arizona
$408K +$66.1K +58 +19%
RG
313
Rathbones Group
United Kingdom
$407K – – –
RBA
314
Richard Bernstein Advisors
New York
$407K +$407K +357 New
SAM
315
Silvercrest Asset Management
New York
$403K – – –
WP
316
WealthPLAN Partners
Nebraska
$399K -$33.1K -29 -8%
SEI Investments
317
SEI Investments
Pennsylvania
$397K -$24K -21 -6%
William Blair & Company
318
William Blair & Company
Illinois
$396K +$26.2K +23 +7%
AUB
319
Atlantic Union Bankshares
Virginia
$394K -$114K -100 -22%
AP
320
AHL Partners
United Kingdom
$390K +$51.2K +45 +15%
GC
321
Guggenheim Capital
Illinois
$382K +$22.8K +20 +6%
Truist Financial
322
Truist Financial
North Carolina
$378K +$35.3K +31 +10%
WAG
323
Winthrop Advisory Group
Massachusetts
$366K +$366K +331 New
Fifth Third Bancorp
324
Fifth Third Bancorp
Ohio
$365K -$119K -104 -25%
FCAG
325
First Capital Advisors Group
New Jersey
$363K +$148K +130 +69%
11 12
13
14 15