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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
Allianz Asset Management
301
Allianz Asset Management
Germany
$611K +$244K +240 +64%
IIM
302
Ironwood Investment Management
Massachusetts
$603K +$123K +121 +25%
SAM
303
Silvercrest Asset Management
New York
$602K
ONB
304
Old National Bancorp
Indiana
$598K -$21.3K -21 -3%
WG
305
Winton Group
United Kingdom
$597K +$363K +357 +148%
FMW
306
Farr Miller & Washington
District of Columbia
$586K -$40.6K -40 -6%
Mariner
307
Mariner
Kansas
$580K +$66K +65 +13%
ST
308
Smithfield Trust
Pennsylvania
$576K -$3.05K -3 -0.5%
PCI
309
Pacifica Capital Investments
Texas
$566K -$15.2K -15 -3%
HighTower Advisors
310
HighTower Advisors
Illinois
$566K -$11.2K -11 -2%
Chevy Chase Trust
311
Chevy Chase Trust
Maryland
$563K
Daiwa Securities Group
312
Daiwa Securities Group
Japan
$536K +$69.1K +68 +14%
TCOV
313
Trust Company of Vermont
Vermont
$521K +$27.4K +27 +5%
SPC
314
Sigma Planning Corp
Michigan
$520K +$530K +522 New
ISL
315
Ingalls & Snyder LLC
New York
$519K -$25.4K -25 -5%
AOWM
316
Alpha Omega Wealth Management
Virginia
$517K +$8.12K +8 +2%
PFS
317
Prospera Financial Services
Texas
$507K
OAM
318
Oppenheimer Asset Management
New York
$505K -$12.2K -12 -2%
VIA
319
Vident Investment Advisory
Georgia
$505K +$52.8K +52 +11%
ODCM
320
Old Dominion Capital Management
Virginia
$499K -$475K -468 -50%
SSA
321
Schonfeld Strategic Advisors
New York
$498K +$508K +500 New
HF
322
HRT Financial
New York
$497K +$507K +499 New
YWP
323
YorkBridge Wealth Partners
New York
$493K
Comerica Bank
324
Comerica Bank
Texas
$472K +$12.2K +12 +3%
VAS
325
Vestmark Advisory Solutions
Massachusetts
$465K +$474K +467 New

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.