We are live on ! Find out more
MKL icon

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
VC
326
Vicus Capital
Pennsylvania
$293K
YMRC
327
Yorktown Management & Research Company
Virginia
$293K
Macquarie Group
328
Macquarie Group
Australia
$293K +$194K +200 +200%
NIM
329
Needham Investment Management
New York
$292K
Truist Financial
330
Truist Financial
North Carolina
$290K -$36.9K -38 -11%
LWIC
331
Leith Wheeler Investment Counsel
British Columbia, Canada
$287K
RC
332
RegentAtlantic Capital
New Jersey
$272K
FHA
333
Flagship Harbor Advisors
Massachusetts
$268K +$2.91K +3 +1%
ELC
334
Edgar Lomax Company
Virginia
$254K
CPIG
335
Chicago Partners Investment Group
Illinois
$254K +$252K +260 New
RG
336
Rathbones Group
United Kingdom
$251K
CAN
337
Cetera Advisor Networks
California
$250K -$20.4K -21 -8%
SI
338
SII Investments
Wisconsin
$249K -$21.4K -22 -8%
DAC
339
Dividend Assets Capital
South Carolina
$249K -$19.4K -20 -7%
PCM
340
Parsons Capital Management
Rhode Island
$248K
CIC
341
Chilton Investment Company
Connecticut
$247K +$5.82K +6 +2%
CCM
342
Chilton Capital Management
Texas
$244K
SC
343
Savant Capital
Illinois
$244K
TNBTD
344
Trustmark National Bank Trust Department
Mississippi
$244K
SM
345
Sciencast Management
New Jersey
$242K +$241K +248 New
Citadel Advisors
346
Citadel Advisors
Florida
$231K +$230K +237 New
WSTAM
347
Wilbanks Smith & Thomas Asset Management
Virginia
$228K -$1.94K -2 -0.8%
VNA
348
VNBTrust National Association
Virginia
$227K -$1.94K -2 -0.9%
GC
349
Guggenheim Capital
Illinois
$220K -$146K -150 -40%
FIM
350
Freedom Investment Management
Connecticut
$220K +$6.79K +7 +3%

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.