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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 %
CL
326
Choreo LLC
Illinois
$352K -$11.4K -10 -3%
Holocene Advisors
327
Holocene Advisors
New York
$344K +$344K +302 New
BAM
328
Brave Asset Management
New Jersey
$342K – – –
YMRC
329
Yorktown Management & Research Company
Virginia
$342K – – –
VC
330
Vicus Capital
Pennsylvania
$342K – – –
NIM
331
Needham Investment Management
New York
$342K +$342K +300 New
EWA
332
Exencial Wealth Advisors
Oklahoma
$330K – – –
ACA
333
Ackerman Capital Advisors
Texas
$326K +$326K +305 New
FHA
334
Flagship Harbor Advisors
Massachusetts
$307K – – –
Macquarie Group
335
Macquarie Group
Australia
$299K -$33.2K -30 -10%
ELC
336
Edgar Lomax Company
Virginia
$296K – – –
CAN
337
Cetera Advisor Networks
California
$292K -$1.14K -1 -0.4%
PCM
338
Parsons Capital Management
Rhode Island
$289K – – –
PA
339
Profund Advisors
Maryland
$287K +$287K +252 New
PGWM
340
Parisi Gray Wealth Management
New Jersey
$287K +$287K +257 New
CPIG
341
Chicago Partners Investment Group
Illinois
$285K -$5.7K -5 -2%
SC
342
Savant Capital
Illinois
$285K – – –
TNBTD
343
Trustmark National Bank Trust Department
Mississippi
$285K – – –
CCM
344
Chilton Capital Management
Texas
$285K – – –
DAC
345
Dividend Assets Capital
South Carolina
$284K – – –
EWM
346
Evercore Wealth Management
New York
$281K -$114K -100 -29%
LWIC
347
Leith Wheeler Investment Counsel
British Columbia, Canada
$281K -$53.5K -47 -16%
RC
348
RegentAtlantic Capital
New Jersey
$281K -$11.4K -10 -4%
AWM
349
Avior Wealth Management
Nebraska
$280K +$273K +240 +4,000%
CCA
350
Checchi Capital Advisers
California
$269K +$269K +236 New
12 13
14
15 16