MKL icon

Markel Group
MKL

Overview Fund Activity

522 hedge funds and large institutions have $9.87B invested in Markel Group in 2020 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 187 increasing their positions, 174 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
-46
Holders Change %
-8.1%
% of All Funds
11.53%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.64%
New
50
Increased
187
Reduced
174
Closed
90
Calls
$33.8M
Puts
$34.6M
Net Calls
-$766K
Net Calls Change
+$1.29M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$40.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$24.7M
3
MAM
Martingale Asset Management
Massachusetts
+$19.7M
4
Invesco
Invesco
Georgia
+$19.6M
5
DDC
DF Dent & Co
Maryland
+$18.6M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$77.5M
2
Select Equity Group
Select Equity Group
New York
-$62.2M
3
UBS Group
UBS Group
Switzerland
-$17.3M
4
ACM
AKRE Capital Management
Virginia
-$14.3M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
QIM
326
Quantitative Investment Management
Virginia
$460K +$460K +496 New
Rafferty Asset Management
327
Rafferty Asset Management
New York
$459K -$1.6M -1,726 -78%
FA
328
FDx Advisors
Illinois
$453K – – –
BCV
329
Banque Cantonale Vaudoise
Switzerland
$448K – – –
ECM
330
Elgethun Capital Management
South Dakota
$447K – – –
IRF
331
IBM Retirement Fund
New York
$447K +$111K +120 +33%
Wolverine Trading
332
Wolverine Trading
Illinois
$446K +$446K +471 New
YWP
333
YorkBridge Wealth Partners
New York
$445K – – –
PFA
334
Professional Financial Advisors
Nebraska
$437K +$92.6K +107 +27%
Northwestern Mutual Wealth Management
335
Northwestern Mutual Wealth Management
Wisconsin
$426K +$167K +180 +65%
Cerity Partners
336
Cerity Partners
New York
$423K – – –
VIA
337
Vident Investment Advisory
Georgia
$410K +$49.2K +53 +14%
APW
338
Acima Private Wealth
Virginia
$407K -$27.8K -30 -6%
SFS
339
Sowell Financial Services
Arkansas
$403K +$138K +149 +52%
VAS
340
Vestmark Advisory Solutions
Massachusetts
$396K +$396K +427 New
BSW
341
Buckingham Strategic Wealth
Missouri
$392K -$13K -14 -3%
WP
342
WMS Partners
Maryland
$391K – – –
SMH
343
Sanders Morris Harris
Texas
$390K +$55.7K +50 +17%
WSTAM
344
Wilbanks Smith & Thomas Asset Management
Virginia
$384K -$149K -161 -28%
MIM
345
Miller Investment Management
Pennsylvania
$383K – – –
Two Sigma Investments
346
Two Sigma Investments
New York
$378K +$378K +407 New
YL
347
YCG LLC
Texas
$371K – – –
BG
348
Bellevue Group
Switzerland
$371K – – –
CSPIA
349
Cary Street Partners Investment Advisory
Virginia
$371K – – –
OAM
350
Oppenheimer Asset Management
New York
$370K +$15.8K +17 +4%
12 13
14
15 16