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Markel Group
MKL

Overview Fund Activity

423 hedge funds and large institutions have $9.59B invested in Markel Group in 2016 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 146 increasing their positions, 140 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+7
Holders Change %
+1.68%
% of All Funds
10.59%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.73%
New
52
Increased
146
Reduced
140
Closed
38
Calls
$10.9M
Puts
$32.7M
Net Calls
-$21.7M
Net Calls Change
-$15M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$308M
2
ACM
2
Atlanta Capital Management
Georgia
$532M
3
BFA
3
BlackRock Fund Advisors
California
$239M
4
Victory Capital Management
4
Victory Capital Management
Texas
$99.1M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$955M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$515M
2
CBOA
2
Commonwealth Bank of Australia
Australia
$29.5M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$351M
4
Bessemer Group
4
Bessemer Group
New Jersey
$155M
5
SIM
5
Sprucegrove Investment Management
Ontario, Canada
$91.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
351
Veritable
Delaware
$213K +$13.5K +15 +7%
ALIONA
352
Allianz Life Insurance of North America
Minnesota
$206K +$206K +228 New
WSTAM
353
Wilbanks Smith & Thomas Asset Management
Virginia
$204K – – –
FNBT
354
FineMark National Bank & Trust
Florida
$192K – – –
LWM
355
LBA Wealth Management
Florida
$163K +$36.2K +40 +29%
BFEC
356
Benjamin F. Edwards & Company
Missouri
$163K +$83.3K +92 +105%
RBC
357
Roble Belko & Company
Pennsylvania
$154K – – –
NEAM
358
New England Asset Management
Connecticut
$136K – – –
CBT
359
Central Bank & Trust
Kentucky
$136K – – –
IA
360
IFP Advisors
Florida
$117K -$6.35K -7 -5%
AA
361
Ancora Advisors
Ohio
$117K +$117K +129 New
Toronto Dominion Bank
362
Toronto Dominion Bank
Ontario, Canada
$109K +$901 +1 +0.8%
WOC
363
West Oak Capital
California
$104K +$67.8K +75 +188%
Lazard Asset Management
364
Lazard Asset Management
New York
$104K – – –
NIPH
365
NN Investment Partners Holdings
Netherlands
$90K – – –
OMCS
366
Old Mutual Customised Solutions
South Africa
$90K +$90K +100 New
MFS
367
MSI Financial Services
Massachusetts
$80K – – –
CGT
368
Capital Guardian Trust
California
$68K – – –
Northwestern Mutual Wealth Management
369
Northwestern Mutual Wealth Management
Wisconsin
$68K +$68K +75 New
HNB
370
Huntington National Bank
Ohio
$65K +$5.42K +6 +9%
GWM
371
Geneos Wealth Management
Colorado
$64K -$15.3K -17 -19%
CHC
372
City Holding Co
West Virginia
$63K – – –
EA
373
Edge Advisors
Georgia
$58K +$58K +65 New
CFA
374
Carroll Financial Associates
North Carolina
$56K – – –
IIC
375
Integrated Investment Consultants
Michigan
$54K +$18K +20 +50%
13 14
15
16 17