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Markel Group
MKL

Overview Fund Activity

418 hedge funds and large institutions have $10.3B invested in Markel Group in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 132 increasing their positions, 145 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
-5
Holders Change %
-1.18%
% of All Funds
10.42%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.7%
New
37
Increased
132
Reduced
145
Closed
33
Calls
$6.07M
Puts
$38.1M
Net Calls
-$32M
Net Calls Change
-$10.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$793M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$44.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$29.3M
4
Victory Capital Management
Victory Capital Management
Texas
+$22.8M
5
Renaissance Technologies
Renaissance Technologies
New York
+$22.4M

Top Sellers

1
JHIU
Janus Henderson Investors US
Colorado
-$28.1M
2
HIM
Hermes Investment Management
United Kingdom
-$21.9M
3
MVIP
Mar Vista Investment Partners
California
-$15.7M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$11.8M
5
JAM
Jupiter Asset Management
United Kingdom
-$9.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
351
LBA Wealth Management
Florida
$156K -$19.5K -20 -11%
Toronto Dominion Bank
352
Toronto Dominion Bank
Ontario, Canada
$150K +$32.1K +33 +27%
NEAM
353
New England Asset Management
Connecticut
$146K – – –
CBT
354
Central Bank & Trust
Kentucky
$146K – – –
CPA
355
Cowen Prime Advisors
New York
$146K +$146K +150 New
IA
356
IFP Advisors
Florida
$134K +$7.83K +8 +6%
WOC
357
West Oak Capital
California
$127K +$14.6K +15 +13%
Lazard Asset Management
358
Lazard Asset Management
New York
$112K – – –
BFEC
359
Benjamin F. Edwards & Company
Missouri
$109K -$66.2K -68 -38%
FHA
360
First Horizon Advisors
Tennessee
$104K +$104K +109 New
Macquarie Group
361
Macquarie Group
Australia
$98K -$196K -200 -67%
OMCS
362
Old Mutual Customised Solutions
South Africa
$98K – – –
NIPH
363
NN Investment Partners Holdings
Netherlands
$98K – – –
Northwestern Mutual Wealth Management
364
Northwestern Mutual Wealth Management
Wisconsin
$79K +$5.85K +6 +8%
ASN
365
Advisory Services Network
Georgia
$72K +$72K +74 New
GWM
366
Geneos Wealth Management
Colorado
$69K – – –
PCP
367
Proficio Capital Partners
Massachusetts
$66K +$49.3K +50 +294%
HNB
368
Huntington National Bank
Ohio
$64K -$5.82K -6 -8%
EA
369
Edge Advisors
Georgia
$62K – – –
IIC
370
Integrated Investment Consultants
Michigan
$59K – – –
CFA
371
Carroll Financial Associates
North Carolina
$55K -$4.83K -5 -8%
Korea Investment Corp
372
Korea Investment Corp
South Korea
$53K +$36.3K +37 +218%
BTIS
373
BB&T Investment Services
North Carolina
$49K – – –
HCM
374
Highlander Capital Management
New Jersey
$49K – – –
DOA
375
D'Orazio & Associates
Virginia
$49K – – –
13 14
15
16 17