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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
V
351
Veritable
Delaware
$219K -$11.6K -12 -5%
FNBT
352
FineMark National Bank & Trust
Florida
$217K
AIM
353
Allen Investment Management
New York
$215K +$214K +220 New
SG
354
StoneX Group
New York
$211K +$210K +216 New
WFG
355
Wills Financial Group
Virginia
$210K
WG
356
Winton Group
United Kingdom
$206K +$205K +211 New
RG
357
Rikoon Group
New Mexico
$204K
QT
358
Quantbot Technologies
New York
$204K +$181K +186 +775%
FCI
359
Financial Counselors Inc
Kansas
$203K -$15.5K -16 -7%
NFG
360
Next Financial Group
Texas
$201K
FFBTD
361
First Financial Bank - Trust Division
Ohio
$200K
Toronto Dominion Bank
362
Toronto Dominion Bank
Ontario, Canada
$167K +$16.5K +17 +11%
BWA
363
BDO Wealth Advisors
Florida
$166K +$165K +170 New
Robeco Institutional Asset Management
364
Robeco Institutional Asset Management
Netherlands
$159K -$547K -564 -78%
PG
365
PEAK6 Group
Illinois
$151K -$109K -112 -42%
CBT
366
Central Bank & Trust
Kentucky
$146K
CPA
367
Cowen Prime Advisors
New York
$146K
NEAM
368
New England Asset Management
Connecticut
$146K
IA
369
IFP Advisors
Florida
$128K -$5.82K -6 -4%
WOC
370
West Oak Capital
California
$127K
Korea Investment Corp
371
Korea Investment Corp
South Korea
$126K +$72.8K +75 +139%
Lazard Asset Management
372
Lazard Asset Management
New York
$112K
FHA
373
First Horizon Advisors
Tennessee
$110K -$3.88K -4 -4%
PCP
374
Proficio Capital Partners
Massachusetts
$101K +$26.2K +27 +40%
BFEC
375
Benjamin F. Edwards & Company
Missouri
$100K -$9.71K -10 -9%

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.