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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 %
WSTAM
351
Wilbanks Smith & Thomas Asset Management
Virginia
$267K – – –
FC
352
Farley Capital
New York
$262K – – –
FIM
353
Freedom Investment Management
Connecticut
$260K -$3.42K -3 -1%
Cerity Partners
354
Cerity Partners
New York
$257K +$39.8K +35 +18%
WI
355
Wintrust Investments
Illinois
$251K -$74.2K -65 -23%
AIM
356
Allen Investment Management
New York
$251K – – –
WP
357
WMS Partners
Maryland
$246K +$246K +216 New
IRF
358
IBM Retirement Fund
New York
$245K +$14.8K +13 +6%
WFG
359
Wills Financial Group
Virginia
$244K – – –
VNA
360
VNBTrust National Association
Virginia
$241K -$23.9K -21 -9%
B
361
Brightworth
Georgia
$241K – – –
CG
362
Colony Group
Massachusetts
$240K +$240K +211 New
LS
363
Livforsakringsbolaget Skandia
Sweden
$239K -$102K -90 -30%
RG
364
Rikoon Group
New Mexico
$239K – – –
SL
365
Signition LP
New York
$239K +$239K +210 New
SCA
366
Stonebridge Capital Advisors
Minnesota
$234K – – –
PP
367
Paloma Partners
Connecticut
$230K -$527K -463 -70%
DILIC
368
Dai-ichi Life Insurance Company
Japan
$230K – – –
WA
369
Wheatland Advisors
Pennsylvania
$228K – – –
KFC
370
Klingenstein Fields & Co
New York
$228K – – –
NIM
371
Nexus Investment Management
Ontario, Canada
$228K – – –
Northwestern Mutual Wealth Management
372
Northwestern Mutual Wealth Management
Wisconsin
$225K +$113K +99 +101%
FNBT
373
FineMark National Bank & Trust
Florida
$224K -$28.4K -25 -11%
FCI
374
Financial Counselors Inc
Kansas
$219K – – –
STA
375
Summit Trail Advisors
New York
$217K +$217K +194 New
13 14
15
16 17