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Markel Group

523 hedge funds and large institutions have $10.6B invested in Markel Group in 2019 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 180 increasing their positions, 157 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 49

15% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 157

0.34% more ownership

Funds ownership: 76.37%76.71% (+0.34%)

0% more funds holding

Funds holding: 522523 (+1)

4% less capital invested

Capital invested by funds: $11B → $10.6B (-$421M)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

49% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $19.8M

Holders
523
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
11.32%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.5%
New
57
Increased
180
Reduced
157
Closed
49
Calls
$10.2M
Puts
$19.8M
Net Calls
-$9.66M
Net Calls Change
+$6.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
351
RegentAtlantic Capital
New Jersey
$341K
CT
352
Cambridge Trust
Massachusetts
$340K -$284K -280 -45%
EIA
353
Edgemoor Investment Advisors
Maryland
$339K
WA
354
Wambolt & Associates
Colorado
$334K +$70.1K +69 +25%
SWP
355
Stratos Wealth Partners
Ohio
$333K -$20.3K -20 -6%
LNB
356
Ledyard National Bank
$332K
WAG
357
Winthrop Advisory Group
Massachusetts
$329K
Cerity Partners
358
Cerity Partners
New York
$328K +$334K +329 New
Truist Financial
359
Truist Financial
North Carolina
$327K -$32.5K -32 -9%
BNP Paribas Asset Management
360
BNP Paribas Asset Management
France
$321K -$14.1M -13,842 -98%
Macquarie Group
361
Macquarie Group
Australia
$319K
COI
362
Capital One Investing
Virginia
$309K +$40.6K +40 +15%
OI
363
Oakbrook Investments
Illinois
$299K -$254K -250 -45%
BAM
364
Brave Asset Management
New Jersey
$299K
VC
365
Vicus Capital
Pennsylvania
$299K
YMRC
366
Yorktown Management & Research Company
Virginia
$299K
BBHC
367
Brown Brothers Harriman & Co
New York
$295K
TRCT
368
Tower Research Capital (TRC)
New York
$291K +$282K +278 +1,986%
Jane Street
369
Jane Street
New York
$264K -$676K -666 -72%
EWM
370
Evermay Wealth Management
Virginia
$262K +$267K +263 New
AIM
371
Allen Investment Management
New York
$261K
CCM
372
Chilton Capital Management
Texas
$261K
ELC
373
Edgar Lomax Company
Virginia
$259K
SBWIC
374
Schaper Benz & Wise Investment Counsel
Wisconsin
$259K
RCA
375
Rowland Carmichael Advisors
Arizona
$257K -$76.2K -75 -23%

MKL Hedge Fund Activity: Q1 2019 in Review

523 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2019, worth a combined $10.6B — down 3.8% from $11B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new MKL positions and 49 closed out — a net gain of 8 holders — while 180 added to existing stakes and 157 trimmed.

The largest buyer was DF Dent & Co, adding an estimated $40M. The largest seller was Bessemer Group, cutting an estimated $54.4M.

  • 523 institutional investors held Markel Group (MKL) as of Q1 2019, up from 522 in Q4 2018.
  • Funds reported $10.6B of Markel Group stock for Q1 2019, down 3.8% quarter-over-quarter.
  • 57 funds opened new Markel Group positions in Q1 2019 and 49 closed out, a net change of +8 holders.
  • The largest Markel Group buyer in Q1 2019 was DF Dent & Co, an estimated $40M added.
  • The largest Markel Group seller in Q1 2019 was Bessemer Group, an estimated $54.4M sold.

Based on aggregated 13F filings for Q1 2019.