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Markel Group
MKL

Overview Fund Activity

431 hedge funds and large institutions have $10.1B invested in Markel Group in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 152 increasing their positions, 139 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+26
Holders Change %
+6.42%
% of All Funds
11.52%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.86%
New
48
Increased
152
Reduced
139
Closed
17
Calls
$24.4M
Puts
$33.8M
Net Calls
-$9.43M
Net Calls Change
-$10.9M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$176M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$945M
3
Victory Capital Management
3
Victory Capital Management
Texas
$46.2M
4
EIP
4
Epoch Investment Partners
New York
$28.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$15.5M

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$4.02M
2
SGAM
2
Smith Group Asset Management
Texas
$0
3
DSA
3
Davis Selected Advisers
Arizona
$274M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$407M
5
CBOA
5
Commonwealth Bank of Australia
Australia
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
376
Plante Moran Financial Advisors
Michigan
$118K +$95.2K +100 +417%
MIC
377
MU Investments Company
Japan
$113K -$65.9K -70 -37%
Lazard Asset Management
378
Lazard Asset Management
New York
$109K – – –
Federated Hermes
379
Federated Hermes
Pennsylvania
$100K +$100K +105 New
NIPH
380
NN Investment Partners Holdings
Netherlands
$95K – – –
PHK
381
Point72 Hong Kong
Hong Kong
$95K +$95K +100 New
CG
382
Cutler Group
California
$95K +$95K +100 New
BFEC
383
Benjamin F. Edwards & Company
Missouri
$87K +$53.5K +56 +160%
MFS
384
MSI Financial Services
Massachusetts
$84K +$47.7K +50 +132%
GWM
385
Geneos Wealth Management
Colorado
$82K – – –
WI
386
Wintrust Investments
Illinois
$82K +$82K +611 New
CHC
387
City Holding Co
West Virginia
$76K +$23.1K +27 +44%
Toronto Dominion Bank
388
Toronto Dominion Bank
Ontario, Canada
$73K – – –
BBHC
389
Brown Brothers Harriman & Co
New York
$66K +$66K +69 New
PCP
390
Proficio Capital Partners
Massachusetts
$65K +$62.1K +65 +2,167%
TWA
391
TCI Wealth Advisors
Arizona
$62K – – –
Northwestern Mutual Wealth Management
392
Northwestern Mutual Wealth Management
Wisconsin
$60K +$952 +1 +2%
CFA
393
Carroll Financial Associates
North Carolina
$54K – – –
HCM
394
Highlander Capital Management
New Jersey
$48K – – –
DOA
395
D'Orazio & Associates
Virginia
$48K – – –
KLI
396
Kelman-Lazarov Inc
Tennessee
$47.1K – – –
SBL
397
Sargent Bickham Lagudis
Colorado
$43K – – –
HPBT
398
High Point Bank & Trust
North Carolina
$43K – – –
VIA
399
Vantage Investment Advisors
Pennsylvania
$41K – – –
FPFS
400
First Personal Financial Services
North Carolina
$39K +$39K +41 New
14 15
16
17 18