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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
NIPH
376
NN Investment Partners Holdings
Netherlands
$98K
OMCS
377
Old Mutual Customised Solutions
South Africa
$98K
GWM
378
Geneos Wealth Management
Colorado
$92K +$23.3K +24 +34%
Northwestern Mutual Wealth Management
379
Northwestern Mutual Wealth Management
Wisconsin
$80K +$971 +1 +1%
ASN
380
Advisory Services Network
Georgia
$80K +$7.76K +8 +11%
PA
381
Parallel Advisors
California
$63K +$8.74K +9 +18%
HNB
382
Huntington National Bank
Ohio
$62K -$1.94K -2 -3%
EA
383
Edge Advisors
Georgia
$62K
IIC
384
Integrated Investment Consultants
Michigan
$59K
CFA
385
Carroll Financial Associates
North Carolina
$52K -$2.91K -3 -5%
HCM
386
Highlander Capital Management
New Jersey
$50K
BTIS
387
BB&T Investment Services
North Carolina
$49K
DOA
388
D'Orazio & Associates
Virginia
$49K
EMG
389
ETF Managers Group
New Jersey
$49K +$48.5K +50 New
CHC
390
City Holding Co
West Virginia
$48K
SBL
391
Sargent Bickham Lagudis
Colorado
$44K
PFPT
392
Pinnacle Financial Partners (Tennessee)
Tennessee
$44K +$43.7K +45 New
VIA
393
Vantage Investment Advisors
Pennsylvania
$42K
FPFS
394
First Personal Financial Services
North Carolina
$40K
WAS
395
Winch Advisory Services
Wisconsin
$40K +$39.8K +41 New
GT
396
Glenmede Trust
Pennsylvania
$35K
AC
397
Alexandria Capital
Virginia
$33K
NSIM
398
North Star Investment Management
Illinois
$33K
TWA
399
TCI Wealth Advisors
Arizona
$31K
WEC
400
Winslow Evans & Crocker
Massachusetts
$30.3K +$30.1K +31 New

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.