MKL icon

Markel Group
MKL

Overview Fund Activity

435 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, 147 increasing their positions, 148 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+17
Holders Change %
+4.07%
% of All Funds
10.86%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.7%
New
41
Increased
147
Reduced
148
Closed
18
Calls
$2.93M
Puts
$26.3M
Net Calls
-$23.4M
Net Calls Change
+$8.57M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$442M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.1B
3
MAMU
Marathon Asset Management (UK)
United Kingdom
$38.1M
4
Principal Financial Group
Principal Financial Group
Iowa
$643M
5
Victory Capital Management
Victory Capital Management
Texas
$149M

Top Sellers

1
ACM
Atlanta Capital Management
Georgia
$551M
2
SIM
Sprucegrove Investment Management
Ontario, Canada
$60.8M
3
RA
Royce & Associates
New York
$0
4
SCM
Snyder Capital Management
California
$5.31M
5
MFAM
Motley Fool Asset Management
Virginia
$7.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
376
Geneos Wealth Management
Colorado
$92K +$23.2K +24 +34%
Northwestern Mutual Wealth Management
377
Northwestern Mutual Wealth Management
Wisconsin
$80K +$976 +1 +1%
ASN
378
Advisory Services Network
Georgia
$80K +$7.81K +8 +11%
PA
379
Parallel Advisors
California
$63K +$9.61K +9 +18%
HNB
380
Huntington National Bank
Ohio
$62K -$1.94K -2 -3%
EA
381
Edge Advisors
Georgia
$62K – – –
IIC
382
Integrated Investment Consultants
Michigan
$59K – – –
CFA
383
Carroll Financial Associates
North Carolina
$52K -$2.89K -3 -5%
HCM
384
Highlander Capital Management
New Jersey
$50K – – –
BTIS
385
BB&T Investment Services
North Carolina
$49K – – –
DOA
386
D'Orazio & Associates
Virginia
$49K – – –
EMG
387
ETF Managers Group
New Jersey
$49K +$49K +50 New
CHC
388
City Holding Co
West Virginia
$48K – – –
SBL
389
Sargent Bickham Lagudis
Colorado
$44K – – –
PFP
390
Pinnacle Financial Partners
Tennessee
$44K +$44K +45 New
VIA
391
Vantage Investment Advisors
Pennsylvania
$42K – – –
FPFS
392
First Personal Financial Services
North Carolina
$40K – – –
WAS
393
Winch Advisory Services
Wisconsin
$40K +$40K +41 New
GT
394
Glenmede Trust
Pennsylvania
$35K – – –
NSIM
395
North Star Investment Management
Illinois
$33K – – –
AC
396
Alexandria Capital
Virginia
$33K – – –
TWA
397
TCI Wealth Advisors
Arizona
$31K – – –
WEC
398
Winslow Evans & Crocker
Massachusetts
$30.3K +$30.3K +31 New
WA
399
WFG Advisors
Texas
$27K +$17.4K +18 +180%
NA
400
NewEdge Advisors
Louisiana
$24.3K +$24.3K +25 New
14 15
16
17 18