MKL icon

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 %
TTWM
376
TCV Trust & Wealth Management
Virginia
$216K – – –
AA
377
Ancora Advisors
Ohio
$215K – – –
VFA
378
Voya Financial Advisors
Connecticut
$206K -$4.5K -4 -2%
HB
379
Homrich & Berg
Georgia
$203K +$203K +178 New
CI
380
Cigna Investments
Connecticut
$201K +$201K +176 New
BWA
381
BDO Wealth Advisors
Florida
$194K – – –
NEAM
382
New England Asset Management
Connecticut
$171K – – –
CPA
383
Cowen Prime Advisors
New York
$171K – – –
CBT
384
Central Bank & Trust
Kentucky
$171K – – –
Simplex Trading
385
Simplex Trading
Illinois
$168K +$103K +91 +160%
WOC
386
West Oak Capital
California
$148K – – –
Twin Tree Management
387
Twin Tree Management
Texas
$142K -$111K -98 -44%
IA
388
IFP Advisors
Florida
$138K -$1.14K -1 -0.8%
Lazard Asset Management
389
Lazard Asset Management
New York
$130K – – –
FHA
390
First Horizon Advisors
Tennessee
$125K +$9.87K +9 +9%
QT
391
Quantbot Technologies
New York
$125K +$18.2K +16 +17%
SWM
392
SeaCrest Wealth Management
New York
$122K +$122K +107 New
FPFS
393
First Personal Financial Services
North Carolina
$120K +$73.1K +64 +156%
GWM
394
Geneos Wealth Management
Colorado
$115K +$6.83K +6 +6%
OMCS
395
Old Mutual Customised Solutions
South Africa
$114K – – –
AWM
396
Aevitas Wealth Management
Massachusetts
$108K +$108K +95 New
PCP
397
Proficio Capital Partners
Massachusetts
$107K – – –
BFEC
398
Benjamin F. Edwards & Company
Missouri
$103K – – –
Fuller & Thaler Asset Management
399
Fuller & Thaler Asset Management
California
$80K +$80K +70 New
EA
400
Edge Advisors
Georgia
$76K +$3.35K +3 +5%
14 15
16
17 18