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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
WP
376
WMS Partners
Maryland
$257K +$64K +63 +32%
Lido Advisors
377
Lido Advisors
California
$253K -$935K -921 -78%
AI
378
Atria Investments
North Carolina
$253K -$21.3K -21 -8%
LIA
379
LS Investment Advisors
Michigan
$253K
CBT
380
Capital Bank & Trust
California
$249K
NFGCM
381
Norman Fields Gottscho Capital Management
New York
$249K
SC
382
Savant Capital
Illinois
$249K
TNBTD
383
Trustmark National Bank Trust Department
Mississippi
$249K
FA
384
FCG Advisors
New Jersey
$247K
TD Asset Management
385
TD Asset Management
Ontario, Canada
$245K +$3.05K +3 +1%
FA
386
FDx Advisors
Illinois
$244K +$249K +245 New
VFA
387
Voya Financial Advisors
Connecticut
$242K +$36.6K +36 +17%
PAS
388
Partnervest Advisory Services
California
$240K +$245K +241 New
AAM
389
Aureus Asset Management
Massachusetts
$239K
GCA
390
Gideon Capital Advisors
New York
$239K +$244K +240 New
BAS
391
Brown Advisory Securities
Maryland
$236K -$449K -442 -65%
EWA
392
Exencial Wealth Advisors
Oklahoma
$235K -$9.14K -9 -4%
CAN
393
Cetera Advisor Networks
California
$233K +$19.3K +19 +9%
Fuller & Thaler Asset Management
394
Fuller & Thaler Asset Management
California
$229K
Northwestern Mutual Wealth Management
395
Northwestern Mutual Wealth Management
Wisconsin
$227K +$36.6K +36 +19%
AIL
396
AGF Investments LLC
Ontario, Canada
$226K +$115K +113 +99%
PB
397
Pinnacle Bancorp
Nebraska
$223K +$3.05K +3 +1%
NQWM
398
Northwest Quadrant Wealth Management
Oregon
$220K +$227K +224 New
BC
399
Brinker Capital
Pennsylvania
$217K -$5.08K -5 -2%
Neuberger Berman Group
400
Neuberger Berman Group
New York
$214K -$327K -322 -60%

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.