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Markel Group
MKL

Overview Fund Activity

423 hedge funds and large institutions have $9.59B invested in Markel Group in 2016 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 146 increasing their positions, 140 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+7
Holders Change %
+1.68%
% of All Funds
10.59%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.73%
New
52
Increased
146
Reduced
140
Closed
38
Calls
$10.9M
Puts
$32.7M
Net Calls
-$21.7M
Net Calls Change
-$15M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$308M
2
ACM
Atlanta Capital Management
Georgia
$532M
3
BFA
BlackRock Fund Advisors
California
$239M
4
Victory Capital Management
Victory Capital Management
Texas
$99.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
$955M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$515M
2
CBOA
Commonwealth Bank of Australia
Australia
$29.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$351M
4
Bessemer Group
Bessemer Group
New Jersey
$155M
5
SIM
Sprucegrove Investment Management
Ontario, Canada
$91.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIG
401
Bellwether Investment Group
Tennessee
$15K +$15K +17 New
KT
402
Kanaly Trust
Texas
$12K – – –
VNA
403
Valley National Advisers
Pennsylvania
$11K – – –
DAM
404
Delta Asset Management
Tennessee
$10K – – –
SFG
405
SevenBridge Financial Group
Pennsylvania
$10K – – –
AIM
406
Anchor Investment Management
South Carolina
$9.05K +$9.05K +10 New
WA
407
WFG Advisors
Texas
$9K -$13.5K -15 -60%
VCM
408
Versant Capital Management
Arizona
$9K +$1.64K +2 +22%
PA
409
Parallel Advisors
California
$9K +$9K +10 New
DPA
410
Delphi Private Advisors
California
$8K – – –
OC
411
Oakworth Capital
Alabama
$7K – – –
SPIA
412
Steward Partners Investment Advisory
New York
$7K +$7K +8 New
CFD
413
Creative Financial Designs
Indiana
$6K +$6K +7 New
ACM
414
Armbruster Capital Management
New York
$6K +$6K +7 New
EARNEST Partners
415
EARNEST Partners
Georgia
$6K +$6K +7 New
OSAM
416
O'Shaughnessy Asset Management
Connecticut
$5K -$576K -576 -99%
ATC
417
Adirondack Trust Company
New York
$5K – – –
SA
418
SRH Advisors
Kansas
$5K – – –
GRP
419
Global Retirement Partners
California
$5K +$5K +6 New
PFBT
420
Parkside Financial Bank & Trust
Missouri
$2K +$2K +2 New
Federated Hermes
421
Federated Hermes
Pennsylvania
$1K -$95K -95 -99%
WTB
422
Washington Trust Bank
Washington
$1K -$3K -3 -75%
LS
423
Livforsakringsbolaget Skandia
Sweden
$543 -$21.3K -23,533 -98%
MTB
424
Mizuho Trust & Banking
Japan
– -$19.7M -21,198 Closed
QI
425
Qualcomm Inc
California
– -$16.8M -18,100 Closed
15 16
17
18 19