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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 %
JFGIW
401
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24K – – –
CCM
402
Cribstone Capital Management
Maine
$23K -$1.92K -2 -8%
PMFA
403
Plante Moran Financial Advisors
Michigan
$23K – – –
PVH
404
Psagot Value Holdings
Israel
$22K – – –
DSC
405
Duncker Streett & Co
Missouri
$20K – – –
JCM
406
Jacobi Capital Management
Pennsylvania
$19K – – –
SIM
407
Sonora Investment Management
Arizona
$14.6K – – –
VNA
408
Valley National Advisers
Pennsylvania
$12K – – –
SFG
409
SevenBridge Financial Group
Pennsylvania
$11K – – –
DAM
410
Delta Asset Management
Tennessee
$11K – – –
VCM
411
Versant Capital Management
Arizona
$11K +$917 +1 +9%
VWA
412
V Wealth Advisors
Kansas
$11K +$11K +11 New
AIM
413
Anchor Investment Management
South Carolina
$9.76K – – –
SPIA
414
Steward Partners Investment Advisory
New York
$9K +$1.8K +2 +25%
OC
415
Oakworth Capital
Alabama
$8K – – –
CFD
416
Creative Financial Designs
Indiana
$7K – – –
ACM
417
Armbruster Capital Management
New York
$7K – – –
GRP
418
Global Retirement Partners
California
$6K – – –
OIA
419
OneDigital Investment Advisors
Kansas
$6K +$6K +6 New
AWM
420
Avior Wealth Management
Nebraska
$6K +$6K +6 New
ATC
421
Adirondack Trust Company
New York
$5K – – –
SA
422
SRH Advisors
Kansas
$5K – – –
QCG
423
Quadrant Capital Group
Ohio
$5K – – –
QAM
424
QCI Asset Management
New York
$5K +$5K +5 New
MCIA
425
Mountain Capital Investment Advisors
Colorado
$5K +$5K +5 New
15 16
17
18 19