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Markel Group

437 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, 148 increasing their positions, 148 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 18

4% more funds holding

Funds holding: 420437 (+17)

2% more capital invested

Capital invested by funds: $10.3B → $10.5B (+$180M)

0.58% more ownership

Funds ownership: 76.55%77.13% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 2828 (0)

0% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 148

89% less call options, than puts

Call options by funds: $2.93M | Put options by funds: $26.3M

Holders
437
Holders Change
+17
Holders Change %
+4.05%
% of All Funds
10.9%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.7%
New
41
Increased
148
Reduced
148
Closed
18
Calls
$2.93M
Puts
$26.3M
Net Calls
-$23.4M
Net Calls Change
+$8.57M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
401
WFG Advisors
Texas
$27K +$17.5K +18 +180%
NA
402
NewEdge Advisors
Louisiana
$24.3K +$24.3K +25 New
JFGIW
403
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24K
CCM
404
Cribstone Capital Management
Maine
$23K -$1.94K -2 -8%
PMFA
405
Plante Moran Financial Advisors
Michigan
$23K
PVH
406
Psagot Value Holdings
Israel
$22K
DSC
407
Duncker Streett & Co
Missouri
$20K
JCM
408
Jacobi Capital Management
Pennsylvania
$19K
SIM
409
Sonora Investment Management
Arizona
$14.6K
VNA
410
Valley National Advisers
Pennsylvania
$12K
DAM
411
Delta Asset Management
Tennessee
$11K
SFG
412
SevenBridge Financial Group
Pennsylvania
$11K
VCM
413
Versant Capital Management
Arizona
$11K +$971 +1 +9%
VWA
414
V Wealth Advisors
Kansas
$11K +$10.7K +11 New
AIM
415
Anchor Investment Management
South Carolina
$9.76K
SPIA
416
Steward Partners Investment Advisory
New York
$9K +$1.94K +2 +25%
OC
417
Oakworth Capital
Alabama
$8K
ACM
418
Armbruster Capital Management
New York
$7K
CFD
419
Creative Financial Designs
Indiana
$7K
GRP
420
Global Retirement Partners
California
$6K
AWM
421
Avior Wealth Management
Nebraska
$6K +$5.82K +6 New
OIA
422
OneDigital Investment Advisors
Kansas
$6K +$5.82K +6 New
ATC
423
Adirondack Trust Company
New York
$5K
QCG
424
Quadrant Capital Group
Ohio
$5K
SA
425
SRH Advisors
Kansas
$5K

MKL Hedge Fund Activity: Q2 2017 in Review

437 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q2 2017, worth a combined $10.5B — up 1.7% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MKL positions and 18 closed out — a net gain of 23 holders — while 148 added to existing stakes and 148 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $33.5M. The largest seller was Atlanta Capital Management, cutting an estimated $36.6M.

  • 437 institutional investors held Markel Group (MKL) as of Q2 2017, up from 420 in Q1 2017.
  • Funds reported $10.5B of Markel Group stock for Q2 2017, up 1.7% quarter-over-quarter.
  • 41 funds opened new Markel Group positions in Q2 2017 and 18 closed out, a net change of +23 holders.
  • The largest Markel Group buyer in Q2 2017 was Wellington Management Group, an estimated $33.5M added.
  • The largest Markel Group seller in Q2 2017 was Atlanta Capital Management, an estimated $36.6M sold.

Based on aggregated 13F filings for Q2 2017.