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Markel Group
MKL

Overview Fund Activity

491 hedge funds and large institutions have $12.6B invested in Markel Group in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 128 increasing their positions, 179 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+17
Holders Change %
+3.59%
% of All Funds
11.27%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.69%
New
52
Increased
128
Reduced
179
Closed
30
Calls
$14.1M
Puts
$35M
Net Calls
-$20.9M
Net Calls Change
-$8.78M

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$53.3M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$18.4M
3
Renaissance Technologies
Renaissance Technologies
New York
+$16.6M
4
Deutsche Bank
Deutsche Bank
Germany
+$16M
5
EVM
Eaton Vance Management
Massachusetts
+$13.1M

Top Sellers

1
BCM
Bares Capital Management
Texas
-$145M
2
SFM
Stack Financial Management
Montana
-$21.1M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$19.1M
4
AAF
Andra AP-fonden
Sweden
-$17.8M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
401
Geneos Wealth Management
Colorado
$118K – – –
OMCS
402
Old Mutual Customised Solutions
South Africa
$117K – – –
AWM
403
Aevitas Wealth Management
Massachusetts
$111K – – –
PCP
404
Proficio Capital Partners
Massachusetts
$106K -$3.5K -3 -3%
FPFS
405
First Personal Financial Services
North Carolina
$105K -$17.5K -15 -14%
BFEC
406
Benjamin F. Edwards & Company
Missouri
$105K – – –
Fuller & Thaler Asset Management
407
Fuller & Thaler Asset Management
California
$82K – – –
CCM
408
Covington Capital Management
California
$82K +$23.4K +20 +40%
EMG
409
ETF Managers Group
New Jersey
$81K +$9.26K +8 +13%
EA
410
Edge Advisors
Georgia
$79K – – –
IIC
411
Integrated Investment Consultants
Michigan
$74K +$74K +63 New
RFC
412
Regions Financial Corp
Alabama
$63K -$7K -6 -10%
CFA
413
Carroll Financial Associates
North Carolina
$63K -$4.67K -4 -7%
GT
414
Glenmede Trust
Pennsylvania
$60K – – –
MOS
415
MGO One Seven
Ohio
$59K -$1.18K -1 -2%
DOA
416
D'Orazio & Associates
Virginia
$59K – – –
HCM
417
Highlander Capital Management
New Jersey
$58K – – –
MYIA
418
Mount Yale Investment Advisors
Colorado
$54K +$54K +46 New
SBL
419
Sargent Bickham Lagudis
Colorado
$53K – – –
RE
420
RBC Europe
United Kingdom
$52.7K – – –
PA
421
Parallel Advisors
California
$50K -$4.65K -4 -9%
VIA
422
Vantage Investment Advisors
Pennsylvania
$50K – – –
AWA
423
Acorn Wealth Advisors
Michigan
$49K – – –
CHC
424
City Holding Co
West Virginia
$47K -$855 -1 -2%
OWA
425
One Wealth Advisors
California
$46K -$2.36K -2 -5%
15 16
17
18 19