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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
QSS
401
Quantitative Systematic Strategies
Florida
$211K +$215K +212 New
PCM
402
Parsons Capital Management
Rhode Island
$209K -$1.02K -1 -0.5%
HCA
403
Harbour Capital Advisors
Virginia
$204K
VNB
404
Virginia National Bank
Virginia
$204K
GC
405
Gilbert & Cook
Iowa
$203K +$207K +204 New
FCCM
406
First City Capital Management
Georgia
$200K +$204K +201 New
Fifth Third Bancorp
407
Fifth Third Bancorp
Ohio
$197K -$32.5K -32 -14%
FHA
408
Flagship Harbor Advisors
Massachusetts
$195K -$39.6K -39 -17%
GWM
409
Geneos Wealth Management
Colorado
$195K +$5.08K +5 +3%
BFEC
410
Benjamin F. Edwards & Company
Missouri
$189K +$91.4K +90 +90%
WAM
411
Wealthspire Advisors (Maryland)
Maryland
$188K -$26.4K -26 -12%
OC
412
Oakworth Capital
Alabama
$152K +$147K +145 +1,813%
NEAM
413
New England Asset Management
Connecticut
$149K
Canada Pension Plan Investment Board
414
Canada Pension Plan Investment Board
Ontario, Canada
$139K -$1.55M -1,530 -92%
BWA
415
BDO Wealth Advisors
Florida
$139K -$30.5K -30 -18%
PRC
416
Pearl River Capital
Michigan
$138K +$140K +138 New
CBT
417
Central Bank & Trust
Kentucky
$130K
LS
418
Livforsakringsbolaget Skandia
Sweden
$120K
RE
419
RBC Europe
United Kingdom
$120K +$76.2K +75 +167%
Lazard Asset Management
420
Lazard Asset Management
New York
$114K
CSS
421
Cubist Systematic Strategies
Connecticut
$113K -$83.3K -82 -42%
FMT
422
First Mercantile Trust
Tennessee
$90K -$36.6K -36 -29%
APA
423
American Portfolios Advisors
New York
$89.7K -$15.2K -15 -14%
FNB
424
Farmers National Bank
Kentucky
$85K +$86.3K +85 New
MWNA
425
Marshall Wace North America
New York
$80K -$2.54M -2,502 -97%

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.