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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
MCIA
426
Mountain Capital Investment Advisors
Colorado
$5K +$4.85K +5 New
QAM
427
QCI Asset Management
New York
$5K +$4.85K +5 New
AssetMark Inc
428
AssetMark Inc
California
$4K
TDC
429
Thompson Davis & Co
Virginia
$4K +$3.88K +4 New
ZB
430
Zions Bancorporation
Utah
$3K
AIM
431
Acrospire Investment Management
Illinois
$3K +$2.91K +3 New
PFBT
432
Parkside Financial Bank & Trust
Missouri
$2K
LWCFA
433
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$1.94K +2 New
Federated Hermes
434
Federated Hermes
Pennsylvania
$1K
QI
435
QS Investors
New York
$1K +$971 +1 New
AUB
436
Atlantic Union Bankshares
Virginia
$435
Walleye Trading
437
Walleye Trading
New York
$85 +$84.4K +87 New
RA
438
Royce & Associates
New York
-$13.1M -13,400 Closed
AW
439
ACG Wealth
Georgia
-$2.96M -3,031 Closed
DCM
440
Dynamic Capital Management
Jersey
-$1.63M -1,668 Closed
GLA
441
Great Lakes Advisors
Illinois
-$980K -1,004 Closed
IR
442
Invictus RG
Bermuda
-$578K -592 Closed
NIMI
443
Natixis Investment Managers International
France
-$575K -589 Closed
FA
444
FCG Advisors
New Jersey
-$456K -467 Closed
MIAN
445
Mariner Independent Advisor Network
Kansas
-$407K -417 Closed
CG
446
Cutler Group
California
-$292K -300 Closed
DILIC
447
Dai-ichi Life Insurance Company
Japan
-$285K -292 Closed
PA
448
Profund Advisors
Maryland
-$283K -290 Closed
Jacobs Levy Equity Management
449
Jacobs Levy Equity Management
New Jersey
-$264K -271 Closed
SSG
450
Summit Securities Group
New York
-$244K -250 Closed

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.