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Markel Group
MKL

Overview Fund Activity

494 hedge funds and large institutions have $11.4B invested in Markel Group in 2018 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 157 increasing their positions, 155 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
494
Holders Change
+3
Holders Change %
+0.61%
% of All Funds
11.33%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.57%
New
47
Increased
157
Reduced
155
Closed
40
Calls
$13.9M
Puts
$48.7M
Net Calls
-$34.8M
Net Calls Change
-$14M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$31.5M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$22.3M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
+$21.4M
4
Renaissance Technologies
Renaissance Technologies
New York
+$20.3M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$18.2M

Top Sellers

1
ACM
Atlanta Capital Management
Georgia
-$64.1M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$27.1M
3
MIH
Madison Investment Holdings
Wisconsin
-$20.1M
4
Wells Fargo
Wells Fargo
California
-$19.8M
5
State Street
State Street
Massachusetts
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TL
426
TrueWealth LLC
Georgia
$37K – – –
OWA
427
One Wealth Advisors
California
$36K -$6.55K -6 -15%
CFN
428
Cordasco Financial Network
Florida
$36K +$36K +33 New
TWA
429
TCI Wealth Advisors
Arizona
$35K – – –
WEC
430
Winslow Evans & Crocker
Massachusetts
$34K – – –
FPS
431
Fieldpoint Private Securities
Connecticut
$33K – – –
PCG
432
Private Capital Group
Connecticut
$32K – – –
FPFS
433
First Personal Financial Services
North Carolina
$30K -$66.4K -62 -69%
SFA
434
Spectrum Financial Alliance
Kentucky
$27K – – –
WAP
435
Wealthcare Advisory Partners
Pennsylvania
$27K +$10.8K +10 +67%
MA
436
MCF Advisors
Kentucky
$27K +$27K +25 New
PMFA
437
Plante Moran Financial Advisors
Michigan
$26K – – –
GWS
438
Glassman Wealth Services
Virginia
$25K – – –
VNA
439
Valley National Advisers
Pennsylvania
$24K – – –
PVH
440
Psagot Value Holdings
Israel
$24K – – –
HNB
441
Huntington National Bank
Ohio
$23K -$1.1K -1 -5%
JCM
442
Jacobi Capital Management
Pennsylvania
$22K – – –
WF
443
WealthTrust Fairport
Ohio
$22K – – –
CCM
444
Cribstone Capital Management
Maine
$22K – – –
JA
445
JOYN Advisors
Georgia
$22K +$22K +20 New
BDWM
446
Brewin Dolphin Wealth Management
Ireland
$21.7K – – –
QCG
447
Quadrant Capital Group
Ohio
$21K -$15K -15 -42%
VFA
448
Valeo Financial Advisors
Indiana
$20K -$4.71K -4 -19%
RCAG
449
Rehmann Capital Advisory Group
Michigan
$19.5K +$4.34K +4 +29%
APA
450
American Portfolios Advisors
New York
$16.3K +$16.3K +15 New
16 17
18
19 20