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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
CCM
426
Covington Capital Management
California
$80K
S
427
SignatureFD
Georgia
$79K -$2.03K -2 -2%
DWA
428
Dougherty Wealth Advisers
Minnesota
$79K
Rockefeller Capital Management
429
Rockefeller Capital Management
New York
$76K +$77.2K +76 New
SIA
430
SeaBridge Investment Advisors
New Jersey
$69K
LC
431
Lindbrook Capital
California
$63K +$20.3K +20 +45%
CFA
432
Carroll Financial Associates
North Carolina
$54K
RFC
433
Regions Financial Corp
Alabama
$53K
PWMG
434
Prestige Wealth Management Group
New Jersey
$50K -$1.02K -1 -2%
DOA
435
D'Orazio & Associates
Virginia
$50K
HCM
436
Highlander Capital Management
New Jersey
$50K
NFG
437
Next Financial Group
Texas
$47K -$14.2K -14 -23%
CHC
438
City Holding Co
West Virginia
$47K
NFH
439
NEXT Financial Holdings
Texas
$47K +$47.7K +47 New
QT
440
Quantamental Technologies
New York
$45K -$218K -215 -83%
SBL
441
Sargent Bickham Lagudis
Colorado
$45K
FPFS
442
First Personal Financial Services
North Carolina
$41K
ACS
443
Archford Capital Strategies
Illinois
$40K
PMFA
444
Plante Moran Financial Advisors
Michigan
$39K
SWM
445
SeaCrest Wealth Management
New York
$39K
MA
446
MCF Advisors
Kentucky
$38K +$13.2K +13 +52%
NSIM
447
North Star Investment Management
Illinois
$34K
TL
448
TrueWealth LLC
Georgia
$34K
PA
449
Parallel Advisors
California
$33K -$30.5K -30 -48%
CFN
450
Cordasco Financial Network
Florida
$33K

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.