Markel Group
509 hedge funds and large institutions have $12.4B invested in Markel Group in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 166 increasing their positions, 162 reducing their positions, and 52 closing their positions.
15% more funds holding in top 10
Funds holding in top 10: 27 → 31 (+4)
8% more capital invested
Capital invested by funds: $11.5B → $12.4B (+$920M)
2% more repeat investments, than reductions
Existing positions increased: 166 | Existing positions reduced: 162
0.06% less ownership
Funds ownership: 76.23% → 76.17% (-0.06%)
2% less funds holding
Funds holding: 517 → 509 (-8)
13% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 52
54% less call options, than puts
Call options by funds: $13.4M | Put options by funds: $28.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$44.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$34.7M |
| 3 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$33.3M |
| 4 |
Select Equity Group
New York
|
+$24.7M |
| 5 |
WG
Winton Group
London,
United Kingdom
|
+$16.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$38.8M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$36.5M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$30.2M |
| 4 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$20.3M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$19.1M |
MKL Hedge Fund Activity: Q3 2019 in Review
509 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2019, worth a combined $12.4B — up 8% from $11.5B a quarter earlier.
Sellers outnumbered buyers: 52 funds closed out of MKL and 45 opened new positions — a net loss of 7 holders — while 162 trimmed existing stakes and 166 added.
The largest buyer was BlackRock, adding an estimated $44.7M. The largest seller was Victory Capital Management, cutting an estimated $38.8M.
- 509 institutional investors held Markel Group (MKL) as of Q3 2019, down from 517 in Q2 2019.
- Funds reported $12.4B of Markel Group stock for Q3 2019, up 8% quarter-over-quarter.
- 45 funds opened new Markel Group positions in Q3 2019 and 52 closed out, a net change of -7 holders.
- The largest Markel Group buyer in Q3 2019 was BlackRock, an estimated $44.7M added.
- The largest Markel Group seller in Q3 2019 was Victory Capital Management, an estimated $38.8M sold.
Based on aggregated 13F filings for Q3 2019.