MKL icon

Markel Group
MKL

Overview Fund Activity

474 hedge funds and large institutions have $12.4B invested in Markel Group in 2017 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 146 increasing their positions, 145 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+27
Holders Change %
+6.04%
% of All Funds
10.77%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.66%
New
62
Increased
146
Reduced
145
Closed
33
Calls
$18.7M
Puts
$30.8M
Net Calls
-$12.1M
Net Calls Change
-$16.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$124M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$56M
3
MVIP
Mar Vista Investment Partners
California
$153M
4
Ameriprise
Ameriprise
Minnesota
$33.8M
5
HWA
Heritage Wealth Advisors
Virginia
$23.4M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$319M
2
Bank of America
Bank of America
North Carolina
$82.2M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$19.1M
4
Canada Life
Canada Life
Manitoba, Canada
$98M
5
EIP
Epoch Investment Partners
New York
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EARNEST Partners
451
EARNEST Partners
Georgia
$8K +$8K +7 New
OIA
452
OneDigital Investment Advisors
Kansas
$7K – – –
GRP
453
Global Retirement Partners
California
$7K – – –
QCG
454
Quadrant Capital Group
Ohio
$6K – – –
ATC
455
Adirondack Trust Company
New York
$6K – – –
SA
456
SRH Advisors
Kansas
$6K – – –
GFP
457
Gryphon Financial Partners
Ohio
$6K +$6K +5 New
JWA
458
JFS Wealth Advisors
Pennsylvania
$6K +$6K +5 New
BBA
459
Braun-Bostich & Associates
Pennsylvania
$6K +$6K +5 New
TDC
460
Thompson Davis & Co
Virginia
$5K – – –
AssetMark Inc
461
AssetMark Inc
California
$5K – – –
GWS
462
Glassman Wealth Services
Virginia
$5K +$5K +4 New
WTC
463
WhitTier Trust Company
Nevada
$3K – – –
PFBT
464
Parkside Financial Bank & Trust
Missouri
$2K – – –
LWCFA
465
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K – – –
OFS
466
Orrstown Financial Services
Pennsylvania
$2K – – –
WA
467
Winfield Associates
Ohio
$2K – – –
AMCA
468
Arthur M. Cohen & Associates
Illinois
$1.11K +$1.11K +1,073 New
Carson Wealth (CWM LLC)
469
Carson Wealth (CWM LLC)
Nebraska
$1K -$5K -5 -83%
Federated Hermes
470
Federated Hermes
Pennsylvania
$1K – – –
QI
471
QS Investors
New York
$1K – – –
GI
472
Gradient Investments
Minnesota
$1K +$1K +1 New
FGC
473
Financial Gravity Companies
Texas
$1K +$1K +1 New
PCG
474
Private Capital Group
Connecticut
$34 +$34 +30 New
Credit Agricole
475
Credit Agricole
France
– -$3.79M -3,545 Closed
17 18
19
20 21