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Markel Group

520 hedge funds and large institutions have $12.6B invested in Markel Group in 2018 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 154 increasing their positions, 167 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 34

10% more capital invested

Capital invested by funds: $11.4B → $12.6B (+$1.19B)

5% more funds holding

Funds holding: 496520 (+24)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

0.52% less ownership

Funds ownership: 76.92%76.41% (-0.52%)

8% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 167

68% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $31.5M

Holders
520
Holders Change
+24
Holders Change %
+4.84%
% of All Funds
11.89%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.57%
New
65
Increased
154
Reduced
167
Closed
34
Calls
$10.2M
Puts
$31.5M
Net Calls
-$21.3M
Net Calls Change
+$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FPS
451
Fieldpoint Private Securities
Connecticut
$36K
CT
452
CPF Texas
Texas
$36K +$35.3K +30 New
PCG
453
Private Capital Group
Connecticut
$35K
TAIM
454
TD Ameritrade Investment Management
Nebraska
$32K +$31.8K +27 New
MA
455
MCF Advisors
Kentucky
$30K
DWM
456
Destination Wealth Management
California
$30K +$29.4K +25 New
SWM
457
Selective Wealth Management
Virginia
$30K +$29.4K +25 New
OWA
458
One Wealth Advisors
California
$29K -$10.6K -9 -27%
PMFA
459
Plante Moran Financial Advisors
Michigan
$29K
SFA
460
Spectrum Financial Alliance
Kentucky
$29K
MYIA
461
Mount Yale Investment Advisors
Colorado
$28K -$25.9K -22 -47%
PVH
462
Psagot Value Holdings
Israel
$26K
VNA
463
Valley National Advisers
Pennsylvania
$26K
TG
464
TLP Group
Illinois
$25K -$31.8K -27 -56%
GWS
465
Glassman Wealth Services
Virginia
$25K -$2.35K -2 -9%
AS
466
Altshuler Shaham
Israel
$25K +$24.7K +21 New
CCM
467
Cribstone Capital Management
Maine
$24K
JCM
468
Jacobi Capital Management
Pennsylvania
$24K
JA
469
JOYN Advisors
Georgia
$24K
WF
470
WealthTrust Fairport
Ohio
$24K
BDWM
471
Brewin Dolphin Wealth Management
Ireland
$23.8K
WAP
472
Wealthcare Advisory Partners
Pennsylvania
$23K -$7.06K -6 -24%
HNB
473
Huntington National Bank
Ohio
$23K -$2.35K -2 -10%
SPIA
474
Steward Partners Investment Advisory
New York
$23K +$7.06K +6 +46%
MIM
475
MetLife Investment Management
New Jersey
$22.6K +$22.4K +19 New

MKL Hedge Fund Activity: Q3 2018 in Review

520 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2018, worth a combined $12.6B — up 10% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MKL positions and 34 closed out — a net gain of 31 holders — while 154 added to existing stakes and 167 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $212M. The largest seller was Capital Research Global Investors, cutting an estimated $263M.

  • 520 institutional investors held Markel Group (MKL) as of Q3 2018, up from 496 in Q2 2018.
  • Funds reported $12.6B of Markel Group stock for Q3 2018, up 10% quarter-over-quarter.
  • 65 funds opened new Markel Group positions in Q3 2018 and 34 closed out, a net change of +31 holders.
  • The largest Markel Group buyer in Q3 2018 was Capital International Investors, an estimated $212M added.
  • The largest Markel Group seller in Q3 2018 was Capital Research Global Investors, an estimated $263M sold.

Based on aggregated 13F filings for Q3 2018.