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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
TWA
451
TCI Wealth Advisors
Arizona
$32K
CI
452
CX Institutional
Indiana
$30K
FPS
453
Fieldpoint Private Securities
Connecticut
$30K
SL
454
Salomon & Ludwin
Virginia
$30K
AWM
455
Aevitas Wealth Management
Massachusetts
$29K -$50.8K -50 -63%
AA
456
Advisory Alpha
Michigan
$28.2K +$27.4K +27 New
DWM
457
Destination Wealth Management
California
$28K +$3.05K +3 +12%
PCG
458
Private Capital Group
Connecticut
$27K
BBNA
459
Bremer Bank National Association
Minnesota
$24K +$22.3K +22 New
ACA
460
Anchor Capital Advisors
Massachusetts
$23.5K +$798K +786 +3%
PVH
461
Psagot Value Holdings
Israel
$22K
VNA
462
Valley National Advisers
Pennsylvania
$22K
GWS
463
Glassman Wealth Services
Virginia
$21K
CCM
464
Cribstone Capital Management
Maine
$20K
JCM
465
Jacobi Capital Management
Pennsylvania
$20K
WF
466
WealthTrust Fairport
Ohio
$20K
BDWM
467
Brewin Dolphin Wealth Management
Ireland
$19.9K
WCM
468
Whitener Capital Management
North Carolina
$19K -$165K -162 -89%
PCP
469
Proficio Capital Partners
Massachusetts
$19K -$73.1K -72 -79%
WAP
470
Wealthcare Advisory Partners
Pennsylvania
$19K
MIM
471
MetLife Investment Management
New Jersey
$18.9K
IA
472
IFP Advisors
Florida
$18K -$61.9K -61 -77%
LC
473
Lavaca Capital
Texas
$18K
VFA
474
Valeo Financial Advisors
Indiana
$17K
AF
475
Advisornet Financial
Minnesota
$16K

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.