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Markel Group

437 hedge funds and large institutions have $10.5B invested in Markel Group in 2017 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 148 increasing their positions, 148 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 18

4% more funds holding

Funds holding: 420437 (+17)

2% more capital invested

Capital invested by funds: $10.3B → $10.5B (+$180M)

0.58% more ownership

Funds ownership: 76.55%77.13% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 2828 (0)

0% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 148

89% less call options, than puts

Call options by funds: $2.93M | Put options by funds: $26.3M

Holders
437
Holders Change
+17
Holders Change %
+4.05%
% of All Funds
10.9%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.7%
New
41
Increased
148
Reduced
148
Closed
18
Calls
$2.93M
Puts
$26.3M
Net Calls
-$23.4M
Net Calls Change
+$8.57M
Name Holding Trade Value Shares
Change
Change in
Stake
MIH
26
Madison Investment Holdings
Wisconsin
$88.3M +$39.8K +41 +0%
Northern Trust
27
Northern Trust
Illinois
$84.5M +$74.7K +77 +0.1%
FAM
28
Fenimore Asset Management
New York
$83.8M -$186K -192 -0.2%
BMO
29
Beck Mack & Oliver
New York
$82.9M -$970K -999 -1%
Swiss National Bank
30
Swiss National Bank
Switzerland
$80M +$1.55M +1,600 +2%
Wells Fargo
31
Wells Fargo
California
$73.5M -$6.52M -6,719 -8%
Bank of America
32
Bank of America
North Carolina
$72.9M -$3.48M -3,590 -5%
SCM
33
Sterling Capital Management
North Carolina
$70.3M -$2.34M -2,408 -3%
ESBC
34
E.S. Barr & Co
Kentucky
$68.4M -$773K -796 -1%
Legal & General Group
35
Legal & General Group
United Kingdom
$68.1M +$3.74M +3,854 +6%
CIM
36
Confluence Investment Management
Missouri
$66M +$6.12M +6,301 +10%
Goldman Sachs
37
Goldman Sachs
New York
$65.7M +$7.43M +7,658 +13%
SIM
38
Sprucegrove Investment Management
Ontario, Canada
$60.8M -$18.5M -19,072 -23%
DWA
39
Douglass Winthrop Advisors
New York
$57.5M -$518K -534 -0.9%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$55.6M +$95.1K +98 +0.2%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$53.7M +$289K +298 +0.5%
UBS AM
42
UBS AM
Illinois
$49.7M +$1.29M +1,326 +3%
Mackenzie Financial
43
Mackenzie Financial
Ontario, Canada
$49.3M +$2.73M +2,812 +6%
TSW
44
Thompson Siegel & Walmsley
Virginia
$46.1M +$9.72M +10,014 +27%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$44.7M +$220K +227 +0.5%
CCP
46
Clarkston Capital Partners
Michigan
$44M +$3.12M +3,211 +8%
Lord, Abbett & Co
47
Lord, Abbett & Co
New Jersey
$42.4M +$866K +892 +2%
MAMU
48
Marathon Asset Management (UK)
United Kingdom
$38.1M +$24.2M +24,962 +178%
EIP
49
Epoch Investment Partners
New York
$37.7M -$3.24M -3,339 -8%
CBOA
50
Commonwealth Bank of Australia
Australia
$37.5M +$2.15M +2,216 +6%

MKL Hedge Fund Activity: Q2 2017 in Review

437 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q2 2017, worth a combined $10.5B — up 1.7% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MKL positions and 18 closed out — a net gain of 23 holders — while 148 added to existing stakes and 148 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $33.5M. The largest seller was Atlanta Capital Management, cutting an estimated $36.6M.

  • 437 institutional investors held Markel Group (MKL) as of Q2 2017, up from 420 in Q1 2017.
  • Funds reported $10.5B of Markel Group stock for Q2 2017, up 1.7% quarter-over-quarter.
  • 41 funds opened new Markel Group positions in Q2 2017 and 18 closed out, a net change of +23 holders.
  • The largest Markel Group buyer in Q2 2017 was Wellington Management Group, an estimated $33.5M added.
  • The largest Markel Group seller in Q2 2017 was Atlanta Capital Management, an estimated $36.6M sold.

Based on aggregated 13F filings for Q2 2017.