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Markel Group

493 hedge funds and large institutions have $12.6B invested in Markel Group in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 128 increasing their positions, 180 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 30

4% more funds holding

Funds holding: 476493 (+17)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

1% more capital invested

Capital invested by funds: $12.4B → $12.6B (+$179M)

1.06% less ownership

Funds ownership: 78.32%77.26% (-1.1%)

29% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 180

60% less call options, than puts

Call options by funds: $14.1M | Put options by funds: $35M

Holders
493
Holders Change
+17
Holders Change %
+3.57%
% of All Funds
11.3%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.69%
New
52
Increased
128
Reduced
180
Closed
30
Calls
$14.1M
Puts
$35M
Net Calls
-$20.9M
Net Calls Change
-$8.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$104M -$15.3M -13,624 -13%
FAM
27
Fenimore Asset Management
New York
$99.7M -$142K -126 -0.1%
Swiss National Bank
28
Swiss National Bank
Switzerland
$95.1M -$2.94M -2,610 -3%
Bank of America
29
Bank of America
North Carolina
$88.2M +$3.56M +3,164 +4%
AC
30
Avenir Corporation
Virginia
$87.5M -$13.7M -12,214 -14%
BMO
31
Beck Mack & Oliver
New York
$87M -$1.54M -1,371 -2%
MIH
32
Madison Investment Holdings
Wisconsin
$85.3M -$11M -9,738 -12%
Wells Fargo
33
Wells Fargo
California
$84.8M -$6.56M -5,832 -7%
Legal & General Group
34
Legal & General Group
United Kingdom
$83.8M -$1.98M -1,761 -2%
ESBC
35
E.S. Barr & Co
Kentucky
$80M -$1.03M -917 -1%
CIM
36
Confluence Investment Management
Missouri
$79.2M -$2.86M -2,541 -4%
Mackenzie Financial
37
Mackenzie Financial
Ontario, Canada
$77.6M +$7.39M +6,567 +11%
SCM
38
Sterling Capital Management
North Carolina
$77M -$6.94M -6,170 -9%
DWA
39
Douglass Winthrop Advisors
New York
$73.3M +$5.05M +4,490 +8%
UBS AM
40
UBS AM
Illinois
$70.5M +$9.03M +8,027 +15%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$68.4M +$99K +88 +0.2%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$65.2M +$400K +355 +0.6%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$58.8M +$618K +549 +1%
CB
44
Cooke & Bieler
Pennsylvania
$55M -$851K -756 -2%
Goldman Sachs
45
Goldman Sachs
New York
$53.8M -$6.99M -6,209 -12%
CCP
46
Clarkston Capital Partners
Michigan
$53.8M -$380K -338 -0.7%
SIM
47
Sprucegrove Investment Management
Ontario, Canada
$53.6M -$7.58M -6,730 -13%
Invesco
48
Invesco
Georgia
$50M +$8.55M +7,600 +22%
MAMU
49
Marathon Asset Management (UK)
United Kingdom
$47.3M +$1.7M +1,513 +4%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$42.8M -$563K -500 -1%

MKL Hedge Fund Activity: Q1 2018 in Review

493 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2018, worth a combined $12.6B — up 1.4% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new MKL positions and 30 closed out — a net gain of 22 holders — while 128 added to existing stakes and 180 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $51.2M. The largest seller was Bares Capital Management, exiting entirely with an estimated $145M sold.

  • 493 institutional investors held Markel Group (MKL) as of Q1 2018, up from 476 in Q4 2017.
  • Funds reported $12.6B of Markel Group stock for Q1 2018, up 1.4% quarter-over-quarter.
  • 52 funds opened new Markel Group positions in Q1 2018 and 30 closed out, a net change of +22 holders.
  • The largest Markel Group buyer in Q1 2018 was Thrivent Financial for Lutherans, an estimated $51.2M added.
  • The largest Markel Group seller in Q1 2018 was Bares Capital Management, an estimated $145M sold.

Based on aggregated 13F filings for Q1 2018.