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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
Bank of America
26
Bank of America
North Carolina
$84.2M +$12.9M +12,742 +18%
Swiss National Bank
27
Swiss National Bank
Switzerland
$82.2M +$2.18M +2,150 +3%
Mackenzie Financial
28
Mackenzie Financial
Ontario, Canada
$81.3M +$11.6M +11,461 +16%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$78.9M +$12M +11,840 +18%
ESBC
30
E.S. Barr & Co
Kentucky
$74.4M +$3.29M +3,235 +5%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$73.4M +$2.33M +2,298 +3%
DWA
32
Douglass Winthrop Advisors
New York
$72.4M +$5.27M +5,190 +8%
AC
33
Avenir Corporation
Virginia
$68.2M +$894K +880 +1%
Mitsubishi UFJ Trust & Banking
34
Mitsubishi UFJ Trust & Banking
Japan
$64M -$2.21M -2,174 -3%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$61.9M +$2.74M +2,702 +5%
Goldman Sachs
36
Goldman Sachs
New York
$61.6M +$2.02M +1,985 +3%
Wells Fargo
37
Wells Fargo
California
$59.9M +$5.95M +5,863 +11%
BMO
38
Beck Mack & Oliver
New York
$58.7M -$12.7M -12,479 -17%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$58.5M +$688K +677 +1%
CIM
40
Confluence Investment Management
Missouri
$56.8M -$2.42M -2,383 -4%
PPA
41
Parametric Portfolio Associates
Washington
$56.3M +$18.6M +18,340 +48%
MIH
42
Madison Investment Holdings
Wisconsin
$55.8M +$1.48M +1,456 +3%
UBS AM
43
UBS AM
Illinois
$55.4M -$190K -187 -0.3%
SCM
44
Sterling Capital Management
North Carolina
$53.2M -$4.27M -4,207 -7%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$51.8M -$1.64M -1,612 -3%
TSW
46
Thompson Siegel & Walmsley
Virginia
$46.7M +$4.97M +4,894 +12%
CCP
47
Clarkston Capital Partners
Michigan
$46.7M +$1.74M +1,717 +4%
Charles Schwab
48
Charles Schwab
California
$46.5M +$13.6M +13,353 +40%
MAMU
49
Marathon Asset Management (UK)
United Kingdom
$44.9M +$2.74M +2,698 +6%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$38.8M +$4.05M +3,993 +11%

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.