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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
QCG
476
Quadrant Capital Group
Ohio
$16K
CAGAS
477
Capital Advisory Group Advisory Services
Minnesota
$16K +$16.2K +16 New
RCAG
478
Rehmann Capital Advisory Group
Michigan
$15.9K -$1.02K -1 -6%
HNB
479
Huntington National Bank
Ohio
$15K
POIA
480
Pin Oak Investment Advisors
Texas
$14K
SFSIG
481
San Francisco Sentry Investment Group
California
$14K
EWM
482
Executive Wealth Management
Michigan
$14K +$14.2K +14 New
MC
483
Machina Capital
France
$14K +$14.2K +14 New
Korea Investment Corp
484
Korea Investment Corp
South Korea
$13K -$1.53M -1,510 -99%
CIAS
485
Capital Investment Advisory Services
North Carolina
$13K
DAM
486
Delta Asset Management
Tennessee
$13K
PFO
487
Pathstone Family Office
New Jersey
$12K +$12.2K +12 New
ATC
488
Adirondack Trust Company
New York
$11K
SFG
489
SevenBridge Financial Group
Pennsylvania
$11K
VCM
490
Versant Capital Management
Arizona
$10K -$1.02K -1 -8%
CWA
491
Clarus Wealth Advisors
Arizona
$10K
OWA
492
One Wealth Advisors
California
$10K +$10.2K +10 New
AIM
493
Anchor Investment Management
South Carolina
$9.96K
ADL
494
Asset Dedication LLC
California
$9K
AWM
495
Avior Wealth Management
Nebraska
$9K
CAM
496
Cresset Asset Management
Illinois
$8K
SF
497
Synovus Financial
Georgia
$8K
EARNEST Partners
498
EARNEST Partners
Georgia
$7K
WCM
499
WealthBridge Capital Management
Ohio
$7K
AIA
500
Alera Investment Advisors
Illinois
$6K

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.