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Markel Group

520 hedge funds and large institutions have $12.6B invested in Markel Group in 2018 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 154 increasing their positions, 167 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 34

10% more capital invested

Capital invested by funds: $11.4B → $12.6B (+$1.19B)

5% more funds holding

Funds holding: 496520 (+24)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

0.52% less ownership

Funds ownership: 76.92%76.41% (-0.52%)

8% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 167

68% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $31.5M

Holders
520
Holders Change
+24
Holders Change %
+4.84%
% of All Funds
11.89%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.57%
New
65
Increased
154
Reduced
167
Closed
34
Calls
$10.2M
Puts
$31.5M
Net Calls
-$21.3M
Net Calls Change
+$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
501
Wagner Wealth Management (South Carolina)
South Carolina
$7K
SEI Investments
502
SEI Investments
Pennsylvania
$6K -$800K -680 -99%
BBA
503
Braun-Bostich & Associates
Pennsylvania
$6K
GCM
504
Gables Capital Management
Florida
$6K
SA
505
SRH Advisors
Kansas
$6K
PFBT
506
Parkside Financial Bank & Trust
Missouri
$6K +$3.53K +3 +150%
AssetMark Inc
507
AssetMark Inc
California
$5K
ML
508
McAdam LLC
Pennsylvania
$5K
TDC
509
Thompson Davis & Co
Virginia
$5K
WTB
510
Washington Trust Bank
Washington
$5K
SIAP
511
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K +$4.71K +4 New
BWM
512
BerganKDV Wealth Management
Minnesota
$4K
WTC
513
WhitTier Trust Company
Nevada
$4K
CFGS
514
Concourse Financial Group Securities
Alabama
$4K +$3.53K +3 New
LWCFA
515
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
APP
516
Avantax Planning Partners
Iowa
$2K +$2.35K +2 New
BFC
517
Bedel Financial Consulting
Indiana
$2K +$2.35K +2 New
AMCA
518
Arthur M. Cohen & Associates
Illinois
$1.22K -$64.7K -55 -5%
QI
519
QS Investors
New York
$1K
AIIMS
520
Analyst IMS Investment Management Services
Israel
$54 +$53K +45 New
CWM
521
Cornerstone Wealth Management
Missouri
-$16K -17,338 Closed
Envestnet Asset Management
522
Envestnet Asset Management
Illinois
-$5.03M -4,638 Closed
AIMCA
523
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$4.34M -4,000 Closed
Boston Partners
524
Boston Partners
Massachusetts
-$1.65M -1,525 Closed
NAM
525
Needelman Asset Management
California
-$1.4M -1,295 Closed

MKL Hedge Fund Activity: Q3 2018 in Review

520 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2018, worth a combined $12.6B — up 10% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MKL positions and 34 closed out — a net gain of 31 holders — while 154 added to existing stakes and 167 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $212M. The largest seller was Capital Research Global Investors, cutting an estimated $263M.

  • 520 institutional investors held Markel Group (MKL) as of Q3 2018, up from 496 in Q2 2018.
  • Funds reported $12.6B of Markel Group stock for Q3 2018, up 10% quarter-over-quarter.
  • 65 funds opened new Markel Group positions in Q3 2018 and 34 closed out, a net change of +31 holders.
  • The largest Markel Group buyer in Q3 2018 was Capital International Investors, an estimated $212M added.
  • The largest Markel Group seller in Q3 2018 was Capital Research Global Investors, an estimated $263M sold.

Based on aggregated 13F filings for Q3 2018.