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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
GRP
501
Global Retirement Partners
California
$6K
Carson Wealth (CWM LLC)
502
Carson Wealth (CWM LLC)
Nebraska
$6K +$4.06K +4 +400%
DBT
503
Dubuque Bank & Trust
Iowa
$6K +$6.09K +6 New
TFS
504
TrustCore Financial Services
Tennessee
$6K +$6.09K +6 New
BBA
505
Braun-Bostich & Associates
Pennsylvania
$5K
GCM
506
Gables Capital Management
Florida
$5K
SA
507
SRH Advisors
Kansas
$5K
FHA
508
First Horizon Advisors
Tennessee
$4K -$102K -100 -95%
PFBT
509
Parkside Financial Bank & Trust
Missouri
$4K +$2.03K +2 +100%
BCA
510
Berman Capital Advisors
Georgia
$4K +$4.06K +4 +400%
CFGS
511
Concourse Financial Group Securities
Alabama
$4K +$4.06K +4 +200%
BWM
512
BerganKDV Wealth Management
Minnesota
$3K
WTC
513
WhitTier Trust Company
Nevada
$3K
ZB
514
Zions Bancorporation
Utah
$3K +$3.05K +3 New
SMFS
515
Squar Milner Financial Services
California
$3K +$4.06K +4 New
BFC
516
Bedel Financial Consulting
Indiana
$2K
PFPT
517
Pinnacle Financial Partners (Tennessee)
Tennessee
$2K +$2.03K +2 New
RIA
518
Realta Investment Advisors
Delaware
$2K +$2.03K +2 New
ESB
519
Essex Savings Bank
Connecticut
$1K
CFA
520
Camarda Financial Advisors
Florida
$1K +$1.02K +1 New
ACA
521
Ackerman Capital Advisors
Texas
$304
GT
522
Glenmede Trust
Pennsylvania
$74
KC
523
Kepos Capital
New York
-$7.07M -6,811 Closed
CB
524
Cooke & Bieler
Pennsylvania
-$4.7M -4,526 Closed
AIM
525
Assured Investment Management
New York
-$4.46M -4,296 Closed

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.