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Markel Group
MKL

Overview Fund Activity

521 hedge funds and large institutions have $10.6B invested in Markel Group in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 180 increasing their positions, 157 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
–
Holders Change %
0%
% of All Funds
11.29%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.5%
New
56
Increased
180
Reduced
157
Closed
49
Calls
$10.2M
Puts
$19.8M
Net Calls
-$9.66M
Net Calls Change
+$6.3M

Top Buyers

1
DDC
DF Dent & Co
Maryland
$127M
2
BlackRock
BlackRock
New York
$935M
3
MVIP
Mar Vista Investment Partners
California
$190M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$24.8M
5
State Street
State Street
Massachusetts
$335M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$118M
2
Victory Capital Management
Victory Capital Management
Texas
$132M
3
Capital International Investors
Capital International Investors
California
$153M
4
Citadel Advisors
Citadel Advisors
Florida
$9M
5
VNIM
Vaughan Nelson Investment Management
Texas
$4.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
501
TrustCore Financial Services
Tennessee
$6K +$6K +6 New
DBT
502
Dubuque Bank & Trust
Iowa
$6K +$6K +6 New
SA
503
SRH Advisors
Kansas
$5K – – –
GCM
504
Gables Capital Management
Florida
$5K – – –
BBA
505
Braun-Bostich & Associates
Pennsylvania
$5K – – –
FHA
506
First Horizon Advisors
Tennessee
$4K -$80K -100 -95%
PFBT
507
Parkside Financial Bank & Trust
Missouri
$4K +$2K +2 +100%
CFGS
508
Concourse Financial Group Securities
Alabama
$4K +$2.67K +4 +200%
BCA
509
Berman Capital Advisors
Georgia
$4K +$3.2K +4 +400%
WTC
510
WhitTier Trust Company
Nevada
$3K – – –
BWM
511
BerganKDV Wealth Management
Minnesota
$3K – – –
ZB
512
Zions Bancorporation
Utah
$3K +$3K +3 New
SMFS
513
Squar Milner Financial Services
California
$3K +$3K +4 New
BFC
514
Bedel Financial Consulting
Indiana
$2K – – –
PFP
515
Pinnacle Financial Partners
Tennessee
$2K +$2K +2 New
RIA
516
Realta Investment Advisors
Delaware
$2K +$2K +2 New
ESB
517
Essex Savings Bank
Connecticut
$1K – – –
CFA
518
Camarda Financial Advisors
Florida
$1K +$1K +1 New
ACA
519
Ackerman Capital Advisors
Texas
$304 – – –
GT
520
Glenmede Trust
Pennsylvania
$74 – – –
KC
521
Kepos Capital
New York
– -$7.07M -6,811 Closed
CB
522
Cooke & Bieler
Pennsylvania
– -$4.7M -4,526 Closed
AIM
523
Assured Investment Management
New York
– -$4.46M -4,296 Closed
RPI
524
Railway Pension Investments
United Kingdom
– -$4.29M -4,133 Closed
SCM
525
Stevens Capital Management
Pennsylvania
– -$4.11M -3,963 Closed
19 20
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