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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
KFC
551
Klingenstein Fields & Co
New York
-$208K -200 Closed
NIM
552
Nexus Investment Management
Ontario, Canada
-$208K -200 Closed
WA
553
Wheatland Advisors
Pennsylvania
-$208K -200 Closed
WSTAM
554
Wilbanks Smith & Thomas Asset Management
Virginia
-$208K -200 Closed
CCA
555
Checchi Capital Advisers
California
-$204K -197 Closed
Teacher Retirement System of Texas
556
Teacher Retirement System of Texas
Texas
-$201K -194 Closed
CA
557
Claro Advisors
Massachusetts
-$145K -122 Closed
MOS
558
MGO One Seven
Ohio
-$49K -48 Closed
RT
559
Rockland Trust
Massachusetts
-$34K -33 Closed
WEC
560
Winslow Evans & Crocker
Massachusetts
-$34K -32 Closed
SFA
561
Spectrum Financial Alliance
Kentucky
-$25K -25 Closed
WWM
562
Willingdon Wealth Management
North Carolina
-$23K -22 Closed
JA
563
JOYN Advisors
Georgia
-$21K -20 Closed
GWMIA
564
Global Wealth Management Investment Advisory
Florida
-$19K -18 Closed
RFA
565
Reilly Financial Advisors
California
-$16K -15 Closed
TCM
566
Tributary Capital Management
Nebraska
-$16K -15 Closed
WOC
567
West Oak Capital
California
-$15.6K -15 Closed
KPW
568
Kore Private Wealth
New York
-$8K -8 Closed
WTB
569
Washington Trust Bank
Washington
-$4K -4 Closed
LWCFA
570
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$2K -2 Closed
QI
571
QS Investors
New York
-$2K -1 Closed
AC
572
Avestar Capital
New York
+$1.02K +1 New

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.