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Markel Group
MKL

509 hedge funds and large institutions have $12.4B invested in Markel Group in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 166 increasing their positions, 162 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 27 → 31 (+4)

8% more capital invested

Capital invested by funds: $11.5B → $12.4B (+$920M)

2% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 162

0.06% less ownership

Funds ownership: 76.23% → 76.17% (-0.06%)

2% less funds holding

Funds holding: 517 → 509 (-8)

13% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 52

54% less call options, than puts

Call options by funds: $13.4M | Put options by funds: $28.8M

Holders
509
Holders Change
-8
Holders Change %
-1.55%
% of All Funds
11.16%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.68%
New
45
Increased
166
Reduced
162
Closed
52
Calls
$13.4M
Puts
$28.8M
Net Calls
-$15.5M
Net Calls Change
-$445K

Top Buyers

1
BlackRock
BlackRock
New York
+$44.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$34.7M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$33.3M
4
Select Equity Group
Select Equity Group
New York
+$24.7M
5
WG
Winton Group
United Kingdom
+$16.7M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$38.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$36.5M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$30.2M
4
VNIM
Vaughan Nelson Investment Management
Texas
-$20.3M
5
Citadel Advisors
Citadel Advisors
Florida
-$19.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
551
Braun-Bostich & Associates
Pennsylvania
– -$5K -5 Closed
CB
552
CNB Bank
Pennsylvania
– -$5K -5 Closed
CQS
553
Credential Qtrade Securities
– -$4.36K -4 Closed
MF
554
Manchester Financial
California
– -$4K -4 Closed
SMFS
555
Squar Milner Financial Services
California
– -$4K -4 Closed
MWC
556
MBM Wealth Consultants
Missouri
– -$3K -3 Closed
SCA
557
Stonebridge Capital Advisors
Minnesota
– -$3K -3 Closed
FBT
558
First Bank & Trust
South Dakota
– -$2K -2 Closed
TPWA
559
TRUE Private Wealth Advisors
Oregon
– -$2K -2 Closed
CFA
560
Camarda Financial Advisors
Florida
– -$1K -1 Closed
NCM
561
Next Capital Management
New York
– -$1K -1 Closed
19 20 21 22
23

MKL Hedge Fund Activity: Q3 2019 in Review

509 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2019, worth a combined $12.4B — up 8% from $11.5B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of MKL and 45 opened new positions — a net loss of 7 holders — while 162 trimmed existing stakes and 166 added.

The largest buyer was BlackRock, adding an estimated $44.7M. The largest seller was Victory Capital Management, cutting an estimated $38.8M.

  • 509 institutional investors held Markel Group (MKL) as of Q3 2019, down from 517 in Q2 2019.
  • Funds reported $12.4B of Markel Group stock for Q3 2019, up 8% quarter-over-quarter.
  • 45 funds opened new Markel Group positions in Q3 2019 and 52 closed out, a net change of -7 holders.
  • The largest Markel Group buyer in Q3 2019 was BlackRock, an estimated $44.7M added.
  • The largest Markel Group seller in Q3 2019 was Victory Capital Management, an estimated $38.8M sold.

Based on aggregated 13F filings for Q3 2019.