We are live on ! Find out more
MKL icon

Markel Group

437 hedge funds and large institutions have $10.5B invested in Markel Group in 2017 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 148 increasing their positions, 148 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 18

4% more funds holding

Funds holding: 420437 (+17)

2% more capital invested

Capital invested by funds: $10.3B → $10.5B (+$180M)

0.58% more ownership

Funds ownership: 76.55%77.13% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 2828 (0)

0% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 148

89% less call options, than puts

Call options by funds: $2.93M | Put options by funds: $26.3M

Holders
437
Holders Change
+17
Holders Change %
+4.05%
% of All Funds
10.9%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.7%
New
41
Increased
148
Reduced
148
Closed
18
Calls
$2.93M
Puts
$26.3M
Net Calls
-$23.4M
Net Calls Change
+$8.57M
Name Holding Trade Value Shares
Change
Change in
Stake
VNIM
51
Vaughan Nelson Investment Management
Texas
$34.3M +$485K +500 +1%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$33.3M -$486K -501 -1%
GPCM
53
Greenbrier Partners Capital Management
Texas
$31.5M
GC
54
Giverny Capital
Quebec, Canada
$29.2M +$325K +335 +1%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$27.8M +$645K +665 +2%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$27.8M +$1.36M +1,400 +5%
TCIM
57
TIAA CREF Investment Management
New York
$25.7M -$2.09M -2,157 -8%
Charles Schwab
58
Charles Schwab
California
$25.5M -$4.19M -4,316 -14%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$25.4M -$1.92M -1,973 -7%
Invesco
60
Invesco
Georgia
$25M +$5.55M +5,718 +29%
FIM
61
Frontier Investment Management
Texas
$23.8M +$539K +555 +2%
CS
62
Credit Suisse
Switzerland
$23.4M -$928K -956 -4%
PPA
63
Parametric Portfolio Associates
Washington
$22.8M -$893K -920 -4%
Deutsche Bank
64
Deutsche Bank
Germany
$22.4M +$3.55M +3,657 +19%
SI
65
Sentry Investments
Ontario, Canada
$21.9M -$679K -700 -3%
LI
66
Lafayette Investments
Maryland
$21.8M -$65K -67 -0.3%
Balyasny Asset Management
67
Balyasny Asset Management
Illinois
$21.8M -$5.27M -5,428 -20%
ACA
68
Anchor Capital Advisors
Massachusetts
$21.8M -$1.07M -1,102 -5%
Asset Management One
69
Asset Management One
Japan
$20.9M +$57.3K +59 +0.3%
HK
70
Horizon Kinetics
New York
$20.7M -$554K -571 -3%
AAF
71
Andra AP-fonden
Sweden
$19.8M -$173K -178 -0.9%
CTI
72
Community Trust & Investment
Kentucky
$18.5M +$34.9K +36 +0.2%
ACM
73
Alta Capital Management
Utah
$18.4M -$278K -286 -1%
SFM
74
Stack Financial Management
Montana
$18.3M -$112K -115 -0.6%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$17.8M +$734K +756 +4%

MKL Hedge Fund Activity: Q2 2017 in Review

437 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q2 2017, worth a combined $10.5B — up 1.7% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MKL positions and 18 closed out — a net gain of 23 holders — while 148 added to existing stakes and 148 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $33.5M. The largest seller was Atlanta Capital Management, cutting an estimated $36.6M.

  • 437 institutional investors held Markel Group (MKL) as of Q2 2017, up from 420 in Q1 2017.
  • Funds reported $10.5B of Markel Group stock for Q2 2017, up 1.7% quarter-over-quarter.
  • 41 funds opened new Markel Group positions in Q2 2017 and 18 closed out, a net change of +23 holders.
  • The largest Markel Group buyer in Q2 2017 was Wellington Management Group, an estimated $33.5M added.
  • The largest Markel Group seller in Q2 2017 was Atlanta Capital Management, an estimated $36.6M sold.

Based on aggregated 13F filings for Q2 2017.