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Markel Group
MKL

Overview Fund Activity

474 hedge funds and large institutions have $12.4B invested in Markel Group in 2017 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 146 increasing their positions, 145 reducing their positions, and 33 closing their positions.

Holders
474
Holders Change
+27
Holders Change %
+6.04%
% of All Funds
10.77%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.66%
New
62
Increased
146
Reduced
145
Closed
33
Calls
$18.7M
Puts
$30.8M
Net Calls
-$12.1M
Net Calls Change
-$16.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$124M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$56M
3
MVIP
3
Mar Vista Investment Partners
California
$153M
4
Ameriprise
4
Ameriprise
Minnesota
$33.8M
5
HWA
5
Heritage Wealth Advisors
Virginia
$23.4M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$319M
2
Bank of America
2
Bank of America
North Carolina
$82.2M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$19.1M
4
Canada Life
4
Canada Life
Manitoba, Canada
$98M
5
EIP
5
Epoch Investment Partners
New York
$22.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
51
Invesco
Georgia
$40M 35,118 +7,645 +28%
VNIM
52
Vaughan Nelson Investment Management
Texas
$37.4M 32,800 – –
GPCM
53
Greenbrier Partners Capital Management
Texas
$36.8M 32,285 – –
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$36.3M 31,866 +2,432 +8%
TSW
55
Thompson Siegel & Walmsley
Virginia
$36.1M 31,710 +996 +3%
GC
56
Giverny Capital
Quebec, Canada
$35M 30,727 +270 +0.9%
Ameriprise
57
Ameriprise
Minnesota
$33.8M 29,708 +16,499 +125%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$33M 28,990 +985 +4%
Charles Schwab
59
Charles Schwab
California
$32.3M 28,340 +960 +4%
CS
60
Credit Suisse
Switzerland
$31M 27,171 +6,806 +33%
FIM
61
Frontier Investment Management
Texas
$29.3M 25,731 +985 +4%
PPA
62
Parametric Portfolio Associates
Washington
$29M 25,469 +1,071 +4%
ACA
63
Anchor Capital Advisors
Massachusetts
$29M 25,459 +3,473 +16%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$27.4M 24,066 +259 +1%
Janus Henderson Group
65
Janus Henderson Group
United Kingdom
$26.8M 23,554 +10,945 +87%
UBS Group
66
UBS Group
Switzerland
$25.2M 22,100 +2,715 +14%
TCIM
67
TIAA CREF Investment Management
New York
$24.8M 21,738 -2,023 -9%
LI
68
Lafayette Investments
Maryland
$24.4M 21,377 -321 -1%
Asset Management One
69
Asset Management One
Japan
$24.3M 21,315 -6 -0%
SI
70
Sentry Investments
Ontario, Canada
$24M 21,100 -1,000 -5%
HK
71
Horizon Kinetics
New York
$23.8M 20,922 -44 -0.2%
HWA
72
Heritage Wealth Advisors
Virginia
$23.4M 20,507 +15,586 +317%
AAF
73
Andra AP-fonden
Sweden
$23.1M 20,240 -759 -4%
EIP
74
Epoch Investment Partners
New York
$22.5M 19,791 -17,432 -47%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$21.6M 18,923 +649 +4%
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