We are live on ! Find out more
MKL icon

Markel Group

493 hedge funds and large institutions have $12.6B invested in Markel Group in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 128 increasing their positions, 180 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 30

4% more funds holding

Funds holding: 476493 (+17)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

1% more capital invested

Capital invested by funds: $12.4B → $12.6B (+$179M)

1.06% less ownership

Funds ownership: 78.32%77.26% (-1.1%)

29% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 180

60% less call options, than puts

Call options by funds: $14.1M | Put options by funds: $35M

Holders
493
Holders Change
+17
Holders Change %
+3.57%
% of All Funds
11.3%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.69%
New
52
Increased
128
Reduced
180
Closed
30
Calls
$14.1M
Puts
$35M
Net Calls
-$20.9M
Net Calls Change
-$8.78M
Name Holding Trade Value Shares
Change
Change in
Stake
GPCM
51
Greenbrier Partners Capital Management
Texas
$37.8M
Deutsche Bank
52
Deutsche Bank
Germany
$37.1M +$15.4M +13,716 +76%
GC
53
Giverny Capital
Quebec, Canada
$37.1M +$1.06M +939 +3%
TSW
54
Thompson Siegel & Walmsley
Virginia
$37M -$114K -101 -0.3%
VNIM
55
Vaughan Nelson Investment Management
Texas
$36.4M -$1.91M -1,700 -5%
Ameriprise
56
Ameriprise
Minnesota
$36.4M +$1.54M +1,370 +5%
CS
57
Credit Suisse
Switzerland
$36.1M +$4.14M +3,674 +14%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$34.4M -$2.74M -2,436 -8%
Charles Schwab
59
Charles Schwab
California
$34.3M +$1.12M +992 +4%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$32.1M -$1.74M -1,544 -5%
FIM
61
Frontier Investment Management
Texas
$31.5M +$1.38M +1,227 +5%
PPA
62
Parametric Portfolio Associates
Washington
$30.6M +$780K +693 +3%
ACA
63
Anchor Capital Advisors
Massachusetts
$29.6M -$178K -158 -0.6%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$27.3M -$837K -744 -3%
EVM
65
Eaton Vance Management
Massachusetts
$26.1M +$12.6M +11,153 +100%
LI
66
Lafayette Investments
Maryland
$24.9M -$102K -91 -0.4%
Asset Management One
67
Asset Management One
Japan
$24.9M -$54K -48 -0.2%
HK
68
Horizon Kinetics
New York
$24.4M -$60.8K -54 -0.3%
SI
69
Sentry Investments
Ontario, Canada
$24.3M -$338K -300 -1%
TCIM
70
TIAA CREF Investment Management
New York
$23.2M -$2.12M -1,887 -9%
HWA
71
Heritage Wealth Advisors
Virginia
$23.1M -$882K -784 -4%
UBS Group
72
UBS Group
Switzerland
$22.5M -$3.19M -2,833 -13%
ACM
73
Alta Capital Management
Utah
$22.3M +$675K +600 +3%
RJA
74
Raymond James & Associates
Florida
$22.1M +$174K +155 +0.8%
HP
75
Hosking Partners
United Kingdom
$21.5M +$895K +795 +5%

MKL Hedge Fund Activity: Q1 2018 in Review

493 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2018, worth a combined $12.6B — up 1.4% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new MKL positions and 30 closed out — a net gain of 22 holders — while 128 added to existing stakes and 180 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $51.2M. The largest seller was Bares Capital Management, exiting entirely with an estimated $145M sold.

  • 493 institutional investors held Markel Group (MKL) as of Q1 2018, up from 476 in Q4 2017.
  • Funds reported $12.6B of Markel Group stock for Q1 2018, up 1.4% quarter-over-quarter.
  • 52 funds opened new Markel Group positions in Q1 2018 and 30 closed out, a net change of +22 holders.
  • The largest Markel Group buyer in Q1 2018 was Thrivent Financial for Lutherans, an estimated $51.2M added.
  • The largest Markel Group seller in Q1 2018 was Bares Capital Management, an estimated $145M sold.

Based on aggregated 13F filings for Q1 2018.