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Markel Group

496 hedge funds and large institutions have $11.4B invested in Markel Group in 2018 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 158 increasing their positions, 156 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 40

1% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 156

1% more funds holding

Funds holding: 493496 (+3)

0.34% less ownership

Funds ownership: 77.26%76.92% (-0.34%)

9% less capital invested

Capital invested by funds: $12.6B → $11.4B (-$1.14B)

17% less funds holding in top 10

Funds holding in top 10: 3025 (-5)

71% less call options, than puts

Call options by funds: $13.9M | Put options by funds: $48.7M

Holders
496
Holders Change
+3
Holders Change %
+0.61%
% of All Funds
11.36%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.57%
New
47
Increased
158
Reduced
156
Closed
40
Calls
$13.9M
Puts
$48.7M
Net Calls
-$34.8M
Net Calls Change
-$14M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$40.4M +$8.87M +7,855 +27%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$36.1M -$3.73M -3,300 -9%
GC
53
Giverny Capital
Quebec, Canada
$35M +$737K +653 +2%
GPCM
54
Greenbrier Partners Capital Management
Texas
$35M
Charles Schwab
55
Charles Schwab
California
$33.5M +$1.77M +1,570 +5%
Janus Henderson Group
56
Janus Henderson Group
United Kingdom
$33.5M +$19M +16,781 +119%
Ameriprise
57
Ameriprise
Minnesota
$33.2M -$557K -493 -2%
CS
58
Credit Suisse
Switzerland
$32.9M -$545K -483 -2%
VNIM
59
Vaughan Nelson Investment Management
Texas
$31.9M -$1.95M -1,725 -6%
FIM
60
Frontier Investment Management
Texas
$31M +$1.83M +1,622 +6%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$27.6M -$2.2M -1,950 -7%
PPA
62
Parametric Portfolio Associates
Washington
$26.4M -$2.08M -1,846 -7%
ACA
63
Anchor Capital Advisors
Massachusetts
$25.6M -$1.87M -1,660 -7%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$25.2M -$106K -94 -0.4%
Asset Management One
65
Asset Management One
Japan
$23.3M +$253K +224 +1%
LI
66
Lafayette Investments
Maryland
$23.1M +$4.52K +4 +0%
HK
67
Horizon Kinetics
New York
$22.6M -$68.9K -61 -0.3%
CI Investments Inc
68
CI Investments Inc
Ontario, Canada
$22.3M +$23.3M +20,600 New
Los Angeles Capital Management
69
Los Angeles Capital Management
California
$21.4M +$22.3M +19,760 New
RJA
70
Raymond James & Associates
Florida
$21.2M +$774K +685 +4%
ACM
71
Alta Capital Management
Utah
$20.9M +$255K +226 +1%
HWA
72
Heritage Wealth Advisors
Virginia
$20.8M -$601K -532 -3%
AQR Capital Management
73
AQR Capital Management
Connecticut
$20.8M +$2.19M +1,937 +11%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$20.3M +$997K +883 +5%
HP
75
Hosking Partners
United Kingdom
$20.1M +$115K +102 +0.6%

MKL Hedge Fund Activity: Q2 2018 in Review

496 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q2 2018, worth a combined $11.4B — down 9.1% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MKL positions and 40 closed out — a net gain of 7 holders — while 158 added to existing stakes and 156 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $32.8M. The largest seller was Atlanta Capital Management, cutting an estimated $66.8M.

  • 496 institutional investors held Markel Group (MKL) as of Q2 2018, up from 493 in Q1 2018.
  • Funds reported $11.4B of Markel Group stock for Q2 2018, down 9.1% quarter-over-quarter.
  • 47 funds opened new Markel Group positions in Q2 2018 and 40 closed out, a net change of +7 holders.
  • The largest Markel Group buyer in Q2 2018 was Goldman Sachs, an estimated $32.8M added.
  • The largest Markel Group seller in Q2 2018 was Atlanta Capital Management, an estimated $66.8M sold.

Based on aggregated 13F filings for Q2 2018.