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Markel Group

523 hedge funds and large institutions have $10.6B invested in Markel Group in 2019 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 180 increasing their positions, 157 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 49

15% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 157

0.34% more ownership

Funds ownership: 76.37%76.71% (+0.34%)

0% more funds holding

Funds holding: 522523 (+1)

4% less capital invested

Capital invested by funds: $11B → $10.6B (-$421M)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

49% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $19.8M

Holders
523
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
11.32%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.5%
New
57
Increased
180
Reduced
157
Closed
49
Calls
$10.2M
Puts
$19.8M
Net Calls
-$9.66M
Net Calls Change
+$6.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
51
Giverny Capital
Quebec, Canada
$36.4M +$2.12M +2,085 +6%
TCIM
52
TIAA CREF Investment Management
New York
$34.2M +$19.5M +19,239 +127%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$32.4M -$762K -750 -2%
GPCM
54
Greenbrier Partners Capital Management
Texas
$32.2M
FIM
55
Frontier Investment Management
Texas
$31.6M +$2.24M +2,206 +7%
Invesco
56
Invesco
Georgia
$28.9M -$2.54M -2,504 -8%
SIM
57
Sprucegrove Investment Management
Ontario, Canada
$28.6M -$3.66M -3,600 -11%
AQR Capital Management
58
AQR Capital Management
Connecticut
$27.9M -$1.65M -1,629 -5%
CS
59
Credit Suisse
Switzerland
$27.5M -$3M -2,959 -10%
Janus Henderson Group
60
Janus Henderson Group
United Kingdom
$25M +$968K +953 +4%
Balyasny Asset Management
61
Balyasny Asset Management
Illinois
$24.8M +$25.3M +24,925 New
ACM
62
Alta Capital Management
Utah
$24.5M +$5.56M +5,477 +29%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$22.2M -$429K -422 -2%
RJA
64
Raymond James & Associates
Florida
$20.4M +$990K +975 +5%
LI
65
Lafayette Investments
Maryland
$19.9M -$1.04M -1,028 -5%
HKAM
66
Horizon Kinetics Asset Management
New York
$19.9M +$20.3M +19,956 New
HP
67
Hosking Partners
United Kingdom
$19.2M -$101K -99 -0.5%
HWA
68
Heritage Wealth Advisors
Virginia
$19M -$4.3M -4,239 -18%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$18.5M +$240K +236 +1%
MAA
70
Mraz Amerine & Associates
California
$18.3M +$2.54M +2,502 +16%
UBS Group
71
UBS Group
Switzerland
$18.2M -$279K -275 -1%
SC
72
Steginsky Capital
New York
$18M +$1.45M +1,432 +9%
SFG
73
Sather Financial Group
Texas
$17.8M +$2.94M +2,898 +19%
National Pension Service
74
National Pension Service
South Korea
$17.2M +$722K +711 +4%
Los Angeles Capital Management
75
Los Angeles Capital Management
California
$17.1M -$883K -870 -5%

MKL Hedge Fund Activity: Q1 2019 in Review

523 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2019, worth a combined $10.6B — down 3.8% from $11B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new MKL positions and 49 closed out — a net gain of 8 holders — while 180 added to existing stakes and 157 trimmed.

The largest buyer was DF Dent & Co, adding an estimated $40M. The largest seller was Bessemer Group, cutting an estimated $54.4M.

  • 523 institutional investors held Markel Group (MKL) as of Q1 2019, up from 522 in Q4 2018.
  • Funds reported $10.6B of Markel Group stock for Q1 2019, down 3.8% quarter-over-quarter.
  • 57 funds opened new Markel Group positions in Q1 2019 and 49 closed out, a net change of +8 holders.
  • The largest Markel Group buyer in Q1 2019 was DF Dent & Co, an estimated $40M added.
  • The largest Markel Group seller in Q1 2019 was Bessemer Group, an estimated $54.4M sold.

Based on aggregated 13F filings for Q1 2019.