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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
RJA
76
Raymond James & Associates
Florida
$17.6M +$967K +996 +6%
MAA
77
Mraz Amerine & Associates
California
$17.5M -$85.4K -88 -0.5%
HCM
78
Hutchinson Capital Management
California
$17M +$8.74K +9 +0.1%
Franklin Resources
79
Franklin Resources
California
$16.9M -$11.6K -12 -0.1%
WCM
80
Wedge Capital Management
North Carolina
$16.3M +$169K +174 +1%
HP
81
Hosking Partners
United Kingdom
$15.9M +$252K +260 +2%
TA
82
Teachers Advisors
New York
$15.5M +$183K +189 +1%
RhumbLine Advisers
83
RhumbLine Advisers
Massachusetts
$15.4M -$1.32M -1,364 -8%
UBS Group
84
UBS Group
Switzerland
$15M +$749K +772 +5%
Janus Henderson Group
85
Janus Henderson Group
United Kingdom
$14.3M +$12.5M +12,893 +712%
National Pension Service
86
National Pension Service
South Korea
$13.7M +$1.22M +1,255 +10%
SC
87
Steginsky Capital
New York
$13.6M -$112K -115 -0.8%
SFG
88
Sather Financial Group
Texas
$13.1M -$14.6K -15 -0.1%
LC
89
Lincoln Capital
Nebraska
$12.7M +$177K +182 +1%
BGIM
90
Brandywine Global Investment Management
Pennsylvania
$12.5M +$1.07M +1,100 +9%
Ameriprise
91
Ameriprise
Minnesota
$12.4M +$831K +856 +7%
State of Wisconsin Investment Board
92
State of Wisconsin Investment Board
Wisconsin
$11.8M +$2.81M +2,900 +32%
KMC
93
Kirr Marbach & Co
Indiana
$11.7M -$168K -173 -1%
EVM
94
Eaton Vance Management
Massachusetts
$11.1M -$164K -169 -1%
GRQ
95
Gardner Russo & Quinn
Pennsylvania
$10.8M -$146K -150 -1%
CRC
96
Curi RMB Capital
Illinois
$10.5M +$10.5M +10,800 New
HSBC Holdings
97
HSBC Holdings
United Kingdom
$10.4M +$267K +275 +3%
AllianceBernstein
98
AllianceBernstein
Tennessee
$10.3M -$876K -903 -8%
Morgan Stanley
99
Morgan Stanley
New York
$10.3M -$474K -488 -4%
Brown Advisory
100
Brown Advisory
Maryland
$10M +$7.76K +8 +0.1%

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.