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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
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$20.9M -$1.18M -1,045 -6%
AQR Capital Management
77
AQR Capital Management
Connecticut
$20.1M +$384K +341 +2%
HCM
78
Hutchinson Capital Management
California
$19.9M -$158K -140 -0.8%
TA
79
Teachers Advisors
New York
$19.7M +$869K +772 +5%
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$19.2M -$82.2K -73 -0.4%
MAA
81
Mraz Amerine & Associates
California
$18.7M -$543K -482 -3%
WCM
82
Wedge Capital Management
North Carolina
$17.8M -$606K -538 -3%
National Pension Service
83
National Pension Service
South Korea
$17.5M +$179K +159 +1%
Franklin Resources
84
Franklin Resources
California
$17.4M -$2.75M -2,444 -14%
SFG
85
Sather Financial Group
Texas
$17M -$10.1K -9 -0.1%
CTI
86
Community Trust & Investment
Kentucky
$16.9M -$91.2K -81 -0.6%
Janus Henderson Group
87
Janus Henderson Group
United Kingdom
$16.5M -$10.6M -9,438 -40%
LC
88
Lincoln Capital
Nebraska
$16.1M +$141K +125 +0.9%
CCA
89
Cobblestone Capital Advisors
New York
$16M +$3.54M +3,147 +30%
BGIM
90
Brandywine Global Investment Management
Pennsylvania
$16M +$665K +591 +5%
SC
91
Steginsky Capital
New York
$14.5M -$3.38K -3 -0%
State of Wisconsin Investment Board
92
State of Wisconsin Investment Board
Wisconsin
$14.3M -$236K -210 -2%
KMC
93
Kirr Marbach & Co
Indiana
$13.8M -$401K -356 -3%
AllianceBernstein
94
AllianceBernstein
Tennessee
$11.6M -$128K -114 -1%
Brown Advisory
95
Brown Advisory
Maryland
$11M -$863K -767 -8%
EIP
96
Epoch Investment Partners
New York
$10.6M -$12.1M -10,757 -54%
Zurich Cantonal Bank
97
Zurich Cantonal Bank
Switzerland
$10.3M +$6.05M +5,373 +156%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$9.95M -$21.4K -19 -0.2%
GRQ
99
Gardner Russo & Quinn
Pennsylvania
$9.58M -$169K -150 -2%
WHG
100
Westwood Holdings Group
Texas
$9.54M -$437K -388 -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.