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Markel Group

520 hedge funds and large institutions have $12.6B invested in Markel Group in 2018 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 154 increasing their positions, 167 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 34

10% more capital invested

Capital invested by funds: $11.4B → $12.6B (+$1.19B)

5% more funds holding

Funds holding: 496520 (+24)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

0.52% less ownership

Funds ownership: 76.92%76.41% (-0.52%)

8% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 167

68% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $31.5M

Holders
520
Holders Change
+24
Holders Change %
+4.84%
% of All Funds
11.89%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.57%
New
65
Increased
154
Reduced
167
Closed
34
Calls
$10.2M
Puts
$31.5M
Net Calls
-$21.3M
Net Calls Change
+$13.5M
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
$21.1M -$1.23M -1,045 -6%
UBS Group
77
UBS Group
Switzerland
$20.8M +$1.68M +1,431 +9%
TA
78
Teachers Advisors
New York
$20M +$671K +570 +4%
WCM
79
Wedge Capital Management
North Carolina
$19.7M -$181K -154 -0.9%
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$19.3M -$437K -371 -2%
MAA
81
Mraz Amerine & Associates
California
$19M -$41.2K -35 -0.2%
National Pension Service
82
National Pension Service
South Korea
$18.8M
SC
83
Steginsky Capital
New York
$17.8M +$114K +97 +0.7%
SFG
84
Sather Financial Group
Texas
$17.7M +$224K +190 +1%
Franklin Resources
85
Franklin Resources
California
$17.3M -$353K -300 -2%
TCIM
86
TIAA CREF Investment Management
New York
$16.8M -$1.51M -1,279 -8%
CTI
87
Community Trust & Investment
Kentucky
$16.8M -$277K -235 -2%
CCA
88
Cobblestone Capital Advisors
New York
$16.4M +$61.2K +52 +0.4%
LC
89
Lincoln Capital
Nebraska
$16.1M +$125K +106 +0.8%
HCM
90
Hutchinson Capital Management
California
$15.8M +$179K +152 +1%
BGIM
91
Brandywine Global Investment Management
Pennsylvania
$15.5M -$446K -379 -3%
AAMU
92
Amundi Asset Management US
Massachusetts
$15.2M +$7.55M +6,418 +101%
State of Wisconsin Investment Board
93
State of Wisconsin Investment Board
Wisconsin
$14.9M -$1.14M -969 -7%
BNP Paribas Asset Management
94
BNP Paribas Asset Management
France
$14M +$8.02M +6,818 +137%
EVM
95
Eaton Vance Management
Massachusetts
$13.3M
KMC
96
Kirr Marbach & Co
Indiana
$13.2M -$461K -392 -3%
JP Morgan Chase
97
JP Morgan Chase
New York
$11.8M +$2.53M +2,147 +28%
AllianceBernstein
98
AllianceBernstein
Tennessee
$11.7M -$339K -288 -3%
IPGDR
99
Investidor Profissional Gestao de Recursos
Brazil
$11.3M +$1.1M +937 +11%
BFS
100
Baskin Financial Services
Ontario, Canada
$10.8M +$1.32M +1,124 +14%

MKL Hedge Fund Activity: Q3 2018 in Review

520 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2018, worth a combined $12.6B — up 10% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MKL positions and 34 closed out — a net gain of 31 holders — while 154 added to existing stakes and 167 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $212M. The largest seller was Capital Research Global Investors, cutting an estimated $263M.

  • 520 institutional investors held Markel Group (MKL) as of Q3 2018, up from 496 in Q2 2018.
  • Funds reported $12.6B of Markel Group stock for Q3 2018, up 10% quarter-over-quarter.
  • 65 funds opened new Markel Group positions in Q3 2018 and 34 closed out, a net change of +31 holders.
  • The largest Markel Group buyer in Q3 2018 was Capital International Investors, an estimated $212M added.
  • The largest Markel Group seller in Q3 2018 was Capital Research Global Investors, an estimated $263M sold.

Based on aggregated 13F filings for Q3 2018.