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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
WCM
76
Wedge Capital Management
North Carolina
$16.7M +$693K +682 +4%
TA
77
Teachers Advisors
New York
$16.6M +$566K +557 +3%
CI Investments Inc
78
CI Investments Inc
Ontario, Canada
$15.8M -$3.66M -3,600 -18%
HCM
79
Hutchinson Capital Management
California
$15.1M +$1.79M +1,760 +13%
Deutsche Bank
80
Deutsche Bank
Germany
$15M -$9.81M -9,658 -39%
RhumbLine Advisers
81
RhumbLine Advisers
Massachusetts
$14.8M -$1.66M -1,633 -10%
CCA
82
Cobblestone Capital Advisors
New York
$14.1M +$271K +267 +2%
First Trust Advisors
83
First Trust Advisors
Illinois
$14M +$9.3M +9,153 +187%
LC
84
Lincoln Capital
Nebraska
$13.8M +$105K +103 +0.7%
CTI
85
Community Trust & Investment
Kentucky
$13.5M -$124K -122 -0.9%
WIM
86
Weitz Investment Management
Nebraska
$13M +$3.05M +3,000 +30%
BGIM
87
Brandywine Global Investment Management
Pennsylvania
$12.4M -$363K -357 -3%
Franklin Resources
88
Franklin Resources
California
$12.4M -$2.11M -2,080 -14%
CBOA
89
Commonwealth Bank of Australia
Australia
$12.4M +$4.21M +4,142 +50%
Ameriprise
90
Ameriprise
Minnesota
$11.8M -$2.22M -2,188 -16%
Morgan Stanley
91
Morgan Stanley
New York
$11.8M -$235K -231 -2%
EVM
92
Eaton Vance Management
Massachusetts
$11.1M
KMC
93
Kirr Marbach & Co
Indiana
$11.1M -$126K -124 -1%
IPGDR
94
Investidor Profissional Gestao de Recursos
Brazil
$10.7M +$2.36M +2,322 +27%
AllianceBernstein
95
AllianceBernstein
Tennessee
$10.6M -$99.5K -98 -0.9%
CRM
96
Capital Returns Management
New York
$10.4M +$10.6M +10,412 New
RJFSA
97
Raymond James Financial Services Advisors
Florida
$9.79M +$1.13M +1,110 +13%
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$9.77M +$590K +581 +6%
AAMU
99
Amundi Asset Management US
Massachusetts
$9.62M +$56.9K +56 +0.6%
BFS
100
Baskin Financial Services
Ontario, Canada
$9.55M +$365K +359 +4%

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.