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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
CCA
101
Cobblestone Capital Advisors
New York
$9.6M +$1.6M +1,647 +20%
AQR Capital Management
102
AQR Capital Management
Connecticut
$9.24M +$622K +641 +7%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$8.54M -$1.7M -1,750 -17%
WHG
104
Westwood Holdings Group
Texas
$8.33M -$2.69M -2,767 -25%
WFG
105
Windsor Financial Group
Minnesota
$8.15M -$155K -160 -2%
Aviva
106
Aviva
United Kingdom
$8.02M +$277K +285 +4%
CIBC World Market
107
CIBC World Market
Ontario, Canada
$7.85M +$144K +148 +2%
MFAM
108
Motley Fool Asset Management
Virginia
$7.71M -$7.57M -7,800 -50%
PA
109
Pastel & Associes
France
$7.66M +$7.62M +7,850 New
SGAM
110
Steinberg Global Asset Management
Florida
$7.64M +$329K +339 +5%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$7.24M -$184K -190 -2%
T. Rowe Price Associates
112
T. Rowe Price Associates
Maryland
$7.22M -$205K -211 -3%
MFWM
113
Motley Fool Wealth Management
Virginia
$6.65M -$410K -422 -6%
FAF
114
Första AP-fonden
Sweden
$6.5M +$971K +1,000 +18%
RAM
115
Redmond Asset Management
Virginia
$6.34M +$347K +357 +6%
FNBOO
116
First National Bank of Omaha
Nebraska
$6.3M -$230K -237 -4%
TRSOTSOK
117
Teachers Retirement System of the State of Kentucky
Kentucky
$6.17M +$22.3K +23 +0.4%
MA
118
Menlo Advisors
California
$6.15M -$6.79K -7 -0.1%
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.93M -$479K -493 -7%
MA
120
Montag & Associates
Georgia
$5.85M -$430K -443 -7%
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.78M +$176K +181 +3%
CIM
122
Contravisory Investment Management
Massachusetts
$5.42M -$314K -323 -5%
Janney Montgomery Scott
123
Janney Montgomery Scott
Pennsylvania
$5.4M +$72.8K +75 +1%
AG
124
Aperio Group
California
$5.34M +$325K +335 +7%
SCM
125
Snyder Capital Management
California
$5.31M -$8.69M -8,950 -62%

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.