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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
CIBC World Market
101
CIBC World Market
Ontario, Canada
$9.43M +$2.97M +2,642 +49%
MFAM
102
Motley Fool Asset Management
Virginia
$9.39M +$136K +121 +2%
CBOA
103
Commonwealth Bank of Australia
Australia
$9.33M -$3.65M -3,246 -29%
SGAM
104
Steinberg Global Asset Management
Florida
$8.97M -$214K -190 -2%
PA
105
Pastel & Associes
France
$8.84M
T. Rowe Price Associates
106
T. Rowe Price Associates
Maryland
$8.83M +$709K +630 +9%
SFM
107
Signature Financial Management
Virginia
$8.83M +$6.8M +6,042 +403%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$8.26M -$1.33M -1,185 -14%
Aviva
109
Aviva
United Kingdom
$8.05M -$535K -475 -6%
RJFSA
110
Raymond James Financial Services Advisors
Florida
$7.95M +$2.34M +2,075 +44%
CRC
111
Curi RMB Capital
Illinois
$7.89M -$2.19M -1,950 -22%
MFWM
112
Motley Fool Wealth Management
Virginia
$7.76M -$20.3K -18 -0.3%
ASRS
113
Arizona State Retirement System
Arizona
$7.68M -$338K -300 -4%
FNBOO
114
First National Bank of Omaha
Nebraska
$7.58M -$4.5K -4 -0.1%
AG
115
Aperio Group
California
$7.35M +$391K +347 +6%
RAM
116
Redmond Asset Management
Virginia
$7.22M -$93.4K -83 -1%
MA
117
Menlo Advisors
California
$7.21M
FAF
118
Fjarde Ap-fonden
Sweden
$7.17M +$124K +110 +2%
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.98M +$10.1K +9 +0.2%
MA
120
Montag & Associates
Georgia
$6.95M -$180K -160 -3%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.8M -$104K -92 -2%
TRSOTSOK
122
Teachers Retirement System of the State of Kentucky
Kentucky
$6.66M -$217K -193 -3%
AAMU
123
Amundi Asset Management US
Massachusetts
$6.56M +$1.14M +1,011 +22%
Janney Montgomery Scott
124
Janney Montgomery Scott
Pennsylvania
$6.42M -$640K -569 -9%
Stifel Financial
125
Stifel Financial
Missouri
$6.4M +$178K +158 +3%

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.