We are live on ! Find out more
MKL icon

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
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$10.2M +$55.3K +47 +0.5%
CIBC World Market
102
CIBC World Market
Ontario, Canada
$9.78M +$105K +89 +1%
MFAM
103
Motley Fool Asset Management
Virginia
$9.59M +$22.4K +19 +0.2%
GRQ
104
Gardner Russo & Quinn
Pennsylvania
$9.51M -$106K -90 -1%
SGAM
105
Steinberg Global Asset Management
Florida
$9.5M +$266K +226 +3%
RJFSA
106
Raymond James Financial Services Advisors
Florida
$9.37M +$888K +755 +11%
CBOA
107
Commonwealth Bank of Australia
Australia
$9.35M -$42.4K -36 -0.5%
T. Rowe Price Associates
108
T. Rowe Price Associates
Maryland
$9.32M +$40K +34 +0.4%
D.E. Shaw & Co
109
D.E. Shaw & Co
New York
$9.31M +$7.27M +6,180 +373%
ASRS
110
Arizona State Retirement System
Arizona
$9.03M +$222K +189 +3%
PA
111
Pastel & Associes
France
$8.97M
EIP
112
Epoch Investment Partners
New York
$8.92M -$231K -196 -3%
SFM
113
Signature Financial Management
Virginia
$8.86M
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$8.26M -$761K -647 -9%
FNBOO
115
First National Bank of Omaha
Nebraska
$8.19M +$555K +472 +7%
Brown Advisory
116
Brown Advisory
Maryland
$8.08M -$98.9K -84 -1%
AG
117
Aperio Group
California
$8.05M +$401K +341 +5%
Treasurer of the State of North Carolina
118
Treasurer of the State of North Carolina
North Carolina
$7.86M +$2.86M +2,434 +58%
Aviva
119
Aviva
United Kingdom
$7.83M -$311K -264 -4%
MA
120
Montag & Associates
Georgia
$7.8M +$618K +525 +9%
MFWM
121
Motley Fool Wealth Management
Virginia
$7.75M +$87.1K +74 +1%
RAM
122
Redmond Asset Management
Virginia
$7.22M +$1.18K +1 +0%
WIM
123
Weitz Investment Management
Nebraska
$7.13M
Man Group
124
Man Group
United Kingdom
$7M +$1.04M +883 +18%
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$6.92M +$1.44M +1,226 +27%

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.