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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
Stifel Financial
126
Stifel Financial
Missouri
$5.05M +$9.71K +10 +0.2%
LNB
127
Ledyard National Bank
$4.91M -$169K -174 -3%
AIMCA
128
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.88M -$3.01M -3,100 -38%
Envestnet Asset Management
129
Envestnet Asset Management
Illinois
$4.84M -$107K -110 -2%
HWA
130
Heritage Wealth Advisors
Virginia
$4.81M
JSA
131
Jacobson & Schmitt Advisors
Wisconsin
$4.61M +$40.8K +42 +0.9%
PAMU
132
Pictet Asset Management (UK)
United Kingdom
$4.6M -$97.1K -100 -2%
PC
133
PhiloSmith Capital
Connecticut
$4.59M
SAM
134
Steinberg Asset Management
New York
$4.53M -$618K -637 -12%
M&T Bank
135
M&T Bank
New York
$4.41M +$130K +134 +3%
GIBU
136
Gulf International Bank (UK)
United Kingdom
$4.1M
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$4.08M +$1.41M +1,453 +53%
JP Morgan Chase
138
JP Morgan Chase
New York
$4.05M +$2.95M +3,040 +273%
FAF
139
Fjarde Ap-fonden
Sweden
$4.01M +$568K +585 +17%
CVM
140
Cheviot Value Management
California
$3.98M -$72.8K -75 -2%
ACI
141
AMP Capital Investors
Australia
$3.93M -$411K -423 -9%
RJFSA
142
Raymond James Financial Services Advisors
Florida
$3.91M +$132K +136 +4%
BCIM
143
British Columbia Investment Management
British Columbia, Canada
$3.9M -$763K -786 -16%
VOYA Investment Management
144
VOYA Investment Management
Georgia
$3.73M -$286K -295 -7%
TAF
145
Tredje AP-fonden
Sweden
$3.67M +$2.33M +2,402 +177%
NRS
146
Neville Rodie & Shaw
New York
$3.58M -$24.3K -25 -0.7%
Citigroup
147
Citigroup
New York
$3.44M -$470K -484 -12%
ACM
148
Adalta Capital Management
New York
$3.42M
ASRS
149
Arizona State Retirement System
Arizona
$3.42M -$485K -500 -13%
US Bancorp
150
US Bancorp
Minnesota
$3.29M -$82.5K -85 -2%

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.