MKL icon

Markel Group
MKL

Overview Fund Activity

474 hedge funds and large institutions have $12.4B invested in Markel Group in 2017 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 146 increasing their positions, 145 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+27
Holders Change %
+6.04%
% of All Funds
10.77%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.66%
New
62
Increased
146
Reduced
145
Closed
33
Calls
$18.7M
Puts
$30.8M
Net Calls
-$12.1M
Net Calls Change
-$16.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$124M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$56M
3
MVIP
Mar Vista Investment Partners
California
$153M
4
Ameriprise
Ameriprise
Minnesota
$33.8M
5
HWA
Heritage Wealth Advisors
Virginia
$23.4M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$319M
2
Bank of America
Bank of America
North Carolina
$82.2M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$19.1M
4
Canada Life
Canada Life
Manitoba, Canada
$98M
5
EIP
Epoch Investment Partners
New York
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
126
M&T Bank
New York
$6.18M +$846K +743 +16%
CIBC World Market
127
CIBC World Market
Ontario, Canada
$6.17M -$173K -152 -3%
Barclays
128
Barclays
United Kingdom
$6.08M +$4.28M +3,759 +239%
Stifel Financial
129
Stifel Financial
Missouri
$6.04M +$161K +141 +3%
Wolverine Trading
130
Wolverine Trading
Illinois
$5.91M +$5.91M +5,191 New
Envestnet Asset Management
131
Envestnet Asset Management
Illinois
$5.87M +$293K +257 +5%
BCIM
132
British Columbia Investment Management
British Columbia, Canada
$5.73M +$1.17M +1,027 +26%
SCM
133
Snyder Capital Management
California
$5.69M +$336K +295 +6%
PAMU
134
Pictet Asset Management (UK)
United Kingdom
$5.66M +$193K +169 +4%
CIM
135
Contravisory Investment Management
Massachusetts
$5.4M -$623K -547 -10%
JSA
136
Jacobson & Schmitt Advisors
Wisconsin
$5.39M +$12.5K +11 +0.2%
RJFSA
137
Raymond James Financial Services Advisors
Florida
$5.38M +$439K +385 +9%
PC
138
Port Capital
Illinois
$5.34M +$5.34M +4,683 New
LNB
139
Ledyard National Bank
$5.29M -$177K -155 -3%
AAMU
140
Amundi Asset Management US
Massachusetts
$5.23M +$5.23M +4,595 New
TAF
141
Tredje AP-fonden
Sweden
$5.13M +$729K +640 +17%
Fidelity Investments
142
Fidelity Investments
Massachusetts
$4.96M -$1.27M -1,113 -20%
PC
143
PhiloSmith Capital
Connecticut
$4.79M – – –
GIBU
144
Gulf International Bank (UK)
United Kingdom
$4.79M – – –
CVM
145
Cheviot Value Management
California
$4.6M -$31.9K -28 -0.7%
AIMCA
146
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.56M -$1.14M -1,000 -20%
US Bancorp
147
US Bancorp
Minnesota
$4.54M +$738K +648 +19%
ACI
148
AMP Capital Investors
Australia
$4.49M -$129K -113 -3%
NI
149
Numeric Investors
Massachusetts
$4.4M +$189K +166 +4%
Teacher Retirement System of Texas
150
Teacher Retirement System of Texas
Texas
$4.34M +$2.66M +2,336 +158%
4 5
6
7 8