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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
Credit Agricole
151
Credit Agricole
France
$3.21M +$17.5K +18 +0.5%
SLAM
152
Swiss Life Asset Management
$3.1M +$488K +503 +19%
RI
153
Ridgewood Investments
New Jersey
$3.03M +$11.6K +12 +0.4%
NFA
154
Nationwide Fund Advisors
Ohio
$2.93M +$971K +1,000 +50%
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$2.9M -$801K -825 -22%
Commonwealth Equity Services
156
Commonwealth Equity Services
Massachusetts
$2.82M +$80.6K +83 +3%
GJIC
157
Gamble Jones Investment Counsel
California
$2.68M -$80.6K -83 -3%
Public Employees Retirement Association of Colorado
158
Public Employees Retirement Association of Colorado
Colorado
$2.67M -$3.88K -4 -0.1%
NI
159
Nuance Investments
Missouri
$2.66M +$256K +264 +11%
SAM
160
Shell Asset Management
Netherlands
$2.64M -$1.26M -1,293 -32%
BNP Paribas Financial Markets
161
BNP Paribas Financial Markets
France
$2.55M -$283K -292 -10%
IIC
162
Ironwood Investment Counsel
Arizona
$2.5M +$230K +237 +10%
URS
163
Utah Retirement Systems
Utah
$2.46M -$55.3K -57 -2%
Mitsubishi UFJ Asset Management
164
Mitsubishi UFJ Asset Management
Japan
$2.44M -$303K -312 -11%
HC
165
Henshaw Capital
Massachusetts
$2.38M
PP
166
Palladium Partners
Virginia
$2.36M +$6.79K +7 +0.3%
CIBC Asset Management
167
CIBC Asset Management
Ontario, Canada
$2.28M -$398K -410 -15%
Massachusetts Financial Services
168
Massachusetts Financial Services
Massachusetts
$2.27M +$46.6K +48 +2%
IFLIT
169
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$2.27M
MSV
170
MN Services Vermogensbeheer
Netherlands
$2.23M +$1.86M +1,917 +514%
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$2.23M +$183K +189 +9%
BCM
172
BlueCrest Capital Management
Jersey
$2.13M +$1.81M +1,864 +584%
First Trust Advisors
173
First Trust Advisors
Illinois
$2.05M -$3.93M -4,053 -66%
Rafferty Asset Management
174
Rafferty Asset Management
New York
$1.97M -$438K -451 -18%
Canada Pension Plan Investment Board
175
Canada Pension Plan Investment Board
Ontario, Canada
$1.96M -$34K -35 -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.