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 %
BNP Paribas Financial Markets
151
BNP Paribas Financial Markets
France
$4.3M +$1.32M +1,159 +44%
HSBC Holdings
152
HSBC Holdings
United Kingdom
$4.27M -$3.71M -3,260 -46%
SAM
153
Shell Asset Management
Netherlands
$4.26M +$1.49M +1,305 +54%
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$4.25M +$2.41M +2,117 +131%
VOYA Investment Management
155
VOYA Investment Management
Georgia
$4.2M -$161K -141 -4%
NRS
156
Neville Rodie & Shaw
New York
$4.18M – – –
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$3.92M -$128K -112 -3%
ACM
158
Adalta Capital Management
New York
$3.86M -$125K -110 -3%
ZIG
159
Zurich Insurance Group
Switzerland
$3.85M +$1.89M +1,660 +97%
Commonwealth Equity Services
160
Commonwealth Equity Services
Massachusetts
$3.76M +$234K +205 +7%
RI
161
Ridgewood Investments
New Jersey
$3.54M -$9.11K -8 -0.3%
BNP Paribas Asset Management
162
BNP Paribas Asset Management
France
$3.52M +$1.75M +1,539 +99%
SAM
163
Steinberg Asset Management
New York
$3.51M -$815K -715 -19%
AW
164
ACG Wealth
Georgia
$3.45M +$3.45M +3,031 New
Rafferty Asset Management
165
Rafferty Asset Management
New York
$3.4M +$800K +702 +31%
Citigroup
166
Citigroup
New York
$3.2M -$1.74M -1,523 -35%
CIC
167
Chilton Investment Company
Connecticut
$3.18M -$280K -246 -8%
Assenagon Asset Management
168
Assenagon Asset Management
Luxembourg
$3.1M +$3.1M +2,722 New
GJIC
169
Gamble Jones Investment Counsel
California
$3.07M +$5.7K +5 +0.2%
Massachusetts Financial Services
170
Massachusetts Financial Services
Massachusetts
$3.06M +$376K +330 +14%
SB
171
Suntrust Banks
Georgia
$2.94M +$2.62M +2,299 +818%
Public Employees Retirement Association of Colorado
172
Public Employees Retirement Association of Colorado
Colorado
$2.92M +$99.1K +87 +4%
IIC
173
Ironwood Investment Counsel
Arizona
$2.89M -$59.2K -52 -2%
URS
174
Utah Retirement Systems
Utah
$2.87M – – –
Mitsubishi UFJ Asset Management
175
Mitsubishi UFJ Asset Management
Japan
$2.77M -$142K -127 -5%
5 6
7
8 9