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Markel Group

523 hedge funds and large institutions have $10.6B invested in Markel Group in 2019 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 180 increasing their positions, 157 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 49

15% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 157

0.34% more ownership

Funds ownership: 76.37%76.71% (+0.34%)

0% more funds holding

Funds holding: 522523 (+1)

4% less capital invested

Capital invested by funds: $11B → $10.6B (-$421M)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

49% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $19.8M

Holders
523
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
11.32%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.5%
New
57
Increased
180
Reduced
157
Closed
49
Calls
$10.2M
Puts
$19.8M
Net Calls
-$9.66M
Net Calls Change
+$6.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$4.09M +$324K +319 +8%
SAM
152
Shell Asset Management
Netherlands
$4.05M +$40.6K +40 +1%
PC
153
PhiloSmith Capital
Connecticut
$3.99M
Aberdeen Group
154
Aberdeen Group
United Kingdom
$3.93M +$1.13M +1,117 +40%
ACI
155
AMP Capital Investors
Australia
$3.8M -$37.6K -37 -0.9%
CVM
156
Cheviot Value Management
California
$3.74M +$59.9K +59 +2%
NRS
157
Neville Rodie & Shaw
New York
$3.61M
Barclays
158
Barclays
United Kingdom
$3.56M -$4.81M -4,739 -57%
Nomura Asset Management
159
Nomura Asset Management
Japan
$3.5M +$72.1K +71 +2%
GIBU
160
Gulf International Bank (UK)
United Kingdom
$3.42M +$20.3K +20 +0.6%
Fidelity Investments
161
Fidelity Investments
Massachusetts
$3.4M -$66K -65 -2%
Citigroup
162
Citigroup
New York
$3.39M +$481K +474 +16%
FSCM
163
Front Street Capital Management
Montana
$3.37M +$722K +711 +27%
WFG
164
Wills Financial Group
Virginia
$3.37M +$2.31M +2,271 +205%
Select Equity Group
165
Select Equity Group
New York
$3.32M -$5.16M -5,078 -60%
US Bancorp
166
US Bancorp
Minnesota
$3.2M -$81.2K -80 -2%
RI
167
Ridgewood Investments
New Jersey
$3.15M +$5.08K +5 +0.2%
AIA
168
Avalon Investment & Advisory
Texas
$3.15M +$29.4K +29 +0.9%
SSWM
169
Smith Salley Wealth Management
North Carolina
$3.13M +$473K +466 +17%
AW
170
ACG Wealth
Georgia
$3.12M
SO
171
STRS Ohio
Ohio
$3.11M -$45.7K -45 -1%
Twin Tree Management
172
Twin Tree Management
Texas
$3.08M -$2.15M -2,115 -41%
SOADOR
173
State of Alaska Department of Revenue
Alaska
$2.96M +$25.4K +25 +0.8%
ACM
174
Adalta Capital Management
New York
$2.85M +$46.7K +46 +2%
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$2.83M +$371K +365 +15%

MKL Hedge Fund Activity: Q1 2019 in Review

523 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2019, worth a combined $10.6B — down 3.8% from $11B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new MKL positions and 49 closed out — a net gain of 8 holders — while 180 added to existing stakes and 157 trimmed.

The largest buyer was DF Dent & Co, adding an estimated $40M. The largest seller was Bessemer Group, cutting an estimated $54.4M.

  • 523 institutional investors held Markel Group (MKL) as of Q1 2019, up from 522 in Q4 2018.
  • Funds reported $10.6B of Markel Group stock for Q1 2019, down 3.8% quarter-over-quarter.
  • 57 funds opened new Markel Group positions in Q1 2019 and 49 closed out, a net change of +8 holders.
  • The largest Markel Group buyer in Q1 2019 was DF Dent & Co, an estimated $40M added.
  • The largest Markel Group seller in Q1 2019 was Bessemer Group, an estimated $54.4M sold.

Based on aggregated 13F filings for Q1 2019.