Markel Group
525 hedge funds and large institutions have $9.88B invested in Markel Group in 2020 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 188 increasing their positions, 175 reducing their positions, and 90 closing their positions.
7% more funds holding in top 10
Funds holding in top 10: 27 → 29 (+2)
1.02% more ownership
Funds ownership: 76.48% → 77.5% (+1%)
7% more repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 175
2% less call options, than puts
Call options by funds: $33.8M | Put options by funds: $34.6M
8% less funds holding
Funds holding: 570 → 525 (-45)
18% less capital invested
Capital invested by funds: $12.1B → $9.88B (-$2.19B)
43% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 90
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$50M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$30.4M |
| 3 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$24.2M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$24.2M |
| 5 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
+$22.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$77.5M |
| 2 |
Select Equity Group
New York
|
-$62.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$21.3M |
| 4 |
ACM
AKRE Capital Management
Middleburg,
Virginia
|
-$17.6M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$14.8M |
MKL Hedge Fund Activity: Q1 2020 in Review
525 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2020, worth a combined $9.88B — down 18% from $12.1B a quarter earlier.
Sellers outnumbered buyers: 90 funds closed out of MKL and 51 opened new positions — a net loss of 39 holders — while 175 trimmed existing stakes and 188 added.
The largest buyer was Boston Partners, opening a new position worth an estimated $50M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $77.5M sold.
- 525 institutional investors held Markel Group (MKL) as of Q1 2020, down from 570 in Q4 2019.
- Funds reported $9.88B of Markel Group stock for Q1 2020, down 18% quarter-over-quarter.
- 51 funds opened new Markel Group positions in Q1 2020 and 90 closed out, a net change of -39 holders.
- The largest Markel Group buyer in Q1 2020 was Boston Partners, an estimated $50M added.
- The largest Markel Group seller in Q1 2020 was Balyasny Asset Management, an estimated $77.5M sold.
Based on aggregated 13F filings for Q1 2020.