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Markel Group

406 hedge funds and large institutions have $9.43B invested in Markel Group in 2016 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 147 increasing their positions, 130 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 26

19.39% more ownership

Funds ownership: 77.37%96.76% (+19%)

13% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 130

4% more funds holding

Funds holding: 391406 (+15)

4% more call options, than puts

Call options by funds: $39.1M | Put options by funds: $37.6M

1% less capital invested

Capital invested by funds: $9.5B → $9.43B (-$77.3M)

6% less funds holding in top 10

Funds holding in top 10: 3230 (-2)

Holders
406
Holders Change
+15
Holders Change %
+3.84%
% of All Funds
10.82%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.8%
New
45
Increased
147
Reduced
130
Closed
26
Calls
$39.1M
Puts
$37.6M
Net Calls
+$1.51M
Net Calls Change
+$18.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
176
PineBridge Investments
New York
$2.08M +$2.01M +2,335 New
IFLIT
177
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$2.07M
LBC
178
Lowe Brockenbrough & Co
Virginia
$1.95M
AW
179
ACG Wealth
Georgia
$1.93M +$17.2K +20 +0.9%
Mitsubishi UFJ Asset Management
180
Mitsubishi UFJ Asset Management
Japan
$1.89M +$137K +159 +8%
Skandinaviska Enskilda Banken (SEB)
181
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.87M -$86K -100 -5%
BTS
182
BB&T Securities
Virginia
$1.82M
Creative Planning
183
Creative Planning
Kansas
$1.81M -$81.7K -95 -4%
JMPWA
184
JP Morgan Private Wealth Advisors
California
$1.81M +$82.5K +96 +5%
ProShare Advisors
185
ProShare Advisors
Maryland
$1.78M -$256K -298 -13%
FCBT
186
First Citizens Bank & Trust
North Carolina
$1.77M +$306K +356 +22%
TU
187
TDAM USA
Ontario, Canada
$1.77M +$1.71M +1,986 New
FA
188
FDx Advisors
Illinois
$1.77M -$26.6K -31 -2%
QI
189
QS Investors
New York
$1.72M
SG Americas Securities
190
SG Americas Securities
New York
$1.71M +$364K +423 +28%
CCM
191
Check Capital Management
California
$1.69M -$994K -1,156 -38%
Rafferty Asset Management
192
Rafferty Asset Management
New York
$1.65M +$512K +596 +48%
MFIMFI
193
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.61M
BFIM
194
Beese Fulmer Investment Management
Ohio
$1.61M
B
195
Barings
North Carolina
$1.59M -$17.2K -20 -1%
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$1.59M +$157K +183 +11%
IIC
197
Ironwood Investment Counsel
Arizona
$1.59M +$34.4K +40 +2%
ZIM
198
Zacks Investment Management
Illinois
$1.57M +$154K +179 +11%
NAM
199
Needelman Asset Management
California
$1.56M -$12.9K -15 -0.8%
IRF
200
IBM Retirement Fund
New York
$1.53M -$1.5M -1,747 -51%

MKL Hedge Fund Activity: Q1 2016 in Review

406 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2016, worth a combined $9.43B — down 0.81% from $9.5B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MKL positions and 26 closed out — a net gain of 19 holders — while 147 added to existing stakes and 130 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $2.42B. The largest seller was Sprucegrove Investment Management, cutting an estimated $100M.

  • 406 institutional investors held Markel Group (MKL) as of Q1 2016, up from 391 in Q4 2015.
  • Funds reported $9.43B of Markel Group stock for Q1 2016, down 0.81% quarter-over-quarter.
  • 45 funds opened new Markel Group positions in Q1 2016 and 26 closed out, a net change of +19 holders.
  • The largest Markel Group buyer in Q1 2016 was Royal London Asset Management, an estimated $2.42B added.
  • The largest Markel Group seller in Q1 2016 was Sprucegrove Investment Management, an estimated $100M sold.

Based on aggregated 13F filings for Q1 2016.