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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
ProShare Advisors
176
ProShare Advisors
Maryland
$1.96M -$35.9K -37 -2%
CWM
177
CIBC World Markets
New York
$1.95M
SO
178
STRS Ohio
Ohio
$1.93M -$130K -134 -6%
Barclays
179
Barclays
United Kingdom
$1.91M -$328K -338 -15%
Nomura Asset Management
180
Nomura Asset Management
Japan
$1.89M +$72.8K +75 +4%
CCA
181
Conestoga Capital Advisors
Pennsylvania
$1.89M -$194K -200 -9%
Skandinaviska Enskilda Banken (SEB)
182
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.89M +$194K +200 +12%
LBC
183
Lowe Brockenbrough & Co
Virginia
$1.85M -$59.2K -61 -3%
Allianz Asset Management
184
Allianz Asset Management
Germany
$1.81M -$5.22M -5,379 -74%
AAM
185
Aberdeen Asset Management
United Kingdom
$1.79M +$992K +1,022 +125%
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$1.76M -$194K -200 -10%
BFIM
187
Beese Fulmer Investment Management
Ohio
$1.74M
FA
188
FDx Advisors
Illinois
$1.73M +$407K +419 +31%
MYAM
189
Meiji Yasuda Asset Management
Japan
$1.65M +$9.71K +10 +0.6%
Creative Planning
190
Creative Planning
Kansas
$1.64M -$9.71K -10 -0.6%
NCM
191
Narwhal Capital Management
Georgia
$1.61M
BTS
192
BB&T Securities
Virginia
$1.59M -$376K -387 -19%
SFM
193
Signature Financial Management
Virginia
$1.55M -$51.4K -53 -3%
TU
194
TDAM USA
Ontario, Canada
$1.55M -$176K -181 -10%
ANTB
195
AMG National Trust Bank
Colorado
$1.52M -$18.4K -19 -1%
GH
196
GAM Holding
Switzerland
$1.47M
OAM
197
Oppenheimer Asset Management
New York
$1.47M +$27.2K +28 +2%
NI
198
Numeric Investors
Massachusetts
$1.45M -$67.9K -70 -4%
Millennium Management
199
Millennium Management
New York
$1.45M +$609K +627 +73%
GG
200
Gofen & Glossberg
Illinois
$1.44M

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.