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Markel Group

520 hedge funds and large institutions have $12.6B invested in Markel Group in 2018 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 154 increasing their positions, 167 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 34

10% more capital invested

Capital invested by funds: $11.4B → $12.6B (+$1.19B)

5% more funds holding

Funds holding: 496520 (+24)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

0.52% less ownership

Funds ownership: 76.92%76.41% (-0.52%)

8% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 167

68% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $31.5M

Holders
520
Holders Change
+24
Holders Change %
+4.84%
% of All Funds
11.89%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.57%
New
65
Increased
154
Reduced
167
Closed
34
Calls
$10.2M
Puts
$31.5M
Net Calls
-$21.3M
Net Calls Change
+$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
176
US Bancorp
Minnesota
$3.19M -$873K -742 -22%
Public Employees Retirement Association of Colorado
177
Public Employees Retirement Association of Colorado
Colorado
$2.99M -$2.35K -2 -0.1%
URS
178
Utah Retirement Systems
Utah
$2.99M
SCM
179
Stevens Capital Management
Pennsylvania
$2.96M +$2.93M +2,493 New
IEFM
180
IQ EQ Fund Management
Ireland
$2.89M +$394K +335 +17%
GJIC
181
Gamble Jones Investment Counsel
California
$2.88M -$186K -158 -6%
IIC
182
Ironwood Investment Counsel
Arizona
$2.86M +$18.8K +16 +0.7%
Mitsubishi UFJ Asset Management
183
Mitsubishi UFJ Asset Management
Japan
$2.85M +$146K +124 +5%
First Trust Advisors
184
First Trust Advisors
Illinois
$2.84M +$2.82M +2,393 New
CIBC Asset Management
185
CIBC Asset Management
Ontario, Canada
$2.79M -$3.53K -3 -0.1%
IFLIT
186
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$2.76M
USAA
187
United Services Automobile Association
Texas
$2.62M -$73K -62 -3%
MSV
188
MN Services Vermogensbeheer
Netherlands
$2.6M
THWM
189
Taylor Hoffman Wealth Management
Virginia
$2.55M +$75.3K +64 +3%
PP
190
Palladium Partners
Virginia
$2.48M -$17.7K -15 -0.7%
RA
191
Rational Advisors
New York
$2.43M +$332K +282 +16%
AIA
192
Avalon Investment & Advisory
Texas
$2.38M +$2.36M +2,007 New
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$2.36M -$1.63M -1,386 -41%
MYAM
194
Meiji Yasuda Asset Management
Japan
$2.32M +$75.3K +64 +3%
VF
195
Virtu Financial
New York
$2.28M +$1.86M +1,581 +469%
Nisa Investment Advisors
196
Nisa Investment Advisors
Missouri
$2.26M
SAM
197
Security Asset Management
New York
$2.24M +$14.1K +12 +0.6%
Skandinaviska Enskilda Banken (SEB)
198
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.24M +$47.1K +40 +2%
LBC
199
Lowe Brockenbrough & Co
Virginia
$2.22M -$35.3K -30 -2%
ProShare Advisors
200
ProShare Advisors
Maryland
$2.15M -$262K -223 -11%

MKL Hedge Fund Activity: Q3 2018 in Review

520 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2018, worth a combined $12.6B — up 10% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MKL positions and 34 closed out — a net gain of 31 holders — while 154 added to existing stakes and 167 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $212M. The largest seller was Capital Research Global Investors, cutting an estimated $263M.

  • 520 institutional investors held Markel Group (MKL) as of Q3 2018, up from 496 in Q2 2018.
  • Funds reported $12.6B of Markel Group stock for Q3 2018, up 10% quarter-over-quarter.
  • 65 funds opened new Markel Group positions in Q3 2018 and 34 closed out, a net change of +31 holders.
  • The largest Markel Group buyer in Q3 2018 was Capital International Investors, an estimated $212M added.
  • The largest Markel Group seller in Q3 2018 was Capital Research Global Investors, an estimated $263M sold.

Based on aggregated 13F filings for Q3 2018.