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Markel Group
MKL

509 hedge funds and large institutions have $12.4B invested in Markel Group in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 166 increasing their positions, 162 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 27 → 31 (+4)

8% more capital invested

Capital invested by funds: $11.5B → $12.4B (+$920M)

2% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 162

0.06% less ownership

Funds ownership: 76.23% → 76.17% (-0.06%)

2% less funds holding

Funds holding: 517 → 509 (-8)

13% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 52

54% less call options, than puts

Call options by funds: $13.4M | Put options by funds: $28.8M

Holders
509
Holders Change
-8
Holders Change %
-1.55%
% of All Funds
11.16%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.68%
New
45
Increased
166
Reduced
162
Closed
52
Calls
$13.4M
Puts
$28.8M
Net Calls
-$15.5M
Net Calls Change
-$445K

Top Buyers

1
BlackRock
BlackRock
New York
+$44.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$34.7M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$33.3M
4
Select Equity Group
Select Equity Group
New York
+$24.7M
5
WG
Winton Group
United Kingdom
+$16.7M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$38.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$36.5M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$30.2M
4
VNIM
Vaughan Nelson Investment Management
Texas
-$20.3M
5
Citadel Advisors
Citadel Advisors
Florida
-$19.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
176
Adalta Capital Management
New York
$3.34M -$79.5K -70 -2%
IEFM
177
IQ EQ Fund Management
Ireland
$3.24M – – –
BTS
178
BB&T Securities
Virginia
$3.15M +$102K +90 +4%
XK
179
Xact Kapitalforvaltning
Sweden
$3.13M +$429K +378 +17%
Point72 Asset Management
180
Point72 Asset Management
Connecticut
$3.08M +$2.97M +2,610 New
Canada Pension Plan Investment Board
181
Canada Pension Plan Investment Board
Ontario, Canada
$3.03M +$131K +115 +5%
URS
182
Utah Retirement Systems
Utah
$3M – – –
VOYA Investment Management
183
VOYA Investment Management
Georgia
$2.97M -$3.41K -3 -0.1%
Nomura Asset Management
184
Nomura Asset Management
Japan
$2.94M +$136K +120 +5%
Brown Advisory
185
Brown Advisory
Maryland
$2.9M +$6.82K +6 +0.2%
Skandinaviska Enskilda Banken (SEB)
186
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.88M +$125K +110 +5%
Baird Financial Group
187
Baird Financial Group
Wisconsin
$2.82M +$187K +165 +7%
SCA
188
Snowden Capital Advisors
New York
$2.8M +$116K +102 +4%
IFLIT
189
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$2.75M – – –
TCM
190
Tuttle Capital Management
Connecticut
$2.69M +$2.67M +2,354 New
Toronto Dominion Bank
191
Toronto Dominion Bank
Ontario, Canada
$2.63M -$2.4M -2,111 -49%
THWM
192
Taylor Hoffman Wealth Management
Virginia
$2.57M +$100K +88 +4%
CIBC Asset Management
193
CIBC Asset Management
Ontario, Canada
$2.56M -$105K -92 -4%
Mitsubishi UFJ Asset Management
194
Mitsubishi UFJ Asset Management
Japan
$2.55M +$13.6K +12 +0.6%
William Blair & Company
195
William Blair & Company
Illinois
$2.55M -$59.1K -52 -2%
SO
196
STRS Ohio
Ohio
$2.52M +$195K +172 +9%
IIC
197
Ironwood Investment Counsel
Arizona
$2.51M -$48.9K -43 -2%
Rafferty Asset Management
198
Rafferty Asset Management
New York
$2.42M -$328K -289 -12%
Public Employees Retirement Association of Colorado
199
Public Employees Retirement Association of Colorado
Colorado
$2.38M – – –
PP
200
Palladium Partners
Virginia
$2.35M +$139K +122 +7%
6 7
8
9 10

MKL Hedge Fund Activity: Q3 2019 in Review

509 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2019, worth a combined $12.4B — up 8% from $11.5B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of MKL and 45 opened new positions — a net loss of 7 holders — while 162 trimmed existing stakes and 166 added.

The largest buyer was BlackRock, adding an estimated $44.7M. The largest seller was Victory Capital Management, cutting an estimated $38.8M.

  • 509 institutional investors held Markel Group (MKL) as of Q3 2019, down from 517 in Q2 2019.
  • Funds reported $12.4B of Markel Group stock for Q3 2019, up 8% quarter-over-quarter.
  • 45 funds opened new Markel Group positions in Q3 2019 and 52 closed out, a net change of -7 holders.
  • The largest Markel Group buyer in Q3 2019 was BlackRock, an estimated $44.7M added.
  • The largest Markel Group seller in Q3 2019 was Victory Capital Management, an estimated $38.8M sold.

Based on aggregated 13F filings for Q3 2019.