Markel Group
MKL
570 hedge funds and large institutions have $12.1B invested in Markel Group in 2019 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 173 increasing their positions, 162 reducing their positions, and 21 closing their positions.
319% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 21
12% more funds holding
Funds holding: 509 → 570 (+61)
7% more repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 162
0.31% more ownership
Funds ownership: 76.17% → 76.48% (+0.31%)
3% less capital invested
Capital invested by funds: $12.4B → $12.1B (-$349M)
13% less funds holding in top 10
Funds holding in top 10: 31 → 27 (-4)
17% less call options, than puts
Call options by funds: $10.1M | Put options by funds: $12.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$49.3M |
| 2 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
+$35.6M |
| 3 |
WIM
Weitz Investment Management
Omaha,
Nebraska
|
+$32.2M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$30.4M |
| 5 |
SO
STRS Ohio
Columbus,
Ohio
|
+$21.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$103M |
| 2 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
-$47.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$26.3M |
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$19.3M |
| 5 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$17.4M |
MKL Hedge Fund Activity: Q4 2019 in Review
570 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q4 2019, worth a combined $12.1B — down 2.8% from $12.4B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new MKL positions and 21 closed out — a net gain of 67 holders — while 173 added to existing stakes and 162 trimmed.
The largest buyer was Truist Financial, adding an estimated $49.3M. The largest seller was Victory Capital Management, cutting an estimated $103M.
- 570 institutional investors held Markel Group (MKL) as of Q4 2019, up from 509 in Q3 2019.
- Funds reported $12.1B of Markel Group stock for Q4 2019, down 2.8% quarter-over-quarter.
- 88 funds opened new Markel Group positions in Q4 2019 and 21 closed out, a net change of +67 holders.
- The largest Markel Group buyer in Q4 2019 was Truist Financial, an estimated $49.3M added.
- The largest Markel Group seller in Q4 2019 was Victory Capital Management, an estimated $103M sold.
Based on aggregated 13F filings for Q4 2019.