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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
DekaBank Deutsche Girozentrale
201
DekaBank Deutsche Girozentrale
Germany
$1.43M -$314K -324 -19%
Schroder Investment Management Group
202
Schroder Investment Management Group
United Kingdom
$1.43M +$1.43M +1,473 New
Teacher Retirement System of Texas
203
Teacher Retirement System of Texas
Texas
$1.4M +$1.39M +1,432 New
FANJ
204
Financial Architects (New Jersey)
New Jersey
$1.39M -$79.6K -82 -5%
First Manhattan
205
First Manhattan
New York
$1.38M -$126K -130 -8%
SAM
206
Security Asset Management
New York
$1.35M +$105K +108 +8%
NAM
207
Needelman Asset Management
California
$1.31M -$19.4K -20 -1%
AB
208
Amalgamated Bank
New York
$1.3M +$570K +587 +79%
HIM
209
Hermes Investment Management
United Kingdom
$1.29M +$1.28M +1,321 New
TYCC
210
Texas Yale Capital Corp
Florida
$1.24M
KBC Group
211
KBC Group
Belgium
$1.2M
Caisse de Depot et Placement du Quebec (CDPQ)
212
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.17M -$485K -500 -29%
PAG
213
Private Advisor Group
New Jersey
$1.16M +$72.8K +75 +7%
SIC
214
Salem Investment Counselors
North Carolina
$1.16M
CS
215
Candriam SCA
Luxembourg
$1.11M +$110K +113 +11%
XK
216
Xact Kapitalforvaltning
Sweden
$1.07M -$47.6K -49 -4%
AG
217
Advisor Group
Arizona
$1.06M -$176K -181 -14%
CG
218
Clinton Group
New York
$1.06M +$1.06M +1,088 New
IGIM
219
I.G. Investment Management
Manitoba, Canada
$1.02M
LPL Financial
220
LPL Financial
California
$1.02M -$39.8K -41 -4%
Prudential Financial
221
Prudential Financial
New Jersey
$1.02M +$97.1K +100 +11%
BBHC
222
Brown Brothers Harriman & Co
New York
$1.01M
SMDAM
223
Sumitomo Mitsui DS Asset Management
Japan
$989K -$91.2K -94 -8%
OC
224
Oppenheimer & Co
New York
$917K +$30.1K +31 +3%
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$915K -$28.1K -29 -3%

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.