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Markel Group
MKL

Overview Fund Activity

474 hedge funds and large institutions have $12.4B invested in Markel Group in 2017 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 146 increasing their positions, 145 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+27
Holders Change %
+6.04%
% of All Funds
10.77%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.66%
New
62
Increased
146
Reduced
145
Closed
33
Calls
$18.7M
Puts
$30.8M
Net Calls
-$12.1M
Net Calls Change
-$16.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$124M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$56M
3
MVIP
Mar Vista Investment Partners
California
$153M
4
Ameriprise
Ameriprise
Minnesota
$33.8M
5
HWA
Heritage Wealth Advisors
Virginia
$23.4M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$319M
2
Bank of America
Bank of America
North Carolina
$82.2M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$19.1M
4
Canada Life
Canada Life
Manitoba, Canada
$98M
5
EIP
Epoch Investment Partners
New York
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
201
Amalgamated Bank
New York
$1.71M +$178K +156 +12%
SFM
202
Signature Financial Management
Virginia
$1.71M -$104K -91 -6%
GG
203
Gofen & Glossberg
Illinois
$1.68M – – –
RCC
204
Red Cedar Capital
Nebraska
$1.67M +$1.67M +1,465 New
First Manhattan
205
First Manhattan
New York
$1.62M – – –
HIM
206
Hermes Investment Management
United Kingdom
$1.62M +$112K +98 +7%
FANJ
207
Financial Architects (New Jersey)
New Jersey
$1.61M – – –
KBC Group
208
KBC Group
Belgium
$1.59M -$198K -174 -11%
NCM
209
Narwhal Capital Management
Georgia
$1.57M -$20.5K -18 -1%
BCM
210
BlueCrest Capital Management
Jersey
$1.56M -$637K -559 -29%
XK
211
Xact Kapitalforvaltning
Sweden
$1.51M +$234K +205 +18%
LPL Financial
212
LPL Financial
California
$1.5M +$367K +322 +33%
NAM
213
Needelman Asset Management
California
$1.49M -$28.5K -25 -2%
OAM
214
Oppenheimer Asset Management
New York
$1.49M – – –
FA
215
FDx Advisors
Illinois
$1.47M -$45.6K -40 -3%
THWM
216
Taylor Hoffman Wealth Management
Virginia
$1.46M +$1.46M +1,280 New
TYCC
217
Texas Yale Capital Corp
Florida
$1.45M – – –
CC
218
Cannell & Co
New York
$1.4M +$1.4M +1,230 New
ZIM
219
Zacks Investment Management
Illinois
$1.29M -$242K -212 -16%
SIC
220
Salem Investment Counselors
North Carolina
$1.27M – – –
ASN
221
Advisory Services Network
Georgia
$1.25M +$1.17M +1,028 +1,428%
Creative Planning
222
Creative Planning
Kansas
$1.24M – – –
KeyBank National Association
223
KeyBank National Association
Ohio
$1.23M +$281K +247 +30%
BBHC
224
Brown Brothers Harriman & Co
New York
$1.21M – – –
Prudential Financial
225
Prudential Financial
New Jersey
$1.19M +$2.28K +2 +0.2%
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