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Markel Group

523 hedge funds and large institutions have $10.6B invested in Markel Group in 2019 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 180 increasing their positions, 157 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 49

15% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 157

0.34% more ownership

Funds ownership: 76.37%76.71% (+0.34%)

0% more funds holding

Funds holding: 522523 (+1)

4% less capital invested

Capital invested by funds: $11B → $10.6B (-$421M)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

49% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $19.8M

Holders
523
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
11.32%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.5%
New
57
Increased
180
Reduced
157
Closed
49
Calls
$10.2M
Puts
$19.8M
Net Calls
-$9.66M
Net Calls Change
+$6.3M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
201
William Blair & Company
Illinois
$2.01M +$231K +227 +13%
Public Employees Retirement Association of Colorado
202
Public Employees Retirement Association of Colorado
Colorado
$2.01M -$504K -496 -20%
MYAM
203
Meiji Yasuda Asset Management
Japan
$1.98M
LBC
204
Lowe Brockenbrough & Co
Virginia
$1.94M +$45.7K +45 +2%
Baird Financial Group
205
Baird Financial Group
Wisconsin
$1.93M +$1.64M +1,613 +504%
PP
206
Palladium Partners
Virginia
$1.91M -$45.7K -45 -2%
SAM
207
Security Asset Management
New York
$1.89M
Voloridge Investment Management
208
Voloridge Investment Management
Florida
$1.85M +$1.89M +1,860 New
S
209
Seeyond
France
$1.84M -$2.49M -2,450 -57%
ProShare Advisors
210
ProShare Advisors
Maryland
$1.77M +$44.7K +44 +3%
NIPH
211
NN Investment Partners Holdings
Netherlands
$1.75M +$1.78M +1,752 New
AG
212
AlphaSimPlex Group
Massachusetts
$1.7M +$1.74M +1,709 New
BFIM
213
Beese Fulmer Investment Management
Ohio
$1.7M -$1.02K -1 -0.1%
FANJ
214
Financial Architects (New Jersey)
New Jersey
$1.7M +$249K +245 +17%
RC
215
Roundview Capital
New Jersey
$1.64M +$13.2K +13 +0.8%
AB
216
Amalgamated Bank
New York
$1.61M +$60.9K +60 +4%
Nisa Investment Advisors
217
Nisa Investment Advisors
Missouri
$1.59M
SG Americas Securities
218
SG Americas Securities
New York
$1.57M +$1.42M +1,397 +763%
JP Morgan Chase
219
JP Morgan Chase
New York
$1.5M -$4.85M -4,772 -76%
TC
220
TownSquare Capital
Utah
$1.5M +$533K +525 +54%
SC
221
Seacliff Capital
Connecticut
$1.49M +$1.52M +1,500 New
KBC Group
222
KBC Group
Belgium
$1.49M
Caisse de Depot et Placement du Quebec (CDPQ)
223
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.48M -$162K -160 -10%
Schroder Investment Management Group
224
Schroder Investment Management Group
United Kingdom
$1.48M -$34.5K -34 -2%
GG
225
Gofen & Glossberg
Illinois
$1.47M

MKL Hedge Fund Activity: Q1 2019 in Review

523 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2019, worth a combined $10.6B — down 3.8% from $11B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new MKL positions and 49 closed out — a net gain of 8 holders — while 180 added to existing stakes and 157 trimmed.

The largest buyer was DF Dent & Co, adding an estimated $40M. The largest seller was Bessemer Group, cutting an estimated $54.4M.

  • 523 institutional investors held Markel Group (MKL) as of Q1 2019, up from 522 in Q4 2018.
  • Funds reported $10.6B of Markel Group stock for Q1 2019, down 3.8% quarter-over-quarter.
  • 57 funds opened new Markel Group positions in Q1 2019 and 49 closed out, a net change of +8 holders.
  • The largest Markel Group buyer in Q1 2019 was DF Dent & Co, an estimated $40M added.
  • The largest Markel Group seller in Q1 2019 was Bessemer Group, an estimated $54.4M sold.

Based on aggregated 13F filings for Q1 2019.