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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.1B +$27.3M +28,104 +3%
BlackRock
2
BlackRock
New York
$816M +$3.48M +3,590 +0.4%
Principal Financial Group
3
Principal Financial Group
Iowa
$643M +$22.7M +23,417 +4%
ACM
4
Atlanta Capital Management
Georgia
$551M -$36.6M -37,672 -6%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$547M +$3.05M +3,147 +0.6%
ACM
6
AKRE Capital Management
Virginia
$504M +$2.13M +2,199 +0.4%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$442M +$33.5M +34,481 +8%
Capital Research Global Investors
8
Capital Research Global Investors
California
$332M +$331K +341 +0.1%
State Street
9
State Street
Massachusetts
$291M -$4.91M -5,054 -2%
DC
10
Davenport & Co
Virginia
$279M +$504K +519 +0.2%
DSA
11
Davis Selected Advisers
Arizona
$269M -$5M -5,152 -2%
BRIM
12
Broad Run Investment Management
Virginia
$251M +$2.62M +2,695 +1%
Bessemer Group
13
Bessemer Group
New Jersey
$172M +$2.16M +2,223 +1%
Renaissance Technologies
14
Renaissance Technologies
New York
$164M +$11.9M +12,296 +8%
Victory Capital Management
15
Victory Capital Management
Texas
$149M +$19.2M +19,799 +15%
PC
16
Polar Capital
United Kingdom
$120M +$1.67M +1,725 +1%
BCM
17
Bares Capital Management
Texas
$114M +$588K +606 +0.5%
Norges Bank
18
Norges Bank
Norway
$114M -$6.48M -6,680 -5%
MVIP
19
Mar Vista Investment Partners
California
$113M -$3.16M -3,260 -3%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$106M +$5.2M +5,360 +5%
Canada Life
21
Canada Life
Manitoba, Canada
$101M +$1.85M +1,901 +2%
AC
22
Avenir Corporation
Virginia
$99.3M -$2.24M -2,309 -2%
Mitsubishi UFJ Trust & Banking
23
Mitsubishi UFJ Trust & Banking
Japan
$96.7M -$753K -776 -0.8%
DDC
24
DF Dent & Co
Maryland
$92M -$1.32M -1,358 -1%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$89.7M +$6.13M +6,314 +7%

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.