Markel Group
493 hedge funds and large institutions have $12.6B invested in Markel Group in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 127 increasing their positions, 180 reducing their positions, and 30 closing their positions.
73% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 30
4% more funds holding
Funds holding: 476 → 493 (+17)
3% more funds holding in top 10
Funds holding in top 10: 29 → 30 (+1)
1% more capital invested
Capital invested by funds: $12.4B → $12.6B (+$165M)
1.14% less ownership
Funds ownership: 78.32% → 77.18% (-1.1%)
29% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 180
60% less call options, than puts
Call options by funds: $14.1M | Put options by funds: $35M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$51.2M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$17.7M |
| 3 |
Renaissance Technologies
New York
|
+$15.9M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$15.4M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$9.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bares Capital Management
Austin,
Texas
|
-$145M |
| 2 |
SFM
Stack Financial Management
Whitefish,
Montana
|
-$21.1M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$19.1M |
| 4 |
AAF
Andra AP-fonden
Goteborg,
Sweden
|
-$17.1M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$15.3M |
MKL Hedge Fund Activity: Q1 2018 in Review
493 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2018, worth a combined $12.6B — up 1.3% from $12.4B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new MKL positions and 30 closed out — a net gain of 22 holders — while 127 added to existing stakes and 180 trimmed.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $51.2M. The largest seller was Bares Capital Management, exiting entirely with an estimated $145M sold.
- 493 institutional investors held Markel Group (MKL) as of Q1 2018, up from 476 in Q4 2017.
- Funds reported $12.6B of Markel Group stock for Q1 2018, up 1.3% quarter-over-quarter.
- 52 funds opened new Markel Group positions in Q1 2018 and 30 closed out, a net change of +22 holders.
- The largest Markel Group buyer in Q1 2018 was Thrivent Financial for Lutherans, an estimated $51.2M added.
- The largest Markel Group seller in Q1 2018 was Bares Capital Management, an estimated $145M sold.
Based on aggregated 13F filings for Q1 2018.