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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, 128 increasing their positions, 180 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 30

4% more funds holding

Funds holding: 476493 (+17)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

1% more capital invested

Capital invested by funds: $12.4B → $12.6B (+$179M)

1.06% less ownership

Funds ownership: 78.32%77.26% (-1.1%)

29% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 180

60% less call options, than puts

Call options by funds: $14.1M | Put options by funds: $35M

Holders
493
Holders Change
+17
Holders Change %
+3.57%
% of All Funds
11.3%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.69%
New
52
Increased
128
Reduced
180
Closed
30
Calls
$14.1M
Puts
$35M
Net Calls
-$20.9M
Net Calls Change
-$8.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.33B -$4.31M -3,828 -0.3%
BlackRock
2
BlackRock
New York
$985M -$4.34M -3,854 -0.5%
Principal Financial Group
3
Principal Financial Group
Iowa
$786M +$7.26M +6,453 +1%
ACM
4
Atlanta Capital Management
Georgia
$660M -$1.81M -1,609 -0.3%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$637M +$5.25M +4,668 +0.9%
ACM
6
AKRE Capital Management
Virginia
$601M -$734K -652 -0.1%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$580M +$17.7M +15,733 +3%
State Street
8
State Street
Massachusetts
$341M -$6.72M -5,971 -2%
DC
9
Davenport & Co
Virginia
$337M +$1.94M +1,725 +0.6%
Capital Research Global Investors
10
Capital Research Global Investors
California
$328M +$21.4K +19 +0%
BRIM
11
Broad Run Investment Management
Virginia
$301M +$2.05M +1,823 +0.7%
DSA
12
Davis Selected Advisers
Arizona
$296M -$3.6M -3,200 -1%
Bessemer Group
13
Bessemer Group
New Jersey
$213M +$3.08M +2,732 +2%
Renaissance Technologies
14
Renaissance Technologies
New York
$211M +$15.9M +14,150 +9%
Victory Capital Management
15
Victory Capital Management
Texas
$200M -$5.95M -5,288 -3%
MVIP
16
Mar Vista Investment Partners
California
$152M -$4.33M -3,845 -3%
PC
17
Polar Capital
United Kingdom
$145M +$2.92M +2,590 +2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$140M +$6M +5,327 +5%
Norges Bank
19
Norges Bank
Norway
$124M -$504K -448 -0.4%
Morgan Stanley
20
Morgan Stanley
New York
$121M -$6.12M -5,439 -5%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$111M +$51.2M +45,514 +93%
Northern Trust
22
Northern Trust
Illinois
$110M -$1.65M -1,466 -2%
Canada Life
23
Canada Life
Manitoba, Canada
$106M +$4.76M +4,228 +5%
Mitsubishi UFJ Trust & Banking
24
Mitsubishi UFJ Trust & Banking
Japan
$105M -$1.38M -1,228 -1%
DDC
25
DF Dent & Co
Maryland
$105M -$258K -229 -0.3%

MKL Hedge Fund Activity: Q1 2018 in Review

493 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2018, worth a combined $12.6B — up 1.4% 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 128 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 1.4% 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.