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Markel Group

520 hedge funds and large institutions have $12.6B invested in Markel Group in 2018 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 154 increasing their positions, 167 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 34

10% more capital invested

Capital invested by funds: $11.4B → $12.6B (+$1.19B)

5% more funds holding

Funds holding: 496520 (+24)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

0.52% less ownership

Funds ownership: 76.92%76.41% (-0.52%)

8% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 167

68% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $31.5M

Holders
520
Holders Change
+24
Holders Change %
+4.84%
% of All Funds
11.89%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.57%
New
65
Increased
154
Reduced
167
Closed
34
Calls
$10.2M
Puts
$31.5M
Net Calls
-$21.3M
Net Calls Change
+$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.35B -$3.06M -2,599 -0.2%
BlackRock
2
BlackRock
New York
$1.01B +$12.5M +10,618 +1%
Principal Financial Group
3
Principal Financial Group
Iowa
$806M +$6.23M +5,297 +0.8%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$662M +$7.6M +6,455 +1%
ACM
5
AKRE Capital Management
Virginia
$610M -$386K -328 -0.1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$602M +$11.2M +9,479 +2%
ACM
7
Atlanta Capital Management
Georgia
$527M -$72.8M -61,828 -12%
State Street
8
State Street
Massachusetts
$356M +$24.1M +20,494 +7%
DC
9
Davenport & Co
Virginia
$339M -$611K -519 -0.2%
DSA
10
Davis Selected Advisers
Arizona
$288M -$8.43M -7,163 -3%
Renaissance Technologies
11
Renaissance Technologies
New York
$264M +$27M +22,980 +12%
BRIM
12
Broad Run Investment Management
Virginia
$257M -$37.4M -31,820 -13%
Bessemer Group
13
Bessemer Group
New Jersey
$222M +$2.39M +2,032 +1%
Victory Capital Management
14
Victory Capital Management
Texas
$216M +$12.8M +10,850 +6%
Capital International Investors
15
Capital International Investors
California
$214M +$212M +180,228 New
MVIP
16
Mar Vista Investment Partners
California
$183M +$35.3M +29,994 +24%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$150M +$1.92M +1,629 +1%
PC
18
Polar Capital
United Kingdom
$144M -$2.59M -2,200 -2%
Norges Bank
19
Norges Bank
Norway
$127M +$1.84M +1,562 +1%
Morgan Stanley
20
Morgan Stanley
New York
$119M -$6.18M -5,254 -5%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$111M -$1.59M -1,348 -1%
DDC
22
DF Dent & Co
Maryland
$105M +$167K +142 +0.2%
Northern Trust
23
Northern Trust
Illinois
$105M -$1.3M -1,102 -1%
Canada Life
24
Canada Life
Manitoba, Canada
$103M -$680K -578 -0.7%
FAM
25
Fenimore Asset Management
New York
$99.7M -$161K -137 -0.2%

MKL Hedge Fund Activity: Q3 2018 in Review

520 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2018, worth a combined $12.6B — up 10% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MKL positions and 34 closed out — a net gain of 31 holders — while 154 added to existing stakes and 167 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $212M. The largest seller was Capital Research Global Investors, cutting an estimated $263M.

  • 520 institutional investors held Markel Group (MKL) as of Q3 2018, up from 496 in Q2 2018.
  • Funds reported $12.6B of Markel Group stock for Q3 2018, up 10% quarter-over-quarter.
  • 65 funds opened new Markel Group positions in Q3 2018 and 34 closed out, a net change of +31 holders.
  • The largest Markel Group buyer in Q3 2018 was Capital International Investors, an estimated $212M added.
  • The largest Markel Group seller in Q3 2018 was Capital Research Global Investors, an estimated $263M sold.

Based on aggregated 13F filings for Q3 2018.