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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.19B +$947K +933 +0.1%
BlackRock
2
BlackRock
New York
$935M +$34.9M +34,349 +4%
Principal Financial Group
3
Principal Financial Group
Iowa
$671M +$11M +10,844 +2%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$550M +$245K +241 +0%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$541M -$18.5M -18,240 -3%
ACM
6
AKRE Capital Management
Virginia
$511M +$60.9K +60 +0%
State Street
7
State Street
Massachusetts
$335M +$24.5M +24,086 +8%
ACM
8
Atlanta Capital Management
Georgia
$289M +$2.33M +2,299 +0.8%
DC
9
Davenport & Co
Virginia
$277M -$11.5M -11,289 -4%
DSA
10
Davis Selected Advisers
Arizona
$238M -$7.57M -7,458 -3%
Renaissance Technologies
11
Renaissance Technologies
New York
$228M -$1.23M -1,210 -0.5%
BRIM
12
Broad Run Investment Management
Virginia
$196M -$9.58M -9,430 -5%
MVIP
13
Mar Vista Investment Partners
California
$190M +$29.9M +29,447 +18%
Capital International Investors
14
Capital International Investors
California
$153M -$26.8M -26,348 -15%
Victory Capital Management
15
Victory Capital Management
Texas
$132M -$52M -51,250 -28%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$129M -$8.87M -8,731 -6%
DDC
17
DF Dent & Co
Maryland
$127M +$40M +39,408 +45%
PC
18
Polar Capital
United Kingdom
$118M -$2.98M -2,930 -2%
Bessemer Group
19
Bessemer Group
New Jersey
$118M -$54.4M -53,564 -31%
Norges Bank
20
Norges Bank
Norway
$107M +$523K +515 +0.5%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$99.4M +$5.7M +5,616 +6%
Legal & General Group
22
Legal & General Group
United Kingdom
$97.1M +$15.1M +14,857 +18%
Northern Trust
23
Northern Trust
Illinois
$94.6M +$1.01M +998 +1%
FAM
24
Fenimore Asset Management
New York
$90.5M +$3.58M +3,524 +4%
Canada Life
25
Canada Life
Manitoba, Canada
$84.8M +$3.17M +3,124 +4%

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.