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Markel Group

509 hedge funds and large institutions have $12.4B invested in Markel Group in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 166 increasing their positions, 162 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

8% more capital invested

Capital invested by funds: $11.5B → $12.4B (+$920M)

2% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 162

0.06% less ownership

Funds ownership: 76.23%76.17% (-0.06%)

2% less funds holding

Funds holding: 517509 (-8)

13% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 52

54% less call options, than puts

Call options by funds: $13.4M | Put options by funds: $28.8M

Holders
509
Holders Change
-8
Holders Change %
-1.55%
% of All Funds
11.16%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.68%
New
45
Increased
166
Reduced
162
Closed
52
Calls
$13.4M
Puts
$28.8M
Net Calls
-$15.5M
Net Calls Change
-$445K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.44B +$34.7M +30,564 +3%
BlackRock
2
BlackRock
New York
$1.07B +$44.7M +39,301 +5%
Principal Financial Group
3
Principal Financial Group
Iowa
$798M -$1.58M -1,392 -0.2%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$661M -$11.9M -10,513 -2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$608M -$36.5M -32,146 -6%
ACM
6
AKRE Capital Management
Virginia
$606M -$110K -97 -0%
State Street
7
State Street
Massachusetts
$419M +$14.4M +12,694 +4%
ACM
8
Atlanta Capital Management
Georgia
$346M +$1.2M +1,060 +0.4%
DC
9
Davenport & Co
Virginia
$312M -$2.22M -1,957 -0.7%
DSA
10
Davis Selected Advisers
Arizona
$266M -$11.8M -10,360 -4%
Renaissance Technologies
11
Renaissance Technologies
New York
$252M -$4M -3,521 -2%
MVIP
12
Mar Vista Investment Partners
California
$225M +$8.6M +7,572 +4%
BRIM
13
Broad Run Investment Management
Virginia
$210M -$11.2M -9,827 -5%
DDC
14
DF Dent & Co
Maryland
$200M +$12.3M +10,804 +7%
PC
15
Polar Capital
United Kingdom
$160M +$648K +570 +0.4%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$159M +$2.79M +2,459 +2%
Mackenzie Financial
17
Mackenzie Financial
Ontario, Canada
$144M +$5.79M +5,098 +4%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$130M +$11.6M +10,230 +10%
Norges Bank
19
Norges Bank
Norway
$129M +$1.79M +1,579 +1%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$122M +$1.39M +1,226 +1%
Legal & General Group
21
Legal & General Group
United Kingdom
$119M +$1.37M +1,205 +1%
Victory Capital Management
22
Victory Capital Management
Texas
$114M -$38.8M -34,148 -26%
Mitsubishi UFJ Trust & Banking
23
Mitsubishi UFJ Trust & Banking
Japan
$112M +$33.3M +29,309 +45%
Northern Trust
24
Northern Trust
Illinois
$109M +$586K +516 +0.6%
FAM
25
Fenimore Asset Management
New York
$109M +$132K +116 +0.1%

MKL Hedge Fund Activity: Q3 2019 in Review

509 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2019, worth a combined $12.4B — up 8% from $11.5B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of MKL and 45 opened new positions — a net loss of 7 holders — while 162 trimmed existing stakes and 166 added.

The largest buyer was BlackRock, adding an estimated $44.7M. The largest seller was Victory Capital Management, cutting an estimated $38.8M.

  • 509 institutional investors held Markel Group (MKL) as of Q3 2019, down from 517 in Q2 2019.
  • Funds reported $12.4B of Markel Group stock for Q3 2019, up 8% quarter-over-quarter.
  • 45 funds opened new Markel Group positions in Q3 2019 and 52 closed out, a net change of -7 holders.
  • The largest Markel Group buyer in Q3 2019 was BlackRock, an estimated $44.7M added.
  • The largest Markel Group seller in Q3 2019 was Victory Capital Management, an estimated $38.8M sold.

Based on aggregated 13F filings for Q3 2019.