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Markel Group
MKL

Overview Fund Activity

277 hedge funds and large institutions have $5.5B invested in Markel Group in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 119 increasing their positions, 71 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+7
Holders Change %
+2.59%
% of All Funds
8.98%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.75%
New
36
Increased
119
Reduced
71
Closed
28
Calls
$1.4M
Puts
$7.46M
Net Calls
-$6.06M
Net Calls Change
-$6.06M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$56.6M
2
SCM
Sterling Capital Management
North Carolina
+$55.4M
3
ACM
AKRE Capital Management
Virginia
+$53.2M
4
BRIM
Broad Run Investment Management
Virginia
+$24.9M
5
Principal Financial Group
Principal Financial Group
Iowa
+$19.8M

Top Sellers

1
CC
Chubb Corp
New Jersey
-$115M
2
KeyBank National Association
KeyBank National Association
Ohio
-$46.8M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$35.5M
4
RPM
Ridgemont Partners Management
North Carolina
-$33.1M
5
TCIM
TIAA CREF Investment Management
New York
-$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
226
Ronald Blue & Co
Georgia
$257K +$7.76K +15 +3%
B
227
Barings
North Carolina
$253K – – –
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$250K +$190K +366 +316%
SG Americas Securities
229
SG Americas Securities
New York
$236K +$236K +456 New
DG
230
Davidson & Garrard
Virginia
$235K +$2.59K +5 +1%
EAM
231
Edge Asset Management
Washington
$229K +$229K +442 New
Mackenzie Financial
232
Mackenzie Financial
Ontario, Canada
$220K +$220K +425 New
VNA
233
VNBTrust National Association
Virginia
$211K -$1.56K -3 -0.7%
Mitsubishi UFJ Asset Management
234
Mitsubishi UFJ Asset Management
Japan
$207K -$23.3K -45 -10%
YMRC
235
Yorktown Management & Research Company
Virginia
$207K – – –
CAM
236
Chesapeake Asset Management
New York
$207K – – –
CIC
237
Chilton Investment Company
Connecticut
$207K +$207K +400 New
MLICM
238
Metropolitan Life Insurance Company (MetLife)
New York
$206K +$7.25K +14 +4%
HNB
239
Huntington National Bank
Ohio
$202K +$15K +29 +8%
CB
240
Commerce Bank
Missouri
$202K +$202K +390 New
PAM
241
Panagora Asset Management
Massachusetts
$176K – – –
Fifth Third Bancorp
242
Fifth Third Bancorp
Ohio
$171K – – –
TRCT
243
Tower Research Capital (TRC)
New York
$157K -$79.5K -154 -34%
CPA
244
Cowen Prime Advisors
New York
$155K – – –
Creative Planning
245
Creative Planning
Kansas
$119K +$109K +210 +1,050%
LTFS
246
Ladenburg Thalmann Financial Services
Florida
$84K +$1.04K +2 +1%
FNBT
247
FineMark National Bank & Trust
Florida
$83K -$5.19K -10 -6%
CBT
248
Central Bank & Trust
Kentucky
$78K – – –
DADC
249
D.A. Davidson & Co
Montana
$71K – – –
Lazard Asset Management
250
Lazard Asset Management
New York
$59K – – –
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