We are live on ! Find out more
MKL icon

Markel Group

285 hedge funds and large institutions have $6.25B invested in Markel Group in 2013 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 105 increasing their positions, 93 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

14% more capital invested

Capital invested by funds: $5.5B → $6.25B (+$746M)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

13% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 93

3% more funds holding

Funds holding: 277285 (+8)

0.57% more ownership

Funds ownership: 76.31%76.88% (+0.57%)

96% less call options, than puts

Call options by funds: $987K | Put options by funds: $26.1M

Holders
285
Holders Change
+8
Holders Change %
+2.89%
% of All Funds
8.27%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.75%
New
35
Increased
105
Reduced
93
Closed
24
Calls
$987K
Puts
$26.1M
Net Calls
-$25.1M
Net Calls Change
-$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MHC
226
Meyer Handelman Company
New York
$296K
FMW
227
Farr Miller & Washington
District of Columbia
$292K -$32.6K -60 -11%
KIG
228
Kovitz Investment Group
Illinois
$291K -$966K -1,780 -78%
SIC
229
Schwartz Investment Counsel
Michigan
$290K
SG Americas Securities
230
SG Americas Securities
New York
$286K +$19.5K +36 +8%
RBC
231
Ronald Blue & Co
Georgia
$283K -$5.43K -10 -2%
Bank of Montreal
232
Bank of Montreal
Ontario, Canada
$280K -$543 -1 -0.2%
Public Employees Retirement Association of Colorado
233
Public Employees Retirement Association of Colorado
Colorado
$267K -$112K -207 -31%
DG
234
Davidson & Garrard
Virginia
$263K
EAM
235
Edge Asset Management
Washington
$257K
Creative Planning
236
Creative Planning
Kansas
$252K +$111K +205 +89%
HNB
237
Huntington National Bank
Ohio
$241K +$13K +24 +6%
BAS
238
Brown Advisory Securities
Maryland
$239K +$222K +409 New
PAG
239
Private Advisor Group
New Jersey
$233K +$218K +402 New
CAM
240
Chesapeake Asset Management
New York
$232K
CIC
241
Chilton Investment Company
Connecticut
$232K
YMRC
242
Yorktown Management & Research Company
Virginia
$232K
MLICM
243
Metropolitan Life Insurance Company (MetLife)
New York
$231K
Mitsubishi UFJ Asset Management
244
Mitsubishi UFJ Asset Management
Japan
$231K
CB
245
Commerce Bank
Missouri
$227K
RJT
246
Raymond James Trust
Florida
$226K +$211K +389 New
WFM
247
Wilmington Funds Management
Delaware
$221K +$206K +380 New
BONST
248
Bank of Nova Scotia Trust
Ontario, Canada
$215K +$201K +370 New
SAS
249
Spectrum Advisory Services
Georgia
$207K +$194K +357 New
PL
250
Parkwood LLC
Ohio
$190K +$177K +327 New