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Markel Group
MKL

Overview Fund Activity

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
Holders
285
Holders Change
+8
Holders Change %
+2.89%
% of All Funds
8.28%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.76%
New
35
Increased
105
Reduced
93
Closed
24
Calls
$987K
Puts
$26.1M
Net Calls
-$25.1M
Net Calls Change
-$19.1M

Top Buyers

1
CBOA
1
Commonwealth Bank of Australia
Australia
$73.7M
2
EIG
2
EdgePoint Investment Group
Ontario, Canada
$54.8M
3
SI
3
Scharf Investments
California
$51.2M
4
SCM
4
Sterling Capital Management
North Carolina
$141M
5
Citadel Advisors
5
Citadel Advisors
Florida
$63.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$11.3M
2
CC
2
Chubb Corp
New Jersey
$0
3
CS
3
Credit Suisse
Switzerland
$12.6M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$113M
5
DSA
5
Davis Selected Advisers
Arizona
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHC
226
Meyer Handelman Company
New York
$296K – – –
FMW
227
Farr Miller & Washington
District of Columbia
$292K -$34.8K -60 -11%
KIG
228
Kovitz Investment Group
Illinois
$291K -$1.03M -1,780 -78%
SIC
229
Schwartz Investment Counsel
Michigan
$290K – – –
SG Americas Securities
230
SG Americas Securities
New York
$286K +$20.9K +36 +8%
RBC
231
Ronald Blue & Co
Georgia
$283K -$5.81K -10 -2%
Bank of Montreal
232
Bank of Montreal
Ontario, Canada
$280K -$582 -1 -0.2%
Public Employees Retirement Association of Colorado
233
Public Employees Retirement Association of Colorado
Colorado
$267K -$120K -207 -31%
DG
234
Davidson & Garrard
Virginia
$263K – – –
EAM
235
Edge Asset Management
Washington
$257K – – –
Creative Planning
236
Creative Planning
Kansas
$252K +$119K +205 +89%
HNB
237
Huntington National Bank
Ohio
$241K +$13.9K +24 +6%
BAS
238
Brown Advisory Securities
Maryland
$239K +$239K +409 New
PAG
239
Private Advisor Group
New Jersey
$233K +$233K +402 New
YMRC
240
Yorktown Management & Research Company
Virginia
$232K – – –
CIC
241
Chilton Investment Company
Connecticut
$232K – – –
CAM
242
Chesapeake Asset Management
New York
$232K – – –
Mitsubishi UFJ Asset Management
243
Mitsubishi UFJ Asset Management
Japan
$231K – – –
MLICM
244
Metropolitan Life Insurance Company (MetLife)
New York
$231K – – –
CB
245
Commerce Bank
Missouri
$227K – – –
RJT
246
Raymond James Trust
Florida
$226K +$226K +389 New
WFM
247
Wilmington Funds Management
Delaware
$221K +$221K +380 New
BONST
248
Bank of Nova Scotia Trust
Ontario, Canada
$215K +$215K +370 New
SAS
249
Spectrum Advisory Services
Georgia
$207K +$207K +357 New
PL
250
Parkwood LLC
Ohio
$190K +$190K +327 New
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