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Markel Group

290 hedge funds and large institutions have $6.42B invested in Markel Group in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 108 increasing their positions, 89 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

21% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 89

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

2% more funds holding

Funds holding: 285290 (+5)

3% more capital invested

Capital invested by funds: $6.25B → $6.42B (+$170M)

0.04% less ownership

Funds ownership: 76.88%76.83% (-0.04%)

78% less call options, than puts

Call options by funds: $8.35M | Put options by funds: $37.4M

Holders
290
Holders Change
+5
Holders Change %
+1.75%
% of All Funds
8.38%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.78%
New
22
Increased
108
Reduced
89
Closed
15
Calls
$8.35M
Puts
$37.4M
Net Calls
-$29M
Net Calls Change
-$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
226
Private Advisor Group
New Jersey
$289K +$47.3K +83 +21%
BAS
227
Brown Advisory Securities
Maryland
$278K +$33K +58 +14%
RJT
228
Raymond James Trust
Florida
$274K +$39.9K +70 +18%
Public Employees Retirement Association of Colorado
229
Public Employees Retirement Association of Colorado
Colorado
$273K -$1.14K -2 -0.4%
DG
230
Davidson & Garrard
Virginia
$271K
OI
231
Oakbrook Investments
Illinois
$268K -$57K -100 -18%
EAM
232
Edge Asset Management
Washington
$263K
Barclays
233
Barclays
United Kingdom
$254K -$373K -654 -61%
Credit Agricole
234
Credit Agricole
France
$243K -$118K -207 -34%
CAM
235
Chesapeake Asset Management
New York
$238K
YMRC
236
Yorktown Management & Research Company
Virginia
$238K
FNBTCON
237
First National Bank & Trust Co of Newtown
Pennsylvania
$238K +$228K +400 New
MLICM
238
Metropolitan Life Insurance Company (MetLife)
New York
$237K
HNB
239
Huntington National Bank
Ohio
$234K -$13.1K -23 -6%
Mitsubishi UFJ Asset Management
240
Mitsubishi UFJ Asset Management
Japan
$232K -$5.7K -10 -3%
SG Americas Securities
241
SG Americas Securities
New York
$229K -$61.5K -108 -22%
FMW
242
Farr Miller & Washington
District of Columbia
$228K -$68.9K -121 -24%
Bank of Montreal
243
Bank of Montreal
Ontario, Canada
$227K -$57K -100 -21%
WFM
244
Wilmington Funds Management
Delaware
$227K
CB
245
Commerce Bank
Missouri
$226K -$6.26K -11 -3%
CAM
246
Capstone Asset Management
Texas
$224K -$219K -384 -51%
BONST
247
Bank of Nova Scotia Trust
Ontario, Canada
$221K
SAS
248
Spectrum Advisory Services
Georgia
$213K
ARC
249
Absolute Return Capital
Massachusetts
$204K +$195K +342 New
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
$191K +$91.1K +160 +99%

MKL Hedge Fund Activity: Q1 2014 in Review

290 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2014, worth a combined $6.42B — up 2.7% from $6.25B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MKL positions and 15 closed out — a net gain of 7 holders — while 108 added to existing stakes and 89 trimmed.

The largest buyer was EdgePoint Investment Group, adding an estimated $63.4M. The largest seller was Citadel Advisors, cutting an estimated $59.7M.

  • 290 institutional investors held Markel Group (MKL) as of Q1 2014, up from 285 in Q4 2013.
  • Funds reported $6.42B of Markel Group stock for Q1 2014, up 2.7% quarter-over-quarter.
  • 22 funds opened new Markel Group positions in Q1 2014 and 15 closed out, a net change of +7 holders.
  • The largest Markel Group buyer in Q1 2014 was EdgePoint Investment Group, an estimated $63.4M added.
  • The largest Markel Group seller in Q1 2014 was Citadel Advisors, an estimated $59.7M sold.

Based on aggregated 13F filings for Q1 2014.