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Markel Group

531 hedge funds and large institutions have $10.2B invested in Markel Group in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 141 increasing their positions, 203 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 44

3% more funds holding

Funds holding: 517531 (+14)

3% more capital invested

Capital invested by funds: $9.83B → $10.2B (+$333M)

1.23% less ownership

Funds ownership: 77.26%76.03% (-1.2%)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

31% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 203

39% less call options, than puts

Call options by funds: $43.8M | Put options by funds: $71.3M

Holders
531
Holders Change
+14
Holders Change %
+2.71%
% of All Funds
10.71%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.48%
New
60
Increased
141
Reduced
203
Closed
44
Calls
$43.8M
Puts
$71.3M
Net Calls
-$27.5M
Net Calls Change
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BFIM
226
Beese Fulmer Investment Management
Ohio
$1.63M
PP
227
Palladium Partners
Virginia
$1.6M +$16.3K +16 +1%
SEI Investments
228
SEI Investments
Pennsylvania
$1.57M -$533K -525 -25%
HC
229
Henshaw Capital
Massachusetts
$1.53M +$372K +366 +30%
William Blair & Company
230
William Blair & Company
Illinois
$1.5M -$91.4K -90 -6%
BFM
231
Boothbay Fund Management
New York
$1.48M +$107K +105 +7%
RC
232
Roundview Capital
New Jersey
$1.47M -$7.11K -7 -0.5%
TRCT
233
Tower Research Capital (TRC)
New York
$1.44M +$507K +499 +51%
ANTB
234
AMG National Trust Bank
Colorado
$1.43M -$62K -61 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
235
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.39M -$71.1K -70 -5%
PP
236
Paloma Partners
Connecticut
$1.38M -$2.15M -2,114 -60%
VF
237
Virtu Financial
New York
$1.36M +$1.42M +1,398 New
Balyasny Asset Management
238
Balyasny Asset Management
Illinois
$1.36M +$1.41M +1,393 New
BS
239
Banco Santander
Spain
$1.35M +$223K +220 +19%
LPL Financial
240
LPL Financial
California
$1.35M +$30.5K +30 +2%
NAM
241
Nissay Asset Management
Japan
$1.35M +$36.6K +36 +3%
TYCC
242
Texas Yale Capital Corp
Florida
$1.29M -$274K -270 -17%
DekaBank Deutsche Girozentrale
243
DekaBank Deutsche Girozentrale
Germany
$1.28M +$58.9K +58 +5%
B
244
BP
United Kingdom
$1.27M -$102K -100 -7%
JMPWA
245
JP Morgan Private Wealth Advisors
California
$1.26M +$35.6K +35 +3%
Canada Pension Plan Investment Board
246
Canada Pension Plan Investment Board
Ontario, Canada
$1.22M -$325K -320 -20%
First Manhattan
247
First Manhattan
New York
$1.21M
GCC
248
Guardian Capital (Canada)
Ontario, Canada
$1.2M +$188K +185 +18%
Nisa Investment Advisors
249
Nisa Investment Advisors
Missouri
$1.18M -$50.8K -50 -4%
SMI
250
Shelter Mutual Insurance
Missouri
$1.17M

MKL Hedge Fund Activity: Q3 2020 in Review

531 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2020, worth a combined $10.2B — up 3.4% from $9.83B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MKL positions and 44 closed out — a net gain of 16 holders — while 141 added to existing stakes and 203 trimmed.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $36.4M. The largest seller was Principal Financial Group, cutting an estimated $54.9M.

  • 531 institutional investors held Markel Group (MKL) as of Q3 2020, up from 517 in Q2 2020.
  • Funds reported $10.2B of Markel Group stock for Q3 2020, up 3.4% quarter-over-quarter.
  • 60 funds opened new Markel Group positions in Q3 2020 and 44 closed out, a net change of +16 holders.
  • The largest Markel Group buyer in Q3 2020 was Point72 Asset Management, an estimated $36.4M added.
  • The largest Markel Group seller in Q3 2020 was Principal Financial Group, an estimated $54.9M sold.

Based on aggregated 13F filings for Q3 2020.