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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
$408M
2
SCM
Sterling Capital Management
North Carolina
$95.2M
3
ACM
AKRE Capital Management
Virginia
$181M
4
BRIM
Broad Run Investment Management
Virginia
$96M
5
Principal Financial Group
Principal Financial Group
Iowa
$237M

Top Sellers

1
CC
Chubb Corp
New Jersey
$102M
2
KeyBank National Association
KeyBank National Association
Ohio
$995K
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$151M
4
RPM
Ridgemont Partners Management
North Carolina
$0
5
TCIM
TIAA CREF Investment Management
New York
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HRIA
251
Haberer Registered Investment Advisor
Ohio
$52K – – –
OIA
252
Optimum Investment Advisors
Illinois
$52K +$52K +100 New
SC
253
StellarOne Corp
Virginia
$52K +$52K +100 New
QT
254
Quantbot Technologies
New York
$51K +$51K +100 New
Walleye Trading
255
Walleye Trading
New York
$45K +$45K +87 New
Northwestern Mutual Wealth Management
256
Northwestern Mutual Wealth Management
Wisconsin
$42K -$23.3K -45 -36%
FHA
257
First Horizon Advisors
Tennessee
$38K +$514 +1 +1%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$38K +$38K +74 New
IWC
259
Integrated Wealth Counsel
California
$35.2K – – –
Envestnet Asset Management
260
Envestnet Asset Management
Illinois
$31K – – –
BWFA
261
Baltimore-Washington Financial Advisors
Maryland
$31K +$31K +60 New
PTC
262
Private Trust Company
Ohio
$26K – – –
TWA
263
TCI Wealth Advisors
Arizona
$26K +$18.4K +36 +240%
PC
264
Polar Capital
United Kingdom
$25.9K +$1.55K +3,000 +6%
HCM
265
Highlander Capital Management
New Jersey
$25.9K – – –
WA
266
WFG Advisors
Texas
$20K – – –
PVH
267
Psagot Value Holdings
Israel
$18K – – –
GT
268
Glenmede Trust
Pennsylvania
$17K – – –
PAS
269
Partnervest Advisory Services
California
$11K +$1.57K +3 +17%
HI
270
Hudock Inc
Pennsylvania
$11K +$11K +21 New
WRM
271
Westport Resources Management
Connecticut
$9K – – –
FA
272
Financial Advantage
Maryland
$6K – – –
FMII
273
Farmers & Merchants Investments Inc
Nebraska
$6K +$6K +12 New
BC
274
Bartlett & Co
Ohio
$5K +$5K +10 New
ECM
275
ETrade Capital Management
Virginia
$4K +$4K +8 New
9 10
11
12 13