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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 %
Fifth Third Bancorp
251
Fifth Third Bancorp
Ohio
$174K -$17.4K -30 -9%
CPA
252
Cowen Prime Advisors
New York
$174K – – –
BAM
253
Brave Asset Management
New Jersey
$174K +$174K +300 New
PAM
254
Panagora Asset Management
Massachusetts
$139K -$57.9K -100 -29%
PSI
255
Pinnacle Summer Investments
Virginia
$135K +$135K +233 New
LTFS
256
Ladenburg Thalmann Financial Services
Florida
$99K +$4.66K +8 +5%
DADC
257
D.A. Davidson & Co
Montana
$94K +$14.8K +26 +19%
MPWT
258
MassMutual Private Wealth & Trust
Connecticut
$93.4K +$93.4K +161 New
FNBT
259
FineMark National Bank & Trust
Florida
$93K – – –
CBT
260
Central Bank & Trust
Kentucky
$87K – – –
TCOV
261
Trust Company of Vermont
Vermont
$71K +$71K +122 New
Lazard Asset Management
262
Lazard Asset Management
New York
$66K – – –
HRIA
263
Haberer Registered Investment Advisor
Ohio
$58K – – –
OIA
264
Optimum Investment Advisors
Illinois
$58K – – –
WA
265
Winfield Associates
Ohio
$58K +$58K +100 New
FHA
266
First Horizon Advisors
Tennessee
$53K +$13.8K +26 +35%
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$50K +$2.91K +5 +6%
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$44K +$587 +1 +1%
IWC
269
Integrated Wealth Counsel
California
$39K – – –
Envestnet Asset Management
270
Envestnet Asset Management
Illinois
$35K – – –
TWA
271
TCI Wealth Advisors
Arizona
$30K +$577 +1 +2%
HCM
272
Highlander Capital Management
New Jersey
$29K – – –
PTC
273
Private Trust Company
Ohio
$29K – – –
IGIM
274
I.G. Investment Management
Manitoba, Canada
$25K +$25K +43 New
PVH
275
Psagot Value Holdings
Israel
$20K – – –
9 10
11
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