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Markel Group
MKL

Overview Fund Activity

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
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

Top Buyers

1
EIG
EdgePoint Investment Group
Ontario, Canada
+$66.4M
2
VDBMI
Van Den Berg Management I
Texas
+$31.6M
3
MAMU
Marathon Asset Management (UK)
United Kingdom
+$29.5M
4
DSA
Davis Selected Advisers
Arizona
+$26.5M
5
Principal Financial Group
Principal Financial Group
Iowa
+$17.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$62.5M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$37.5M
3
FPP
Findlay Park Partners
United Kingdom
-$33M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$25.8M
5
TI
Turner Investments
Pennsylvania
-$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
251
Fifth Third Bancorp
Ohio
$179K – – –
BAM
252
Brave Asset Management
New Jersey
$179K – – –
CPA
253
Cowen Prime Advisors
New York
$179K – – –
PSI
254
Pinnacle Summer Investments
Virginia
$168K +$21.9K +35 +15%
PAM
255
Panagora Asset Management
Massachusetts
$143K – – –
TCOV
256
Trust Company of Vermont
Vermont
$117K +$44.5K +75 +61%
LTFS
257
Ladenburg Thalmann Financial Services
Florida
$101K -$598 -1 -0.6%
DADC
258
D.A. Davidson & Co
Montana
$99K +$1.77K +3 +2%
FNBT
259
FineMark National Bank & Trust
Florida
$95K – – –
CBT
260
Central Bank & Trust
Kentucky
$89K – – –
Lazard Asset Management
261
Lazard Asset Management
New York
$68K – – –
FHA
262
First Horizon Advisors
Tennessee
$61K – – –
HRIA
263
Haberer Registered Investment Advisor
Ohio
$60K – – –
WA
264
Winfield Associates
Ohio
$60K – – –
TRCT
265
Tower Research Capital (TRC)
New York
$60K +$60K +100 New
WTB
266
Washington Trust Bank
Washington
$60K +$60K +100 New
IMS
267
Index Management Solutions
Pennsylvania
$54K +$54K +90 New
AUB
268
Atlantic Union Bankshares
Virginia
$52K +$52K +100 New
IWC
269
Integrated Wealth Counsel
California
$41K – – –
Envestnet Asset Management
270
Envestnet Asset Management
Illinois
$36K – – –
PG
271
PEAK6 Group
Illinois
$33K +$33K +56 New
TWA
272
TCI Wealth Advisors
Arizona
$32K +$1.19K +2 +4%
PTC
273
Private Trust Company
Ohio
$30K – – –
BRWM
274
B. Riley Wealth Management
Tennessee
$30K +$30K +50 New
HCM
275
Highlander Capital Management
New Jersey
$29.8K – – –
9 10
11
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