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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
BAM
251
Brave Asset Management
New Jersey
$179K
CPA
252
Cowen Prime Advisors
New York
$179K
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$179K
PSI
254
Pinnacle Summer Investments
Virginia
$168K +$19.9K +35 +15%
PAM
255
Panagora Asset Management
Massachusetts
$143K
TCOV
256
Trust Company of Vermont
Vermont
$117K +$42.7K +75 +61%
LTFS
257
Ladenburg Thalmann Financial Services
Florida
$101K -$570 -1 -0.6%
DADC
258
D.A. Davidson & Co
Montana
$99K +$1.71K +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 +$57K +100 New
WTB
266
Washington Trust Bank
Washington
$60K +$57K +100 New
IMS
267
Index Management Solutions
Pennsylvania
$54K +$51.3K +90 New
AUB
268
Atlantic Union Bankshares
Virginia
$52K +$57K +100 New
IWC
269
Integrated Wealth Counsel
California
$41K
Envestnet Asset Management
270
Envestnet Asset Management
Illinois
$36K
PG
271
PEAK6 Group
Illinois
$33K +$31.9K +56 New
TWA
272
TCI Wealth Advisors
Arizona
$32K +$1.14K +2 +4%
PTC
273
Private Trust Company
Ohio
$30K
BRWM
274
B. Riley Wealth Management
Tennessee
$30K +$28.5K +50 New
HCM
275
Highlander Capital Management
New Jersey
$29.8K

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.