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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
RCC
251
Red Cedar Capital
Nebraska
$1.14M -$6.09K -6 -0.5%
Bank of Montreal
252
Bank of Montreal
Ontario, Canada
$1.12M -$258K -254 -18%
II
253
IFM Investors
Australia
$1.11M +$96.5K +95 +9%
GG
254
Gofen & Glossberg
Illinois
$1.11M -$234K -230 -17%
HGWM
255
Horst & Graben Wealth Management
Oregon
$1.07M
LOPW
256
Live Oak Private Wealth
North Carolina
$1.06M -$67K -66 -6%
AWM
257
Altavista Wealth Management
North Carolina
$1.06M +$210K +207 +24%
GJIC
258
Gamble Jones Investment Counsel
California
$1.03M -$92.4K -91 -8%
MYIA
259
Mount Yale Investment Advisors
Colorado
$1.03M +$1.08M +1,059 New
JCM
260
Jacobsen Capital Management
Utah
$1.03M +$719K +708 +203%
SSA
261
Schonfeld Strategic Advisors
New York
$1.02M -$360K -354 -25%
THWM
262
Taylor Hoffman Wealth Management
Virginia
$996K -$958K -943 -48%
SC
263
Sepio Capital
Utah
$994K
IMRF
264
Illinois Municipal Retirement Fund
Illinois
$993K +$193K +190 +23%
PHK
265
Point72 Hong Kong
Hong Kong
$989K +$1.03M +1,016 New
BC
266
Brookfield Corp
Ontario, Canada
$985K +$1.03M +1,012 New
CIBC Asset Management
267
CIBC Asset Management
Ontario, Canada
$984K -$159K -157 -13%
RL
268
Ruffer LLP
United Kingdom
$976K +$254K +250 +33%
WBC
269
Westpac Banking Corp
Australia
$966K
KeyBank National Association
270
KeyBank National Association
Ohio
$948K -$5.08K -5 -0.5%
MYAM
271
Meiji Yasuda Asset Management
Japan
$947K -$102K -100 -9%
EBT
272
Enterprise Bank & Trust
Massachusetts
$943K -$18.3K -18 -2%
AIM
273
AIA Investment Management
Singapore
$934K +$174K +171 +22%
OPPTF
274
OPSEU Pension Plan Trust Fund
Ontario, Canada
$911K -$1.02K -1 -0.1%
Creative Planning
275
Creative Planning
Kansas
$907K +$66K +65 +7%

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.