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Markel Group
MKL

Overview Fund Activity

299 hedge funds and large institutions have $6.94B invested in Markel Group in 2014 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 100 increasing their positions, 100 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+12
Holders Change %
+4.18%
% of All Funds
8.68%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.81%
New
30
Increased
100
Reduced
100
Closed
15
Calls
$16.6M
Puts
$24.5M
Net Calls
-$7.89M
Net Calls Change
+$6.54M

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$88.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$495M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$21.1M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$334M
5
Canada Life
5
Canada Life
Manitoba, Canada
$103M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$191M
2
Norges Bank
2
Norges Bank
Norway
$66.6M
3
ACM
3
Atlanta Capital Management
Georgia
$345M
4
MIH
4
Madison Investment Holdings
Wisconsin
$108M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$277M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
276
First Horizon Advisors
Tennessee
$41K – – –
GSC
277
Ground Swell Capital
South Carolina
$40K +$40K +63 New
IGIM
278
I.G. Investment Management
Manitoba, Canada
$39K +$39K +62 New
Envestnet Asset Management
279
Envestnet Asset Management
Illinois
$38K – – –
TWA
280
TCI Wealth Advisors
Arizona
$37K +$1.28K +2 +4%
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$34K +$34K +54 New
PTC
282
Private Trust Company
Ohio
$32K – – –
GT
283
Glenmede Trust
Pennsylvania
$32K +$11.3K +18 +55%
HCM
284
Highlander Capital Management
New Jersey
$31.8K – – –
LWM
285
LBA Wealth Management
Florida
$25K +$25K +40 New
PVH
286
Psagot Value Holdings
Israel
$22K – – –
WA
287
WFG Advisors
Texas
$16K – – –
JFGIW
288
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16K +$16K +25 New
MA
289
MUFG Americas
New York
$14K +$2.55K +4 +22%
NCM
290
Nelson Capital Management
California
$13K – – –
HI
291
Hudock Inc
Pennsylvania
$13K – – –
DSC
292
Duncker Streett & Co
Missouri
$13K +$13K +21 New
QT
293
Quantbot Technologies
New York
$13K +$13K +22 New
WRM
294
Westport Resources Management
Connecticut
$11K – – –
FMII
295
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
DAM
296
Delta Asset Management
Tennessee
$7K – – –
OC
297
Oakworth Capital
Alabama
$5K – – –
SA
298
SRH Advisors
Kansas
$3K +$3K +5 New
Manulife (Manufacturers Life Insurance)
299
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$254 -$6.37K -10,003 -96%
Natixis Advisors
300
Natixis Advisors
Massachusetts
– -$2.58M -3,934 Closed
9 10 11
12
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