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Markel Group

307 hedge funds and large institutions have $8.36B invested in Markel Group in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 98 increasing their positions, 114 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $7.28B → $8.36B (+$1.09B)

7% more funds holding in top 10

Funds holding in top 10: 2931 (+2)

1.96% more ownership

Funds ownership: 76.16%78.12% (+2%)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

1% less funds holding

Funds holding: 309307 (-2)

14% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 114

43% less call options, than puts

Call options by funds: $21.9M | Put options by funds: $38.5M

Holders
307
Holders Change
-2
Holders Change %
-0.65%
% of All Funds
8.18%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.83%
New
28
Increased
98
Reduced
114
Closed
28
Calls
$21.9M
Puts
$38.5M
Net Calls
-$16.6M
Net Calls Change
-$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
276
Integrated Wealth Counsel
California
$52K
TWA
277
TCI Wealth Advisors
Arizona
$47K +$2.17K +3 +5%
GT
278
Glenmede Trust
Pennsylvania
$45K +$11.6K +16 +37%
IMS
279
Index Management Solutions
Pennsylvania
$42K +$39.8K +55 New
HCM
280
Highlander Capital Management
New Jersey
$38K
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$38K
LWM
282
LBA Wealth Management
Florida
$31K
CFA
283
Carroll Financial Associates
North Carolina
$31K +$28.9K +40 New
FHA
284
First Horizon Advisors
Tennessee
$30K
PVH
285
Psagot Value Holdings
Israel
$23K
MA
286
MUFG Americas
New York
$21K +$3.62K +5 +23%
JFGIW
287
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K
S
288
SignatureFD
Georgia
$19K
WA
289
WFG Advisors
Texas
$19K
DSC
290
Duncker Streett & Co
Missouri
$16K
HI
291
Hudock Inc
Pennsylvania
$16K
AC
292
Alexandria Capital
Virginia
$15K
WRM
293
Westport Resources Management
Connecticut
$13K
RFA
294
Reilly Financial Advisors
California
$12K
AIM
295
Advantage Investment Management
Iowa
$8K
DAM
296
Delta Asset Management
Tennessee
$8K
FMII
297
Farmers & Merchants Investments Inc
Nebraska
$8K
FNBOO
298
First National Bank of Omaha
Nebraska
$6.84K -$37.6K -52 -0.6%
OC
299
Oakworth Capital
Alabama
$6K
ST
300
Spot Trading
Illinois
$5K +$4.34K +6 New