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Markel Group
MKL

Overview Fund Activity

330 hedge funds and large institutions have $8.65B invested in Markel Group in 2015 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 108 increasing their positions, 114 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+23
Holders Change %
+7.49%
% of All Funds
8.9%
Holding in Top 10
34
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.68%
% of All Funds
0.92%
New
41
Increased
108
Reduced
114
Closed
16
Calls
$23.2M
Puts
$52.6M
Net Calls
-$29.4M
Net Calls Change
-$12.8M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$138M
2
RFC
2
Russell Frank Company
Washington
$88.6M
3
SGAM
3
Smith Group Asset Management
Texas
$27.9M
4
BCM
4
Bares Capital Management
Texas
$26.4M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$783M

Top Sellers

1
SI
1
Scharf Investments
California
$2.51M
2
Select Equity Group
2
Select Equity Group
New York
$84.5M
3
Victory Capital Management
3
Victory Capital Management
Texas
$28.3M
4
SIM
4
Sprucegrove Investment Management
Ontario, Canada
$358M
5
BIT
5
BlackRock Institutional Trust
California
$252M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFBTD
276
First Financial Bank - Trust Division
Ohio
$208K -$136K -170 -40%
KFC
277
Klingenstein Fields & Co
New York
$208K +$208K +260 New
ELC
278
Edgar Lomax Company
Virginia
$208K +$208K +260 New
PCM
279
Parsons Capital Management
Rhode Island
$203K – – –
FHB
280
First Hawaiian Bank
Hawaii
$201K +$201K +251 New
TNBTD
281
Trustmark National Bank Trust Department
Mississippi
$200K +$200K +250 New
CCM
282
Chilton Capital Management
Texas
$200K +$200K +250 New
TRCT
283
Tower Research Capital (TRC)
New York
$195K +$115K +143 +143%
PAM
284
Panagora Asset Management
Massachusetts
$192K – – –
TCOV
285
Trust Company of Vermont
Vermont
$182K – – –
Barclays
286
Barclays
United Kingdom
$178K +$178K +222 New
SEI Investments
287
SEI Investments
Pennsylvania
$163K +$27.2K +34 +20%
FNBT
288
FineMark National Bank & Trust
Florida
$162K +$34.3K +43 +27%
GWM
289
Gupta Wealth Management
California
$150K – – –
LTFS
290
Ladenburg Thalmann Financial Services
Florida
$143K +$78.4K +96 +122%
NFG
291
Next Financial Group
Texas
$136K +$13.5K +17 +11%
NMIMC
292
Northwestern Mutual Investment Management Company
Wisconsin
$136K +$136K +170 New
CBT
293
Central Bank & Trust
Kentucky
$120K – – –
NEAM
294
New England Asset Management
Connecticut
$120K – – –
IMS
295
Index Management Solutions
Pennsylvania
$106K +$61.8K +77 +140%
NC
296
NewSquare Capital
Pennsylvania
$104K +$104K +130 New
Lazard Asset Management
297
Lazard Asset Management
New York
$92K – – –
TWA
298
TCI Wealth Advisors
Arizona
$49K – – –
CFA
299
Carroll Financial Associates
North Carolina
$46K +$14.3K +18 +45%
Northwestern Mutual Wealth Management
300
Northwestern Mutual Wealth Management
Wisconsin
$39K – – –
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