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Markel Group

351 hedge funds and large institutions have $8.57B invested in Markel Group in 2015 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 103 increasing their positions, 125 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 22

6% more funds holding

Funds holding: 330351 (+21)

0.92% less ownership

Funds ownership: 77.89%76.97% (-0.92%)

1% less capital invested

Capital invested by funds: $8.65B → $8.57B (-$80.5M)

9% less funds holding in top 10

Funds holding in top 10: 3431 (-3)

18% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 125

39% less call options, than puts

Call options by funds: $37.4M | Put options by funds: $60.9M

Holders
351
Holders Change
+21
Holders Change %
+6.36%
% of All Funds
9.8%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.87%
New
47
Increased
103
Reduced
125
Closed
22
Calls
$37.4M
Puts
$60.9M
Net Calls
-$23.6M
Net Calls Change
+$5.81M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
276
Capstone Asset Management
Texas
$261K +$23.7K +28 +9%
HHGA
277
Halbert Hargrove Global Advisors
California
$250K -$303K -358 -53%
FAAS
278
First Allied Advisory Services
California
$250K +$261K +309 New
RBC
279
Ronald Blue & Co
Georgia
$244K -$31.3K -37 -11%
V
280
Veritable
Delaware
$241K -$68.5K -81 -21%
CPA
281
Cowen Prime Advisors
New York
$241K
VNIM
282
Vaughan Nelson Investment Management
Texas
$241K +$254K +300 New
VC
283
Vicus Capital
Pennsylvania
$241K +$254K +300 New
MPAM
284
Murphy Pohlad Asset Management
Minnesota
$237K
Credit Agricole
285
Credit Agricole
France
$232K
Los Angeles Capital Management
286
Los Angeles Capital Management
California
$231K
GA
287
Geneva Advisors
Illinois
$229K
Nomura Asset Management
288
Nomura Asset Management
Japan
$228K
DTL
289
Dynamic Technology Lab
Singapore
$227K +$239K +283 New
LWM
290
LBA Wealth Management
Florida
$225K +$203K +240 +600%
IIM
291
Ironwood Investment Management
Massachusetts
$220K +$232K +274 New
SI
292
SII Investments
Wisconsin
$219K +$232K +274 New
Citadel Advisors
293
Citadel Advisors
Florida
$217K -$1.32M -1,566 -85%
VNA
294
VNBTrust National Association
Virginia
$217K -$23.7K -28 -9%
CAN
295
Cetera Advisor Networks
California
$217K +$229K +271 New
ELC
296
Edgar Lomax Company
Virginia
$208K
KFC
297
Klingenstein Fields & Co
New York
$208K
PCM
298
Parsons Capital Management
Rhode Island
$204K
HIM
299
Hillsdale Investment Management
Ontario, Canada
$200K -$84.6K -100 -29%
CCM
300
Chilton Capital Management
Texas
$200K

MKL Hedge Fund Activity: Q3 2015 in Review

351 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2015, worth a combined $8.57B — down 0.93% from $8.65B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MKL positions and 22 closed out — a net gain of 25 holders — while 103 added to existing stakes and 125 trimmed.

The largest buyer was Commonwealth Bank of Australia, adding an estimated $60.2M. The largest seller was Sprucegrove Investment Management, cutting an estimated $64.7M.

  • 351 institutional investors held Markel Group (MKL) as of Q3 2015, up from 330 in Q2 2015.
  • Funds reported $8.57B of Markel Group stock for Q3 2015, down 0.93% quarter-over-quarter.
  • 47 funds opened new Markel Group positions in Q3 2015 and 22 closed out, a net change of +25 holders.
  • The largest Markel Group buyer in Q3 2015 was Commonwealth Bank of Australia, an estimated $60.2M added.
  • The largest Markel Group seller in Q3 2015 was Sprucegrove Investment Management, an estimated $64.7M sold.

Based on aggregated 13F filings for Q3 2015.