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Markel Group

517 hedge funds and large institutions have $9.83B invested in Markel Group in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 160 increasing their positions, 192 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% less ownership

Funds ownership: 77.5%77.26% (-0.24%)

1% less capital invested

Capital invested by funds: $9.88B → $9.83B (-$55.7M)

10% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 63

2% less funds holding

Funds holding: 525517 (-8)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

17% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 192

21% less call options, than puts

Call options by funds: $53.4M | Put options by funds: $68M

Holders
517
Holders Change
-8
Holders Change %
-1.52%
% of All Funds
10.6%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.53%
New
57
Increased
160
Reduced
192
Closed
63
Calls
$53.4M
Puts
$68M
Net Calls
-$14.6M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
276
Creative Planning
Kansas
$800K -$142K -156 -15%
GP
277
Greenline Partners
New York
$799K -$114K -125 -13%
CCA
278
Conestoga Capital Advisors
Pennsylvania
$784K +$22.7K +25 +3%
ST
279
Smithfield Trust
Pennsylvania
$782K -$44.5K -49 -5%
IMRF
280
Illinois Municipal Retirement Fund
Illinois
$766K +$109K +120 +17%
GT
281
Glenmede Trust
Pennsylvania
$746K +$1.82K +2 +0.2%
RL
282
Ruffer LLP
United Kingdom
$731K +$682K +750 New
Northwestern Mutual Wealth Management
283
Northwestern Mutual Wealth Management
Wisconsin
$729K +$301K +331 +72%
AIM
284
AIA Investment Management
Singapore
$727K +$16.4K +18 +2%
CS
285
Candriam SCA
Luxembourg
$723K -$420K -462 -37%
CCM
286
Check Capital Management
California
$720K -$95.4K -105 -12%
RWM
287
RKL Wealth Management
Pennsylvania
$718K -$1.82K -2 -0.3%
FMW
288
Farr Miller & Washington
District of Columbia
$708K -$13.6K -15 -2%
CT
289
Clearstead Trust
Maine
$707K
TC
290
Telemus Capital
Michigan
$706K +$25.5K +28 +4%
PAM
291
Panagora Asset Management
Massachusetts
$702K +$17.3K +19 +3%
WT
292
Whittier Trust
California
$692K -$909 -1 -0.1%
IIC
293
Ironwood Investment Counsel
Arizona
$679K -$956K -1,052 -59%
MWM
294
Madison Wealth Management
Ohio
$679K +$25.5K +28 +4%
SPC
295
Sigma Planning Corp
Michigan
$670K +$660K +726 New
CP
296
Corbenic Partners
Pennsylvania
$665K
MIA
297
MainStreet Investment Advisors
Illinois
$657K -$54.5K -60 -8%
FIM
298
Fruth Investment Management
Texas
$655K +$45.4K +50 +8%
CAM
299
Cresset Asset Management
Illinois
$653K -$5.45K -6 -0.8%
QIM
300
Quantitative Investment Management
Virginia
$648K +$188K +207 +42%