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Markel Group

531 hedge funds and large institutions have $10.2B invested in Markel Group in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 141 increasing their positions, 203 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 44

3% more funds holding

Funds holding: 517531 (+14)

3% more capital invested

Capital invested by funds: $9.83B → $10.2B (+$333M)

1.23% less ownership

Funds ownership: 77.26%76.03% (-1.2%)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

31% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 203

39% less call options, than puts

Call options by funds: $43.8M | Put options by funds: $71.3M

Holders
531
Holders Change
+14
Holders Change %
+2.71%
% of All Funds
10.71%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.48%
New
60
Increased
141
Reduced
203
Closed
44
Calls
$43.8M
Puts
$71.3M
Net Calls
-$27.5M
Net Calls Change
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ProShare Advisors
276
ProShare Advisors
Maryland
$906K -$53.8K -53 -5%
CS
277
Cannell & Spears
New York
$899K
SMDAM
278
Sumitomo Mitsui DS Asset Management
Japan
$895K -$26.4K -26 -3%
PP
279
Pegasus Partners
Wisconsin
$891K -$68.1K -67 -7%
BMM
280
Buffington Mohr McNeal
Idaho
$834K -$25.4K -25 -3%
CCA
281
Conestoga Capital Advisors
Pennsylvania
$826K
GP
282
Greenline Partners
New York
$814K -$30.5K -30 -3%
ST
283
Smithfield Trust
Pennsylvania
$798K -$28.4K -28 -3%
AF
284
Advisornet Financial
Minnesota
$797K +$126K +124 +18%
FMW
285
Farr Miller & Washington
District of Columbia
$788K +$43.7K +43 +6%
GT
286
Glenmede Trust
Pennsylvania
$785K -$2.03K -2 -0.2%
FHB
287
First Hawaiian Bank
Hawaii
$776K +$415K +409 +105%
Macquarie Group
288
Macquarie Group
Australia
$773K +$241K +237 +43%
RWM
289
RKL Wealth Management
Pennsylvania
$758K
CT
290
Clearstead Trust
Maine
$746K
TC
291
Telemus Capital
Michigan
$742K -$9.14K -9 -1%
PAM
292
Panagora Asset Management
Massachusetts
$740K
WT
293
Whittier Trust
California
$730K
MWM
294
Madison Wealth Management
Ohio
$727K +$12.2K +12 +2%
HighTower Advisors
295
HighTower Advisors
Illinois
$710K +$132K +130 +22%
CP
296
Corbenic Partners
Pennsylvania
$701K
CAM
297
Cresset Asset Management
Illinois
$688K
SG Americas Securities
298
SG Americas Securities
New York
$681K +$80.2K +79 +13%
KS
299
Karpas Strategies
Connecticut
$680K
GIA
300
GHP Investment Advisors
Colorado
$672K +$15.2K +15 +2%

MKL Hedge Fund Activity: Q3 2020 in Review

531 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2020, worth a combined $10.2B — up 3.4% from $9.83B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MKL positions and 44 closed out — a net gain of 16 holders — while 141 added to existing stakes and 203 trimmed.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $36.4M. The largest seller was Principal Financial Group, cutting an estimated $54.9M.

  • 531 institutional investors held Markel Group (MKL) as of Q3 2020, up from 517 in Q2 2020.
  • Funds reported $10.2B of Markel Group stock for Q3 2020, up 3.4% quarter-over-quarter.
  • 60 funds opened new Markel Group positions in Q3 2020 and 44 closed out, a net change of +16 holders.
  • The largest Markel Group buyer in Q3 2020 was Point72 Asset Management, an estimated $36.4M added.
  • The largest Markel Group seller in Q3 2020 was Principal Financial Group, an estimated $54.9M sold.

Based on aggregated 13F filings for Q3 2020.