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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 %
QT
301
Quantbot Technologies
New York
$36K +$32.9K +42 +1,050%
LWM
302
LBA Wealth Management
Florida
$32K – – –
SI
303
Sentry Investments
Ontario, Canada
$31.9K – – –
KT
304
Kanaly Trust
Texas
$30K +$30K +37 New
PVH
305
Psagot Value Holdings
Israel
$24K – – –
FHA
306
First Horizon Advisors
Tennessee
$20K -$10.8K -14 -35%
S
307
SignatureFD
Georgia
$20K – – –
JFGIW
308
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K – – –
WA
309
WFG Advisors
Texas
$20K – – –
BFEC
310
Benjamin F. Edwards & Company
Missouri
$20K +$20K +25 New
DSC
311
Duncker Streett & Co
Missouri
$17K – – –
AC
312
Alexandria Capital
Virginia
$16K – – –
HI
313
Hudock Inc
Pennsylvania
$16K – – –
GXMC
314
Global X Management Company
New York
$15K +$15K +19 New
WRM
315
Westport Resources Management
Connecticut
$14K – – –
RFA
316
Reilly Financial Advisors
California
$12K – – –
DAM
317
Delta Asset Management
Tennessee
$9K – – –
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
OSAM
319
O'Shaughnessy Asset Management
Connecticut
$9K +$9K +11 New
GT
320
Glenmede Trust
Pennsylvania
$8K -$39.2K -49 -83%
OC
321
Oakworth Capital
Alabama
$7K – – –
W
322
Wealthfront
California
$7K +$4.67K +6 +200%
FNBOO
323
First National Bank of Omaha
Nebraska
$6.84K – – –
SA
324
SRH Advisors
Kansas
$4K – – –
ATC
325
Adirondack Trust Company
New York
$4K – – –
10 11 12
13
14