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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
TNBTD
301
Trustmark National Bank Trust Department
Mississippi
$200K
PAM
302
Panagora Asset Management
Massachusetts
$192K
Barclays
303
Barclays
United Kingdom
$179K +$846 +1 +0.5%
NFG
304
Next Financial Group
Texas
$179K +$44.8K +53 +31%
AAM
305
Advisors Asset Management
Colorado
$173K -$44.8K -53 -20%
FNBT
306
FineMark National Bank & Trust
Florida
$170K +$7.61K +9 +4%
LTFS
307
Ladenburg Thalmann Financial Services
Florida
$169K +$29.6K +35 +20%
PSI
308
Pinnacle Summer Investments
Virginia
$168K +$178K +210 New
SEI Investments
309
SEI Investments
Pennsylvania
$157K -$6.77K -8 -4%
NMIMC
310
Northwestern Mutual Investment Management Company
Wisconsin
$136K
CBT
311
Central Bank & Trust
Kentucky
$120K
NEAM
312
New England Asset Management
Connecticut
$120K
IMS
313
Index Management Solutions
Pennsylvania
$114K +$8.46K +10 +8%
TCOV
314
Trust Company of Vermont
Vermont
$113K -$72.8K -86 -38%
NC
315
NewSquare Capital
Pennsylvania
$104K
Lazard Asset Management
316
Lazard Asset Management
New York
$92K
TWA
317
TCI Wealth Advisors
Arizona
$51K +$1.69K +2 +3%
CFA
318
Carroll Financial Associates
North Carolina
$48K -$846 -1 -2%
Northwestern Mutual Wealth Management
319
Northwestern Mutual Wealth Management
Wisconsin
$46K +$7.61K +9 +18%
HCM
320
Highlander Capital Management
New Jersey
$40K +$42.3K +50 New
SI
321
Sentry Investments
Ontario, Canada
$30.6K -$1.44M -1,700 -4%
KT
322
Kanaly Trust
Texas
$30K
BFEC
323
Benjamin F. Edwards & Company
Missouri
$28K +$8.46K +10 +40%
S
324
SignatureFD
Georgia
$26K +$6.77K +8 +32%
KF
325
Krilogy Financial
Missouri
$23K +$24.5K +29 New

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.