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Markel Group

432 hedge funds and large institutions have $10.1B invested in Markel Group in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 152 increasing their positions, 140 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 17

7% more capital invested

Capital invested by funds: $9.43B → $10.1B (+$692M)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

6% more funds holding

Funds holding: 406432 (+26)

9% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 140

20.53% less ownership

Funds ownership: 96.76%76.23% (-21%)

28% less call options, than puts

Call options by funds: $24.4M | Put options by funds: $33.8M

Holders
432
Holders Change
+26
Holders Change %
+6.4%
% of All Funds
11.53%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.85%
New
48
Increased
152
Reduced
140
Closed
17
Calls
$24.4M
Puts
$33.8M
Net Calls
-$9.43M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
DG
301
Davidson & Garrard
Virginia
$454K
RJT
302
Raymond James Trust
Florida
$444K -$45.6K -49 -9%
AIG
303
American International Group
New York
$435K -$181K -194 -30%
SWP
304
Stratos Wealth Partners
Ohio
$427K +$107K +115 +35%
WAM
305
Wealthspire Advisors (Maryland)
Maryland
$422K -$493K -529 -54%
DADC
306
D.A. Davidson & Co
Montana
$421K +$18.6K +20 +5%
AUB
307
Atlantic Union Bankshares
Virginia
$417K +$408K +438 New
WP
308
WealthPLAN Partners
Nebraska
$416K +$812K +872 New
Cambridge Investment Research Advisors
309
Cambridge Investment Research Advisors
Iowa
$410K -$30.7K -33 -7%
DAC
310
Dividend Assets Capital
South Carolina
$410K
EWM
311
Evercore Wealth Management
New York
$409K
CB
312
Commerce Bank
Missouri
$404K
MIM
313
Miller Investment Management
Pennsylvania
$393K
MLICM
314
Metropolitan Life Insurance Company (MetLife)
New York
$386K -$63.3K -68 -14%
AB
315
Amalgamated Bank
New York
$384K +$3.73K +4 +1%
Macquarie Group
316
Macquarie Group
Australia
$382K +$186K +200 +100%
BAM
317
Brave Asset Management
New Jersey
$381K
CAM
318
Chesapeake Asset Management
New York
$381K
YMRC
319
Yorktown Management & Research Company
Virginia
$381K
NCM
320
Northroad Capital Management
New York
$379K -$16.8K -18 -4%
FQ
321
First Quadrant
California
$373K
BONST
322
Bank of Nova Scotia Trust
Ontario, Canada
$367K
AP
323
AHL Partners
United Kingdom
$364K +$51.2K +55 +17%
NI
324
Numeric Investors
Massachusetts
$353K +$55.9K +60 +19%
Nordea Investment Management
325
Nordea Investment Management
Sweden
$348K -$15.8K -17 -4%