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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
PVH
326
Psagot Value Holdings
Israel
$22K -$2.54K -3 -10%
MGIA
327
Moneta Group Investment Advisors
Missouri
$21K +$22K +26 New
JFGIW
328
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K
WA
329
WFG Advisors
Texas
$20K
DSC
330
Duncker Streett & Co
Missouri
$17K
AC
331
Alexandria Capital
Virginia
$16K
HI
332
Hudock Inc
Pennsylvania
$16K
SSB
333
Sandy Spring Bank
Maryland
$16K +$16.9K +20 New
GXMC
334
Global X Management Company
New York
$15K
WRM
335
Westport Resources Management
Connecticut
$14K
GWM
336
Gupta Wealth Management
California
$12K -$146K -172 -92%
RFA
337
Reilly Financial Advisors
California
$12K
DAM
338
Delta Asset Management
Tennessee
$9K
FMII
339
Farmers & Merchants Investments Inc
Nebraska
$9K
BCMIO
340
Beacon Capital Management Inc (Ohio)
Ohio
$9K +$9.31K +11 New
GT
341
Glenmede Trust
Pennsylvania
$8K
MFS
342
MSI Financial Services
Massachusetts
$8K +$8.46K +10 New
FNBOO
343
First National Bank of Omaha
Nebraska
$6.31K -$1.15M -1,363 -15%
OC
344
Oakworth Capital
Alabama
$6K
W
345
Wealthfront
California
$4K -$3.38K -4 -44%
ATC
346
Adirondack Trust Company
New York
$4K
SA
347
SRH Advisors
Kansas
$4K
IWMPD
348
Integrated Wealth Management (Palm Desert)
California
$2K
CCS
349
Crosspoint Capital Strategies
California
$2K +$1.69K +2 New
BCM
350
Brookstone Capital Management
Illinois
$1K

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.