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Markel Group

517 hedge funds and large institutions have $9.83B invested in Markel Group in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 160 increasing their positions, 192 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% less ownership

Funds ownership: 77.5%77.26% (-0.24%)

1% less capital invested

Capital invested by funds: $9.88B → $9.83B (-$55.7M)

10% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 63

2% less funds holding

Funds holding: 525517 (-8)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

17% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 192

21% less call options, than puts

Call options by funds: $53.4M | Put options by funds: $68M

Holders
517
Holders Change
-8
Holders Change %
-1.52%
% of All Funds
10.6%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.53%
New
57
Increased
160
Reduced
192
Closed
63
Calls
$53.4M
Puts
$68M
Net Calls
-$14.6M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
W
326
WealthStone
Ohio
$502K +$494K +544 New
Cambridge Investment Research Advisors
327
Cambridge Investment Research Advisors
Iowa
$499K -$20K -22 -4%
Chevy Chase Trust
328
Chevy Chase Trust
Maryland
$483K -$1.82K -2 -0.4%
BA
329
Bridgewater Associates
Connecticut
$464K -$226K -249 -33%
PFS
330
Prospera Financial Services
Texas
$462K
FSA
331
Fort Sheridan Advisors
Illinois
$462K +$454K +500 New
RBA
332
Richard Bernstein Advisors
New York
$445K +$439K +483 New
IRF
333
IBM Retirement Fund
New York
$443K -$1.82K -2 -0.4%
YWP
334
YorkBridge Wealth Partners
New York
$443K
RCA
335
Resonant Capital Advisors
Wisconsin
$437K -$434K -477 -50%
OAM
336
Oppenheimer Asset Management
New York
$428K +$59.1K +65 +16%
VAS
337
Vestmark Advisory Solutions
Massachusetts
$427K +$32.7K +36 +8%
PGIM
338
Pacific Global Investment Management
California
$413K -$552K -607 -58%
Allianz Asset Management
339
Allianz Asset Management
Germany
$411K -$81.8K -90 -17%
RIM
340
Redpoint Investment Management
Australia
$408K +$402K +442 New
CB
341
Commerce Bank
Missouri
$407K -$62.7K -69 -14%
BSW
342
Buckingham Strategic Wealth
Missouri
$406K +$16.4K +18 +4%
APW
343
Acima Private Wealth
Virginia
$405K
II
344
Inspire Investing
Idaho
$398K +$350K +385 +837%
WSTAM
345
Wilbanks Smith & Thomas Asset Management
Virginia
$388K +$5.45K +6 +1%
Cerity Partners
346
Cerity Partners
New York
$384K -$36.4K -40 -9%
Rockefeller Capital Management
347
Rockefeller Capital Management
New York
$375K +$90K +99 +32%
BG
348
Bellevue Group
Switzerland
$369K
CSPIA
349
Cary Street Partners Investment Advisory
Virginia
$369K
YL
350
YCG LLC
Texas
$369K

MKL Hedge Fund Activity: Q2 2020 in Review

517 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q2 2020, worth a combined $9.83B — down 0.56% from $9.88B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of MKL and 57 opened new positions — a net loss of 6 holders — while 192 trimmed existing stakes and 160 added.

The largest buyer was Principal Financial Group, adding an estimated $40.3M. The largest seller was Baillie Gifford & Co, cutting an estimated $83.5M.

  • 517 institutional investors held Markel Group (MKL) as of Q2 2020, down from 525 in Q1 2020.
  • Funds reported $9.83B of Markel Group stock for Q2 2020, down 0.56% quarter-over-quarter.
  • 57 funds opened new Markel Group positions in Q2 2020 and 63 closed out, a net change of -6 holders.
  • The largest Markel Group buyer in Q2 2020 was Principal Financial Group, an estimated $40.3M added.
  • The largest Markel Group seller in Q2 2020 was Baillie Gifford & Co, an estimated $83.5M sold.

Based on aggregated 13F filings for Q2 2020.