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Markel Group

531 hedge funds and large institutions have $10.2B invested in Markel Group in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 141 increasing their positions, 203 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 44

3% more funds holding

Funds holding: 517531 (+14)

3% more capital invested

Capital invested by funds: $9.83B → $10.2B (+$333M)

1.23% less ownership

Funds ownership: 77.26%76.03% (-1.2%)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

31% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 203

39% less call options, than puts

Call options by funds: $43.8M | Put options by funds: $71.3M

Holders
531
Holders Change
+14
Holders Change %
+2.71%
% of All Funds
10.71%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.48%
New
60
Increased
141
Reduced
203
Closed
44
Calls
$43.8M
Puts
$71.3M
Net Calls
-$27.5M
Net Calls Change
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
326
Oppenheimer & Co
New York
$523K -$467K -460 -46%
AMCA
327
Arthur M. Cohen & Associates
Illinois
$516K -$40.6K -40 -7%
Chevy Chase Trust
328
Chevy Chase Trust
Maryland
$509K
ACM
329
AlphaCrest Capital Management
New York
$506K +$528K +520 New
FA
330
FDx Advisors
Illinois
$484K -$184K -181 -27%
EGM
331
Engineers Gate Manager
New York
$483K -$1.27M -1,253 -72%
ECG
332
Edge Capital Group
Georgia
$482K +$503K +495 New
RBA
333
Richard Bernstein Advisors
New York
$470K
YWP
334
YorkBridge Wealth Partners
New York
$467K
Fuller & Thaler Asset Management
335
Fuller & Thaler Asset Management
California
$467K +$269K +265 +123%
FSCM
336
Front Street Capital Management
Montana
$440K -$787K -775 -63%
APW
337
Acima Private Wealth
Virginia
$427K
PGWM
338
Parisi Gray Wealth Management
New Jersey
$406K +$32.5K +32 +8%
Robeco Institutional Asset Management
339
Robeco Institutional Asset Management
Netherlands
$403K -$3.26M -3,208 -89%
BSW
340
Buckingham Strategic Wealth
Missouri
$400K -$29.5K -29 -7%
Cerity Partners
341
Cerity Partners
New York
$397K -$8.13K -8 -2%
GTCM
342
Gyon Technologies Capital Management
New Jersey
$397K +$414K +408 New
RCA
343
Resonant Capital Advisors
Wisconsin
$389K -$74.2K -73 -15%
BG
344
Bellevue Group
Switzerland
$389K
CSPIA
345
Cary Street Partners Investment Advisory
Virginia
$389K
YL
346
YCG LLC
Texas
$389K
WA
347
Wambolt & Associates
Colorado
$389K +$32.5K +32 +9%
ALAM
348
Asahi Life Asset Management
Japan
$389K +$193K +190 +90%
Rockefeller Capital Management
349
Rockefeller Capital Management
New York
$387K -$7.11K -7 -2%
BCV
350
Banque Cantonale Vaudoise
Switzerland
$383K +$193K +190 +94%

MKL Hedge Fund Activity: Q3 2020 in Review

531 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2020, worth a combined $10.2B — up 3.4% from $9.83B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MKL positions and 44 closed out — a net gain of 16 holders — while 141 added to existing stakes and 203 trimmed.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $36.4M. The largest seller was Principal Financial Group, cutting an estimated $54.9M.

  • 531 institutional investors held Markel Group (MKL) as of Q3 2020, up from 517 in Q2 2020.
  • Funds reported $10.2B of Markel Group stock for Q3 2020, up 3.4% quarter-over-quarter.
  • 60 funds opened new Markel Group positions in Q3 2020 and 44 closed out, a net change of +16 holders.
  • The largest Markel Group buyer in Q3 2020 was Point72 Asset Management, an estimated $36.4M added.
  • The largest Markel Group seller in Q3 2020 was Principal Financial Group, an estimated $54.9M sold.

Based on aggregated 13F filings for Q3 2020.