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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
Manulife (Manufacturers Life Insurance)
351
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$322 -$1.69K -2 -0.5%
MAMU
352
Marathon Asset Management (UK)
United Kingdom
-$27.1M -33,793 Closed
BIM
353
BRC Investment Management
Colorado
-$19.3M -24,047 Closed
SW
354
SVB Wealth
Massachusetts
-$13.2M -16,508 Closed
RP
355
Reinhart Partners
Wisconsin
-$9.68M -12,085 Closed
WP
356
WMS Partners
Maryland
-$2.76M -3,449 Closed
IRF
357
IBM Retirement Fund
New York
-$2.59M -3,237 Closed
Simplex Trading
358
Simplex Trading
Illinois
-$1.25M -1,474 Closed
PP
359
Paloma Partners
Connecticut
-$881K -1,100 Closed
Mariner
360
Mariner
Kansas
-$566K -707 Closed
BCM
361
BlueCrest Capital Management
Jersey
-$376K -470 Closed
AGM
362
Alpine Global Management
New York
-$284K -355 Closed
KA
363
KLCM Advisors
Wisconsin
-$284K -355 Closed
IRS
364
Invictus RG (Singapore)
Singapore
-$277K -346 Closed
JG
365
Jefferies Group
New York
-$240K -300 Closed
SCP
366
Syntal Capital Partners
Texas
-$218 -273 Closed
SCM
367
Sterneck Capital Management
Missouri
-$217K -271 Closed
WAM
368
World Asset Management
Michigan
-$214K -267 Closed
FFBTD
369
First Financial Bank - Trust Division
Ohio
-$208K -260 Closed
FHB
370
First Hawaiian Bank
Hawaii
-$201K -251 Closed
TRCT
371
Tower Research Capital (TRC)
New York
-$195K -243 Closed
FHA
372
First Horizon Advisors
Tennessee
-$20K -26 Closed
ASN
373
Advisory Services Network
Georgia
-$2K -3 Closed

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.