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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
UCFA
351
United Capital Financial Advisors
Texas
$361K -$127K -140 -26%
SI
352
Stephens Inc
Arkansas
$359K -$105K -115 -23%
FHB
353
First Hawaiian Bank
Hawaii
$358K
PGWM
354
Parisi Gray Wealth Management
New Jersey
$355K -$509K -560 -59%
WP
355
WealthPLAN Partners
Nebraska
$352K
WP
356
WMS Partners
Maryland
$348K -$40K -44 -10%
PC
357
Pecaut & Co
Iowa
$347K -$13.6K -15 -4%
CIC
358
Chilton Investment Company
Connecticut
$342K +$195K +215 New
TI
359
Trexquant Investment
Connecticut
$342K +$336K +370 New
WA
360
Wambolt & Associates
Colorado
$340K +$2.73K +3 +0.8%
ACM
361
Adalta Capital Management
New York
$332K -$2.15M -2,361 -87%
LP
362
LMR Partners
United Kingdom
$332K +$327K +360 New
PAG
363
Private Advisor Group
New Jersey
$329K +$6.36K +7 +2%
AUB
364
Atlantic Union Bankshares
Virginia
$326K
FANJ
365
Financial Architects (New Jersey)
New Jersey
$323K -$380K -418 -54%
JCM
366
Jacobsen Capital Management
Utah
$321K +$316K +348 New
DZ Bank
367
DZ Bank
Germany
$318K
WCM Investment Management
368
WCM Investment Management
California
$317K
EIA
369
Edgemoor Investment Advisors
Maryland
$314K
BNP Paribas Asset Management
370
BNP Paribas Asset Management
France
$313K +$60.9K +67 +25%
WAG
371
Winthrop Advisory Group
Massachusetts
$312K +$9.09K +10 +3%
EWM
372
Evercore Wealth Management
New York
$309K
BEC
373
Blue Edge Capital
Virginia
$307K
WAM
374
World Asset Management
Michigan
$307K -$1.82K -2 -0.6%
LNB
375
Ledyard National Bank
$307K