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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
CB
351
Commerce Bank
Missouri
$374K -$57.9K -57 -13%
QT
352
Quantbot Technologies
New York
$370K +$387K +381 New
SI
353
Stephens Inc
Arkansas
$368K -$11.2K -11 -3%
PC
354
Pecaut & Co
Iowa
$363K -$3.05K -3 -0.8%
WP
355
WMS Partners
Maryland
$360K -$7.11K -7 -2%
II
356
Inspire Investing
Idaho
$356K -$66K -65 -15%
Verition Fund Management
357
Verition Fund Management
Connecticut
$354K +$370K +364 New
Mercer Global Advisors
358
Mercer Global Advisors
Colorado
$353K -$307K -302 -45%
ACM
359
Adalta Capital Management
New York
$351K
HIA
360
Harbor Investment Advisory
Maryland
$351K +$30.5K +30 +9%
DZ Bank
361
DZ Bank
Germany
$339K
WCM Investment Management
362
WCM Investment Management
California
$334K
CPIG
363
Chicago Partners Investment Group
Illinois
$333K +$101K +99 +41%
UCFA
364
United Capital Financial Advisors
Texas
$332K -$50.8K -50 -13%
WAG
365
Winthrop Advisory Group
Massachusetts
$332K
EIA
366
Edgemoor Investment Advisors
Maryland
$331K
FAAS
367
First Allied Advisory Services
California
$325K +$98.5K +97 +41%
BEC
368
Blue Edge Capital
Virginia
$324K
SRCM
369
Swift Run Capital Management
Virginia
$324K
VAS
370
Vestmark Advisory Solutions
Massachusetts
$318K -$138K -136 -29%
WP
371
WealthPLAN Partners
Nebraska
$316K -$15.2K -15 -5%
WAM
372
World Asset Management
Michigan
$316K -$8.13K -8 -2%
LNB
373
Ledyard National Bank
$314K -$11.2K -11 -3%
FCCM
374
First City Capital Management
Georgia
$307K +$315K +310 New
LP
375
LMR Partners
United Kingdom
$298K -$54.9K -54 -15%

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.