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Markel Group

432 hedge funds and large institutions have $10.1B invested in Markel Group in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 152 increasing their positions, 140 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 17

7% more capital invested

Capital invested by funds: $9.43B → $10.1B (+$692M)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

6% more funds holding

Funds holding: 406432 (+26)

9% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 140

20.53% less ownership

Funds ownership: 96.76%76.23% (-21%)

28% less call options, than puts

Call options by funds: $24.4M | Put options by funds: $33.8M

Holders
432
Holders Change
+26
Holders Change %
+6.4%
% of All Funds
11.53%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.85%
New
48
Increased
152
Reduced
140
Closed
17
Calls
$24.4M
Puts
$33.8M
Net Calls
-$9.43M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
376
LBA Wealth Management
Florida
$133K
PMFA
377
Plante Moran Financial Advisors
Michigan
$118K +$93.1K +100 +417%
MIC
378
MU Investments Company
Japan
$113K -$65.2K -70 -37%
Lazard Asset Management
379
Lazard Asset Management
New York
$109K
Federated Hermes
380
Federated Hermes
Pennsylvania
$100K +$97.8K +105 New
NIPH
381
NN Investment Partners Holdings
Netherlands
$95K
CG
382
Cutler Group
California
$95K +$93.1K +100 New
PHK
383
Point72 Hong Kong
Hong Kong
$95K +$93.1K +100 New
BFEC
384
Benjamin F. Edwards & Company
Missouri
$87K +$52.1K +56 +160%
MFS
385
MSI Financial Services
Massachusetts
$84K +$46.6K +50 +132%
GWM
386
Geneos Wealth Management
Colorado
$82K
WI
387
Wintrust Investments
Illinois
$82K +$569K +611 New
CHC
388
City Holding Co
West Virginia
$76K +$25.1K +27 +44%
Toronto Dominion Bank
389
Toronto Dominion Bank
Ontario, Canada
$73K
BBHC
390
Brown Brothers Harriman & Co
New York
$66K +$64.3K +69 New
PCP
391
Proficio Capital Partners
Massachusetts
$65K +$60.5K +65 +2,167%
TWA
392
TCI Wealth Advisors
Arizona
$62K
Northwestern Mutual Wealth Management
393
Northwestern Mutual Wealth Management
Wisconsin
$60K +$931 +1 +2%
CFA
394
Carroll Financial Associates
North Carolina
$54K
DOA
395
D'Orazio & Associates
Virginia
$48K
HCM
396
Highlander Capital Management
New Jersey
$48K
KLI
397
Kelman-Lazarov Inc
Tennessee
$47.1K
HPBT
398
High Point Bank & Trust
North Carolina
$43K
SBL
399
Sargent Bickham Lagudis
Colorado
$43K
VIA
400
Vantage Investment Advisors
Pennsylvania
$41K