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Markel Group
MKL

Overview Fund Activity

416 hedge funds and large institutions have $9.84B invested in Markel Group in 2016 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 123 increasing their positions, 165 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
-15
Holders Change %
-3.48%
% of All Funds
11.12%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.8%
New
22
Increased
123
Reduced
165
Closed
33
Calls
$14.8M
Puts
$21.5M
Net Calls
-$6.69M
Net Calls Change
+$2.75M

Top Buyers

1
MVIP
Mar Vista Investment Partners
California
$133M
2
Vanguard Group
Vanguard Group
Pennsylvania
$946M
3
Principal Financial Group
Principal Financial Group
Iowa
$564M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$412M
5
BCM
Bares Capital Management
Texas
$89.8M

Top Sellers

1
EA
Emerald Acquisition
Washington
$78.6M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$840M
3
VNIM
Vaughan Nelson Investment Management
Texas
$13.1M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$40.3M
5
SIM
Sprucegrove Investment Management
Ontario, Canada
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPBT
376
High Point Bank & Trust
North Carolina
$42K – – –
VIA
377
Vantage Investment Advisors
Pennsylvania
$40K – – –
S
378
SignatureFD
Georgia
$40K +$15.8K +17 +65%
JFA
379
JNBA Financial Advisors
Minnesota
$40K +$40K +43 New
FPFS
380
First Personal Financial Services
North Carolina
$38K – – –
WOC
381
West Oak Capital
California
$37.2K – – –
IIC
382
Integrated Investment Consultants
Michigan
$37K +$3.7K +4 +11%
ACS
383
Archford Capital Strategies
Illinois
$37K +$37K +40 New
SAMC
384
Shinko Asset Management Company
Japan
$36K – – –
TCIM
385
TIAA CREF Investment Management
New York
$33.5K -$6.52K -7,017 -16%
LAM
386
Lebenthal Asset Management
New York
$33K +$33K +36 New
GT
387
Glenmede Trust
Pennsylvania
$28K +$28K +31 New
CCM
388
Cribstone Capital Management
Maine
$24K -$1.85K -2 -7%
JFGIW
389
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K – – –
WA
390
WFG Advisors
Texas
$23K – – –
NSIM
391
North Star Investment Management
Illinois
$22K +$9.17K +10 +71%
SI
392
Sentry Investments
Ontario, Canada
$21.5K -$1.95K -2,100 -8%
PVH
393
Psagot Value Holdings
Israel
$21K – – –
DSC
394
Duncker Streett & Co
Missouri
$20K – – –
SSB
395
Sandy Spring Bank
Maryland
$19K – – –
AC
396
Alexandria Capital
Virginia
$19K – – –
JCM
397
Jacobi Capital Management
Pennsylvania
$19K – – –
SAM
398
Solaris Asset Management
New York
$19K +$19K +20 New
PCM
399
Penserra Capital Management
California
$18K +$7.2K +8 +67%
RFA
400
Reilly Financial Advisors
California
$14K – – –
14 15
16
17 18