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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
BNP Paribas Asset Management
376
BNP Paribas Asset Management
France
$297K -$34.5K -34 -10%
GC
377
Gilbert & Cook
Iowa
$293K +$27.4K +27 +10%
MA
378
MCF Advisors
Kentucky
$289K -$16.3K -16 -5%
MGWM
379
Marks Group Wealth Management
Minnesota
$286K -$9.14K -9 -3%
Baird Financial Group
380
Baird Financial Group
Wisconsin
$284K -$36.6K -36 -11%
Manulife (Manufacturers Life Insurance)
381
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$281K
KIC
382
Keating Investment Counselors
Florida
$278K
ACM
383
AlphaStar Capital Management
North Carolina
$277K
SBWIC
384
Schaper Benz & Wise Investment Counsel
Wisconsin
$273K
RG
385
Rathbones Group
United Kingdom
$271K
PA
386
Procyon Advisors
Connecticut
$269K +$31.5K +31 +13%
COF
387
Capital One Financial
Virginia
$268K -$10.2K -10 -4%
QCM
388
Quantinno Capital Management
New York
$268K
MLICM
389
Metropolitan Life Insurance Company (MetLife)
New York
$265K -$4.06K -4 -1%
GAM
390
Gotham Asset Management
New York
$263K -$18.3K -18 -6%
EMG
391
ETF Managers Group
New Jersey
$263K +$12.2K +12 +5%
TTWM
392
TCV Trust & Wealth Management
Virginia
$263K +$274K +270 New
Axa
393
Axa
France
$261K +$272K +268 New
AA
394
Ancora Advisors
Ohio
$260K +$234K +230 +622%
OMC
395
Overbrook Management Corp
New York
$257K
AIM
396
Allen Investment Management
New York
$255K
ELC
397
Edgar Lomax Company
Virginia
$253K
AAS
398
Avantax Advisory Services
Texas
$252K +$260K +256 New
RCA
399
Rowland Carmichael Advisors
Arizona
$251K
HS
400
Haafor (Singapore)
Singapore
$248K +$254K +250 New

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.