We are live on ! Find out more
MKL icon

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
FPFS
401
First Personal Financial Services
North Carolina
$39K +$38.2K +41 New
WOC
402
West Oak Capital
California
$38.1K +$37.3K +40 New
SAMC
403
Shinko Asset Management Company
Japan
$37K
IIC
404
Integrated Investment Consultants
Michigan
$34K +$18.6K +20 +125%
CCM
405
Cribstone Capital Management
Maine
$27K +$26.1K +28 New
S
406
SignatureFD
Georgia
$25K
SI
407
Sentry Investments
Ontario, Canada
$24K -$6.7M -7,200 -22%
JFGIW
408
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24K
WA
409
WFG Advisors
Texas
$24K
DPA
410
Delphi Private Advisors
California
$22K -$2.79K -3 -12%
PVH
411
Psagot Value Holdings
Israel
$22K
DSC
412
Duncker Streett & Co
Missouri
$20K
AC
413
Alexandria Capital
Virginia
$19K
SSB
414
Sandy Spring Bank
Maryland
$19K
JCM
415
Jacobi Capital Management
Pennsylvania
$19K +$18.6K +20 New
RFA
416
Reilly Financial Advisors
California
$14K
NSIM
417
North Star Investment Management
Illinois
$13K +$13K +14 New
KT
418
Kanaly Trust
Texas
$12K
VNA
419
Valley National Advisers
Pennsylvania
$11K
PCM
420
Penserra Capital Management
California
$11K +$3.73K +4 +50%
BCMIO
421
Beacon Capital Management Inc (Ohio)
Ohio
$10K
DAM
422
Delta Asset Management
Tennessee
$10K
SFG
423
SevenBridge Financial Group
Pennsylvania
$10K +$10.2K +11 New
OC
424
Oakworth Capital
Alabama
$8K
VCM
425
Versant Capital Management
Arizona
$7K