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Markel Group

517 hedge funds and large institutions have $9.83B invested in Markel Group in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 160 increasing their positions, 192 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% less ownership

Funds ownership: 77.5%77.26% (-0.24%)

1% less capital invested

Capital invested by funds: $9.88B → $9.83B (-$55.7M)

10% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 63

2% less funds holding

Funds holding: 525517 (-8)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

17% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 192

21% less call options, than puts

Call options by funds: $53.4M | Put options by funds: $68M

Holders
517
Holders Change
-8
Holders Change %
-1.52%
% of All Funds
10.6%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.53%
New
57
Increased
160
Reduced
192
Closed
63
Calls
$53.4M
Puts
$68M
Net Calls
-$14.6M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
401
Allen Investment Management
New York
$242K
CCM
402
Chilton Capital Management
Texas
$242K
RJT
403
Raymond James Trust
Florida
$242K +$23.6K +26 +11%
ELC
404
Edgar Lomax Company
Virginia
$240K
BFEC
405
Benjamin F. Edwards & Company
Missouri
$239K -$86.4K -95 -27%
RCA
406
Rowland Carmichael Advisors
Arizona
$238K
CC
407
Centiva Capital
New York
$236K +$233K +256 New
EMG
408
ETF Managers Group
New Jersey
$236K +$236K +260 New
CAG
409
Crestwood Advisors Group
Massachusetts
$231K -$909 -1 -0.4%
SC
410
Savant Capital
Illinois
$231K -$909 -1 -0.4%
NFGCM
411
Norman Fields Gottscho Capital Management
New York
$231K
TNBTD
412
Trustmark National Bank Trust Department
Mississippi
$231K
FNBT
413
FineMark National Bank & Trust
Florida
$228K -$8.18K -9 -4%
EWM
414
Evermay Wealth Management
Virginia
$226K -$4.54K -5 -2%
PA
415
Procyon Advisors
Connecticut
$226K
FAAS
416
First Allied Advisory Services
California
$219K +$13.6K +15 +7%
AA
417
ALPS Advisors
Colorado
$213K -$21.8K -24 -9%
PB
418
Pinnacle Bancorp
Nebraska
$210K
BFM
419
Boston Financial Management
Massachusetts
$209K
IWP
420
Icon Wealth Partners
Texas
$206K +$203K +223 New
MCG
421
MACRO Consulting Group
New Jersey
$204K -$2.58M -2,842 -93%
OCM
422
One Capital Management
California
$204K +$201K +221 New
AC
423
Allstate Corporation
Illinois
$203K +$200K +220 New
SRAM
424
Stone Ridge Asset Management
New York
$203K +$200K +220 New
Fuller & Thaler Asset Management
425
Fuller & Thaler Asset Management
California
$198K -$36.4K -40 -16%