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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
OAM
401
Oppenheimer Asset Management
New York
$247K -$214K -211 -45%
VFA
402
Voya Financial Advisors
Connecticut
$245K -$47.7K -47 -16%
CCM
403
Chilton Capital Management
Texas
$243K -$12.2K -12 -5%
CAG
404
Crestwood Advisors Group
Massachusetts
$243K
NFGCM
405
Norman Fields Gottscho Capital Management
New York
$243K
SC
406
Savant Capital
Illinois
$243K
TNBTD
407
Trustmark National Bank Trust Department
Mississippi
$243K
PGA
408
Portland Global Advisors
Maine
$243K +$254K +250 New
SP
409
Symmetry Partners
Connecticut
$243K +$254K +250 New
EWM
410
Evercore Wealth Management
New York
$239K -$90.4K -89 -27%
EWM
411
Evermay Wealth Management
Virginia
$239K
AAM
412
Aureus Asset Management
Massachusetts
$234K -$50.8K -50 -17%
RJT
413
Raymond James Trust
Florida
$232K -$24.4K -24 -9%
PAG
414
Private Advisor Group
New Jersey
$225K -$127K -125 -35%
CIA
415
CSat Investment Advisory
Michigan
$221K -$86.3K -85 -27%
FNBT
416
FineMark National Bank & Trust
Florida
$221K -$20.3K -20 -8%
BFM
417
Boston Financial Management
Massachusetts
$220K
MCG
418
MACRO Consulting Group
New Jersey
$216K +$5.08K +5 +2%
PAS
419
Park Avenue Securities
New York
$216K +$226K +222 New
Jacobs Levy Equity Management
420
Jacobs Levy Equity Management
New Jersey
$212K -$825K -812 -79%
NQWM
421
Northwest Quadrant Wealth Management
Oregon
$212K +$222K +219 New
Neuberger Berman Group
422
Neuberger Berman Group
New York
$209K -$81.3K -80 -27%
CC
423
Centiva Capital
New York
$206K -$44.7K -44 -17%
AUB
424
Atlantic Union Bankshares
Virginia
$204K -$146K -144 -41%
PCM
425
Parsons Capital Management
Rhode Island
$204K +$213K +210 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.