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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
IWMPD
426
Integrated Wealth Management (Palm Desert)
California
$6K +$3.73K +4 +200%
ATC
427
Adirondack Trust Company
New York
$5K
MSFP
428
Mark Sheptoff Financial Planning
Connecticut
$5K
SA
429
SRH Advisors
Kansas
$5K
MWP
430
MYCIO Wealth Partners
Pennsylvania
$4K +$1.86K +2 +100%
CA
431
Commerzbank Aktiengesellschaft
Germany
$912 +$46.6K +50 +6%
AT
432
Arden Trust
Delaware
$364 -$28.9K -31 -8%
SGAM
433
Smith Group Asset Management
Texas
-$41.4M -46,480 Closed
NFA
434
Nationwide Fund Advisors
Ohio
-$11.2M -12,600 Closed
MFIMFI
435
Mesirow Financial Investment Management - Fixed Income
Illinois
-$1.61M -1,809 Closed
TSS
436
Two Sigma Securities
New York
-$585K -656 Closed
SPC
437
Sigma Planning Corp
Michigan
-$562K -630 Closed
Twin Tree Management
438
Twin Tree Management
Texas
-$553K -594 Closed
MHC
439
Meyer Handelman Company
New York
-$455K -510 Closed
SS
440
Sunbelt Securities
Texas
-$445K -499 Closed
Voloridge Investment Management
441
Voloridge Investment Management
Florida
-$292K -328 Closed
MPAM
442
Murphy Pohlad Asset Management
Minnesota
-$263K -296 Closed
FAAS
443
First Allied Advisory Services
California
-$263K -295 Closed
GA
444
Geneva Advisors
Illinois
-$229K -257 Closed
AAM
445
Advisors Asset Management
Colorado
-$152K -170 Closed
VVP
446
Vulcan Value Partners
Alabama
-$123K -138 Closed
RFS
447
Rockefeller Financial Services
New York
-$26K -29 Closed
GT
448
Glenmede Trust
Pennsylvania
-$8K -10 Closed
JWA
449
JFS Wealth Advisors
Pennsylvania
-$4K -4 Closed