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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
ALAM
426
Asahi Life Asset Management
Japan
$194K +$191K +210 New
CFA
427
Carroll Financial Associates
North Carolina
$190K +$115K +127 +161%
BCV
428
Banque Cantonale Vaudoise
Switzerland
$187K -$255K -280 -58%
AAP
429
Arax Advisory Partners
Colorado
$166K +$44.5K +49 +37%
AIG
430
American International Group
New York
$163K -$47.3K -52 -23%
Simplex Trading
431
Simplex Trading
Illinois
$156K
S
432
Seeyond
France
$151K -$712K -783 -83%
OC
433
Oakworth Capital
Alabama
$141K
NEAM
434
New England Asset Management
Connecticut
$138K
LS
435
Livforsakringsbolaget Skandia
Sweden
$129K
Fifth Third Bancorp
436
Fifth Third Bancorp
Ohio
$126K
RE
437
RBC Europe
United Kingdom
$111K
FHA
438
Flagship Harbor Advisors
Massachusetts
$110K -$48.2K -53 -31%
Lazard Asset Management
439
Lazard Asset Management
New York
$106K -$20K -22 -16%
BBHC
440
Brown Brothers Harriman & Co
New York
$100K -$68.2K -75 -41%
OSAM
441
O'Shaughnessy Asset Management
Connecticut
$96K +$93.6K +103 +10,300%
IA
442
IFP Advisors
Florida
$94K
CB
443
Community Bank
New York
$92K
CAN
444
Cetera Advisor Networks
California
$85K +$83.6K +92 New
FMT
445
First Mercantile Trust
Tennessee
$84K -$1.82K -2 -2%
FMP
446
Financial Management Professionals
Texas
$81K +$80K +88 New
CCA
447
Column Capital Advisors
Indiana
$75K +$17.3K +19 +30%
S
448
SignatureFD
Georgia
$74K -$32.7K -36 -31%
CCM
449
Covington Capital Management
California
$74K
DWA
450
Dougherty Wealth Advisers
Minnesota
$73K