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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
AAP
426
Arax Advisory Partners
Colorado
$203K +$28.4K +28 +16%
OSAM
427
O'Shaughnessy Asset Management
Connecticut
$201K +$104K +102 +98%
CFA
428
Carroll Financial Associates
North Carolina
$200K
Walleye Trading
429
Walleye Trading
New York
$172K +$180K +177 New
AIG
430
American International Group
New York
$171K -$1.02K -1 -0.6%
S
431
Seeyond
France
$163K +$3.05K +3 +2%
OC
432
Oakworth Capital
Alabama
$149K
NEAM
433
New England Asset Management
Connecticut
$146K
CH
434
Canton Hathaway
Rhode Island
$146K +$152K +150 New
LS
435
Livforsakringsbolaget Skandia
Sweden
$136K
Fifth Third Bancorp
436
Fifth Third Bancorp
Ohio
$136K +$3.05K +3 +2%
BBHC
437
Brown Brothers Harriman & Co
New York
$136K +$32.5K +32 +30%
Lazard Asset Management
438
Lazard Asset Management
New York
$119K +$8.13K +8 +7%
RE
439
RBC Europe
United Kingdom
$117K
HCP
440
Hexagon Capital Partners
Arkansas
$107K +$114K +112 New
IA
441
IFP Advisors
Florida
$101K
BFEC
442
Benjamin F. Edwards & Company
Missouri
$97K -$162K -159 -61%
CB
443
Community Bank
New York
$97K
FHA
444
Flagship Harbor Advisors
Massachusetts
$87K -$30.5K -30 -25%
CCA
445
Column Capital Advisors
Indiana
$80K
FMT
446
First Mercantile Trust
Tennessee
$78K -$15.2K -15 -16%
CCM
447
Covington Capital Management
California
$78K
FMP
448
Financial Management Professionals
Texas
$70K -$16.3K -16 -18%
PWMG
449
Prestige Wealth Management Group
New Jersey
$65K
C
450
Cerebellum
California
$64K +$67K +66 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.