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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
PWMG
451
Prestige Wealth Management Group
New Jersey
$61K +$4.54K +5 +8%
GWS
452
Glassman Wealth Services
Virginia
$56K
CBT
453
Central Bank & Trust
Kentucky
$55K -$9.09K -10 -14%
CHC
454
City Holding Co
West Virginia
$54K
GWM
455
Geneos Wealth Management
Colorado
$52K
SIA
456
SeaBridge Investment Advisors
New Jersey
$47K -$16.4K -18 -26%
DOA
457
D'Orazio & Associates
Virginia
$46K
HCM
458
Highlander Capital Management
New Jersey
$46K
PA
459
Parallel Advisors
California
$40K -$49.1K -54 -55%
BDWM
460
Brewin Dolphin Wealth Management
Ireland
$36.9K +$18.2K +20 +100%
CFN
461
Cordasco Financial Network
Florida
$36K
OPS
462
Orion Portfolio Solutions
Nebraska
$35K -$909 -1 -3%
AA
463
Ancora Advisors
Ohio
$34K
SBL
464
Sargent Bickham Lagudis
Colorado
$32K
NSIM
465
North Star Investment Management
Illinois
$31K
MAM
466
Meeder Asset Management
Ohio
$30K -$1.07M -1,181 -97%
CHA
467
Carmichael Hill & Associates
Maryland
$28K
PCM
468
Penserra Capital Management
California
$27K +$909 +1 +3%
PCG
469
Private Capital Group
Connecticut
$25K
AWM
470
Avior Wealth Management
Nebraska
$24K +$1.82K +2 +8%
SWM
471
Selective Wealth Management
Virginia
$23K
APA
472
American Portfolios Advisors
New York
$22.2K -$6.36K -7 -23%
PVH
473
Psagot Value Holdings
Israel
$20K
VFA
474
Valeo Financial Advisors
Indiana
$19K +$2.73K +3 +17%
Credit Agricole
475
Credit Agricole
France
$18K