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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
NFG
451
Next Financial Group
Texas
$64K +$67K +66 New
S
452
SignatureFD
Georgia
$61K -$17.3K -17 -21%
DWA
453
Dougherty Wealth Advisers
Minnesota
$61K -$16.3K -16 -20%
GWS
454
Glassman Wealth Services
Virginia
$59K
CBT
455
Central Bank & Trust
Kentucky
$58K
GWM
456
Geneos Wealth Management
Colorado
$56K
BWM
457
BNC Wealth Management
Oregon
$56K +$57.9K +57 New
CHC
458
City Holding Co
West Virginia
$54K
SIA
459
SeaBridge Investment Advisors
New Jersey
$50K
CFB
460
Cullen/Frost Bankers
Texas
$50K +$51.8K +51 New
DOA
461
D'Orazio & Associates
Virginia
$49K
HCM
462
Highlander Capital Management
New Jersey
$49K
PA
463
Parallel Advisors
California
$43K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
464
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$42K +$43.7K +43 New
Millennium Management
465
Millennium Management
New York
$39.8K +$11.6M +11,463 +39%
BDWM
466
Brewin Dolphin Wealth Management
Ireland
$38.9K
CFN
467
Cordasco Financial Network
Florida
$38K
SBL
468
Sargent Bickham Lagudis
Colorado
$34K
NSIM
469
North Star Investment Management
Illinois
$33K
PCM
470
Penserra Capital Management
California
$33K +$4.06K +4 +13%
PB
471
Pinnacle Bancorp
Nebraska
$31K -$198K -195 -86%
MAM
472
Meeder Asset Management
Ohio
$29K -$3.05K -3 -9%
CHA
473
Carmichael Hill & Associates
Maryland
$29K
PMFA
474
Plante Moran Financial Advisors
Michigan
$29K +$15.2K +15 +100%
FHC
475
First Horizon Corporation
Tennessee
$27K +$28.4K +28 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.