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Markel Group

285 hedge funds and large institutions have $6.25B invested in Markel Group in 2013 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 105 increasing their positions, 93 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

14% more capital invested

Capital invested by funds: $5.5B → $6.25B (+$746M)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

13% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 93

3% more funds holding

Funds holding: 277285 (+8)

0.57% more ownership

Funds ownership: 76.31%76.88% (+0.57%)

96% less call options, than puts

Call options by funds: $987K | Put options by funds: $26.1M

Holders
285
Holders Change
+8
Holders Change %
+2.89%
% of All Funds
8.27%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.75%
New
35
Increased
105
Reduced
93
Closed
24
Calls
$987K
Puts
$26.1M
Net Calls
-$25.1M
Net Calls Change
-$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BMO
26
Beck Mack & Oliver
New York
$59.4M +$7.09M +13,074 +15%
Norges Bank
27
Norges Bank
Norway
$57.9M -$5.07M -9,349 -9%
Victory Capital Management
28
Victory Capital Management
Texas
$56.5M +$2.28M +4,200 +5%
MVIP
29
Mar Vista Investment Partners
California
$55.6M +$1.91M +3,513 +4%
EIG
30
EdgePoint Investment Group
Ontario, Canada
$54.8M +$51.2M +94,421 New
SI
31
Scharf Investments
California
$51.2M +$41.3M +76,035 +627%
TAM
32
Timucuan Asset Management
Florida
$50.7M -$293K -540 -0.6%
FPP
33
Findlay Park Partners
United Kingdom
$48.9M -$4.88M -9,000 -10%
Wells Fargo
34
Wells Fargo
California
$48.6M -$3.32M -6,110 -7%
ESBC
35
E.S. Barr & Co
Kentucky
$47.1M -$26K -48 -0.1%
RFC
36
Russell Frank Company
Washington
$45.2M -$3.69M -6,808 -8%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$42.8M -$3.62M -6,672 -8%
RA
38
Royce & Associates
New York
$39.4M
Geode Capital Management
39
Geode Capital Management
Massachusetts
$38.5M +$4.66M +8,581 +15%
MAA
40
Managed Account Advisors
New Jersey
$36.4M +$716K +1,320 +2%
HIM
41
Hermes Investment Management
United Kingdom
$34.1M +$6.43M +11,853 +25%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$33.5M -$3.45M -6,359 -10%
Northern Trust
43
Northern Trust
Illinois
$32.3M -$609K -1,123 -2%
Renaissance Technologies
44
Renaissance Technologies
New York
$31.7M +$18.7M +34,400 +170%
DWA
45
Douglass Winthrop Advisors
New York
$29.5M +$1.4M +2,575 +5%
PC
46
Polar Capital
United Kingdom
$29M
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$27.9M +$24.3M +44,831 +1,418%
RP
48
Reinhart Partners
Wisconsin
$25.3M +$5.22M +9,627 +28%
TSW
49
Thompson Siegel & Walmsley
Virginia
$25.3M +$6.11M +11,261 +35%
Legal & General Group
50
Legal & General Group
United Kingdom
$22.8M +$1.09M +2,002 +5%