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Markel Group

290 hedge funds and large institutions have $6.42B invested in Markel Group in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 108 increasing their positions, 89 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

21% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 89

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

2% more funds holding

Funds holding: 285290 (+5)

3% more capital invested

Capital invested by funds: $6.25B → $6.42B (+$170M)

0.04% less ownership

Funds ownership: 76.88%76.83% (-0.04%)

78% less call options, than puts

Call options by funds: $8.35M | Put options by funds: $37.4M

Holders
290
Holders Change
+5
Holders Change %
+1.75%
% of All Funds
8.38%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.78%
New
22
Increased
108
Reduced
89
Closed
15
Calls
$8.35M
Puts
$37.4M
Net Calls
-$29M
Net Calls Change
-$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Lord, Abbett & Co
26
Lord, Abbett & Co
New Jersey
$61.3M -$389K -683 -0.7%
Victory Capital Management
27
Victory Capital Management
Texas
$61M +$2.85M +5,000 +5%
Norges Bank
28
Norges Bank
Norway
$59.5M
MVIP
29
Mar Vista Investment Partners
California
$58.4M +$1.15M +2,024 +2%
SI
30
Scharf Investments
California
$56M +$3.3M +5,800 +7%
TAM
31
Timucuan Asset Management
Florida
$52.6M +$553K +970 +1%
ESBC
32
E.S. Barr & Co
Kentucky
$48.3M -$111K -195 -0.2%
RFC
33
Russell Frank Company
Washington
$45.6M -$956K -1,678 -2%
Geode Capital Management
34
Geode Capital Management
Massachusetts
$42.8M +$3.14M +5,521 +8%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$42.4M -$1.44M -2,528 -3%
RA
36
Royce & Associates
New York
$40.5M
Wells Fargo
37
Wells Fargo
California
$38.6M -$10.8M -18,922 -23%
MAA
38
Managed Account Advisors
New Jersey
$36.8M -$541K -950 -2%
Northern Trust
39
Northern Trust
Illinois
$35.9M +$2.6M +4,556 +8%
HIM
40
Hermes Investment Management
United Kingdom
$33.9M -$1.11M -1,949 -3%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$32.8M -$1.5M -2,639 -5%
DWA
42
Douglass Winthrop Advisors
New York
$31.8M +$1.41M +2,469 +5%
VDBMI
43
Van Den Berg Management I
Texas
$31.6M +$30.2M +52,954 New
MAMU
44
Marathon Asset Management (UK)
United Kingdom
$29.5M +$28.2M +49,454 New
PC
45
Polar Capital
United Kingdom
$29.2M -$570K -1,000 -2%
RP
46
Reinhart Partners
Wisconsin
$26.4M +$333K +585 +1%
Mackenzie Financial
47
Mackenzie Financial
Ontario, Canada
$25.4M +$12M +21,107 +98%
SI
48
Sentry Investments
Ontario, Canada
$24M +$9.11M +16,000 +66%
Legal & General Group
49
Legal & General Group
United Kingdom
$23.6M +$170K +299 +0.8%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$22.3M

MKL Hedge Fund Activity: Q1 2014 in Review

290 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2014, worth a combined $6.42B — up 2.7% from $6.25B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MKL positions and 15 closed out — a net gain of 7 holders — while 108 added to existing stakes and 89 trimmed.

The largest buyer was EdgePoint Investment Group, adding an estimated $63.4M. The largest seller was Citadel Advisors, cutting an estimated $59.7M.

  • 290 institutional investors held Markel Group (MKL) as of Q1 2014, up from 285 in Q4 2013.
  • Funds reported $6.42B of Markel Group stock for Q1 2014, up 2.7% quarter-over-quarter.
  • 22 funds opened new Markel Group positions in Q1 2014 and 15 closed out, a net change of +7 holders.
  • The largest Markel Group buyer in Q1 2014 was EdgePoint Investment Group, an estimated $63.4M added.
  • The largest Markel Group seller in Q1 2014 was Citadel Advisors, an estimated $59.7M sold.

Based on aggregated 13F filings for Q1 2014.