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Markel Group

307 hedge funds and large institutions have $8.36B invested in Markel Group in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 98 increasing their positions, 114 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $7.28B → $8.36B (+$1.09B)

7% more funds holding in top 10

Funds holding in top 10: 2931 (+2)

1.96% more ownership

Funds ownership: 76.16%78.12% (+2%)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

1% less funds holding

Funds holding: 309307 (-2)

14% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 114

43% less call options, than puts

Call options by funds: $21.9M | Put options by funds: $38.5M

Holders
307
Holders Change
-2
Holders Change %
-0.65%
% of All Funds
8.18%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.83%
New
28
Increased
98
Reduced
114
Closed
28
Calls
$21.9M
Puts
$38.5M
Net Calls
-$16.6M
Net Calls Change
-$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BMO
26
Beck Mack & Oliver
New York
$88M -$1.8M -2,494 -2%
Norges Bank
27
Norges Bank
Norway
$86M +$4.13M +5,708 +5%
FAM
28
Fenimore Asset Management
New York
$85.8M -$359K -497 -0.4%
ESBC
29
E.S. Barr & Co
Kentucky
$61.2M -$236K -327 -0.4%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$60M +$3.11M +4,299 +6%
Victory Capital Management
31
Victory Capital Management
Texas
$59.5M -$9.11M -12,600 -14%
RFC
32
Russell Frank Company
Washington
$58.2M -$6.5M -8,998 -11%
Lord, Abbett & Co
33
Lord, Abbett & Co
New Jersey
$56.8M -$2.8M -3,876 -5%
Capital Research Global Investors
34
Capital Research Global Investors
California
$52.4M +$49.3M +68,189 New
Renaissance Technologies
35
Renaissance Technologies
New York
$51.6M -$7.57M -10,477 -14%
PC
36
Polar Capital
United Kingdom
$50.3M +$19.7M +27,237 +71%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$48.6M -$1.33M -1,837 -3%
RA
38
Royce & Associates
New York
$48.1M -$3.83M -5,300 -8%
Northern Trust
39
Northern Trust
Illinois
$45.9M +$1.11M +1,533 +3%
Wells Fargo
40
Wells Fargo
California
$44.8M +$1.28M +1,773 +3%
DWA
41
Douglass Winthrop Advisors
New York
$43.5M +$982K +1,359 +2%
MAA
42
Managed Account Advisors
New Jersey
$40.4M -$1.32M -1,828 -3%
Mackenzie Financial
43
Mackenzie Financial
Ontario, Canada
$40.2M -$8.31M -11,491 -18%
VDBMI
44
Van Den Berg Management I
Texas
$38.4M -$2.31M -3,193 -6%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$37.9M +$163K +226 +0.5%
HIM
46
Hermes Investment Management
United Kingdom
$33.2M +$4.9M +6,780 +19%
Legal & General Group
47
Legal & General Group
United Kingdom
$33.1M +$166K +229 +0.5%
SI
48
Sentry Investments
Ontario, Canada
$30.6M -$361K -500 -1%
CIM
49
Confluence Investment Management
Missouri
$30.5M +$3.82M +5,280 +15%
BG
50
BlackRock Group
United Kingdom
$29.9M +$4.11M +5,683 +17%