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Markel Group

351 hedge funds and large institutions have $8.57B invested in Markel Group in 2015 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 103 increasing their positions, 125 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 22

6% more funds holding

Funds holding: 330351 (+21)

0.92% less ownership

Funds ownership: 77.89%76.97% (-0.92%)

1% less capital invested

Capital invested by funds: $8.65B → $8.57B (-$80.5M)

9% less funds holding in top 10

Funds holding in top 10: 3431 (-3)

18% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 125

39% less call options, than puts

Call options by funds: $37.4M | Put options by funds: $60.9M

Holders
351
Holders Change
+21
Holders Change %
+6.36%
% of All Funds
9.8%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.87%
New
47
Increased
103
Reduced
125
Closed
22
Calls
$37.4M
Puts
$60.9M
Net Calls
-$23.6M
Net Calls Change
+$5.81M
Name Holding Trade Value Shares
Change
Change in
Stake
BMO
26
Beck Mack & Oliver
New York
$85.6M -$2.9M -3,422 -3%
FAM
27
Fenimore Asset Management
New York
$83.3M -$437K -516 -0.5%
Renaissance Technologies
28
Renaissance Technologies
New York
$70.5M +$25.1M +29,700 +51%
RFC
29
Russell Frank Company
Washington
$69.6M -$20.2M -23,865 -22%
PC
30
Polar Capital
United Kingdom
$67.8M -$3.21M -3,798 -4%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$64.6M +$1.3M +1,536 +2%
ESBC
32
E.S. Barr & Co
Kentucky
$62.8M -$943K -1,115 -1%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$51.1M +$802K +948 +2%
Bank of America
34
Bank of America
North Carolina
$50.6M +$43.4M +51,308 +433%
Lord, Abbett & Co
35
Lord, Abbett & Co
New Jersey
$49.4M -$3.27M -3,865 -6%
DWA
36
Douglass Winthrop Advisors
New York
$47.7M +$2.55M +3,011 +5%
Select Equity Group
37
Select Equity Group
New York
$46.5M -$40.3M -47,626 -45%
Wells Fargo
38
Wells Fargo
California
$45.4M -$2.4M -2,832 -5%
RA
39
Royce & Associates
New York
$45.3M -$2.54M -3,000 -5%
Mackenzie Financial
40
Mackenzie Financial
Ontario, Canada
$43.8M -$262K -310 -0.6%
Northern Trust
41
Northern Trust
Illinois
$43.7M -$3.91M -4,621 -8%
Goldman Sachs
42
Goldman Sachs
New York
$41.4M +$7.44M +8,790 +20%
HIM
43
Hermes Investment Management
United Kingdom
$39.6M +$4.75M +5,618 +13%
CIM
44
Confluence Investment Management
Missouri
$39.1M +$4.04M +4,773 +11%
BCM
45
Bares Capital Management
Texas
$39M +$13.2M +15,624 +47%
Legal & General Group
46
Legal & General Group
United Kingdom
$37.8M +$3.5M +4,142 +10%
VDBMI
47
Van Den Berg Management I
Texas
$35.9M -$2.22M -2,624 -6%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$35.6M -$426K -503 -1%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$31.6M +$9.99M +11,810 +43%
BG
50
BlackRock Group
United Kingdom
$29.5M +$3.28M +3,875 +12%

MKL Hedge Fund Activity: Q3 2015 in Review

351 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2015, worth a combined $8.57B — down 0.93% from $8.65B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MKL positions and 22 closed out — a net gain of 25 holders — while 103 added to existing stakes and 125 trimmed.

The largest buyer was Commonwealth Bank of Australia, adding an estimated $60.2M. The largest seller was Sprucegrove Investment Management, cutting an estimated $64.7M.

  • 351 institutional investors held Markel Group (MKL) as of Q3 2015, up from 330 in Q2 2015.
  • Funds reported $8.57B of Markel Group stock for Q3 2015, down 0.93% quarter-over-quarter.
  • 47 funds opened new Markel Group positions in Q3 2015 and 22 closed out, a net change of +25 holders.
  • The largest Markel Group buyer in Q3 2015 was Commonwealth Bank of Australia, an estimated $60.2M added.
  • The largest Markel Group seller in Q3 2015 was Sprucegrove Investment Management, an estimated $64.7M sold.

Based on aggregated 13F filings for Q3 2015.