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Markel Group

432 hedge funds and large institutions have $10.1B invested in Markel Group in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 152 increasing their positions, 140 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 17

7% more capital invested

Capital invested by funds: $9.43B → $10.1B (+$692M)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

6% more funds holding

Funds holding: 406432 (+26)

9% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 140

20.53% less ownership

Funds ownership: 96.76%76.23% (-21%)

28% less call options, than puts

Call options by funds: $24.4M | Put options by funds: $33.8M

Holders
432
Holders Change
+26
Holders Change %
+6.4%
% of All Funds
11.53%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.85%
New
48
Increased
152
Reduced
140
Closed
17
Calls
$24.4M
Puts
$33.8M
Net Calls
-$9.43M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
26
Sterling Capital Management
North Carolina
$92.4M -$20.8M -22,333 -19%
BMO
27
Beck Mack & Oliver
New York
$88.5M -$2.13M -2,282 -2%
PC
28
Polar Capital
United Kingdom
$87.2M -$1.07M -1,152 -1%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$85.5M +$4.55M +4,890 +6%
FAM
30
Fenimore Asset Management
New York
$82M -$75.4K -81 -0.1%
BG
31
BlackRock Group
United Kingdom
$81.3M +$2.42M +2,604 +3%
BCM
32
Bares Capital Management
Texas
$76.9M +$8.31M +8,928 +12%
Northern Trust
33
Northern Trust
Illinois
$73.1M +$2.51M +2,698 +4%
ESBC
34
E.S. Barr & Co
Kentucky
$70M -$1.26M -1,353 -2%
Bank of America
35
Bank of America
North Carolina
$66.6M -$708K -760 -1%
Lord, Abbett & Co
36
Lord, Abbett & Co
New Jersey
$57.1M +$105K +113 +0.2%
Wells Fargo
37
Wells Fargo
California
$55.5M +$968K +1,039 +2%
Legal & General Group
38
Legal & General Group
United Kingdom
$54.2M +$4.52M +4,851 +9%
DWA
39
Douglass Winthrop Advisors
New York
$54M -$524K -563 -1%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$53.5M -$1.46M -1,569 -3%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$53.4M -$239K -257 -0.5%
CIM
42
Confluence Investment Management
Missouri
$52.3M +$1.55M +1,666 +3%
JHIU
43
Janus Henderson Investors US
Colorado
$50.9M +$4.84M +5,200 +11%
Victory Capital Management
44
Victory Capital Management
Texas
$46.2M +$23.3M +25,034 +107%
Goldman Sachs
45
Goldman Sachs
New York
$43.6M -$17.7M -19,022 -29%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$42.6M +$5.31M +5,700 +15%
TCIM
47
TIAA CREF Investment Management
New York
$41.1M +$64.3K +69 +0.2%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$40.4M +$2.44M +2,620 +7%
Mackenzie Financial
49
Mackenzie Financial
Ontario, Canada
$40.4M -$245K -263 -0.6%
Swiss National Bank
50
Swiss National Bank
Switzerland
$37.3M +$2.7M +2,900 +8%