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Markel Group

531 hedge funds and large institutions have $10.2B invested in Markel Group in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 141 increasing their positions, 203 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 44

3% more funds holding

Funds holding: 517531 (+14)

3% more capital invested

Capital invested by funds: $9.83B → $10.2B (+$333M)

1.23% less ownership

Funds ownership: 77.26%76.03% (-1.2%)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

31% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 203

39% less call options, than puts

Call options by funds: $43.8M | Put options by funds: $71.3M

Holders
531
Holders Change
+14
Holders Change %
+2.71%
% of All Funds
10.71%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.48%
New
60
Increased
141
Reduced
203
Closed
44
Calls
$43.8M
Puts
$71.3M
Net Calls
-$27.5M
Net Calls Change
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
26
Douglass Winthrop Advisors
New York
$79.7M +$432K +425 +0.5%
UBS AM
27
UBS AM
Illinois
$77M +$3.46M +3,408 +5%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$74.3M +$2.24M +2,204 +3%
ESBC
29
E.S. Barr & Co
Kentucky
$73.5M -$1.38M -1,361 -2%
ACM
30
Alta Capital Management
Utah
$72.7M +$34.5M +33,976 +84%
Canada Life
31
Canada Life
Manitoba, Canada
$72.3M -$346K -341 -0.5%
Wells Fargo
32
Wells Fargo
California
$69.6M -$469K -462 -0.6%
AC
33
Avenir Corporation
Virginia
$68.2M +$84.3K +83 +0.1%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$67.3M +$1.4M +1,377 +2%
Mitsubishi UFJ Trust & Banking
35
Mitsubishi UFJ Trust & Banking
Japan
$63M -$4.69M -4,615 -7%
Goldman Sachs
36
Goldman Sachs
New York
$61.5M -$4.69M -4,616 -7%
MAM
37
Madison Asset Management
Wisconsin
$60M -$1.12M -1,098 -2%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$59.9M +$947K +932 +2%
Invesco
39
Invesco
Georgia
$55.6M -$2.82M -2,775 -5%
MAMU
40
Marathon Asset Management (UK)
United Kingdom
$54.6M -$1.25M -1,228 -2%
WIM
41
Weitz Investment Management
Nebraska
$51.9M -$1.22M -1,200 -2%
ACA
42
Anchor Capital Advisors
Massachusetts
$51.8M -$344K -339 -0.6%
CIM
43
Confluence Investment Management
Missouri
$48.9M -$1.23M -1,212 -2%
Charles Schwab
44
Charles Schwab
California
$48.5M +$792K +780 +2%
BMO
45
Beck Mack & Oliver
New York
$47M -$285K -281 -0.6%
WCM
46
Wedge Capital Management
North Carolina
$46.7M +$6.7M +6,596 +16%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$44.7M -$1.13M -1,109 -2%
N
48
Nuveen
North Carolina
$43.9M -$13.8M -13,589 -23%
GC
49
Giverny Capital
Quebec, Canada
$43.5M +$562K +553 +1%
PPA
50
Parametric Portfolio Associates
Washington
$41.7M +$6.09K +6 +0%

MKL Hedge Fund Activity: Q3 2020 in Review

531 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2020, worth a combined $10.2B — up 3.4% from $9.83B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MKL positions and 44 closed out — a net gain of 16 holders — while 141 added to existing stakes and 203 trimmed.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $36.4M. The largest seller was Principal Financial Group, cutting an estimated $54.9M.

  • 531 institutional investors held Markel Group (MKL) as of Q3 2020, up from 517 in Q2 2020.
  • Funds reported $10.2B of Markel Group stock for Q3 2020, up 3.4% quarter-over-quarter.
  • 60 funds opened new Markel Group positions in Q3 2020 and 44 closed out, a net change of +16 holders.
  • The largest Markel Group buyer in Q3 2020 was Point72 Asset Management, an estimated $36.4M added.
  • The largest Markel Group seller in Q3 2020 was Principal Financial Group, an estimated $54.9M sold.

Based on aggregated 13F filings for Q3 2020.