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Markel Group

517 hedge funds and large institutions have $9.83B invested in Markel Group in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 160 increasing their positions, 192 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% less ownership

Funds ownership: 77.5%77.26% (-0.24%)

1% less capital invested

Capital invested by funds: $9.88B → $9.83B (-$55.7M)

10% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 63

2% less funds holding

Funds holding: 525517 (-8)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

17% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 192

21% less call options, than puts

Call options by funds: $53.4M | Put options by funds: $68M

Holders
517
Holders Change
-8
Holders Change %
-1.52%
% of All Funds
10.6%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.53%
New
57
Increased
160
Reduced
192
Closed
63
Calls
$53.4M
Puts
$68M
Net Calls
-$14.6M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
476
Apollon Wealth Management
South Carolina
$18K +$18.2K +20 New
QCG
477
Quadrant Capital Group
Ohio
$16K -$16.4K -18 -51%
IRC
478
Investors Research Corp
Georgia
$15K
PMFA
479
Plante Moran Financial Advisors
Michigan
$14K
LIA
480
LS Investment Advisors
Michigan
$12K -$30K -33 -72%
DAM
481
Delta Asset Management
Tennessee
$12K
VNA
482
Valley National Advisers
Pennsylvania
$11K -$9.09K -10 -45%
CAGAS
483
Capital Advisory Group Advisory Services
Minnesota
$11K
ATC
484
Adirondack Trust Company
New York
$10K
HNB
485
Huntington National Bank
Ohio
$10K
BCA
486
Berman Capital Advisors
Georgia
$10K +$1.82K +2 +22%
SPIA
487
Steward Partners Investment Advisory
New York
$10K +$2.73K +3 +38%
JCM
488
Jacobi Capital Management
Pennsylvania
$9K
CFD
489
Creative Financial Designs
Indiana
$9K +$9.09K +10 New
ADL
490
Asset Dedication LLC
California
$8K
EWP
491
Engrave Wealth Partners
Texas
$8K
KPW
492
Kore Private Wealth
New York
$7K +$6.36K +7 +700%
CWC
493
Carolinas Wealth Consulting
North Carolina
$7K +$7.27K +8 New
FHA
494
First Horizon Advisors
Tennessee
$6K -$1.82K -2 -22%
Carson Wealth (CWM LLC)
495
Carson Wealth (CWM LLC)
Nebraska
$6K
EARNEST Partners
496
EARNEST Partners
Georgia
$6K
LB
497
Legacy Bridge
Iowa
$6K
VCM
498
Versant Capital Management
Arizona
$6K
BL
499
Balentine LLC
Georgia
$6K +$5.45K +6 New
GCM
500
Gables Capital Management
Florida
$5K -$9.09K -10 -67%