We are live on ! Find out more
MKL icon

Markel Group
MKL

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: 517 → 531 (+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: 26 → 24 (-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

Top Buyers

Rank Fund Capital Flow
1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$36.4M
2
ACM
Alta Capital Management
Utah
+$34.5M
3
Citadel Advisors
Citadel Advisors
Florida
+$21.8M
4
ECM
ExodusPoint Capital Management
New York
+$20.3M
5
CTB
Country Trust Bank
Illinois
+$19.1M

Top Sellers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
-$54.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$53.7M
3
Renaissance Technologies
Renaissance Technologies
New York
-$49.9M
4
BlackRock
BlackRock
New York
-$40.4M
5
ACM
AKRE Capital Management
Virginia
-$16.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
476
Avior Wealth Management
Nebraska
$26K – – –
PCG
477
Private Capital Group
Connecticut
$26K – – –
SWM
478
Selective Wealth Management
Virginia
$24K – – –
EP
479
Eudaimonia Partners
Tennessee
$24K +$25.4K +25 New
SC
480
SouthState Corp
Florida
$23K +$23.4K +23 New
CFGS
481
Concourse Financial Group Securities
Alabama
$23K +$24.4K +24 New
PVH
482
Psagot Value Holdings
Israel
$21K – – –
APA
483
American Portfolios Advisors
New York
$20.4K -$3.05K -3 -13%
FCH
484
Freestone Capital Holdings
Washington
$19.5K +$20.3K +20 New
Credit Agricole
485
Credit Agricole
France
$19K – – –
IRC
486
Investors Research Corp
Georgia
$16K – – –
SPIA
487
Steward Partners Investment Advisory
New York
$16K +$5.08K +5 +45%
AWA
488
Arkadios Wealth Advisors
Georgia
$14.6K +$15.2K +15 New
DAM
489
Delta Asset Management
Tennessee
$13K – – –
CAGAS
490
Capital Advisory Group Advisory Services
Minnesota
$12K – – –
VNA
491
Valley National Advisers
Pennsylvania
$12K – – –
CA
492
Crewe Advisors
Utah
$12K +$12.2K +12 New
HNB
493
Huntington National Bank
Ohio
$11K – – –
TFM
494
TFC Financial Management
Massachusetts
$11K +$11.2K +11 New
ATC
495
Adirondack Trust Company
New York
$10K – – –
BCA
496
Berman Capital Advisors
Georgia
$10K – – –
CFD
497
Creative Financial Designs
Indiana
$10K – – –
JCM
498
Jacobi Capital Management
Pennsylvania
$10K – – –
ZB
499
Zions Bancorporation
Utah
$10K +$7.11K +7 +233%
GRP
500
Global Retirement Partners
California
$10K +$10.2K +10 New
18 19
20
21 22

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.