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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
Bessemer Group
501
Bessemer Group
New Jersey
$5K
SA
502
SRH Advisors
Kansas
$5K
BWM
503
BerganKDV Wealth Management
Minnesota
$5K +$1.82K +2 +67%
MF
504
Manchester Financial
California
$4K
SL
505
Savior LLC
Massachusetts
$4K
CFFP
506
Center for Financial Planning
Michigan
$3K -$3.64K -4 -57%
BAM
507
Bellevue Asset Management
Washington
$3K
EFSCE
508
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
WT
509
Washington Trust
Rhode Island
$3K
WTC
510
WhitTier Trust Company
Nevada
$3K
ZB
511
Zions Bancorporation
Utah
$3K
PIMG
512
Patriot Investment Management Group
Tennessee
$2.77K +$2.73K +3 New
BFC
513
Bedel Financial Consulting
Indiana
$2K
PFPT
514
Pinnacle Financial Partners (Tennessee)
Tennessee
$2K
CI
515
CX Institutional
Indiana
$2K +$1.82K +2 New
SIM
516
Sonora Investment Management
Arizona
$1K +$909 +1 New
AP
517
Archon Partners
New Jersey
-$11.9M -12,830 Closed
BFS
518
Baskin Financial Services
Ontario, Canada
-$10.1M -10,927 Closed
UIM
519
USS Investment Management
United Kingdom
-$8.48M -9,110 Closed
PFMOSF
520
Philadelphia Financial Management of San Francisco
California
-$7.55M -8,134 Closed
JSA
521
Jacobson & Schmitt Advisors
Wisconsin
-$5.14M -5,541 Closed
PCM
522
Prana Capital Management
Connecticut
-$4.19M -4,513 Closed
MA
523
Menlo Advisors
California
-$3.98M -4,286 Closed
GC
524
Gillson Capital
Illinois
-$3.79M -4,079 Closed
ZIM
525
Zacks Investment Management
Illinois
-$3.05M -3,289 Closed