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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
BWM
526
BerganKDV Wealth Management
Minnesota
$2K -$3.05K -3 -60%
BFC
527
Bedel Financial Consulting
Indiana
$2K
PFPT
528
Pinnacle Financial Partners (Tennessee)
Tennessee
$2K
CMBA
529
C.M. Bidwell & Associates
Hawaii
$2K +$2.03K +2 New
SSB
530
Sandy Spring Bank
Maryland
$2K +$2.03K +2 New
First Trust Advisors
531
First Trust Advisors
Illinois
-$13M -14,102 Closed
Voloridge Investment Management
532
Voloridge Investment Management
Florida
-$11.5M -12,435 Closed
Twin Tree Management
533
Twin Tree Management
Texas
-$9.55M -9,405 Closed
Select Equity Group
534
Select Equity Group
New York
-$6.27M -6,792 Closed
CTI
535
Community Trust & Investment
Kentucky
-$5.43M -5,883 Closed
AIM
536
Aigen Investment Management
New York
-$2.53M -2,740 Closed
WCM
537
Weld Capital Management
New York
-$1.37M -1,487 Closed
AIL
538
AGF Investments LLC
Ontario, Canada
-$1.36M -1,471 Closed
EIP
539
Epoch Investment Partners
New York
-$1.32M -1,431 Closed
Two Sigma Advisers
540
Two Sigma Advisers
New York
-$966K -1,046 Closed
ERSOT
541
Employees Retirement System of Texas
Texas
-$923K -1,000 Closed
SPC
542
Sigma Planning Corp
Michigan
-$670K -726 Closed
QIM
543
Quantitative Investment Management
Virginia
-$648K -703 Closed
ETC
544
Exchange Traded Concepts
Oklahoma
-$608K -659 Closed
AC
545
Athanor Capital
New York
-$565K -612 Closed
W
546
WealthStone
Ohio
-$502K -544 Closed
BA
547
Bridgewater Associates
Connecticut
-$464K -503 Closed
FSA
548
Fort Sheridan Advisors
Illinois
-$462K -500 Closed
PFS
549
Prospera Financial Services
Texas
-$462K -500 Closed
PGIM
550
Pacific Global Investment Management
California
-$413K -448 Closed

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.