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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
Allianz Asset Management
551
Allianz Asset Management
Germany
-$411K -445 Closed
RIM
552
Redpoint Investment Management
Australia
-$408K -442 Closed
WSTAM
553
Wilbanks Smith & Thomas Asset Management
Virginia
-$388K -420 Closed
FANJ
554
Financial Architects (New Jersey)
New Jersey
-$323K -350 Closed
TI
555
Tidal Investments
Wisconsin
-$288K -312 Closed
NCM
556
Narwhal Capital Management
Georgia
-$254K -275 Closed
VC
557
Vicus Capital
Pennsylvania
-$248K -269 Closed
ODCM
558
Old Dominion Capital Management
Virginia
-$245K -265 Closed
AA
559
ALPS Advisors
Colorado
-$213K -231 Closed
IWP
560
Icon Wealth Partners
Texas
-$206K -223 Closed
OCM
561
One Capital Management
California
-$204K -221 Closed
AC
562
Allstate Corporation
Illinois
-$203K -220 Closed
SRAM
563
Stone Ridge Asset Management
New York
-$203K -220 Closed
CIC
564
Chilton Investment Company
Connecticut
-$342K -215 Closed
CAN
565
Cetera Advisor Networks
California
-$85K -92 Closed
OPS
566
Orion Portfolio Solutions
Nebraska
-$35K -38 Closed
AWM
567
Apollon Wealth Management
South Carolina
-$18K -20 Closed
LIA
568
LS Investment Advisors
Michigan
-$12K -13 Closed
EWP
569
Engrave Wealth Partners
Texas
-$8K -9 Closed
KPW
570
Kore Private Wealth
New York
-$7K -8 Closed
BL
571
Balentine LLC
Georgia
-$6K -6 Closed
PIMG
572
Patriot Investment Management Group
Tennessee
-$2.77K -3 Closed
CI
573
CX Institutional
Indiana
-$2K -2 Closed
SIM
574
Sonora Investment Management
Arizona
-$1K -1 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.