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Markel Group

285 hedge funds and large institutions have $6.25B invested in Markel Group in 2013 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 105 increasing their positions, 93 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

14% more capital invested

Capital invested by funds: $5.5B → $6.25B (+$746M)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

13% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 93

3% more funds holding

Funds holding: 277285 (+8)

0.57% more ownership

Funds ownership: 76.31%76.88% (+0.57%)

96% less call options, than puts

Call options by funds: $987K | Put options by funds: $26.1M

Holders
285
Holders Change
+8
Holders Change %
+2.89%
% of All Funds
8.27%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.75%
New
35
Increased
105
Reduced
93
Closed
24
Calls
$987K
Puts
$26.1M
Net Calls
-$25.1M
Net Calls Change
-$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
51
IronBridge Capital Management
Illinois
$22.6M -$2.6M -4,792 -11%
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$21.7M -$2.55M -4,700 -11%
HK
53
Horizon Kinetics
New York
$21.5M -$1.63M -2,997 -7%
TI
54
Turner Investments
Pennsylvania
$21.1M -$5.52M -10,172 -22%
GPCM
55
Greenbrier Partners Capital Management
Texas
$20.3M +$5.43M +10,000 +40%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$20.2M -$20.1K -37 -0.1%
Ameriprise
57
Ameriprise
Minnesota
$20.2M +$321K +591 +2%
BTS
58
BB&T Securities
Virginia
$19M +$1.78M +3,271 New
TIAAOA
59
Teachers Insurance & Annuity Association of America
New York
$18.9M
GT
60
Greenleaf Trust
Michigan
$18.4M +$316K +582 +2%
SCM
61
Snyder Capital Management
California
$18.3M +$1.19M +2,197 +7%
HCM
62
Hutchinson Capital Management
California
$17.9M +$46.7K +86 +0.3%
BG
63
BlackRock Group
United Kingdom
$17.9M -$2.57M -4,739 -13%
FCAM
64
F&C Asset Management
United Kingdom
$17.7M -$633K -1,166 -4%
SFM
65
Stack Financial Management
Montana
$17.1M +$368K +679 +2%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$14.5M +$109K +200 +0.8%
QI
67
Qualcomm Inc
California
$14.3M
PPA
68
Parametric Portfolio Associates
Washington
$14.1M -$857K -1,579 -6%
Canada Pension Plan Investment Board
69
Canada Pension Plan Investment Board
Ontario, Canada
$14.1M +$597K +1,100 +5%
SI
70
Sentry Investments
Ontario, Canada
$14.1M +$13.2M +24,300 New
MFAM
71
Motley Fool Asset Management
Virginia
$14M +$2.39M +4,400 +22%
CIM
72
Confluence Investment Management
Missouri
$13.8M +$338K +623 +3%
LI
73
Lafayette Investments
Maryland
$13.2M -$57.5K -106 -0.5%
CS
74
Credit Suisse
Switzerland
$12.6M -$56.6M -104,378 -83%
TCIM
75
TIAA CREF Investment Management
New York
$12.5M -$353K -650 -3%