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Markel Group

290 hedge funds and large institutions have $6.42B invested in Markel Group in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 108 increasing their positions, 89 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

21% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 89

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

2% more funds holding

Funds holding: 285290 (+5)

3% more capital invested

Capital invested by funds: $6.25B → $6.42B (+$170M)

0.04% less ownership

Funds ownership: 76.88%76.83% (-0.04%)

78% less call options, than puts

Call options by funds: $8.35M | Put options by funds: $37.4M

Holders
290
Holders Change
+5
Holders Change %
+1.75%
% of All Funds
8.38%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.78%
New
22
Increased
108
Reduced
89
Closed
15
Calls
$8.35M
Puts
$37.4M
Net Calls
-$29M
Net Calls Change
-$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
51
Franklin Resources
California
$22.2M +$14.7M +25,723 +223%
ICM
52
IronBridge Capital Management
Illinois
$21.6M -$1.49M -2,617 -7%
Ameriprise
53
Ameriprise
Minnesota
$21.5M +$693K +1,216 +3%
TSW
54
Thompson Siegel & Walmsley
Virginia
$20.9M -$4.85M -8,520 -20%
GPCM
55
Greenbrier Partners Capital Management
Texas
$20.9M
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$20.3M -$574K -1,008 -3%
BTS
57
BB&T Securities
Virginia
$19.8M +$29K +51 +2%
HK
58
Horizon Kinetics
New York
$19.6M -$2.29M -4,028 -11%
TIAAOA
59
Teachers Insurance & Annuity Association of America
New York
$19.4M
GT
60
Greenleaf Trust
Michigan
$19.3M +$465K +817 +3%
SCM
61
Snyder Capital Management
California
$19.2M +$368K +646 +2%
BG
62
BlackRock Group
United Kingdom
$18.8M +$412K +724 +2%
HCM
63
Hutchinson Capital Management
California
$18.5M +$114K +200 +0.6%
FPP
64
Findlay Park Partners
United Kingdom
$17.2M -$31.5M -55,361 -66%
SFM
65
Stack Financial Management
Montana
$17.2M -$364K -639 -2%
CIM
66
Confluence Investment Management
Missouri
$15.5M +$1.19M +2,084 +9%
Canada Pension Plan Investment Board
67
Canada Pension Plan Investment Board
Ontario, Canada
$15.1M +$567K +996 +4%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$14.9M +$57K +100 +0.4%
MFAM
69
Motley Fool Asset Management
Virginia
$14.7M +$313K +550 +2%
QI
70
Qualcomm Inc
California
$14.7M
LI
71
Lafayette Investments
Maryland
$14.3M +$712K +1,250 +6%
PPA
72
Parametric Portfolio Associates
Washington
$13.9M -$615K -1,080 -4%
FCAM
73
F&C Asset Management
United Kingdom
$13.1M -$4.9M -8,605 -28%
Charles Schwab
74
Charles Schwab
California
$13M +$964K +1,692 +8%
TCIM
75
TIAA CREF Investment Management
New York
$12.4M -$501K -880 -4%

MKL Hedge Fund Activity: Q1 2014 in Review

290 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2014, worth a combined $6.42B — up 2.7% from $6.25B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MKL positions and 15 closed out — a net gain of 7 holders — while 108 added to existing stakes and 89 trimmed.

The largest buyer was EdgePoint Investment Group, adding an estimated $63.4M. The largest seller was Citadel Advisors, cutting an estimated $59.7M.

  • 290 institutional investors held Markel Group (MKL) as of Q1 2014, up from 285 in Q4 2013.
  • Funds reported $6.42B of Markel Group stock for Q1 2014, up 2.7% quarter-over-quarter.
  • 22 funds opened new Markel Group positions in Q1 2014 and 15 closed out, a net change of +7 holders.
  • The largest Markel Group buyer in Q1 2014 was EdgePoint Investment Group, an estimated $63.4M added.
  • The largest Markel Group seller in Q1 2014 was Citadel Advisors, an estimated $59.7M sold.

Based on aggregated 13F filings for Q1 2014.