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Markel Group

307 hedge funds and large institutions have $8.36B invested in Markel Group in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 98 increasing their positions, 114 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $7.28B → $8.36B (+$1.09B)

7% more funds holding in top 10

Funds holding in top 10: 2931 (+2)

1.96% more ownership

Funds ownership: 76.16%78.12% (+2%)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

1% less funds holding

Funds holding: 309307 (-2)

14% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 114

43% less call options, than puts

Call options by funds: $21.9M | Put options by funds: $38.5M

Holders
307
Holders Change
-2
Holders Change %
-0.65%
% of All Funds
8.18%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.83%
New
28
Increased
98
Reduced
114
Closed
28
Calls
$21.9M
Puts
$38.5M
Net Calls
-$16.6M
Net Calls Change
-$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
51
IronBridge Capital Management
Illinois
$27.7M +$4.43M +6,126 +21%
GT
52
Greenleaf Trust
Michigan
$26.9M -$476K -658 -2%
MAMU
53
Marathon Asset Management (UK)
United Kingdom
$26.6M -$298K -412 -1%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$25.4M -$72.3K -100 -0.3%
BTS
55
BB&T Securities
Virginia
$25M -$90.4K -125 -4%
GPCM
56
Greenbrier Partners Capital Management
Texas
$24.8M
Goldman Sachs
57
Goldman Sachs
New York
$24.5M -$6.83M -9,446 -23%
SFM
58
Stack Financial Management
Montana
$24.4M +$1.11M +1,531 +5%
Franklin Resources
59
Franklin Resources
California
$23.9M -$5.39M -7,454 -19%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$23.8M
HCM
61
Hutchinson Capital Management
California
$23.6M -$57.8K -80 -0.3%
TSW
62
Thompson Siegel & Walmsley
Virginia
$23.2M +$53.5K +74 +0.2%
HK
63
Horizon Kinetics
New York
$23.1M -$29.6K -41 -0.1%
PPA
64
Parametric Portfolio Associates
Washington
$23.1M -$536K -741 -2%
Charles Schwab
65
Charles Schwab
California
$21.9M +$2.35M +3,257 +13%
CCM
66
Check Capital Management
California
$21.8M +$2.65M +3,666 +15%
TCIM
67
TIAA CREF Investment Management
New York
$21.4M +$2.86M +3,953 +17%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$20.3M -$283K -392 -1%
Ameriprise
69
Ameriprise
Minnesota
$20.2M -$1.78M -2,456 -9%
MFAM
70
Motley Fool Asset Management
Virginia
$19M
QI
71
Qualcomm Inc
California
$18.9M
GC
72
Giverny Capital
Quebec, Canada
$18.2M +$17.1M +23,646 New
LI
73
Lafayette Investments
Maryland
$18.1M -$83.9K -116 -0.5%
SCM
74
Snyder Capital Management
California
$16.9M -$271K -375 -2%
RP
75
Reinhart Partners
Wisconsin
$16.9M +$846K +1,170 +6%