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Markel Group

351 hedge funds and large institutions have $8.57B invested in Markel Group in 2015 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 103 increasing their positions, 125 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 22

6% more funds holding

Funds holding: 330351 (+21)

0.92% less ownership

Funds ownership: 77.89%76.97% (-0.92%)

1% less capital invested

Capital invested by funds: $8.65B → $8.57B (-$80.5M)

9% less funds holding in top 10

Funds holding in top 10: 3431 (-3)

18% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 125

39% less call options, than puts

Call options by funds: $37.4M | Put options by funds: $60.9M

Holders
351
Holders Change
+21
Holders Change %
+6.36%
% of All Funds
9.8%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.87%
New
47
Increased
103
Reduced
125
Closed
22
Calls
$37.4M
Puts
$60.9M
Net Calls
-$23.6M
Net Calls Change
+$5.81M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$29.4M -$592K -700 -2%
TCIM
52
TIAA CREF Investment Management
New York
$26.6M +$6.03M +7,133 +27%
SGAM
53
Smith Group Asset Management
Texas
$26.3M -$1.78M -2,100 -6%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$26.1M +$904K +1,068 +3%
GPCM
55
Greenbrier Partners Capital Management
Texas
$25.9M
SFM
56
Stack Financial Management
Montana
$25.3M -$43.1K -51 -0.2%
HCM
57
Hutchinson Capital Management
California
$24M -$297K -351 -1%
Millennium Management
58
Millennium Management
New York
$23.9M +$24.3M +28,689 +2,719%
TSW
59
Thompson Siegel & Walmsley
Virginia
$23.7M -$370K -437 -1%
CCM
60
Check Capital Management
California
$23.5M +$668K +789 +3%
PPA
61
Parametric Portfolio Associates
Washington
$23.1M -$856K -1,012 -3%
JHIU
62
Janus Henderson Investors US
Colorado
$23M +$3.72M +4,400 +18%
HK
63
Horizon Kinetics
New York
$22.2M -$1.77M -2,088 -7%
ICM
64
IronBridge Capital Management
Illinois
$22.1M -$5.05M -5,973 -18%
CCP
65
Clarkston Capital Partners
Michigan
$21.8M +$4.07M +4,809 +21%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$21M +$617K +729 +3%
Invesco
67
Invesco
Georgia
$21M -$394K -466 -2%
GC
68
Giverny Capital
Quebec, Canada
$20M +$683K +807 +3%
MFAM
69
Motley Fool Asset Management
Virginia
$19.8M
QI
70
Qualcomm Inc
California
$19.7M
Victory Capital Management
71
Victory Capital Management
Texas
$19.6M -$9.3M -10,991 -31%
LI
72
Lafayette Investments
Maryland
$18.8M -$12.7K -15 -0.1%
FIM
73
Frontier Investment Management
Texas
$18.2M +$793K +937 +4%
Franklin Resources
74
Franklin Resources
California
$17.9M -$7.19M -8,499 -28%
Morgan Stanley
75
Morgan Stanley
New York
$17.9M +$10.7M +12,625 +131%

MKL Hedge Fund Activity: Q3 2015 in Review

351 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2015, worth a combined $8.57B — down 0.93% from $8.65B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MKL positions and 22 closed out — a net gain of 25 holders — while 103 added to existing stakes and 125 trimmed.

The largest buyer was Commonwealth Bank of Australia, adding an estimated $60.2M. The largest seller was Sprucegrove Investment Management, cutting an estimated $64.7M.

  • 351 institutional investors held Markel Group (MKL) as of Q3 2015, up from 330 in Q2 2015.
  • Funds reported $8.57B of Markel Group stock for Q3 2015, down 0.93% quarter-over-quarter.
  • 47 funds opened new Markel Group positions in Q3 2015 and 22 closed out, a net change of +25 holders.
  • The largest Markel Group buyer in Q3 2015 was Commonwealth Bank of Australia, an estimated $60.2M added.
  • The largest Markel Group seller in Q3 2015 was Sprucegrove Investment Management, an estimated $64.7M sold.

Based on aggregated 13F filings for Q3 2015.