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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
TSW
51
Thompson Siegel & Walmsley
Virginia
$41.1M -$10.5M -10,373 -20%
SO
52
STRS Ohio
Ohio
$39.2M -$266K -262 -0.6%
Boston Partners
53
Boston Partners
Massachusetts
$38.4M -$1.51M -1,485 -4%
Federated Hermes
54
Federated Hermes
Pennsylvania
$36M +$76.2K +75 +0.2%
Point72 Asset Management
55
Point72 Asset Management
Connecticut
$34.8M +$36.4M +35,787 New
Russell Investments Group
56
Russell Investments Group
United Kingdom
$31M -$4.76M -4,688 -13%
GPCM
57
Greenbrier Partners Capital Management
Texas
$30.5M
SFG
58
Sather Financial Group
Texas
$28.3M +$202K +199 +0.7%
SIM
59
Sprucegrove Investment Management
Ontario, Canada
$27.2M +$9.99M +9,830 +54%
Truist Financial
60
Truist Financial
North Carolina
$26.9M +$409K +403 +1%
CS
61
Credit Suisse
Switzerland
$25.5M -$2.33M -2,297 -8%
EVM
62
Eaton Vance Management
Massachusetts
$24.3M +$12.7M +12,500 +100%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$23.4M +$454K +447 +2%
Citadel Advisors
64
Citadel Advisors
Florida
$22.2M +$21.8M +21,498 +1,716%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$22.1M -$4.88M -4,800 -17%
APG Asset Management
66
APG Asset Management
Netherlands
$22M +$8.33M +8,201 +45%
SC
67
Steginsky Capital
New York
$21.9M +$1.47M +1,451 +7%
National Pension Service
68
National Pension Service
South Korea
$21.6M
Morgan Stanley
69
Morgan Stanley
New York
$21.2M +$1.71M +1,687 +8%
MAM
70
Martingale Asset Management
Massachusetts
$20.4M +$639K +629 +3%
ECM
71
ExodusPoint Capital Management
New York
$19.5M +$20.3M +20,008 New
CTB
72
Country Trust Bank
Illinois
$18.3M +$19.1M +18,784 New
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$17.9M -$396K -390 -2%
LI
74
Lafayette Investments
Maryland
$17.9M -$678K -667 -3%
HP
75
Hosking Partners
United Kingdom
$17.7M -$620K -610 -3%

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.