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Markel Group

277 hedge funds and large institutions have $5.5B invested in Markel Group in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 119 increasing their positions, 71 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 71

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

3% more funds holding

Funds holding: 270277 (+7)

1.25% more ownership

Funds ownership: 75.06%76.31% (+1.2%)

1% more capital invested

Capital invested by funds: $5.45B → $5.5B (+$55.3M)

8% less funds holding in top 10

Funds holding in top 10: 2523 (-2)

81% less call options, than puts

Call options by funds: $1.4M | Put options by funds: $7.46M

Holders
277
Holders Change
+7
Holders Change %
+2.59%
% of All Funds
8.98%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.75%
New
36
Increased
119
Reduced
71
Closed
28
Calls
$1.4M
Puts
$7.46M
Net Calls
-$6.06M
Net Calls Change
-$6.06M
Name Holding Trade Value Shares
Change
Change in
Stake
MFAM
76
Motley Fool Asset Management
Virginia
$10.2M +$788K +1,500 +8%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$9.82M +$239K +455 +2%
Charles Schwab
78
Charles Schwab
California
$9.78M +$1.07M +2,042 +12%
Morgan Stanley
79
Morgan Stanley
New York
$8.98M +$5.26M +10,020 +137%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$8.75M +$3.97M +7,561 +81%
MAA
81
Mraz Amerine & Associates
California
$8.5M +$835K +1,589 +11%
Bank of America
82
Bank of America
North Carolina
$8.44M -$29.8M -56,763 -78%
KMC
83
Kirr Marbach & Co
Indiana
$8.06M +$60.4K +115 +0.7%
CCM
84
Courage Capital Management
Tennessee
$8.03M +$150K +285 +2%
FIM
85
Frontier Investment Management
Texas
$7.71M +$219K +416 +3%
RAM
86
Redmond Asset Management
Virginia
$6.83M +$513K +977 +8%
CTI
87
Community Trust & Investment
Kentucky
$6.62M +$805K +1,532 +14%
JHIU
88
Janus Henderson Investors US
Colorado
$6.52M +$4.52M +8,600 +215%
GWI
89
Grace & White Inc
New York
$6.52M -$174K -331 -3%
SAM
90
Steinberg Asset Management
New York
$6.5M -$210K -400 -3%
AllianceBernstein
91
AllianceBernstein
Tennessee
$6.37M +$947K +1,802 +17%
LFCM
92
Lane Five Capital Management
Maryland
$6.32M +$588K +1,120 +10%
SI
93
Scharf Investments
California
$6.28M +$6.38M +12,135 New
ARC
94
Absolute Return Capital
Massachusetts
$6.08M +$1.42M +2,704 +30%
N
95
Natixis
France
$5.7M +$5.78M +11,000 New
BMCMI
96
Bryn Mawr Capital Management Inc
Pennsylvania
$5.65M +$2.91M +5,542 +103%
HCM
97
Highbridge Capital Management
New York
$5.62M +$5.7M +10,845 New
RhumbLine Advisers
98
RhumbLine Advisers
Massachusetts
$5.33M -$34.2K -65 -0.6%
LNB
99
Ledyard National Bank
$5.32M +$3.08M +5,871 +133%
State of Wisconsin Investment Board
100
State of Wisconsin Investment Board
Wisconsin
$5.26M -$405K -770 -7%