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Markel Group

285 hedge funds and large institutions have $6.25B invested in Markel Group in 2013 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 105 increasing their positions, 93 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

14% more capital invested

Capital invested by funds: $5.5B → $6.25B (+$746M)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

13% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 93

3% more funds holding

Funds holding: 277285 (+8)

0.57% more ownership

Funds ownership: 76.31%76.88% (+0.57%)

96% less call options, than puts

Call options by funds: $987K | Put options by funds: $26.1M

Holders
285
Holders Change
+8
Holders Change %
+2.89%
% of All Funds
8.27%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.75%
New
35
Increased
105
Reduced
93
Closed
24
Calls
$987K
Puts
$26.1M
Net Calls
-$25.1M
Net Calls Change
-$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
76
Mackenzie Financial
Ontario, Canada
$12.5M +$11.5M +21,133 +4,972%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$12.5M +$1.36M +2,503 +13%
Charles Schwab
78
Charles Schwab
California
$11.7M +$686K +1,265 +7%
Goldman Sachs
79
Goldman Sachs
New York
$11.3M -$112M -206,906 -91%
GRQ
80
Gardner Russo & Quinn
Pennsylvania
$11.1M -$353K -650 -3%
JHIU
81
Janus Henderson Investors US
Colorado
$10.5M +$2.98M +5,500 +44%
PP
82
PDT Partners
New York
$10.1M +$9.03M +16,641 +2,324%
MAA
83
Mraz Amerine & Associates
California
$9.49M -$38.5K -71 -0.4%
FIM
84
Frontier Investment Management
Texas
$9.46M +$761K +1,402 +9%
CCM
85
Courage Capital Management
Tennessee
$8.99M
KMC
86
Kirr Marbach & Co
Indiana
$8.94M -$91.2K -168 -1%
RAM
87
Redmond Asset Management
Virginia
$8.72M +$1M +1,844 +14%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$8.59M +$8.03M +14,800 New
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$8.59M -$1.14M -2,106 -12%
JP Morgan Chase
90
JP Morgan Chase
New York
$8.27M -$6.18M -11,385 -44%
CTI
91
Community Trust & Investment
Kentucky
$8M +$545K +1,005 +8%
Bank of America
92
Bank of America
North Carolina
$7.9M -$1.46M -2,698 -17%
BMCMI
93
Bryn Mawr Capital Management Inc
Pennsylvania
$7.73M +$1.3M +2,397 +22%
HCM
94
Highbridge Capital Management
New York
$7.25M +$893K +1,646 +15%
Morgan Stanley
95
Morgan Stanley
New York
$7.24M -$2.64M -4,866 -28%
PI
96
Putnam Investments
Massachusetts
$7.13M +$6.66M +12,277 New
LFCM
97
Lane Five Capital Management
Maryland
$7.08M
SAM
98
Steinberg Asset Management
New York
$7.08M -$193K -355 -3%
AllianceBernstein
99
AllianceBernstein
Tennessee
$6.82M -$297K -547 -4%
Franklin Resources
100
Franklin Resources
California
$6.71M -$5.13M -9,454 -45%