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Markel Group

290 hedge funds and large institutions have $6.42B invested in Markel Group in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 108 increasing their positions, 89 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

21% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 89

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

2% more funds holding

Funds holding: 285290 (+5)

3% more capital invested

Capital invested by funds: $6.25B → $6.42B (+$170M)

0.04% less ownership

Funds ownership: 76.88%76.83% (-0.04%)

78% less call options, than puts

Call options by funds: $8.35M | Put options by funds: $37.4M

Holders
290
Holders Change
+5
Holders Change %
+1.75%
% of All Funds
8.38%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.78%
New
22
Increased
108
Reduced
89
Closed
15
Calls
$8.35M
Puts
$37.4M
Net Calls
-$29M
Net Calls Change
-$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
76
Goldman Sachs
New York
$12.1M +$492K +863 +4%
Renaissance Technologies
77
Renaissance Technologies
New York
$11.7M -$19.9M -35,000 -64%
GRQ
78
Gardner Russo & Quinn
Pennsylvania
$11.3M -$114K -200 -1%
FIM
79
Frontier Investment Management
Texas
$10.9M +$1.14M +1,996 +12%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$10.3M -$2.4M -4,220 -20%
HCM
81
Highbridge Capital Management
New York
$10.3M +$2.69M +4,731 +38%
MAA
82
Mraz Amerine & Associates
California
$10.1M +$337K +592 +4%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$9.45M +$597K +1,048 +7%
CTI
84
Community Trust & Investment
Kentucky
$9.39M +$1.12M +1,958 +14%
KMC
85
Kirr Marbach & Co
Indiana
$9.05M -$125K -220 -1%
RAM
86
Redmond Asset Management
Virginia
$8.89M -$66.6K -117 -0.8%
JHIU
87
Janus Henderson Investors US
Colorado
$8.58M -$2.11M -3,700 -20%
CCP
88
Clarkston Capital Partners
Michigan
$8.47M +$6.86M +12,043 +557%
LFCM
89
Lane Five Capital Management
Maryland
$7.19M
AllianceBernstein
90
AllianceBernstein
Tennessee
$7.03M +$23.9K +42 +0.4%
SAM
91
Steinberg Asset Management
New York
$7.03M -$231K -406 -3%
CCM
92
Courage Capital Management
Tennessee
$6.9M -$2.23M -3,923 -25%
GOCM
93
Grey Owl Capital Management
Virginia
$6.66M +$1.39M +2,438 +28%
Citigroup
94
Citigroup
New York
$6.52M +$553K +970 +10%
Bank of America
95
Bank of America
North Carolina
$6.4M -$1.63M -2,868 -21%
LNB
96
Ledyard National Bank
$6.35M +$250K +439 +4%
FNBOO
97
First National Bank of Omaha
Nebraska
$6.02M +$1.14M +2,009 +25%
State of Wisconsin Investment Board
98
State of Wisconsin Investment Board
Wisconsin
$5.88M -$34.2K -60 -0.6%
U
99
UBS
Switzerland
$5.71M +$370K +649 +7%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$5.66M -$3.02M -5,300 -36%

MKL Hedge Fund Activity: Q1 2014 in Review

290 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2014, worth a combined $6.42B — up 2.7% from $6.25B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MKL positions and 15 closed out — a net gain of 7 holders — while 108 added to existing stakes and 89 trimmed.

The largest buyer was EdgePoint Investment Group, adding an estimated $63.4M. The largest seller was Citadel Advisors, cutting an estimated $59.7M.

  • 290 institutional investors held Markel Group (MKL) as of Q1 2014, up from 285 in Q4 2013.
  • Funds reported $6.42B of Markel Group stock for Q1 2014, up 2.7% quarter-over-quarter.
  • 22 funds opened new Markel Group positions in Q1 2014 and 15 closed out, a net change of +7 holders.
  • The largest Markel Group buyer in Q1 2014 was EdgePoint Investment Group, an estimated $63.4M added.
  • The largest Markel Group seller in Q1 2014 was Citadel Advisors, an estimated $59.7M sold.

Based on aggregated 13F filings for Q1 2014.