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Markel Group

307 hedge funds and large institutions have $8.36B invested in Markel Group in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 98 increasing their positions, 114 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $7.28B → $8.36B (+$1.09B)

7% more funds holding in top 10

Funds holding in top 10: 2931 (+2)

1.96% more ownership

Funds ownership: 76.16%78.12% (+2%)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

1% less funds holding

Funds holding: 309307 (-2)

14% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 114

43% less call options, than puts

Call options by funds: $21.9M | Put options by funds: $38.5M

Holders
307
Holders Change
-2
Holders Change %
-0.65%
% of All Funds
8.18%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.83%
New
28
Increased
98
Reduced
114
Closed
28
Calls
$21.9M
Puts
$38.5M
Net Calls
-$16.6M
Net Calls Change
-$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Pension Plan Investment Board
76
Canada Pension Plan Investment Board
Ontario, Canada
$16.4M -$2.68M -3,710 -15%
JHIU
77
Janus Henderson Investors US
Colorado
$16.2M -$2.24M -3,100 -13%
FIM
78
Frontier Investment Management
Texas
$15.9M +$1.08M +1,499 +8%
CTI
79
Community Trust & Investment
Kentucky
$15.3M +$534K +739 +4%
CCP
80
Clarkston Capital Partners
Michigan
$14.9M +$1.67M +2,314 +14%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$14M -$1.19M -1,650 -8%
MAA
82
Mraz Amerine & Associates
California
$13.6M -$92.5K -128 -0.7%
WCM
83
Wedge Capital Management
North Carolina
$13.4M +$2.53M +3,500 +25%
Invesco
84
Invesco
Georgia
$13M +$10.6M +14,610 +653%
SW
85
SVB Wealth
Massachusetts
$12.7M
GRQ
86
Gardner Russo & Quinn
Pennsylvania
$12.5M -$198K -274 -2%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$12.4M -$1.41M -1,956 -11%
UBS Group
88
UBS Group
Switzerland
$12.3M +$3.04M +4,205 +36%
JAM
89
Jupiter Asset Management
United Kingdom
$12.1M +$11.4M +15,790 New
KMC
90
Kirr Marbach & Co
Indiana
$11.8M -$28.2K -39 -0.3%
Deutsche Bank
91
Deutsche Bank
Germany
$11.7M -$3.85M -5,323 -26%
SFG
92
Sather Financial Group
Texas
$10.1M +$36.1K +50 +0.4%
RAM
93
Redmond Asset Management
Virginia
$9.82M -$831K -1,149 -8%
LC
94
Lincoln Capital
Nebraska
$8.75M +$106K +147 +1%
AllianceBernstein
95
AllianceBernstein
Tennessee
$8.57M -$390K -540 -5%
TA
96
Teachers Advisors
New York
$8.44M -$304K -420 -4%
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$8.16M -$210K -290 -3%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$7.89M -$3.49M -4,825 -32%
LNB
99
Ledyard National Bank
$7.54M -$150K -207 -2%
RhumbLine Advisers
100
RhumbLine Advisers
Massachusetts
$7.32M +$70.8K +98 +1%