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Markel Group

351 hedge funds and large institutions have $8.57B invested in Markel Group in 2015 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 103 increasing their positions, 125 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 22

6% more funds holding

Funds holding: 330351 (+21)

0.92% less ownership

Funds ownership: 77.89%76.97% (-0.92%)

1% less capital invested

Capital invested by funds: $8.65B → $8.57B (-$80.5M)

9% less funds holding in top 10

Funds holding in top 10: 3431 (-3)

18% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 125

39% less call options, than puts

Call options by funds: $37.4M | Put options by funds: $60.9M

Holders
351
Holders Change
+21
Holders Change %
+6.36%
% of All Funds
9.8%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.87%
New
47
Increased
103
Reduced
125
Closed
22
Calls
$37.4M
Puts
$60.9M
Net Calls
-$23.6M
Net Calls Change
+$5.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$17.8M +$2.21M +2,611 +13%
Charles Schwab
77
Charles Schwab
California
$17.2M -$7.76M -9,168 -30%
CTI
78
Community Trust & Investment
Kentucky
$15.8M -$107K -127 -0.6%
TA
79
Teachers Advisors
New York
$14.9M +$6.31M +7,454 +67%
JAM
80
Jupiter Asset Management
United Kingdom
$14.6M +$1.1M +1,300 +8%
Robeco Institutional Asset Management
81
Robeco Institutional Asset Management
Netherlands
$14.2M +$10.1M +11,906 +204%
MAA
82
Mraz Amerine & Associates
California
$14.1M -$63.5K -75 -0.4%
GRQ
83
Gardner Russo & Quinn
Pennsylvania
$12.5M -$429K -507 -3%
SCM
84
Snyder Capital Management
California
$12.5M -$327K -387 -2%
WCM
85
Wedge Capital Management
North Carolina
$12.4M -$1.35M -1,594 -9%
KMC
86
Kirr Marbach & Co
Indiana
$12M -$239K -282 -2%
JCM
87
Jag Capital Management
Missouri
$10.8M +$11M +13,021 +2,657%
SFG
88
Sather Financial Group
Texas
$10.8M +$283K +335 +3%
UBS Group
89
UBS Group
Switzerland
$10.6M -$4.08M -4,828 -27%
JP Morgan Chase
90
JP Morgan Chase
New York
$10.4M +$4.07M +4,810 +59%
LC
91
Lincoln Capital
Nebraska
$9.9M +$158K +187 +2%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$9.69M -$7.89M -9,327 -44%
First Trust Advisors
93
First Trust Advisors
Illinois
$8.98M +$9.48M +11,202 New
BGIM
94
Brandywine Global Investment Management
Pennsylvania
$8.86M +$2M +2,366 +27%
RhumbLine Advisers
95
RhumbLine Advisers
Massachusetts
$8.48M +$547K +646 +7%
HP
96
Hosking Partners
United Kingdom
$8.42M +$8.88M +10,502 New
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$8.38M -$262K -310 -3%
AllianceBernstein
98
AllianceBernstein
Tennessee
$8.1M -$180K -213 -2%
Canada Pension Plan Investment Board
99
Canada Pension Plan Investment Board
Ontario, Canada
$8.07M +$7.34M +8,678 +626%
HWA
100
Heritage Wealth Advisors
Virginia
$7.74M +$7.11M +8,399 +669%

MKL Hedge Fund Activity: Q3 2015 in Review

351 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2015, worth a combined $8.57B — down 0.93% from $8.65B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MKL positions and 22 closed out — a net gain of 25 holders — while 103 added to existing stakes and 125 trimmed.

The largest buyer was Commonwealth Bank of Australia, adding an estimated $60.2M. The largest seller was Sprucegrove Investment Management, cutting an estimated $64.7M.

  • 351 institutional investors held Markel Group (MKL) as of Q3 2015, up from 330 in Q2 2015.
  • Funds reported $8.57B of Markel Group stock for Q3 2015, down 0.93% quarter-over-quarter.
  • 47 funds opened new Markel Group positions in Q3 2015 and 22 closed out, a net change of +25 holders.
  • The largest Markel Group buyer in Q3 2015 was Commonwealth Bank of Australia, an estimated $60.2M added.
  • The largest Markel Group seller in Q3 2015 was Sprucegrove Investment Management, an estimated $64.7M sold.

Based on aggregated 13F filings for Q3 2015.