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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
RhumbLine Advisers
101
RhumbLine Advisers
Massachusetts
$5.57M -$174K -306 -3%
MA
102
Menlo Advisors
California
$5.38M +$570 +1 +0%
TA
103
Teachers Advisors
New York
$5.37M +$137K +241 +3%
JP Morgan Chase
104
JP Morgan Chase
New York
$5.21M -$3.13M -5,498 -39%
TRSOTSOK
105
Teachers Retirement System of the State of Kentucky
Kentucky
$5.19M +$387K +680 +8%
WFG
106
Windsor Financial Group
Minnesota
$4.79M +$140K +245 +3%
PI
107
Placemark Investments
Illinois
$4.65M +$25.6K +45 +0.6%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$4.02M +$347K +610 +10%
D.E. Shaw & Co
109
D.E. Shaw & Co
New York
$3.99M +$701K +1,231 +23%
MA
110
Montag & Associates
Georgia
$3.95M +$1.57M +2,760 +71%
BIM
111
BlackRock Investment Management
Delaware
$3.89M +$139K +244 +4%
SGAM
112
Steinberg Global Asset Management
Florida
$3.87M +$76.9K +135 +2%
MAM
113
Martingale Asset Management
Massachusetts
$3.73M +$1.25M +2,200 +54%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$3.64M +$324K +569 +10%
CVM
115
Cheviot Value Management
California
$3.45M -$109K -192 -3%
VOYA Investment Management
116
VOYA Investment Management
Georgia
$3.35M -$264K -464 -8%
CS
117
Credit Suisse
Switzerland
$3.17M -$9.35M -16,419 -76%
Aviva
118
Aviva
United Kingdom
$3.13M +$142K +250 +5%
Citadel Advisors
119
Citadel Advisors
Florida
$3.07M -$59.7M -104,845 -95%
IG
120
ING Group
Netherlands
$3.01M
N
121
Natixis
France
$2.98M
AQR Capital Management
122
AQR Capital Management
Connecticut
$2.94M +$1.37M +2,400 +95%
NRS
123
Neville Rodie & Shaw
New York
$2.9M -$114K -200 -4%
Arrowstreet Capital
124
Arrowstreet Capital
Massachusetts
$2.85M -$24.6M -43,207 -90%
B
125
Baird
Wisconsin
$2.83M +$201K +353 +8%

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.