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Markel Group
MKL

Overview Fund Activity

299 hedge funds and large institutions have $6.94B invested in Markel Group in 2014 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 100 increasing their positions, 100 reducing their positions, and 15 closing their positions.

Holders
299
Holders Change
+12
Holders Change %
+4.18%
% of All Funds
8.68%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.81%
New
30
Increased
100
Reduced
100
Closed
15
Calls
$16.6M
Puts
$24.5M
Net Calls
-$7.89M
Net Calls Change
+$6.54M

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$88.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$495M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$21.1M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$334M
5
Canada Life
5
Canada Life
Manitoba, Canada
$103M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$191M
2
Norges Bank
2
Norges Bank
Norway
$66.6M
3
ACM
3
Atlanta Capital Management
Georgia
$345M
4
MIH
4
Madison Investment Holdings
Wisconsin
$108M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$277M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
101
Courage Capital Management
Tennessee
$6.06M 9,523 -2,220 -19%
RhumbLine Advisers
102
RhumbLine Advisers
Massachusetts
$5.88M 9,241 +82 +0.9%
MA
103
Menlo Advisors
California
$5.86M 9,206 +188 +2%
SFG
104
Sather Financial Group
Texas
$5.85M 9,201 +3,105 +51%
U
105
UBS
Switzerland
$5.78M 9,086 -129 -1%
TRSOTSOK
106
Teachers Retirement System of the State of Kentucky
Kentucky
$5.62M 8,829 – –
WFG
107
Windsor Financial Group
Minnesota
$5.29M 8,320 +50 +0.6%
Bank of America
108
Bank of America
North Carolina
$5.17M 8,131 -353 -4%
SGAM
109
Steinberg Global Asset Management
Florida
$4.65M 7,310 +114 +2%
PI
110
Placemark Investments
Illinois
$4.55M 7,154 -426 -6%
CS
111
Credit Suisse
Switzerland
$4.35M 6,829 -616 -8%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$4.33M 6,804 +146 +2%
MA
113
Montag & Associates
Georgia
$4.24M 6,661 -465 -7%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$4.22M 6,631 +325 +5%
Citigroup
115
Citigroup
New York
$4.15M 6,524 -3,729 -36%
BIM
116
BlackRock Investment Management
Delaware
$4.04M 6,347 -34 -0.5%
Morgan Stanley
117
Morgan Stanley
New York
$4.01M 6,309 +423 +7%
MAM
118
Martingale Asset Management
Massachusetts
$3.95M 6,205 -278 -4%
LOAMS
119
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.91M 6,115 +6,115 New
M&T Bank
120
M&T Bank
New York
$3.78M 5,936 +2,077 +54%
T. Rowe Price Associates
121
T. Rowe Price Associates
Maryland
$3.74M 5,882 -24,429 -81%
VOYA Investment Management
122
VOYA Investment Management
Georgia
$3.59M 5,637 -12 -0.2%
Aviva
123
Aviva
United Kingdom
$3.33M 5,238 -10 -0.2%
CVM
124
Cheviot Value Management
California
$3.26M 5,120 -609 -11%
B
125
Baird
Wisconsin
$3.25M 5,112 +370 +8%
3 4
5
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