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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
WFG
101
Windsor Financial Group
Minnesota
$7.08M +$394K +545 +6%
MA
102
Menlo Advisors
California
$7.08M -$23.9K -33 -0.4%
TRSOTSOK
103
Teachers Retirement System of the State of Kentucky
Kentucky
$6.92M +$126K +174 +2%
SAM
104
Steinberg Asset Management
New York
$6.77M -$978K -1,353 -13%
Bank of America
105
Bank of America
North Carolina
$6.3M +$291K +402 +5%
BGIM
106
Brandywine Global Investment Management
Pennsylvania
$6.06M +$1.97M +2,726 +53%
CS
107
Credit Suisse
Switzerland
$5.85M +$763K +1,055 +16%
SGAM
108
Steinberg Global Asset Management
Florida
$5.82M +$235K +325 +4%
MFWM
109
Motley Fool Wealth Management
Virginia
$5.79M +$1.52M +2,106 +39%
CCM
110
Courage Capital Management
Tennessee
$5.57M -$414K -572 -7%
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$5.47M +$215K +297 +4%
New York State Common Retirement Fund
112
New York State Common Retirement Fund
New York
$5.46M
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$5.29M -$57.8K -80 -1%
Aviva
114
Aviva
United Kingdom
$5.29M +$1.18M +1,639 +31%
HC
115
Hosking & Co
Ireland
$5.19M +$4.88M +6,747 New
Morgan Stanley
116
Morgan Stanley
New York
$4.85M -$5.59M -7,739 -55%
MA
117
Montag & Associates
Georgia
$4.83M -$343K -474 -7%
M&T Bank
118
M&T Bank
New York
$4.77M -$45.5K -63 -1%
BIM
119
BlackRock Investment Management
Delaware
$4.59M -$246K -340 -5%
T. Rowe Price Associates
120
T. Rowe Price Associates
Maryland
$4.54M +$278K +385 +7%
Citigroup
121
Citigroup
New York
$4.51M +$358K +495 +9%
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
$4.5M +$4.19M +5,797 +9,662%
B
123
Baird
Wisconsin
$4.29M +$229K +317 +6%
AQR Capital Management
124
AQR Capital Management
Connecticut
$4.15M +$361K +500 +10%
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.13M +$21K +29 +0.5%