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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
LNB
101
Ledyard National Bank
$7.46M -$336K -397 -4%
WFG
102
Windsor Financial Group
Minnesota
$7.38M -$203K -240 -3%
MA
103
Menlo Advisors
California
$7.33M -$114K -135 -1%
CS
104
Credit Suisse
Switzerland
$7.31M +$5.76M +6,805 +295%
AQR Capital Management
105
AQR Capital Management
Connecticut
$7.08M +$1.9M +2,251 +34%
MFWM
106
Motley Fool Wealth Management
Virginia
$6.89M +$530K +627 +8%
TRSOTSOK
107
Teachers Retirement System of the State of Kentucky
Kentucky
$6.7M
SGAM
108
Steinberg Global Asset Management
Florida
$6.55M +$17.8K +21 +0.3%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$6.45M +$306K +362 +5%
SAM
110
Steinberg Asset Management
New York
$6.33M +$177K +209 +3%
Ameriprise
111
Ameriprise
Minnesota
$6.13M -$431K -509 -6%
RAM
112
Redmond Asset Management
Virginia
$5.72M -$4.77M -5,643 -44%
CIBC World Market
113
CIBC World Market
Ontario, Canada
$5.52M -$190K -225 -3%
M&T Bank
114
M&T Bank
New York
$5.26M +$51.6K +61 +0.9%
EAM
115
Edge Asset Management
Washington
$5.23M +$4.87M +5,760 +751%
Aviva
116
Aviva
United Kingdom
$5.21M -$276K -326 -5%
T. Rowe Price Associates
117
T. Rowe Price Associates
Maryland
$5.17M +$367K +434 +7%
MA
118
Montag & Associates
Georgia
$5.1M +$195K +230 +4%
BIM
119
BlackRock Investment Management
Delaware
$4.98M +$23.7K +28 +0.5%
Deutsche Bank
120
Deutsche Bank
Germany
$4.88M -$17.2M -20,338 -77%
BWFA
121
Baltimore-Washington Financial Advisors
Maryland
$4.75M +$97.3K +115 +2%
GLA
122
Great Lakes Advisors
Illinois
$4.65M +$502K +593 +11%
CCA
123
Cobblestone Capital Advisors
New York
$4.38M +$750K +886 +19%
Envestnet Asset Management
124
Envestnet Asset Management
Illinois
$4.16M -$448K -530 -9%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$4.05M -$1.49M -1,764 -26%

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.