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Markel Group

432 hedge funds and large institutions have $10.1B invested in Markel Group in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 152 increasing their positions, 140 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 17

7% more capital invested

Capital invested by funds: $9.43B → $10.1B (+$692M)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

6% more funds holding

Funds holding: 406432 (+26)

9% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 140

20.53% less ownership

Funds ownership: 96.76%76.23% (-21%)

28% less call options, than puts

Call options by funds: $24.4M | Put options by funds: $33.8M

Holders
432
Holders Change
+26
Holders Change %
+6.4%
% of All Funds
11.53%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.85%
New
48
Increased
152
Reduced
140
Closed
17
Calls
$24.4M
Puts
$33.8M
Net Calls
-$9.43M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BGIM
101
Brandywine Global Investment Management
Pennsylvania
$12.2M -$372K -400 -3%
UBS Group
102
UBS Group
Switzerland
$12.1M +$3.72M +3,993 +46%
LC
103
Lincoln Capital
Nebraska
$12M -$4.66K -5 -0%
SCM
104
Snyder Capital Management
California
$11.7M -$600K -644 -5%
GRQ
105
Gardner Russo & Quinn
Pennsylvania
$11.7M -$806K -865 -7%
RhumbLine Advisers
106
RhumbLine Advisers
Massachusetts
$11M +$829K +890 +8%
BIM
107
BRC Investment Management
Colorado
$10.3M +$10.1M +10,812 New
SAM
108
Steinberg Asset Management
New York
$10.2M -$2.59M -2,777 -21%
EVM
109
Eaton Vance Management
Massachusetts
$10.1M +$721K +774 +8%
AllianceBernstein
110
AllianceBernstein
Tennessee
$10M -$483K -519 -5%
National Pension Service
111
National Pension Service
South Korea
$9.99M +$9.76M +10,477 +174,617%
JP Morgan Chase
112
JP Morgan Chase
New York
$9.98M -$2.44M -2,619 -20%
AQR Capital Management
113
AQR Capital Management
Connecticut
$9.88M -$1.31M -1,411 -12%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$9.76M +$4.95M +5,316 +108%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$9.58M -$8.27M -8,885 -47%
EAM
116
Edge Asset Management
Washington
$9.47M +$3.11M +3,343 +51%
Brown Advisory
117
Brown Advisory
Maryland
$9.45M +$812K +872 +10%
State of Wisconsin Investment Board
118
State of Wisconsin Investment Board
Wisconsin
$8.77M -$745K -800 -8%
LNB
119
Ledyard National Bank
$8.13M -$189K -203 -2%
SGAM
120
Steinberg Global Asset Management
Florida
$7.95M -$69.8K -75 -0.9%
RJA
121
Raymond James & Associates
Florida
$7.89M +$931K +1,000 +14%
Ameriprise
122
Ameriprise
Minnesota
$7.74M +$1.36M +1,459 +22%
T. Rowe Price Associates
123
T. Rowe Price Associates
Maryland
$7.57M +$261K +280 +4%
FNBOO
124
First National Bank of Omaha
Nebraska
$7.41M +$25.1K +27 +0.3%
Aviva
125
Aviva
United Kingdom
$7.31M +$1.08M +1,159 +18%