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Markel Group

531 hedge funds and large institutions have $10.2B invested in Markel Group in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 141 increasing their positions, 203 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 44

3% more funds holding

Funds holding: 517531 (+14)

3% more capital invested

Capital invested by funds: $9.83B → $10.2B (+$333M)

1.23% less ownership

Funds ownership: 77.26%76.03% (-1.2%)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

31% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 203

39% less call options, than puts

Call options by funds: $43.8M | Put options by funds: $71.3M

Holders
531
Holders Change
+14
Holders Change %
+2.71%
% of All Funds
10.71%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.48%
New
60
Increased
141
Reduced
203
Closed
44
Calls
$43.8M
Puts
$71.3M
Net Calls
-$27.5M
Net Calls Change
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$9.85M -$493K -485 -5%
Franklin Resources
102
Franklin Resources
California
$9.72M +$27.4K +27 +0.3%
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$9.46M +$1.96M +1,934 +25%
Bank of Nova Scotia
104
Bank of Nova Scotia
Ontario, Canada
$9.26M +$9.66M +9,508 New
VDBMI
105
Van Den Berg Management I
Texas
$9.16M -$260K -256 -3%
Ameriprise
106
Ameriprise
Minnesota
$9.09M +$3.42M +3,365 +56%
CSS
107
Cubist Systematic Strategies
Connecticut
$9.02M +$7.09M +6,978 +306%
Citigroup
108
Citigroup
New York
$8.95M +$2.62M +2,577 +39%
HKAM
109
Horizon Kinetics Asset Management
New York
$8.86M -$1.78M -1,749 -16%
MFAM
110
Motley Fool Asset Management
Virginia
$8.67M
T. Rowe Price Associates
111
T. Rowe Price Associates
Maryland
$8.65M -$1.25M -1,235 -12%
SCP
112
Seizert Capital Partners
Michigan
$8.51M +$2.92M +2,877 +49%
BCM
113
Banyan Capital Management
Georgia
$8.38M -$91.4K -90 -1%
SAM
114
Storebrand Asset Management
Norway
$8.35M -$176K -173 -2%
Victory Capital Management
115
Victory Capital Management
Texas
$8.27M -$729K -718 -8%
KMC
116
Kirr Marbach & Co
Indiana
$8.26M -$514K -506 -6%
MFWM
117
Motley Fool Wealth Management
Virginia
$8.19M +$369K +363 +5%
CIBC World Market
118
CIBC World Market
Ontario, Canada
$7.91M -$322K -317 -4%
State of Wisconsin Investment Board
119
State of Wisconsin Investment Board
Wisconsin
$7.68M +$20.3K +20 +0.3%
PWC
120
PYA Waltman Capital
Tennessee
$7.55M +$256K +252 +3%
FNBOO
121
First National Bank of Omaha
Nebraska
$7.48M -$150K -148 -2%
Stifel Financial
122
Stifel Financial
Missouri
$7.45M -$65K -64 -0.8%
SCM
123
Snyder Capital Management
California
$7.35M -$130K -128 -2%
AllianceBernstein
124
AllianceBernstein
Tennessee
$7.3M -$50.8K -50 -0.7%
CG
125
Colony Group
Massachusetts
$7.22M -$189K -186 -2%

MKL Hedge Fund Activity: Q3 2020 in Review

531 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2020, worth a combined $10.2B — up 3.4% from $9.83B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MKL positions and 44 closed out — a net gain of 16 holders — while 141 added to existing stakes and 203 trimmed.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $36.4M. The largest seller was Principal Financial Group, cutting an estimated $54.9M.

  • 531 institutional investors held Markel Group (MKL) as of Q3 2020, up from 517 in Q2 2020.
  • Funds reported $10.2B of Markel Group stock for Q3 2020, up 3.4% quarter-over-quarter.
  • 60 funds opened new Markel Group positions in Q3 2020 and 44 closed out, a net change of +16 holders.
  • The largest Markel Group buyer in Q3 2020 was Point72 Asset Management, an estimated $36.4M added.
  • The largest Markel Group seller in Q3 2020 was Principal Financial Group, an estimated $54.9M sold.

Based on aggregated 13F filings for Q3 2020.