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Markel Group

290 hedge funds and large institutions have $6.42B invested in Markel Group in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 108 increasing their positions, 89 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

21% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 89

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

2% more funds holding

Funds holding: 285290 (+5)

3% more capital invested

Capital invested by funds: $6.25B → $6.42B (+$170M)

0.04% less ownership

Funds ownership: 76.88%76.83% (-0.04%)

78% less call options, than puts

Call options by funds: $8.35M | Put options by funds: $37.4M

Holders
290
Holders Change
+5
Holders Change %
+1.75%
% of All Funds
8.38%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.78%
New
22
Increased
108
Reduced
89
Closed
15
Calls
$8.35M
Puts
$37.4M
Net Calls
-$29M
Net Calls Change
-$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
126
Sterneck Capital Management
Missouri
$2.79M -$293K -514 -10%
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.78M -$575K -1,009 -18%
Morgan Stanley
128
Morgan Stanley
New York
$2.76M -$4.48M -7,858 -63%
UBS AM
129
UBS AM
Illinois
$2.71M
Brown Advisory
130
Brown Advisory
Maryland
$2.61M +$19.9K +35 +0.8%
William Blair & Company
131
William Blair & Company
Illinois
$2.46M
CCA
132
Conestoga Capital Advisors
Pennsylvania
$2.4M -$34.2K -60 -1%
Natixis Advisors
133
Natixis Advisors
Massachusetts
$2.32M +$232K +407 +12%
M&T Bank
134
M&T Bank
New York
$2.3M +$57K +100 +3%
KIG
135
Kovitz Investment Group
Illinois
$2.2M +$2.2M +3,868 +771%
Susquehanna International Group
136
Susquehanna International Group
Pennsylvania
$2.08M -$1.62M -2,840 -45%
Bessemer Group
137
Bessemer Group
New Jersey
$2.08M
PP
138
Palladium Partners
Virginia
$2.08M -$8.54K -15 -0.4%
IRF
139
IBM Retirement Fund
New York
$2.08M -$1.14M -2,008 -37%
ANTB
140
AMG National Trust Bank
Colorado
$2.07M -$14.8K -26 -0.7%
US Bancorp
141
US Bancorp
Minnesota
$2M +$126K +222 +7%
Royal London Asset Management
142
Royal London Asset Management
United Kingdom
$1.94M
FA
143
FDx Advisors
Illinois
$1.89M +$486K +853 +37%
First Trust Advisors
144
First Trust Advisors
Illinois
$1.84M +$511K +898 +41%
JMPWA
145
JP Morgan Private Wealth Advisors
California
$1.8M +$1.72M +3,022 New
COPPSERS
146
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.79M
GJIC
147
Gamble Jones Investment Counsel
California
$1.75M +$31.3K +55 +2%
1IC
148
1919 Investment Counsel
Maryland
$1.71M
SB
149
Suntrust Banks
Georgia
$1.68M -$18.8K -33 -1%
ProShare Advisors
150
ProShare Advisors
Maryland
$1.62M +$103K +180 +7%

MKL Hedge Fund Activity: Q1 2014 in Review

290 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2014, worth a combined $6.42B — up 2.7% from $6.25B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MKL positions and 15 closed out — a net gain of 7 holders — while 108 added to existing stakes and 89 trimmed.

The largest buyer was EdgePoint Investment Group, adding an estimated $63.4M. The largest seller was Citadel Advisors, cutting an estimated $59.7M.

  • 290 institutional investors held Markel Group (MKL) as of Q1 2014, up from 285 in Q4 2013.
  • Funds reported $6.42B of Markel Group stock for Q1 2014, up 2.7% quarter-over-quarter.
  • 22 funds opened new Markel Group positions in Q1 2014 and 15 closed out, a net change of +7 holders.
  • The largest Markel Group buyer in Q1 2014 was EdgePoint Investment Group, an estimated $63.4M added.
  • The largest Markel Group seller in Q1 2014 was Citadel Advisors, an estimated $59.7M sold.

Based on aggregated 13F filings for Q1 2014.