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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
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.02M -$702K -830 -14%
VOYA Investment Management
127
VOYA Investment Management
Georgia
$3.92M -$108K -128 -3%
UBS AM
128
UBS AM
Illinois
$3.87M -$231K -273 -5%
Citigroup
129
Citigroup
New York
$3.71M -$1.14M -1,345 -23%
CVM
130
Cheviot Value Management
California
$3.62M -$264K -312 -6%
ACMM
131
Arbor Capital Management (Minnesota)
Minnesota
$3.58M +$3.77M +4,460 New
Royal London Asset Management
132
Royal London Asset Management
United Kingdom
$3.55M +$3.75M +4,432 New
NRS
133
Neville Rodie & Shaw
New York
$3.24M -$50.8K -60 -1%
Jennison Associates
134
Jennison Associates
New York
$3.17M +$3.34M +3,952 New
MFIMFI
135
Mesirow Financial Investment Management - Fixed Income
Illinois
$3.14M -$96.4K -114 -3%
GJIC
136
Gamble Jones Investment Counsel
California
$2.81M +$119K +141 +4%
EVM
137
Eaton Vance Management
Massachusetts
$2.77M
AG
138
Aperio Group
California
$2.77M +$66K +78 +2%
CCM
139
Courage Capital Management
Tennessee
$2.59M -$1.6M -1,896 -37%
BTS
140
BB&T Securities
Virginia
$2.59M -$26.2K -31 -1%
US Bancorp
141
US Bancorp
Minnesota
$2.54M +$241K +285 +10%
BA
142
BlackRock Advisors
Delaware
$2.51M +$871K +1,029 +49%
SO
143
STRS Ohio
Ohio
$2.46M +$739K +874 +40%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$2.38M -$4.99M -5,902 -67%
Brown Advisory
145
Brown Advisory
Maryland
$2.33M -$139K -164 -5%
PG
146
PEAK6 Group
Illinois
$2.28M -$404K -477 -14%
ANTB
147
AMG National Trust Bank
Colorado
$2.26M -$38.1K -45 -2%
Baird Financial Group
148
Baird Financial Group
Wisconsin
$2.25M -$2.47M -2,919 -51%
QI
149
QS Investors
New York
$2.25M +$1.02M +1,204 +75%
SCM
150
Segantii Capital Management
Hong Kong
$2.22M +$2.35M +2,775 New

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.