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Markel Group
MKL

Overview Fund Activity

416 hedge funds and large institutions have $9.84B invested in Markel Group in 2016 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 123 increasing their positions, 165 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
-15
Holders Change %
-3.48%
% of All Funds
11.12%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.8%
New
22
Increased
123
Reduced
165
Closed
33
Calls
$14.8M
Puts
$21.5M
Net Calls
-$6.69M
Net Calls Change
+$2.75M

Top Buyers

1
MVIP
Mar Vista Investment Partners
California
$133M
2
Vanguard Group
Vanguard Group
Pennsylvania
$946M
3
Principal Financial Group
Principal Financial Group
Iowa
$564M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$412M
5
BCM
Bares Capital Management
Texas
$89.8M

Top Sellers

1
EA
Emerald Acquisition
Washington
$78.6M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$840M
3
VNIM
Vaughan Nelson Investment Management
Texas
$13.1M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$40.3M
5
SIM
Sprucegrove Investment Management
Ontario, Canada
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFWM
126
Motley Fool Wealth Management
Virginia
$6.99M +$150K +161 +2%
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$6.8M -$92.9K -100 -1%
RAM
128
Redmond Asset Management
Virginia
$6.74M +$85.4K +92 +1%
AAF
129
Andra AP-fonden
Sweden
$6.5M – – –
APG Asset Management
130
APG Asset Management
Netherlands
$6.4M +$3.34M +3,601 +109%
CIM
131
Contravisory Investment Management
Massachusetts
$6.29M -$299K -322 -5%
FNBOO
132
First National Bank of Omaha
Nebraska
$6.13M -$1.1M -1,186 -15%
MA
133
Montag & Associates
Georgia
$6.04M -$12.1K -13 -0.2%
WFG
134
Windsor Financial Group
Minnesota
$5.99M -$88.2K -95 -1%
MA
135
Menlo Advisors
California
$5.95M – – –
CIC
136
Chilton Investment Company
Connecticut
$5.91M +$63.2K +68 +1%
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.84M +$580K +625 +11%
UBS Group
138
UBS Group
Switzerland
$5.8M -$5.96M -6,412 -51%
BWFA
139
Baltimore-Washington Financial Advisors
Maryland
$5.64M -$183K -197 -3%
AIMCA
140
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.48M +$3.34M +3,600 +157%
D.E. Shaw & Co
141
D.E. Shaw & Co
New York
$5.28M +$4.15M +4,469 +368%
CCA
142
Cobblestone Capital Advisors
New York
$5.04M -$279K -300 -5%
AIM
143
Artemis Investment Management
United Kingdom
$4.94M +$4.94M +5,319 New
HWA
144
Heritage Wealth Advisors
Virginia
$4.77M -$51.1K -55 -1%
AG
145
Aperio Group
California
$4.65M +$619K +667 +15%
PAMU
146
Pictet Asset Management (UK)
United Kingdom
$4.53M – – –
JSA
147
Jacobson & Schmitt Advisors
Wisconsin
$4.41M +$118K +127 +3%
HSBC Holdings
148
HSBC Holdings
United Kingdom
$4.39M +$2.15M +2,318 +96%
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
$4.28M -$5.23M -5,633 -55%
ACI
150
AMP Capital Investors
Australia
$4.21M +$275K +300 +7%
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