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Markel Group

517 hedge funds and large institutions have $9.83B invested in Markel Group in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 160 increasing their positions, 192 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% less ownership

Funds ownership: 77.5%77.26% (-0.24%)

1% less capital invested

Capital invested by funds: $9.88B → $9.83B (-$55.7M)

10% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 63

2% less funds holding

Funds holding: 525517 (-8)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

17% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 192

21% less call options, than puts

Call options by funds: $53.4M | Put options by funds: $68M

Holders
517
Holders Change
-8
Holders Change %
-1.52%
% of All Funds
10.6%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.53%
New
57
Increased
160
Reduced
192
Closed
63
Calls
$53.4M
Puts
$68M
Net Calls
-$14.6M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GRQ
126
Gardner Russo & Quinn
Pennsylvania
$6.58M -$273K -300 -4%
PCM
127
Poehling Capital Management
Wisconsin
$6.29M +$20.9K +23 +0.3%
Select Equity Group
128
Select Equity Group
New York
$6.27M +$6.17M +6,792 New
Citigroup
129
Citigroup
New York
$6.11M +$2.59M +2,853 +76%
SIC
130
Schwartz Investment Counsel
Michigan
$6.03M +$5.94M +6,535 New
HSBC Holdings
131
HSBC Holdings
United Kingdom
$5.95M -$18.6M -20,443 -76%
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$5.63M -$187K -206 -3%
Ameriprise
133
Ameriprise
Minnesota
$5.52M +$107K +118 +2%
Barclays
134
Barclays
United Kingdom
$5.51M +$1.14M +1,254 +27%
CTI
135
Community Trust & Investment
Kentucky
$5.43M -$137K -151 -3%
SCP
136
Seizert Capital Partners
Michigan
$5.41M +$5.33M +5,861 New
IPGDR
137
Investidor Profissional Gestao de Recursos
Brazil
$5.41M +$2.28M +2,511 +75%
RAM
138
Redmond Asset Management
Virginia
$5.33M -$138K -152 -3%
AAF
139
Andra AP-fonden
Sweden
$5.28M +$36.4K +40 +0.7%
Fidelity Investments
140
Fidelity Investments
Massachusetts
$5.15M -$12.3M -13,558 -71%
Jane Street
141
Jane Street
New York
$5.15M +$5.07M +5,575 New
MA
142
Montag & Associates
Georgia
$5.11M +$33.6K +37 +0.7%
TRSOTSOK
143
Teachers Retirement System of the State of Kentucky
Kentucky
$5.08M -$2.03M -2,234 -29%
SSWM
144
Smith Salley Wealth Management
North Carolina
$5.04M +$268K +295 +6%
Marshall Wace
145
Marshall Wace
United Kingdom
$4.95M +$4.87M +5,358 New
PAMU
146
Pictet Asset Management (UK)
United Kingdom
$4.88M -$72.7K -80 -1%
SOADOR
147
State of Alaska Department of Revenue
Alaska
$4.87M -$359K -395 -7%
Ohio Public Employees Retirement System (OPERS)
148
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.86M +$9.09K +10 +0.2%
FAF
149
Fjarde Ap-fonden
Sweden
$4.72M +$491K +540 +12%
FDCDDQ
150
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.71M -$641K -705 -12%