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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
HSBC Holdings
126
HSBC Holdings
United Kingdom
$7.01M +$770K +758 +12%
GRQ
127
Gardner Russo & Quinn
Pennsylvania
$6.94M
Teacher Retirement System of Texas
128
Teacher Retirement System of Texas
Texas
$6.93M -$1.28M -1,256 -15%
Asset Management One
129
Asset Management One
Japan
$6.76M -$304K -299 -4%
Barclays
130
Barclays
United Kingdom
$6.71M +$939K +924 +15%
Qube Research & Technologies (QRT)
131
Qube Research & Technologies (QRT)
United Kingdom
$6.67M +$3.1M +3,050 +80%
PCM
132
Poehling Capital Management
Wisconsin
$6.66M +$24.4K +24 +0.4%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$6.62M -$546K -538 -7%
SIC
134
Schwartz Investment Counsel
Michigan
$6.36M
AAMU
135
Amundi Asset Management US
Massachusetts
$6.17M +$2.01M +1,982 +46%
Squarepoint
136
Squarepoint
New York
$6.12M -$2.22M -2,184 -26%
FAF
137
Fjarde Ap-fonden
Sweden
$6.08M +$1.16M +1,140 +22%
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$5.85M -$93.5K -92 -2%
CRC
139
Curi RMB Capital
Illinois
$5.74M +$823K +810 +16%
Fidelity Investments
140
Fidelity Investments
Massachusetts
$5.66M +$241K +237 +4%
N
141
Natixis
France
$5.6M +$5.84M +5,747 New
AAF
142
Andra AP-fonden
Sweden
$5.48M -$91.4K -90 -2%
SSWM
143
Smith Salley Wealth Management
North Carolina
$5.36M +$42.7K +42 +0.8%
TRSOTSOK
144
Teachers Retirement System of the State of Kentucky
Kentucky
$5.35M
RAM
145
Redmond Asset Management
Virginia
$5.33M -$308K -303 -5%
Ohio Public Employees Retirement System (OPERS)
146
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.25M +$131K +129 +2%
AG
147
Aperio Group
California
$5.06M +$1.14M +1,127 +28%
PAMU
148
Pictet Asset Management (UK)
United Kingdom
$5.02M -$132K -130 -2%
Royal London Asset Management
149
Royal London Asset Management
United Kingdom
$4.99M
HFS
150
Hantz Financial Services
Michigan
$4.99M +$576K +567 +12%

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.