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Markel Group
MKL

Overview Fund Activity

277 hedge funds and large institutions have $5.5B invested in Markel Group in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 119 increasing their positions, 71 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+7
Holders Change %
+2.59%
% of All Funds
8.98%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.75%
New
36
Increased
119
Reduced
71
Closed
28
Calls
$1.4M
Puts
$7.46M
Net Calls
-$6.06M
Net Calls Change
-$6.06M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$408M
2
SCM
Sterling Capital Management
North Carolina
$95.2M
3
ACM
AKRE Capital Management
Virginia
$181M
4
BRIM
Broad Run Investment Management
Virginia
$96M
5
Principal Financial Group
Principal Financial Group
Iowa
$237M

Top Sellers

1
CC
Chubb Corp
New Jersey
$102M
2
KeyBank National Association
KeyBank National Association
Ohio
$995K
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$151M
4
RPM
Ridgemont Partners Management
North Carolina
$0
5
TCIM
TIAA CREF Investment Management
New York
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFLIT
151
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$1.2M – – –
KIG
152
Kovitz Investment Group
Illinois
$1.18M -$172K -333 -13%
FA
153
FDx Advisors
Illinois
$1.16M +$454K +877 +64%
MCMT
154
Moon Capital Management (Tennessee)
Tennessee
$1.16M +$1.16M +2,245 New
WT
155
Wilmington Trust
Delaware
$1.16M +$431K +832 +60%
Comerica Bank
156
Comerica Bank
Texas
$1.02M +$56.4K +109 +6%
Brown Advisory
157
Brown Advisory
Maryland
$1.02M +$172K +332 +20%
GJIC
158
Gamble Jones Investment Counsel
California
$1.01M +$374K +723 +59%
BFIM
159
Beese Fulmer Investment Management
Ohio
$1.01M – – –
KeyBank National Association
160
KeyBank National Association
Ohio
$995K -$46.8M -90,448 -98%
Nisa Investment Advisors
161
Nisa Investment Advisors
Missouri
$984K -$44.5K -86 -4%
CCP
162
Clarkston Capital Partners
Michigan
$972K +$138K +266 +17%
ST
163
Smithfield Trust
Pennsylvania
$963K – – –
Truist Financial
164
Truist Financial
North Carolina
$959K +$326K +630 +52%
CS
165
Cannell & Spears
New York
$934K – – –
NCM
166
Northroad Capital Management
New York
$860K +$107K +207 +14%
CAM
167
Capstone Asset Management
Texas
$840K +$433K +837 +107%
GC
168
Guggenheim Capital
Illinois
$836K +$836K +1,614 New
SFM
169
Signature Financial Management
Virginia
$821K – – –
First Trust Advisors
170
First Trust Advisors
Illinois
$807K +$110K +213 +16%
Invesco
171
Invesco
Georgia
$805K +$110K +213 +16%
NI
172
NFC Investments
Tennessee
$790K – – –
BJ
173
BlackRock Japan
Japan
$789K +$789K +1,523 New
Barclays
174
Barclays
United Kingdom
$776K -$390K -755 -33%
HSBC Holdings
175
HSBC Holdings
United Kingdom
$763K +$763K +1,469 New
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