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Markel Group

290 hedge funds and large institutions have $6.42B invested in Markel Group in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 108 increasing their positions, 89 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

21% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 89

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

2% more funds holding

Funds holding: 285290 (+5)

3% more capital invested

Capital invested by funds: $6.25B → $6.42B (+$170M)

0.04% less ownership

Funds ownership: 76.88%76.83% (-0.04%)

78% less call options, than puts

Call options by funds: $8.35M | Put options by funds: $37.4M

Holders
290
Holders Change
+5
Holders Change %
+1.75%
% of All Funds
8.38%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.78%
New
22
Increased
108
Reduced
89
Closed
15
Calls
$8.35M
Puts
$37.4M
Net Calls
-$29M
Net Calls Change
-$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
151
Guggenheim Capital
Illinois
$1.55M +$111K +194 +8%
URS
152
Utah Retirement Systems
Utah
$1.54M +$57K +100 +4%
LBC
153
Lowe Brockenbrough & Co
Virginia
$1.52M -$57K -100 -4%
Deutsche Bank
154
Deutsche Bank
Germany
$1.52M -$3.06M -5,366 -68%
AG
155
Aperio Group
California
$1.51M +$1.44M +2,531 New
Truist Financial
156
Truist Financial
North Carolina
$1.51M +$285K +500 +25%
Allianz Asset Management
157
Allianz Asset Management
Germany
$1.43M +$923K +1,620 +208%
CIBC World Market
158
CIBC World Market
Ontario, Canada
$1.42M +$353K +619 +35%
IFLIT
159
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$1.39M
BJ
160
BlackRock Japan
Japan
$1.34M +$1.28M +2,254 New
MCMT
161
Moon Capital Management (Tennessee)
Tennessee
$1.31M
Stifel Financial
162
Stifel Financial
Missouri
$1.28M +$1.23M +2,151 New
BA
163
BlackRock Advisors
Delaware
$1.26M +$34.7K +61 +3%
SAA
164
Southeast Asset Advisors
Georgia
$1.24M -$412K -724 -26%
AW
165
ACG Wealth
Georgia
$1.17M
BFIM
166
Beese Fulmer Investment Management
Ohio
$1.15M
NAM
167
Needelman Asset Management
California
$1.11M -$2.85K -5 -0.3%
Invesco
168
Invesco
Georgia
$1.09M +$80.9K +142 +8%
CS
169
Cannell & Spears
New York
$1.07M
FANJ
170
Financial Architects (New Jersey)
New Jersey
$1.06M -$51.3K -90 -5%
SFM
171
Signature Financial Management
Virginia
$1.03M +$22.8K +40 +2%
ST
172
Smithfield Trust
Pennsylvania
$1.02M -$28.5K -50 -3%
WP
173
WMS Partners
Maryland
$978K +$246K +432 +36%
ONB
174
Old National Bancorp
Indiana
$949K +$427K +750 +89%
KeyBank National Association
175
KeyBank National Association
Ohio
$926K -$72.9K -128 -8%

MKL Hedge Fund Activity: Q1 2014 in Review

290 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2014, worth a combined $6.42B — up 2.7% from $6.25B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MKL positions and 15 closed out — a net gain of 7 holders — while 108 added to existing stakes and 89 trimmed.

The largest buyer was EdgePoint Investment Group, adding an estimated $63.4M. The largest seller was Citadel Advisors, cutting an estimated $59.7M.

  • 290 institutional investors held Markel Group (MKL) as of Q1 2014, up from 285 in Q4 2013.
  • Funds reported $6.42B of Markel Group stock for Q1 2014, up 2.7% quarter-over-quarter.
  • 22 funds opened new Markel Group positions in Q1 2014 and 15 closed out, a net change of +7 holders.
  • The largest Markel Group buyer in Q1 2014 was EdgePoint Investment Group, an estimated $63.4M added.
  • The largest Markel Group seller in Q1 2014 was Citadel Advisors, an estimated $59.7M sold.

Based on aggregated 13F filings for Q1 2014.