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Markel Group

351 hedge funds and large institutions have $8.57B invested in Markel Group in 2015 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 103 increasing their positions, 125 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 22

6% more funds holding

Funds holding: 330351 (+21)

0.92% less ownership

Funds ownership: 77.89%76.97% (-0.92%)

1% less capital invested

Capital invested by funds: $8.65B → $8.57B (-$80.5M)

9% less funds holding in top 10

Funds holding in top 10: 3431 (-3)

18% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 125

39% less call options, than puts

Call options by funds: $37.4M | Put options by funds: $60.9M

Holders
351
Holders Change
+21
Holders Change %
+6.36%
% of All Funds
9.8%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.87%
New
47
Increased
103
Reduced
125
Closed
22
Calls
$37.4M
Puts
$60.9M
Net Calls
-$23.6M
Net Calls Change
+$5.81M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
151
Palladium Partners
Virginia
$2.18M -$16.9K -20 -0.7%
SB
152
Suntrust Banks
Georgia
$2.12M +$191K +226 +9%
FA
153
FDx Advisors
Illinois
$2.11M -$212K -250 -9%
Stifel Financial
154
Stifel Financial
Missouri
$2.04M -$94.8K -112 -4%
DAM
155
Deltec Asset Management
New York
$2M +$2.11M +2,490 New
URS
156
Utah Retirement Systems
Utah
$1.99M -$84.6K -100 -4%
BlackRock
157
BlackRock
New York
$1.95M -$11.8K -14 -0.6%
IFLIT
158
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$1.86M
Commonwealth Equity Services
159
Commonwealth Equity Services
Massachusetts
$1.82M -$7.61K -9 -0.4%
ProShare Advisors
160
ProShare Advisors
Maryland
$1.75M -$60.9K -72 -3%
LBC
161
Lowe Brockenbrough & Co
Virginia
$1.75M
JMPWA
162
JP Morgan Private Wealth Advisors
California
$1.72M -$615K -727 -25%
AW
163
ACG Wealth
Georgia
$1.72M
Twin Tree Management
164
Twin Tree Management
Texas
$1.63M -$91.4K -108 -5%
Jane Street
165
Jane Street
New York
$1.62M +$267K +316 +19%
Truist Financial
166
Truist Financial
North Carolina
$1.46M -$81.2K -96 -5%
BFIM
167
Beese Fulmer Investment Management
Ohio
$1.46M
IIC
168
Ironwood Investment Counsel
Arizona
$1.45M -$19.5K -23 -1%
CG
169
Clinton Group
New York
$1.44M +$1.52M +1,795 New
NAM
170
Needelman Asset Management
California
$1.42M
VKH
171
Virtu KCG Holdings
New York
$1.41M -$1.18M -1,400 -44%
SFM
172
Signature Financial Management
Virginia
$1.41M -$55K -65 -4%
CS
173
Cannell & Spears
New York
$1.38M
FCBT
174
First Citizens Bank & Trust
North Carolina
$1.31M +$1.38M +1,635 New
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
$1.28M

MKL Hedge Fund Activity: Q3 2015 in Review

351 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2015, worth a combined $8.57B — down 0.93% from $8.65B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MKL positions and 22 closed out — a net gain of 25 holders — while 103 added to existing stakes and 125 trimmed.

The largest buyer was Commonwealth Bank of Australia, adding an estimated $60.2M. The largest seller was Sprucegrove Investment Management, cutting an estimated $64.7M.

  • 351 institutional investors held Markel Group (MKL) as of Q3 2015, up from 330 in Q2 2015.
  • Funds reported $8.57B of Markel Group stock for Q3 2015, down 0.93% quarter-over-quarter.
  • 47 funds opened new Markel Group positions in Q3 2015 and 22 closed out, a net change of +25 holders.
  • The largest Markel Group buyer in Q3 2015 was Commonwealth Bank of Australia, an estimated $60.2M added.
  • The largest Markel Group seller in Q3 2015 was Sprucegrove Investment Management, an estimated $64.7M sold.

Based on aggregated 13F filings for Q3 2015.