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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
CRC
151
Curi RMB Capital
Illinois
$4.7M -$14.5K -16 -0.3%
Royal London Asset Management
152
Royal London Asset Management
United Kingdom
$4.66M -$379K -417 -8%
Treasurer of the State of North Carolina
153
Treasurer of the State of North Carolina
North Carolina
$4.58M -$766K -843 -15%
M&T Bank
154
M&T Bank
New York
$4.53M -$33.6K -37 -0.7%
JP Morgan Chase
155
JP Morgan Chase
New York
$4.46M +$1.72M +1,888 +64%
Commonwealth Equity Services
156
Commonwealth Equity Services
Massachusetts
$4.45M +$63.6K +70 +1%
HFS
157
Hantz Financial Services
Michigan
$4.2M -$10K -11 -0.2%
AW
158
ACG Wealth
Georgia
$4.03M +$1.02M +1,121 +35%
AAMU
159
Amundi Asset Management US
Massachusetts
$4.02M -$3.63M -3,999 -48%
SLAM
160
Swiss Life Asset Management
$4.01M -$1.61M -1,774 -29%
US Bancorp
161
US Bancorp
Minnesota
$3.96M +$579K +637 +17%
AG
162
Aperio Group
California
$3.76M -$1.29M -1,420 -26%
AIA
163
Avalon Investment & Advisory
Texas
$3.75M -$810K -891 -18%
Aviva
164
Aviva
United Kingdom
$3.75M -$249K -274 -6%
AOWM
165
Alpha Omega Wealth Management
Virginia
$3.53M -$114K -125 -3%
Qube Research & Technologies (QRT)
166
Qube Research & Technologies (QRT)
United Kingdom
$3.51M +$3.46M +3,802 New
AIMCA
167
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.51M -$3.09M -3,400 -47%
JAM
168
Jupiter Asset Management
United Kingdom
$3.5M +$636K +700 +23%
FCMC
169
Founders Capital Management (Connecticut)
Connecticut
$3.44M +$8.18K +9 +0.2%
WFG
170
Wills Financial Group
Virginia
$3.42M -$55.4K -61 -2%
Robeco Institutional Asset Management
171
Robeco Institutional Asset Management
Netherlands
$3.34M -$5.24M -5,770 -61%
NRS
172
Neville Rodie & Shaw
New York
$3.3M
PP
173
Paloma Partners
Connecticut
$3.26M +$2.14M +2,354 +199%
Korea Investment Corp
174
Korea Investment Corp
South Korea
$3.25M +$66.4K +73 +2%
Aberdeen Group
175
Aberdeen Group
United Kingdom
$3.23M -$614K -675 -16%