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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
M&T Bank
151
M&T Bank
New York
$4.89M +$125K +123 +3%
Treasurer of the State of North Carolina
152
Treasurer of the State of North Carolina
North Carolina
$4.83M -$7.11K -7 -0.1%
FDCDDQ
153
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.67M -$308K -303 -6%
Commonwealth Equity Services
154
Commonwealth Equity Services
Massachusetts
$4.63M -$60.9K -60 -1%
SLAM
155
Swiss Life Asset Management
$4.58M +$380K +374 +9%
Rafferty Asset Management
156
Rafferty Asset Management
New York
$4.54M +$1.91M +1,876 +67%
MA
157
Montag & Associates
Georgia
$4.53M -$894K -880 -16%
Tudor Investment Corp
158
Tudor Investment Corp
Connecticut
$4.53M +$4.14M +4,080 +712%
AW
159
ACG Wealth
Georgia
$4.25M
US Bancorp
160
US Bancorp
Minnesota
$4.17M -$4.06K -4 -0.1%
Comerica Bank
161
Comerica Bank
Texas
$4.16M +$1.09M +1,069 +36%
ASRS
162
Arizona State Retirement System
Arizona
$4.08M +$996K +981 +31%
IPGDR
163
Investidor Profissional Gestao de Recursos
Brazil
$4.03M -$1.75M -1,721 -29%
HF
164
HRT Financial
New York
$4.03M +$2.77M +2,725 +193%
ZIM
165
Zacks Investment Management
Illinois
$3.95M +$4.13M +4,061 New
Aviva
166
Aviva
United Kingdom
$3.84M -$124K -122 -3%
Man Group
167
Man Group
United Kingdom
$3.79M +$2.24M +2,203 +131%
AOWM
168
Alpha Omega Wealth Management
Virginia
$3.72M
Korea Investment Corp
169
Korea Investment Corp
South Korea
$3.7M +$284K +280 +8%
JAM
170
Jupiter Asset Management
United Kingdom
$3.69M
FCMC
171
Founders Capital Management (Connecticut)
Connecticut
$3.63M
AIA
172
Avalon Investment & Advisory
Texas
$3.58M -$389K -383 -9%
WFG
173
Wills Financial Group
Virginia
$3.56M -$53.8K -53 -1%
NRS
174
Neville Rodie & Shaw
New York
$3.48M
Osaic Holdings
175
Osaic Holdings
Arizona
$3.47M +$351K +346 +11%

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.