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Markel Group
MKL

Overview Fund Activity

285 hedge funds and large institutions have $6.25B invested in Markel Group in 2013 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 105 increasing their positions, 93 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+8
Holders Change %
+2.89%
% of All Funds
8.28%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.76%
New
35
Increased
105
Reduced
93
Closed
24
Calls
$987K
Puts
$26.1M
Net Calls
-$25.1M
Net Calls Change
-$19.1M

Top Buyers

1
CBOA
1
Commonwealth Bank of Australia
Australia
$73.7M
2
EIG
2
EdgePoint Investment Group
Ontario, Canada
$54.8M
3
SI
3
Scharf Investments
California
$51.2M
4
SCM
4
Sterling Capital Management
North Carolina
$141M
5
Citadel Advisors
5
Citadel Advisors
Florida
$63.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$11.3M
2
CC
2
Chubb Corp
New Jersey
$0
3
CS
3
Credit Suisse
Switzerland
$12.6M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$113M
5
DSA
5
Davis Selected Advisers
Arizona
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
176
Financial Architects (New Jersey)
New Jersey
$1.09M +$548K +945 +102%
CS
177
Cannell & Spears
New York
$1.05M – – –
ST
178
Smithfield Trust
Pennsylvania
$1.02M -$61K -105 -6%
CIBC World Market
179
CIBC World Market
Ontario, Canada
$1.02M +$1.02M +1,755 New
SFM
180
Signature Financial Management
Virginia
$978K +$58K +100 +6%
Invesco
181
Invesco
Georgia
$978K +$75.5K +130 +8%
KeyBank National Association
182
KeyBank National Association
Ohio
$976K -$139K -240 -12%
NI
183
NFC Investments
Tennessee
$876K -$8.7K -15 -1%
BNP Paribas Financial Markets
184
BNP Paribas Financial Markets
France
$865K +$460K +792 +113%
Commonwealth Equity Services
185
Commonwealth Equity Services
Massachusetts
$855K +$102K +175 +13%
HSBC Holdings
186
HSBC Holdings
United Kingdom
$851K +$579 +1 +0.1%
V
187
Veritable
Delaware
$851K +$20.3K +35 +2%
NCM
188
Northroad Capital Management
New York
$846K -$118K -203 -12%
Tudor Investment Corp
189
Tudor Investment Corp
Connecticut
$846K +$846K +1,457 New
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$812K -$290K -500 -26%
Comerica Bank
191
Comerica Bank
Texas
$771K -$371K -639 -32%
ZIM
192
Zacks Investment Management
Illinois
$747K +$106K +182 +16%
Prudential Financial
193
Prudential Financial
New Jersey
$703K -$17.4K -30 -2%
WP
194
WMS Partners
Maryland
$702K – – –
FCH
195
Freestone Capital Holdings
Washington
$699K +$699K +1,204 New
Barclays
196
Barclays
United Kingdom
$627K -$245K -422 -28%
GG
197
Gofen & Glossberg
Illinois
$616K -$29K -50 -5%
HWA
198
Heritage Wealth Advisors
Virginia
$613K +$613K +1,055 New
SI
199
Stephens Inc
Arkansas
$566K -$54.5K -94 -9%
CL
200
Croft-Leominster
Maryland
$565K -$31.3K -54 -5%
6 7
8
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