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Markel Group

432 hedge funds and large institutions have $10.1B invested in Markel Group in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 152 increasing their positions, 140 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 17

7% more capital invested

Capital invested by funds: $9.43B → $10.1B (+$692M)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

6% more funds holding

Funds holding: 406432 (+26)

9% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 140

20.53% less ownership

Funds ownership: 96.76%76.23% (-21%)

28% less call options, than puts

Call options by funds: $24.4M | Put options by funds: $33.8M

Holders
432
Holders Change
+26
Holders Change %
+6.4%
% of All Funds
11.53%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.85%
New
48
Increased
152
Reduced
140
Closed
17
Calls
$24.4M
Puts
$33.8M
Net Calls
-$9.43M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
176
Vident Investment Advisory
Georgia
$2.47M -$2.12M -2,279 -47%
URS
177
Utah Retirement Systems
Utah
$2.46M
Jennison Associates
178
Jennison Associates
New York
$2.42M -$927K -995 -28%
DCM
179
Dupont Capital Management
Delaware
$2.38M +$2.33M +2,500 New
PP
180
Palladium Partners
Virginia
$2.36M -$172K -185 -7%
HC
181
Henshaw Capital
Massachusetts
$2.33M -$258K -277 -10%
HSBC Holdings
182
HSBC Holdings
United Kingdom
$2.3M -$162K -174 -7%
Commonwealth Equity Services
183
Commonwealth Equity Services
Massachusetts
$2.23M -$47.5K -51 -2%
IFLIT
184
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$2.21M
AIMCA
185
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.19M +$2.14M +2,300 New
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$2.18M +$466K +500 +28%
ZIM
187
Zacks Investment Management
Illinois
$2.1M +$406K +436 +25%
Mitsubishi UFJ Asset Management
188
Mitsubishi UFJ Asset Management
Japan
$2.07M +$51.2K +55 +3%
FA
189
FDx Advisors
Illinois
$2.07M +$178K +191 +10%
Creative Planning
190
Creative Planning
Kansas
$2.06M +$115K +123 +6%
AW
191
ACG Wealth
Georgia
$2.05M -$18.6K -20 -0.9%
TU
192
TDAM USA
Ontario, Canada
$2.05M +$150K +161 +8%
BTS
193
BB&T Securities
Virginia
$2M +$57.7K +62 +3%
LBC
194
Lowe Brockenbrough & Co
Virginia
$1.99M -$86.6K -93 -4%
ProShare Advisors
195
ProShare Advisors
Maryland
$1.87M -$33.5K -36 -2%
FCBT
196
First Citizens Bank & Trust
North Carolina
$1.79M -$104K -112 -6%
Massachusetts Financial Services
197
Massachusetts Financial Services
Massachusetts
$1.77M +$1.73M +1,858 New
SG Americas Securities
198
SG Americas Securities
New York
$1.72M -$102K -109 -6%
SG
199
Societe Generale
$1.72M +$1.68M +1,808 New
JMPWA
200
JP Morgan Private Wealth Advisors
California
$1.72M -$208K -223 -11%