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Markel Group

290 hedge funds and large institutions have $6.42B invested in Markel Group in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 108 increasing their positions, 89 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

21% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 89

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

2% more funds holding

Funds holding: 285290 (+5)

3% more capital invested

Capital invested by funds: $6.25B → $6.42B (+$170M)

0.04% less ownership

Funds ownership: 76.88%76.83% (-0.04%)

78% less call options, than puts

Call options by funds: $8.35M | Put options by funds: $37.4M

Holders
290
Holders Change
+5
Holders Change %
+1.75%
% of All Funds
8.38%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.78%
New
22
Increased
108
Reduced
89
Closed
15
Calls
$8.35M
Puts
$37.4M
Net Calls
-$29M
Net Calls Change
-$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WTNA
201
Wilmington Trust National Association
Delaware
$493K +$471K +827 New
YL
202
YCG LLC
Texas
$476K
EIA
203
Edgemoor Investment Advisors
Maryland
$474K
PAMG
204
Patton Albertson Miller Group
Tennessee
$464K -$66.6K -117 -13%
FFBTD
205
First Financial Bank - Trust Division
Ohio
$456K
First Manhattan
206
First Manhattan
New York
$432K
EWM
207
Evercore Wealth Management
New York
$429K -$5.13K -9 -1%
PCI
208
Pacifica Capital Investments
Texas
$417K
CIBC Asset Management
209
CIBC Asset Management
Ontario, Canada
$417K +$48.4K +85 +14%
HIM
210
Hillsdale Investment Management
Ontario, Canada
$417K +$399K +700 New
KS
211
Karpas Strategies
Connecticut
$416K
WAM
212
World Asset Management
Michigan
$410K -$3.99K -7 -1%
GIA
213
GHP Investment Advisors
Colorado
$373K
CP
214
Corbenic Partners
Pennsylvania
$358K
Neuberger Berman Group
215
Neuberger Berman Group
New York
$355K +$339K +596 New
Creative Planning
216
Creative Planning
Kansas
$343K +$79.7K +140 +32%
FTI
217
Fiduciary Trust International
Massachusetts
$339K
HI
218
HBK Investments
Texas
$330K -$2.41M -4,239 -88%
VKH
219
Virtu KCG Holdings
New York
$330K -$1.37M -2,400 -81%
FLPIM
220
F.L. Putnam Investment Management
Massachusetts
$328K
AIG
221
American International Group
New York
$318K
Janus Henderson Group
222
Janus Henderson Group
United Kingdom
$305K
MHC
223
Meyer Handelman Company
New York
$304K
CIC
224
Chilton Investment Company
Connecticut
$304K +$62.7K +110 +28%
RBC
225
Ronald Blue & Co
Georgia
$290K -$570 -1 -0.2%

MKL Hedge Fund Activity: Q1 2014 in Review

290 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2014, worth a combined $6.42B — up 2.7% from $6.25B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MKL positions and 15 closed out — a net gain of 7 holders — while 108 added to existing stakes and 89 trimmed.

The largest buyer was EdgePoint Investment Group, adding an estimated $63.4M. The largest seller was Citadel Advisors, cutting an estimated $59.7M.

  • 290 institutional investors held Markel Group (MKL) as of Q1 2014, up from 285 in Q4 2013.
  • Funds reported $6.42B of Markel Group stock for Q1 2014, up 2.7% quarter-over-quarter.
  • 22 funds opened new Markel Group positions in Q1 2014 and 15 closed out, a net change of +7 holders.
  • The largest Markel Group buyer in Q1 2014 was EdgePoint Investment Group, an estimated $63.4M added.
  • The largest Markel Group seller in Q1 2014 was Citadel Advisors, an estimated $59.7M sold.

Based on aggregated 13F filings for Q1 2014.