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Markel Group
MKL

Overview Fund Activity

287 hedge funds and large institutions have $7.27B invested in Markel Group in 2014 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 99 increasing their positions, 91 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-3
Holders Change %
-1.03%
% of All Funds
8.25%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.83%
New
21
Increased
99
Reduced
91
Closed
23
Calls
$23.6M
Puts
$38M
Net Calls
-$14.4M
Net Calls Change
+$14.6M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$305M
2
ACM
2
AKRE Capital Management
Virginia
$323M
3
Norges Bank
3
Norges Bank
Norway
$137M
4
Bessemer Group
4
Bessemer Group
New Jersey
$55.3M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$573M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$19.9M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
FPP
3
Findlay Park Partners
United Kingdom
$0
4
ACM
4
Atlanta Capital Management
Georgia
$385M
5
DSA
5
Davis Selected Advisers
Arizona
$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFBTD
201
First Financial Bank - Trust Division
Ohio
$489K -$13.1K -20 -3%
NCM
202
Narwhal Capital Management
Georgia
$462K +$462K +705 New
HIM
203
Hillsdale Investment Management
Ontario, Canada
$459K – – –
PCI
204
Pacifica Capital Investments
Texas
$459K – – –
KS
205
Karpas Strategies
Connecticut
$458K – – –
Rafferty Asset Management
206
Rafferty Asset Management
New York
$435K +$435K +663 New
EWM
207
Evercore Wealth Management
New York
$434K -$34.8K -53 -7%
WAM
208
World Asset Management
Michigan
$415K -$36.1K -55 -8%
Neuberger Berman Group
209
Neuberger Berman Group
New York
$412K +$21K +32 +5%
GIA
210
GHP Investment Advisors
Colorado
$410K – – –
CP
211
Corbenic Partners
Pennsylvania
$393K – – –
BAS
212
Brown Advisory Securities
Maryland
$390K +$82.3K +125 +27%
Barclays
213
Barclays
United Kingdom
$376K +$96.9K +148 +35%
FTI
214
Fiduciary Trust International
Massachusetts
$372K – – –
Creative Planning
215
Creative Planning
Kansas
$371K -$5.9K -9 -2%
MPWT
216
MassMutual Private Wealth & Trust
Connecticut
$351K +$141K +215 +67%
PAG
217
Private Advisor Group
New Jersey
$347K +$28.9K +44 +9%
Janus Henderson Group
218
Janus Henderson Group
United Kingdom
$335K – – –
MHC
219
Meyer Handelman Company
New York
$334K – – –
AIG
220
American International Group
New York
$333K -$17K -26 -5%
SIC
221
Schwartz Investment Counsel
Michigan
$328K -$525K -800 -62%
CB
222
Commerce Bank
Missouri
$325K +$76.2K +116 +31%
BlackRock
223
BlackRock
New York
$320K -$456K -696 -59%
Nomura Holdings
224
Nomura Holdings
Japan
$315K +$315K +483 New
RJT
225
Raymond James Trust
Florida
$313K +$11.8K +18 +4%
7 8
9
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