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Markel Group
MKL

Overview Fund Activity

299 hedge funds and large institutions have $6.94B invested in Markel Group in 2014 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 100 increasing their positions, 100 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+12
Holders Change %
+4.18%
% of All Funds
8.68%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.81%
New
30
Increased
100
Reduced
100
Closed
15
Calls
$16.6M
Puts
$24.5M
Net Calls
-$7.89M
Net Calls Change
+$6.54M

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$88.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$495M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$21.1M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$334M
5
Canada Life
5
Canada Life
Manitoba, Canada
$103M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$191M
2
Norges Bank
2
Norges Bank
Norway
$66.6M
3
ACM
3
Atlanta Capital Management
Georgia
$345M
4
MIH
4
Madison Investment Holdings
Wisconsin
$108M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$277M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
201
Citadel Advisors
Florida
$496K +$496K +779 New
MPWT
202
MassMutual Private Wealth & Trust
Connecticut
$486K +$145K +228 +43%
Creative Planning
203
Creative Planning
Kansas
$474K +$114K +179 +32%
PCI
204
Pacifica Capital Investments
Texas
$445K – – –
KS
205
Karpas Strategies
Connecticut
$444K – – –
CIBC Asset Management
206
CIBC Asset Management
Ontario, Canada
$438K +$438K +688 New
EWM
207
Evercore Wealth Management
New York
$418K -$3.19K -5 -0.8%
Neuberger Berman Group
208
Neuberger Berman Group
New York
$416K +$16.5K +26 +4%
EIA
209
Edgemoor Investment Advisors
Maryland
$410K -$95.3K -150 -19%
GIA
210
GHP Investment Advisors
Colorado
$398K – – –
BAS
211
Brown Advisory Securities
Maryland
$387K +$9.56K +15 +3%
CP
212
Corbenic Partners
Pennsylvania
$382K – – –
WAM
213
World Asset Management
Michigan
$375K -$28K -44 -7%
FTI
214
Fiduciary Trust International
Massachusetts
$361K – – –
Nomura Holdings
215
Nomura Holdings
Japan
$361K +$52.9K +83 +17%
Tudor Investment Corp
216
Tudor Investment Corp
Connecticut
$361K +$361K +567 New
LPL Financial
217
LPL Financial
California
$339K +$55.9K +88 +20%
CB
218
Commerce Bank
Missouri
$331K +$15.9K +25 +5%
PAG
219
Private Advisor Group
New Jersey
$329K -$7.64K -12 -2%
FFBTD
220
First Financial Bank - Trust Division
Ohio
$327K -$146K -230 -31%
Janus Henderson Group
221
Janus Henderson Group
United Kingdom
$326K – – –
CIM
222
Calvert Investment Management
Maryland
$325K +$325K +511 New
MHC
223
Meyer Handelman Company
New York
$324K – – –
SIC
224
Schwartz Investment Counsel
Michigan
$318K – – –
BlackRock
225
BlackRock
New York
$313K +$2.55K +4 +0.8%
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9
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