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Markel Group
MKL

Overview Fund Activity

330 hedge funds and large institutions have $8.65B invested in Markel Group in 2015 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 108 increasing their positions, 114 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+23
Holders Change %
+7.49%
% of All Funds
8.9%
Holding in Top 10
34
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.68%
% of All Funds
0.92%
New
41
Increased
108
Reduced
114
Closed
16
Calls
$23.2M
Puts
$52.6M
Net Calls
-$29.4M
Net Calls Change
-$12.8M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$138M
2
RFC
2
Russell Frank Company
Washington
$88.6M
3
SGAM
3
Smith Group Asset Management
Texas
$27.9M
4
BCM
4
Bares Capital Management
Texas
$26.4M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$783M

Top Sellers

1
SI
1
Scharf Investments
California
$2.51M
2
Select Equity Group
2
Select Equity Group
New York
$84.5M
3
Victory Capital Management
3
Victory Capital Management
Texas
$28.3M
4
SIM
4
Sprucegrove Investment Management
Ontario, Canada
$358M
5
BIT
5
BlackRock Institutional Trust
California
$252M
Name Holding Trade Value Shares
Change 		Shares
Change %
YL
201
YCG LLC
Texas
$641K – – –
BONST
202
Bank of Nova Scotia Trust
Ontario, Canada
$639K – – –
SI
203
Stephens Inc
Arkansas
$616K -$56.1K -70 -8%
EAM
204
Edge Asset Management
Washington
$614K – – –
GIA
205
GHP Investment Advisors
Colorado
$583K – – –
BAS
206
Brown Advisory Securities
Maryland
$582K +$68.8K +86 +13%
CIBC Asset Management
207
CIBC Asset Management
Ontario, Canada
$573K -$6.4K -8 -1%
Mariner
208
Mariner
Kansas
$566K +$566K +707 New
SAA
209
Southeast Asset Advisors
Georgia
$563K -$8.01K -10 -1%
PCI
210
Pacifica Capital Investments
Texas
$560K – – –
KS
211
Karpas Strategies
Connecticut
$559K – – –
Rafferty Asset Management
212
Rafferty Asset Management
New York
$544K -$159K -199 -23%
HHGA
213
Halbert Hargrove Global Advisors
California
$536K -$30.4K -38 -5%
SG Americas Securities
214
SG Americas Securities
New York
$507K -$259K -323 -34%
CP
215
Corbenic Partners
Pennsylvania
$480K – – –
CIM
216
Calvert Investment Management
Maryland
$471K -$8.81K -11 -2%
UCFA
217
United Capital Financial Advisors
Texas
$457K +$457K +571 New
EIA
218
Edgemoor Investment Advisors
Maryland
$456K – – –
GC
219
Guggenheim Capital
Illinois
$426K +$426K +532 New
PAG
220
Private Advisor Group
New Jersey
$424K +$1.6K +2 +0.4%
AIG
221
American International Group
New York
$420K +$801 +1 +0.2%
WP
222
WealthPLAN Partners
Nebraska
$416K – – –
Janus Henderson Group
223
Janus Henderson Group
United Kingdom
$410K – – –
MHC
224
Meyer Handelman Company
New York
$408K – – –
BAM
225
Brave Asset Management
New Jersey
$400K – – –
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9
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