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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
Skandinaviska Enskilda Banken (SEB)
201
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.72M -$279K -300 -14%
BFIM
202
Beese Fulmer Investment Management
Ohio
$1.7M -$33.5K -36 -2%
NAM
203
Needelman Asset Management
California
$1.66M -$4.66K -5 -0.3%
Barclays
204
Barclays
United Kingdom
$1.65M +$767K +824 +90%
LPL Financial
205
LPL Financial
California
$1.64M -$2.01M -2,156 -55%
IIC
206
Ironwood Investment Counsel
Arizona
$1.63M -$65.2K -70 -4%
NCM
207
Narwhal Capital Management
Georgia
$1.63M +$324K +348 +26%
IRF
208
IBM Retirement Fund
New York
$1.61M -$28.9K -31 -2%
Nomura Asset Management
209
Nomura Asset Management
Japan
$1.56M
SFM
210
Signature Financial Management
Virginia
$1.56M
Janus Henderson Group
211
Janus Henderson Group
United Kingdom
$1.53M
Nisa Investment Advisors
212
Nisa Investment Advisors
Missouri
$1.52M
DCM
213
Dynamic Capital Management
Jersey
$1.52M +$670K +720 +82%
ASRS
214
Arizona State Retirement System
Arizona
$1.52M +$1.49M +1,600 New
First Manhattan
215
First Manhattan
New York
$1.47M
Schroder Investment Management Group
216
Schroder Investment Management Group
United Kingdom
$1.45M +$1.42M +1,521 New
GH
217
GAM Holding
Switzerland
$1.45M +$1.12M +1,201 +376%
GG
218
Gofen & Glossberg
Illinois
$1.41M
Rafferty Asset Management
219
Rafferty Asset Management
New York
$1.4M -$354K -380 -21%
FANJ
220
Financial Architects (New Jersey)
New Jersey
$1.4M
CS
221
Cannell & Spears
New York
$1.36M
ANTB
222
AMG National Trust Bank
Colorado
$1.35M -$23.3K -25 -2%
LS
223
Livforsakringsbolaget Skandia
Sweden
$1.33M
HMS
224
Hanseatic Management Services
New Mexico
$1.3M +$5.59K +6 +0.4%
DekaBank Deutsche Girozentrale
225
DekaBank Deutsche Girozentrale
Germany
$1.3M +$810K +870 +174%