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Markel Group

277 hedge funds and large institutions have $5.5B invested in Markel Group in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 119 increasing their positions, 71 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 71

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

3% more funds holding

Funds holding: 270277 (+7)

1.25% more ownership

Funds ownership: 75.06%76.31% (+1.2%)

1% more capital invested

Capital invested by funds: $5.45B → $5.5B (+$55.3M)

8% less funds holding in top 10

Funds holding in top 10: 2523 (-2)

81% less call options, than puts

Call options by funds: $1.4M | Put options by funds: $7.46M

Holders
277
Holders Change
+7
Holders Change %
+2.59%
% of All Funds
8.98%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.75%
New
36
Increased
119
Reduced
71
Closed
28
Calls
$1.4M
Puts
$7.46M
Net Calls
-$6.06M
Net Calls Change
-$6.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$408M +$57.4M +109,332 +16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$345M +$14.6M +27,784 +4%
ACM
3
Atlanta Capital Management
Georgia
$301M +$18.1M +34,357 +6%
SIM
4
Sprucegrove Investment Management
Ontario, Canada
$288M +$634K +1,207 +0.2%
Principal Financial Group
5
Principal Financial Group
Iowa
$237M +$20.1M +38,164 +9%
Select Equity Group
6
Select Equity Group
New York
$200M +$1.82M +3,473 +0.9%
ACM
7
AKRE Capital Management
Virginia
$181M +$54M +102,819 +42%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$171M +$9.39M +17,866 +6%
DSA
9
Davis Selected Advisers
Arizona
$168M +$5.74M +10,930 +3%
BIT
10
BlackRock Institutional Trust
California
$162M -$99.3K -189 -0.1%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$151M -$36M -68,543 -19%
DC
12
Davenport & Co
Virginia
$132M +$4.04M +7,689 +3%
DDC
13
DF Dent & Co
Maryland
$119M +$11.8M +22,542 +11%
Goldman Sachs
14
Goldman Sachs
New York
$117M -$14.3M -27,247 -11%
MIH
15
Madison Investment Holdings
Wisconsin
$117M -$1.87M -3,557 -2%
CC
16
Chubb Corp
New Jersey
$102M -$117M -222,990 -53%
State Street
17
State Street
Massachusetts
$100M -$1.31M -2,490 -1%
BRIM
18
Broad Run Investment Management
Virginia
$96M +$25.3M +48,135 +35%
SCM
19
Sterling Capital Management
North Carolina
$95.2M +$56.2M +107,041 +139%
Mitsubishi UFJ Trust & Banking
20
Mitsubishi UFJ Trust & Banking
Japan
$78M -$1.59M -3,020 -2%
CS
21
Credit Suisse
Switzerland
$65.3M -$2.75M -5,235 -4%
Canada Life
22
Canada Life
Manitoba, Canada
$63.7M +$1.79M +3,401 +3%
FAM
23
Fenimore Asset Management
New York
$58.4M +$4.2K +8 +0%
FAMT
24
Fenimore Asset Management Trust
New York
$58.4M +$59.3M +112,789 New
Norges Bank
25
Norges Bank
Norway
$56.5M -$2.95M -5,615 -5%