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Markel Group

285 hedge funds and large institutions have $6.25B invested in Markel Group in 2013 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 105 increasing their positions, 93 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

14% more capital invested

Capital invested by funds: $5.5B → $6.25B (+$746M)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

13% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 93

3% more funds holding

Funds holding: 277285 (+8)

0.57% more ownership

Funds ownership: 76.31%76.88% (+0.57%)

96% less call options, than puts

Call options by funds: $987K | Put options by funds: $26.1M

Holders
285
Holders Change
+8
Holders Change %
+2.89%
% of All Funds
8.27%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.75%
New
35
Increased
105
Reduced
93
Closed
24
Calls
$987K
Puts
$26.1M
Net Calls
-$25.1M
Net Calls Change
-$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$458M +$151K +278 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$404M +$16.9M +31,215 +5%
ACM
3
Atlanta Capital Management
Georgia
$356M +$17.5M +32,287 +6%
SIM
4
Sprucegrove Investment Management
Ontario, Canada
$321M -$1.76M -3,246 -0.6%
Principal Financial Group
5
Principal Financial Group
Iowa
$275M +$9.32M +17,175 +4%
Select Equity Group
6
Select Equity Group
New York
$244M +$18.3M +33,718 +9%
ACM
7
AKRE Capital Management
Virginia
$221M +$17.2M +31,754 +9%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$197M +$5.22M +9,621 +3%
BIT
9
BlackRock Institutional Trust
California
$191M +$8.53M +15,718 +5%
DSA
10
Davis Selected Advisers
Arizona
$176M -$12.2M -22,434 -7%
DC
11
Davenport & Co
Virginia
$168M +$19.2M +35,424 +14%
SCM
12
Sterling Capital Management
North Carolina
$141M +$32M +58,977 +32%
DDC
13
DF Dent & Co
Maryland
$136M +$1.76M +3,239 +1%
MIH
14
Madison Investment Holdings
Wisconsin
$130M -$1.44M -2,649 -1%
BRIM
15
Broad Run Investment Management
Virginia
$117M +$8.87M +16,354 +9%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$113M -$52.5M -96,689 -33%
State Street
17
State Street
Massachusetts
$113M +$256K +472 +0.2%
Mitsubishi UFJ Trust & Banking
18
Mitsubishi UFJ Trust & Banking
Japan
$91M +$3.35M +6,165 +4%
AC
19
Avenir Corporation
Virginia
$76.4M +$13.3M +24,449 +23%
CBOA
20
Commonwealth Bank of Australia
Australia
$73.7M +$68.9M +126,916 New
Canada Life
21
Canada Life
Manitoba, Canada
$73.2M +$1.15M +2,111 +2%
FAM
22
Fenimore Asset Management
New York
$65.9M +$456K +840 +0.7%
Citadel Advisors
23
Citadel Advisors
Florida
$63.8M +$26.7M +49,274 +81%
BFA
24
BlackRock Fund Advisors
California
$60.6M +$538K +992 +1%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$60M +$1.52M +2,797 +3%