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Markel Group

290 hedge funds and large institutions have $6.42B invested in Markel Group in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 108 increasing their positions, 89 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

21% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 89

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

2% more funds holding

Funds holding: 285290 (+5)

3% more capital invested

Capital invested by funds: $6.25B → $6.42B (+$170M)

0.04% less ownership

Funds ownership: 76.88%76.83% (-0.04%)

78% less call options, than puts

Call options by funds: $8.35M | Put options by funds: $37.4M

Holders
290
Holders Change
+5
Holders Change %
+1.75%
% of All Funds
8.38%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.78%
New
22
Increased
108
Reduced
89
Closed
15
Calls
$8.35M
Puts
$37.4M
Net Calls
-$29M
Net Calls Change
-$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$485M +$13.8M +24,312 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$429M +$13.4M +23,502 +3%
ACM
3
Atlanta Capital Management
Georgia
$361M -$4.43M -7,780 -1%
SIM
4
Sprucegrove Investment Management
Ontario, Canada
$321M -$7.74M -13,582 -2%
Principal Financial Group
5
Principal Financial Group
Iowa
$300M +$17.1M +30,034 +6%
Select Equity Group
6
Select Equity Group
New York
$253M +$2.92M +5,123 +1%
ACM
7
AKRE Capital Management
Virginia
$227M +$165K +290 +0.1%
DSA
8
Davis Selected Advisers
Arizona
$207M +$25.3M +44,386 +15%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$203M +$343K +602 +0.2%
BIT
10
BlackRock Institutional Trust
California
$200M +$3.84M +6,739 +2%
DC
11
Davenport & Co
Virginia
$180M +$6.61M +11,601 +4%
SCM
12
Sterling Capital Management
North Carolina
$150M +$4.54M +7,973 +3%
DDC
13
DF Dent & Co
Maryland
$140M +$583K +1,023 +0.4%
MIH
14
Madison Investment Holdings
Wisconsin
$127M -$5.59M -9,811 -4%
EIG
15
EdgePoint Investment Group
Ontario, Canada
$123M +$63.4M +111,326 +118%
BRIM
16
Broad Run Investment Management
Virginia
$121M +$501K +880 +0.4%
State Street
17
State Street
Massachusetts
$114M -$1.84M -3,232 -2%
Mitsubishi UFJ Trust & Banking
18
Mitsubishi UFJ Trust & Banking
Japan
$91.9M -$1.51M -2,650 -2%
CBOA
19
Commonwealth Bank of Australia
Australia
$91.8M +$15.5M +27,151 +21%
AC
20
Avenir Corporation
Virginia
$83.3M +$4.67M +8,204 +6%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$79M -$35.8M -62,864 -32%
Canada Life
22
Canada Life
Manitoba, Canada
$77.7M +$3.25M +5,700 +5%
BMO
23
Beck Mack & Oliver
New York
$69.9M +$8.51M +14,934 +15%
FAM
24
Fenimore Asset Management
New York
$67.9M +$138K +242 +0.2%
BFA
25
BlackRock Fund Advisors
California
$63.5M +$1.16M +2,035 +2%

MKL Hedge Fund Activity: Q1 2014 in Review

290 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2014, worth a combined $6.42B — up 2.7% from $6.25B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MKL positions and 15 closed out — a net gain of 7 holders — while 108 added to existing stakes and 89 trimmed.

The largest buyer was EdgePoint Investment Group, adding an estimated $63.4M. The largest seller was Citadel Advisors, cutting an estimated $59.7M.

  • 290 institutional investors held Markel Group (MKL) as of Q1 2014, up from 285 in Q4 2013.
  • Funds reported $6.42B of Markel Group stock for Q1 2014, up 2.7% quarter-over-quarter.
  • 22 funds opened new Markel Group positions in Q1 2014 and 15 closed out, a net change of +7 holders.
  • The largest Markel Group buyer in Q1 2014 was EdgePoint Investment Group, an estimated $63.4M added.
  • The largest Markel Group seller in Q1 2014 was Citadel Advisors, an estimated $59.7M sold.

Based on aggregated 13F filings for Q1 2014.