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Markel Group

299 hedge funds and large institutions have $6.94B invested in Markel Group in 2014 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 100 increasing their positions, 100 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

4% more funds holding

Funds holding: 287299 (+12)

0% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 100

4% less capital invested

Capital invested by funds: $7.27B → $6.94B (-$327M)

1.28% less ownership

Funds ownership: 79.14%77.87% (-1.3%)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

32% less call options, than puts

Call options by funds: $16.6M | Put options by funds: $24.5M

Holders
299
Holders Change
+12
Holders Change %
+4.18%
% of All Funds
8.68%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.81%
New
30
Increased
100
Reduced
100
Closed
15
Calls
$16.6M
Puts
$24.5M
Net Calls
-$7.89M
Net Calls Change
+$6.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$559M +$3.69M +5,725 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$495M +$17.3M +26,811 +4%
ACM
3
Atlanta Capital Management
Georgia
$345M -$28.4M -44,034 -7%
SIM
4
Sprucegrove Investment Management
Ontario, Canada
$339M -$4.99M -7,728 -1%
Principal Financial Group
5
Principal Financial Group
Iowa
$334M +$12.3M +19,081 +4%
ACM
6
AKRE Capital Management
Virginia
$324M +$10M +15,571 +3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$277M -$18.5M -28,678 -6%
DSA
8
Davis Selected Advisers
Arizona
$219M +$10.2M +15,748 +5%
BIT
9
BlackRock Institutional Trust
California
$208M -$3.17M -4,918 -1%
DC
10
Davenport & Co
Virginia
$196M +$3.1M +4,798 +2%
Select Equity Group
11
Select Equity Group
New York
$191M -$73.6M -114,162 -28%
SCM
12
Sterling Capital Management
North Carolina
$147M -$2.2M -3,406 -1%
DDC
13
DF Dent & Co
Maryland
$132M -$16M -24,782 -11%
BRIM
14
Broad Run Investment Management
Virginia
$129M +$116K +180 +0.1%
EIG
15
EdgePoint Investment Group
Ontario, Canada
$122M -$6.74M -10,445 -5%
CBOA
16
Commonwealth Bank of Australia
Australia
$119M +$10.9M +16,835 +10%
State Street
17
State Street
Massachusetts
$116M -$2.11M -3,278 -2%
MIH
18
Madison Investment Holdings
Wisconsin
$108M -$22.6M -35,042 -17%
Canada Life
19
Canada Life
Manitoba, Canada
$103M +$11.1M +17,255 +12%
Mitsubishi UFJ Trust & Banking
20
Mitsubishi UFJ Trust & Banking
Japan
$88.5M -$3.96M -6,140 -4%
Bessemer Group
21
Bessemer Group
New Jersey
$88.5M +$35.3M +54,727 +65%
AC
22
Avenir Corporation
Virginia
$87.5M -$909K -1,409 -1%
BMO
23
Beck Mack & Oliver
New York
$75.1M +$242K +375 +0.3%
FAM
24
Fenimore Asset Management
New York
$72.1M -$216K -335 -0.3%
BFA
25
BlackRock Fund Advisors
California
$70.7M +$431K +668 +0.6%