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Markel Group

307 hedge funds and large institutions have $8.36B invested in Markel Group in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 98 increasing their positions, 114 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $7.28B → $8.36B (+$1.09B)

7% more funds holding in top 10

Funds holding in top 10: 2931 (+2)

1.96% more ownership

Funds ownership: 76.16%78.12% (+2%)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

1% less funds holding

Funds holding: 309307 (-2)

14% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 114

43% less call options, than puts

Call options by funds: $21.9M | Put options by funds: $38.5M

Holders
307
Holders Change
-2
Holders Change %
-0.65%
% of All Funds
8.18%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.83%
New
28
Increased
98
Reduced
114
Closed
28
Calls
$21.9M
Puts
$38.5M
Net Calls
-$16.6M
Net Calls Change
-$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$729M +$16.5M +22,889 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$652M +$32.9M +45,458 +6%
Principal Financial Group
3
Principal Financial Group
Iowa
$443M +$18.9M +26,085 +5%
ACM
4
AKRE Capital Management
Virginia
$391M -$753K -1,041 -0.2%
ACM
5
Atlanta Capital Management
Georgia
$386M -$25.1M -34,655 -6%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$382M +$9.48M +13,120 +3%
SIM
7
Sprucegrove Investment Management
Ontario, Canada
$372M -$26.7M -36,983 -7%
DSA
8
Davis Selected Advisers
Arizona
$271M +$554K +766 +0.2%
BIT
9
BlackRock Institutional Trust
California
$259M +$6.71M +9,280 +3%
DC
10
Davenport & Co
Virginia
$245M +$5.22M +7,220 +2%
Bessemer Group
11
Bessemer Group
New Jersey
$185M +$26.7M +36,882 +18%
BRIM
12
Broad Run Investment Management
Virginia
$156M +$153K +211 +0.1%
SCM
13
Sterling Capital Management
North Carolina
$152M +$303K +419 +0.2%
State Street
14
State Street
Massachusetts
$144M +$3.49M +4,833 +3%
DDC
15
DF Dent & Co
Maryland
$135M -$17.3M -23,984 -12%
EIG
16
EdgePoint Investment Group
Ontario, Canada
$127M -$17.5M -24,188 -13%
Canada Life
17
Canada Life
Manitoba, Canada
$124M -$2.17K -3 -0%
CBOA
18
Commonwealth Bank of Australia
Australia
$122M +$114M +158,054 New
MIH
19
Madison Investment Holdings
Wisconsin
$117M -$6.04M -8,354 -5%
Select Equity Group
20
Select Equity Group
New York
$114M -$19.2M -26,611 -15%
AC
21
Avenir Corporation
Virginia
$103M -$1.52M -2,104 -2%
BFA
22
BlackRock Fund Advisors
California
$93.1M +$297K +411 +0.3%
Mitsubishi UFJ Trust & Banking
23
Mitsubishi UFJ Trust & Banking
Japan
$92.6M -$4.55M -6,300 -5%
SI
24
Scharf Investments
California
$90.8M +$1.34M +1,852 +2%
MVIP
25
Mar Vista Investment Partners
California
$88.9M +$9.12M +12,617 +12%