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Markel Group

351 hedge funds and large institutions have $8.57B invested in Markel Group in 2015 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 103 increasing their positions, 125 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 22

6% more funds holding

Funds holding: 330351 (+21)

0.92% less ownership

Funds ownership: 77.89%76.97% (-0.92%)

1% less capital invested

Capital invested by funds: $8.65B → $8.57B (-$80.5M)

9% less funds holding in top 10

Funds holding in top 10: 3431 (-3)

18% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 125

39% less call options, than puts

Call options by funds: $37.4M | Put options by funds: $60.9M

Holders
351
Holders Change
+21
Holders Change %
+6.36%
% of All Funds
9.8%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.87%
New
47
Increased
103
Reduced
125
Closed
22
Calls
$37.4M
Puts
$60.9M
Net Calls
-$23.6M
Net Calls Change
+$5.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$796M +$11.7M +13,783 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$708M +$9.8M +11,585 +1%
Principal Financial Group
3
Principal Financial Group
Iowa
$494M +$11.7M +13,845 +2%
ACM
4
AKRE Capital Management
Virginia
$413M -$1.11M -1,307 -0.3%
ACM
5
Atlanta Capital Management
Georgia
$387M -$15.1M -17,872 -4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$380M -$1.55M -1,836 -0.4%
SIM
7
Sprucegrove Investment Management
Ontario, Canada
$297M -$64.7M -76,435 -17%
DSA
8
Davis Selected Advisers
Arizona
$275M -$7.46M -8,818 -3%
BIT
9
BlackRock Institutional Trust
California
$251M -$745K -881 -0.3%
DC
10
Davenport & Co
Virginia
$245M -$11.8M -13,901 -4%
Bessemer Group
11
Bessemer Group
New Jersey
$192M -$503K -595 -0.2%
BRIM
12
Broad Run Investment Management
Virginia
$179M +$14.4M +16,963 +8%
CBOA
13
Commonwealth Bank of Australia
Australia
$178M +$60.2M +71,166 +47%
Capital Research Global Investors
14
Capital Research Global Investors
California
$171M +$33.8M +40,000 +23%
State Street
15
State Street
Massachusetts
$143M +$2.78M +3,283 +2%
Canada Life
16
Canada Life
Manitoba, Canada
$121M +$1.18M +1,393 +0.9%
SCM
17
Sterling Capital Management
North Carolina
$113M -$41.9M -49,564 -26%
EIG
18
EdgePoint Investment Group
Ontario, Canada
$110M -$19.8M -23,460 -15%
MIH
19
Madison Investment Holdings
Wisconsin
$108M -$9.31M -11,006 -8%
DDC
20
DF Dent & Co
Maryland
$106M -$24.4M -28,845 -18%
AC
21
Avenir Corporation
Virginia
$102M -$1.54M -1,819 -1%
BFA
22
BlackRock Fund Advisors
California
$98M +$813K +961 +0.8%
Norges Bank
23
Norges Bank
Norway
$93.6M +$1.94M +2,292 +2%
MVIP
24
Mar Vista Investment Partners
California
$92.8M +$589K +696 +0.6%
Mitsubishi UFJ Trust & Banking
25
Mitsubishi UFJ Trust & Banking
Japan
$88.2M -$964K -1,140 -1%

MKL Hedge Fund Activity: Q3 2015 in Review

351 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2015, worth a combined $8.57B — down 0.93% from $8.65B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MKL positions and 22 closed out — a net gain of 25 holders — while 103 added to existing stakes and 125 trimmed.

The largest buyer was Commonwealth Bank of Australia, adding an estimated $60.2M. The largest seller was Sprucegrove Investment Management, cutting an estimated $64.7M.

  • 351 institutional investors held Markel Group (MKL) as of Q3 2015, up from 330 in Q2 2015.
  • Funds reported $8.57B of Markel Group stock for Q3 2015, down 0.93% quarter-over-quarter.
  • 47 funds opened new Markel Group positions in Q3 2015 and 22 closed out, a net change of +25 holders.
  • The largest Markel Group buyer in Q3 2015 was Commonwealth Bank of Australia, an estimated $60.2M added.
  • The largest Markel Group seller in Q3 2015 was Sprucegrove Investment Management, an estimated $64.7M sold.

Based on aggregated 13F filings for Q3 2015.