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Markel Group
MKL

391 hedge funds and large institutions have $9.5B invested in Markel Group in 2015 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 120 increasing their positions, 126 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 31

11% more funds holding

Funds holding: 351 → 391 (+40)

11% more capital invested

Capital invested by funds: $8.57B → $9.5B (+$928M)

3% more funds holding in top 10

Funds holding in top 10: 31 → 32 (+1)

0.4% more ownership

Funds ownership: 76.97% → 77.37% (+0.4%)

5% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 126

31% less call options, than puts

Call options by funds: $36.4M | Put options by funds: $53.2M

Holders
391
Holders Change
+40
Holders Change %
+11.4%
% of All Funds
10.26%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.84%
New
72
Increased
120
Reduced
126
Closed
31
Calls
$36.4M
Puts
$53.2M
Net Calls
-$16.8M
Net Calls Change
+$6.83M

Top Buyers

1
State Street
State Street
Massachusetts
+$73.4M
2
RFC
Russell Frank Company
Washington
+$45.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$44.2M
4
BG
BlackRock Group
United Kingdom
+$33.3M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$31.9M

Top Sellers

1
EIG
EdgePoint Investment Group
Ontario, Canada
-$110M
2
SIM
Sprucegrove Investment Management
Ontario, Canada
-$76.5M
3
CBOA
Commonwealth Bank of Australia
Australia
-$68.3M
4
Select Equity Group
Select Equity Group
New York
-$46.5M
5
Canada Life
Canada Life
Manitoba, Canada
-$34.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$889M +$12.6M +14,440 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$825M +$44.2M +50,850 +6%
Principal Financial Group
3
Principal Financial Group
Iowa
$539M -$5.39M -6,191 -1%
ACM
4
AKRE Capital Management
Virginia
$455M +$133K +153 +0%
ACM
5
Atlanta Capital Management
Georgia
$446M +$19.8M +22,714 +5%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$413M -$5.75M -6,607 -1%
BIT
7
BlackRock Institutional Trust
California
$299M +$21.7M +24,938 +8%
DSA
8
Davis Selected Advisers
Arizona
$299M -$3.86M -4,433 -1%
DC
9
Davenport & Co
Virginia
$259M -$10.5M -12,042 -4%
SIM
10
Sprucegrove Investment Management
Ontario, Canada
$250M -$76.5M -87,874 -24%
State Street
11
State Street
Massachusetts
$232M +$73.4M +84,304 +47%
Bessemer Group
12
Bessemer Group
New Jersey
$211M -$259K -298 -0.1%
BRIM
13
Broad Run Investment Management
Virginia
$198M +$682K +784 +0.4%
Capital Research Global Investors
14
Capital Research Global Investors
California
$188M – – –
BFA
15
BlackRock Fund Advisors
California
$127M +$18.5M +21,265 +17%
CBOA
16
Commonwealth Bank of Australia
Australia
$126M -$68.3M -78,445 -35%
RFC
17
Russell Frank Company
Washington
$124M +$45.6M +52,407 +60%
AC
18
Avenir Corporation
Virginia
$111M -$2.07M -2,383 -2%
DDC
19
DF Dent & Co
Maryland
$107M -$10.1M -11,553 -9%
SCM
20
Sterling Capital Management
North Carolina
$104M -$20.1M -23,118 -16%
Norges Bank
21
Norges Bank
Norway
$101M -$1.74M -2,000 -2%
MVIP
22
Mar Vista Investment Partners
California
$101M -$1.22M -1,404 -1%
Canada Life
23
Canada Life
Manitoba, Canada
$98.1M -$34.1M -39,192 -26%
MIH
24
Madison Investment Holdings
Wisconsin
$96.4M -$22M -25,304 -19%
Mitsubishi UFJ Trust & Banking
25
Mitsubishi UFJ Trust & Banking
Japan
$94M -$3.02M -3,476 -3%
1
2 3 4 5

MKL Hedge Fund Activity: Q4 2015 in Review

391 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q4 2015, worth a combined $9.5B — up 11% from $8.57B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new MKL positions and 31 closed out — a net gain of 41 holders — while 120 added to existing stakes and 126 trimmed.

The largest buyer was State Street, adding an estimated $73.4M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $110M sold.

  • 391 institutional investors held Markel Group (MKL) as of Q4 2015, up from 351 in Q3 2015.
  • Funds reported $9.5B of Markel Group stock for Q4 2015, up 11% quarter-over-quarter.
  • 72 funds opened new Markel Group positions in Q4 2015 and 31 closed out, a net change of +41 holders.
  • The largest Markel Group buyer in Q4 2015 was State Street, an estimated $73.4M added.
  • The largest Markel Group seller in Q4 2015 was EdgePoint Investment Group, an estimated $110M sold.

Based on aggregated 13F filings for Q4 2015.