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Markel Group

432 hedge funds and large institutions have $10.1B invested in Markel Group in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 152 increasing their positions, 140 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 17

7% more capital invested

Capital invested by funds: $9.43B → $10.1B (+$692M)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

6% more funds holding

Funds holding: 406432 (+26)

9% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 140

20.53% less ownership

Funds ownership: 96.76%76.23% (-21%)

28% less call options, than puts

Call options by funds: $24.4M | Put options by funds: $33.8M

Holders
432
Holders Change
+26
Holders Change %
+6.4%
% of All Funds
11.53%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.85%
New
48
Increased
152
Reduced
140
Closed
17
Calls
$24.4M
Puts
$33.8M
Net Calls
-$9.43M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$945M +$24.1M +25,827 +3%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$886M -$20.9M -22,489 -2%
Principal Financial Group
3
Principal Financial Group
Iowa
$561M -$13.9M -14,880 -2%
ACM
4
AKRE Capital Management
Virginia
$490M -$1.38M -1,485 -0.3%
ACM
5
Atlanta Capital Management
Georgia
$473M +$788K +846 +0.2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$407M -$38.4M -41,194 -9%
BIT
7
BlackRock Institutional Trust
California
$334M +$9.97M +10,711 +3%
State Street
8
State Street
Massachusetts
$275M -$540K -580 -0.2%
DSA
9
Davis Selected Advisers
Arizona
$274M -$39.3M -42,251 -13%
DC
10
Davenport & Co
Virginia
$267M -$8.05M -8,641 -3%
BRIM
11
Broad Run Investment Management
Virginia
$215M +$1.48M +1,589 +0.7%
Bessemer Group
12
Bessemer Group
New Jersey
$205M +$689K +740 +0.3%
Capital Research Global Investors
13
Capital Research Global Investors
California
$203M
BFA
14
BlackRock Fund Advisors
California
$176M +$42.4M +45,507 +33%
SIM
15
Sprucegrove Investment Management
Ontario, Canada
$144M -$14.2M -15,262 -9%
EA
16
Emerald Acquisition
Washington
$139M +$136M +145,893 New
Norges Bank
17
Norges Bank
Norway
$125M +$12.3M +13,208 +11%
AC
18
Avenir Corporation
Virginia
$113M -$2.36M -2,532 -2%
Renaissance Technologies
19
Renaissance Technologies
New York
$111M -$8.27M -8,881 -7%
Mitsubishi UFJ Trust & Banking
20
Mitsubishi UFJ Trust & Banking
Japan
$110M -$745K -800 -0.7%
CBOA
21
Commonwealth Bank of Australia
Australia
$106M -$31.1M -33,354 -23%
MVIP
22
Mar Vista Investment Partners
California
$106M +$4.21M +4,521 +4%
MIH
23
Madison Investment Holdings
Wisconsin
$104M +$940K +1,009 +0.9%
Canada Life
24
Canada Life
Manitoba, Canada
$102M +$2.23M +2,390 +2%
DDC
25
DF Dent & Co
Maryland
$97.1M -$104K -112 -0.1%