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Markel Group

418 hedge funds and large institutions have $9.84B invested in Markel Group in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 123 increasing their positions, 165 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.85% less ownership

Funds ownership: 76.23%75.38% (-0.85%)

3% less capital invested

Capital invested by funds: $10.1B → $9.84B (-$273M)

3% less funds holding

Funds holding: 432418 (-14)

6% less funds holding in top 10

Funds holding in top 10: 3230 (-2)

25% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 165

30% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 33

31% less call options, than puts

Call options by funds: $14.8M | Put options by funds: $21.5M

Holders
418
Holders Change
-14
Holders Change %
-3.24%
% of All Funds
11.15%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.8%
New
23
Increased
123
Reduced
165
Closed
33
Calls
$14.8M
Puts
$21.5M
Net Calls
-$6.69M
Net Calls Change
+$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$946M +$24.5M +26,287 +3%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$840M -$24.2M -25,891 -3%
Principal Financial Group
3
Principal Financial Group
Iowa
$564M +$17.9M +19,151 +3%
ACM
4
AKRE Capital Management
Virginia
$478M +$708K +759 +0.1%
ACM
5
Atlanta Capital Management
Georgia
$466M +$4.89M +5,241 +1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$412M +$15M +16,101 +4%
BIT
7
BlackRock Institutional Trust
California
$327M +$2.02M +2,161 +0.6%
State Street
8
State Street
Massachusetts
$271M +$2.22M +2,378 +0.8%
DC
9
Davenport & Co
Virginia
$263M +$2.74M +2,936 +1%
DSA
10
Davis Selected Advisers
Arizona
$260M -$7.47M -8,010 -3%
BRIM
11
Broad Run Investment Management
Virginia
$212M +$2.47M +2,643 +1%
Bessemer Group
12
Bessemer Group
New Jersey
$200M +$122K +131 +0.1%
Capital Research Global Investors
13
Capital Research Global Investors
California
$198M
BFA
14
BlackRock Fund Advisors
California
$179M +$8.37M +8,968 +5%
FIM
15
Frontier Investment Management
Texas
$152M +$730K +782 +5%
MVIP
16
Mar Vista Investment Partners
California
$133M +$30.5M +32,708 +30%
SIM
17
Sprucegrove Investment Management
Ontario, Canada
$125M -$15.2M -16,300 -11%
Norges Bank
18
Norges Bank
Norway
$116M -$1M -1,073 -0.8%
Renaissance Technologies
19
Renaissance Technologies
New York
$110M +$1.49M +1,600 +1%
Mitsubishi UFJ Trust & Banking
20
Mitsubishi UFJ Trust & Banking
Japan
$108M +$536K +575 +0.5%
AC
21
Avenir Corporation
Virginia
$102M -$8.28M -8,873 -7%
CBOA
22
Commonwealth Bank of Australia
Australia
$102M -$1.2M -1,289 -1%
MIH
23
Madison Investment Holdings
Wisconsin
$101M -$782K -838 -0.8%
DDC
24
DF Dent & Co
Maryland
$93.2M -$1.5M -1,603 -2%
BCM
25
Bares Capital Management
Texas
$89.8M +$15M +16,044 +20%

MKL Hedge Fund Activity: Q3 2016 in Review

418 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2016, worth a combined $9.84B — down 2.7% from $10.1B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of MKL and 23 opened new positions — a net loss of 10 holders — while 165 trimmed existing stakes and 123 added.

The largest buyer was Mar Vista Investment Partners, adding an estimated $30.5M. The largest seller was Emerald Acquisition, cutting an estimated $57.2M.

  • 418 institutional investors held Markel Group (MKL) as of Q3 2016, down from 432 in Q2 2016.
  • Funds reported $9.84B of Markel Group stock for Q3 2016, down 2.7% quarter-over-quarter.
  • 23 funds opened new Markel Group positions in Q3 2016 and 33 closed out, a net change of -10 holders.
  • The largest Markel Group buyer in Q3 2016 was Mar Vista Investment Partners, an estimated $30.5M added.
  • The largest Markel Group seller in Q3 2016 was Emerald Acquisition, an estimated $57.2M sold.

Based on aggregated 13F filings for Q3 2016.