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Markel Group

517 hedge funds and large institutions have $9.83B invested in Markel Group in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 160 increasing their positions, 192 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% less ownership

Funds ownership: 77.5%77.26% (-0.24%)

1% less capital invested

Capital invested by funds: $9.88B → $9.83B (-$55.7M)

10% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 63

2% less funds holding

Funds holding: 525517 (-8)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

17% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 192

21% less call options, than puts

Call options by funds: $53.4M | Put options by funds: $68M

Holders
517
Holders Change
-8
Holders Change %
-1.52%
% of All Funds
10.6%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.53%
New
57
Increased
160
Reduced
192
Closed
63
Calls
$53.4M
Puts
$68M
Net Calls
-$14.6M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.13B -$21.2M -23,348 -2%
BlackRock
2
BlackRock
New York
$862M +$18.7M +20,561 +2%
Principal Financial Group
3
Principal Financial Group
Iowa
$666M +$40.3M +44,323 +7%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$468M +$3.18M +3,501 +0.7%
ACM
5
AKRE Capital Management
Virginia
$453M -$6.37M -7,003 -1%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$414M -$83.5M -91,829 -17%
ACM
7
Atlanta Capital Management
Georgia
$326M +$39.7M +43,656 +14%
State Street
8
State Street
Massachusetts
$319M -$16.4M -18,002 -5%
DC
9
Davenport & Co
Virginia
$257M -$6.31M -6,946 -2%
DDC
10
DF Dent & Co
Maryland
$194M +$5.48M +6,029 +3%
DSA
11
Davis Selected Advisers
Arizona
$192M +$2.27M +2,500 +1%
Renaissance Technologies
12
Renaissance Technologies
New York
$175M -$19.3M -21,220 -10%
MVIP
13
Mar Vista Investment Partners
California
$139M -$15.1M -16,627 -10%
BRIM
14
Broad Run Investment Management
Virginia
$132M -$10.4M -11,440 -7%
Mackenzie Financial
15
Mackenzie Financial
Ontario, Canada
$132M +$12.2M +13,394 +10%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$131M -$1.97M -2,162 -1%
Norges Bank
17
Norges Bank
Norway
$116M +$11.4M +12,584 +11%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$106M +$2.99M +3,291 +3%
PC
19
Polar Capital
United Kingdom
$103M -$3.82M -4,200 -4%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$101M +$816K +898 +0.8%
Legal & General Group
21
Legal & General Group
United Kingdom
$94.3M -$5.61M -6,167 -6%
Bank of America
22
Bank of America
North Carolina
$88.8M +$8.33M +9,163 +11%
Northern Trust
23
Northern Trust
Illinois
$88.4M -$509K -560 -0.6%
FAM
24
Fenimore Asset Management
New York
$87.7M +$610K +671 +0.7%
Swiss National Bank
25
Swiss National Bank
Switzerland
$84.2M -$963K -1,060 -1%