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Markel Group

531 hedge funds and large institutions have $10.2B invested in Markel Group in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 141 increasing their positions, 203 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 44

3% more funds holding

Funds holding: 517531 (+14)

3% more capital invested

Capital invested by funds: $9.83B → $10.2B (+$333M)

1.23% less ownership

Funds ownership: 77.26%76.03% (-1.2%)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

31% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 203

39% less call options, than puts

Call options by funds: $43.8M | Put options by funds: $71.3M

Holders
531
Holders Change
+14
Holders Change %
+2.71%
% of All Funds
10.71%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.48%
New
60
Increased
141
Reduced
203
Closed
44
Calls
$43.8M
Puts
$71.3M
Net Calls
-$27.5M
Net Calls Change
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.14B -$53.7M -52,902 -4%
BlackRock
2
BlackRock
New York
$870M -$40.4M -39,781 -4%
Principal Financial Group
3
Principal Financial Group
Iowa
$650M -$54.9M -54,064 -7%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$479M -$15.9M -15,646 -3%
ACM
5
AKRE Capital Management
Virginia
$462M -$16.4M -16,158 -3%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$431M -$6.68M -6,576 -1%
ACM
7
Atlanta Capital Management
Georgia
$346M +$2.2M +2,162 +0.6%
State Street
8
State Street
Massachusetts
$331M -$5.53M -5,441 -2%
DC
9
Davenport & Co
Virginia
$270M -$1.6M -1,578 -0.6%
DDC
10
DF Dent & Co
Maryland
$216M +$12.3M +12,138 +6%
DSA
11
Davis Selected Advisers
Arizona
$196M -$6.58M -6,480 -3%
MVIP
12
Mar Vista Investment Partners
California
$141M -$5.93M -5,834 -4%
Mackenzie Financial
13
Mackenzie Financial
Ontario, Canada
$141M +$1.88M +1,853 +1%
Renaissance Technologies
14
Renaissance Technologies
New York
$137M -$49.9M -49,120 -26%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$136M -$3.07M -3,018 -2%
BRIM
16
Broad Run Investment Management
Virginia
$131M -$9.54M -9,395 -7%
Norges Bank
17
Norges Bank
Norway
$124M +$1.71M +1,688 +1%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$111M -$897K -883 -0.8%
PC
19
Polar Capital
United Kingdom
$107M -$1.02M -1,000 -0.9%
Legal & General Group
20
Legal & General Group
United Kingdom
$102M +$2.73M +2,684 +3%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$102M -$4.82M -4,749 -4%
Bank of America
22
Bank of America
North Carolina
$93.6M +$9.14K +9 +0%
FAM
23
Fenimore Asset Management
New York
$92.1M -$484K -476 -0.5%
Northern Trust
24
Northern Trust
Illinois
$89.4M -$4.1M -4,036 -4%
Swiss National Bank
25
Swiss National Bank
Switzerland
$87.8M -$985K -970 -1%

MKL Hedge Fund Activity: Q3 2020 in Review

531 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2020, worth a combined $10.2B — up 3.4% from $9.83B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MKL positions and 44 closed out — a net gain of 16 holders — while 141 added to existing stakes and 203 trimmed.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $36.4M. The largest seller was Principal Financial Group, cutting an estimated $54.9M.

  • 531 institutional investors held Markel Group (MKL) as of Q3 2020, up from 517 in Q2 2020.
  • Funds reported $10.2B of Markel Group stock for Q3 2020, up 3.4% quarter-over-quarter.
  • 60 funds opened new Markel Group positions in Q3 2020 and 44 closed out, a net change of +16 holders.
  • The largest Markel Group buyer in Q3 2020 was Point72 Asset Management, an estimated $36.4M added.
  • The largest Markel Group seller in Q3 2020 was Principal Financial Group, an estimated $54.9M sold.

Based on aggregated 13F filings for Q3 2020.