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Markel Group

837 hedge funds and large institutions have $18.9B invested in Markel Group in 2025 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 290 increasing their positions, 268 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

5% less capital invested

Capital invested by funds: $20B → $18.9B (-$1.1B)

11% less funds holding in top 10

Funds holding in top 10: 4641 (-5)

18% less call options, than puts

Call options by funds: $116M | Put options by funds: $141M

Holders
837
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
41
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$116M
Puts
$141M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
276
HB Wealth Management
Georgia
$3.31M
Mercer Global Advisors
277
Mercer Global Advisors
Colorado
$3.3M
ATS
278
Ashton Thomas Securities
New York
$3.3M
DekaBank Deutsche Girozentrale
279
DekaBank Deutsche Girozentrale
Germany
$3.29M
FDS
280
Freedom Day Solutions
Texas
$3.26M
BAMF
281
BI Asset Management Fondsmaeglerselskab
Denmark
$3.22M
DADC
282
D.A. Davidson & Co
Montana
$3.18M
FA
283
Fiduciary Alliance
South Carolina
$3.16M
DKCM
284
Davidson Kahn Capital Management
California
$3.15M
TPCW
285
TD Private Client Wealth
New York
$3.15M
NAM
286
Nissay Asset Management
Japan
$3.11M
X
287
Xponance
Pennsylvania
$3.1M
RG
288
Rathbones Group
United Kingdom
$3.08M
Rockefeller Capital Management
289
Rockefeller Capital Management
New York
$3.04M
GT
290
Glenview Trust
Kentucky
$3.03M
PBC
291
Pavion Blue Capital
California
$3.03M
VWMG
292
Virginia Wealth Management Group
Virginia
$3.02M
WC
293
Weil Company
California
$3.01M
AI
294
Atria Investments
North Carolina
$3.01M
FDCDDQ
295
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.95M
SFA
296
Sequoia Financial Advisors
Ohio
$2.91M
VAF
297
Values Added Financial
District of Columbia
$2.9M
MWM
298
Modern Wealth Management
Kansas
$2.89M
BFIM
299
Beese Fulmer Investment Management
Ohio
$2.88M
ICM
300
Intrepid Capital Management
Florida
$2.85M