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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
PWP
376
Principle Wealth Partners
Connecticut
$1.41M
FCM
377
Fieldview Capital Management
Michigan
$1.38M
BAM
378
Boyar Asset Management
New York
$1.37M
ECM
379
Everence Capital Management
Indiana
$1.36M
MGP
380
Metis Global Partners
California
$1.36M
SC
381
Sepio Capital
Utah
$1.35M
FFA
382
Fi3 Financial Advisors
Indiana
$1.34M
TCOV
383
Trust Company of Vermont
Vermont
$1.34M
CG
384
Caprock Group
Idaho
$1.33M
RA
385
RFG Advisory
Alabama
$1.33M
Canada Pension Plan Investment Board
386
Canada Pension Plan Investment Board
Ontario, Canada
$1.32M
RCA
387
Resonant Capital Advisors
Wisconsin
$1.32M
FIM
388
Fruth Investment Management
Texas
$1.31M
Bank of Nova Scotia
389
Bank of Nova Scotia
Ontario, Canada
$1.3M
HGWM
390
Horst & Graben Wealth Management
Oregon
$1.3M
CAG
391
Crestwood Advisors Group
Massachusetts
$1.28M
LAM
392
Lakewood Asset Management
Illinois
$1.27M
WA
393
Waverly Advisors
Alabama
$1.26M
Wolverine Trading
394
Wolverine Trading
Illinois
$1.22M
ALMGDA
395
AG2R La Mondiale Gestion d'Actifs
France
$1.19M
PGWM
396
Parisi Gray Wealth Management
New Jersey
$1.18M
MSRPS
397
Maryland State Retirement & Pension System
Maryland
$1.17M
CIBC Asset Management
398
CIBC Asset Management
Ontario, Canada
$1.17M
GIBU
399
Gulf International Bank (UK)
United Kingdom
$1.16M
LCOV
400
London Company of Virginia
Virginia
$1.16M