MKL icon

Markel Group

832 hedge funds and large institutions have $20B invested in Markel Group in 2025 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 284 increasing their positions, 286 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
832
Holders Change
-3
Holders Change %
-0.36%
% of All Funds
11.15%
Holding in Top 10
46
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.55%
% of All Funds
0.62%
New
74
Increased
284
Reduced
286
Closed
64
Calls
$105M
Puts
$102M
Net Calls
+$2.37M
Net Calls Change
-$30.5M
Name Holding Trade Value Shares
Change
Shares
Change %
ACGA
401
Atlanta Consulting Group Advisors
Georgia
$1.11M
CCP
402
Carmel Capital Partners
California
$1.1M +$30K +15 +3%
VA
403
Vident Advisory
Georgia
$1.09M +$184K +92 +20%
MIM
404
Manitou Investment Management
Ontario, Canada
$1.08M +$300K +150 +38%
MML Investors Services
405
MML Investors Services
Massachusetts
$1.06M +$5.99K +3 +0.6%
CWM
406
CIBC World Markets
New York
$1.06M -$112K -56 -10%
ST
407
Smithfield Trust
Pennsylvania
$1.05M -$10K -5 -0.9%
MK
408
MASTERINVEST Kapitalanlage
$1.04M +$1.04M +519 New
OFS
409
OneAscent Financial Services
Alabama
$1.04M +$1.04M +519 New
SGI
410
Summit Global Investments
Utah
$1.03M -$7.99K -4 -0.8%
PCM
411
PenderFund Capital Management
British Columbia, Canada
$1.03M +$12K +6 +1%
RFM
412
Royal Fund Management
Florida
$1.02M
BCA
413
Bay Colony Advisors
Massachusetts
$1.01M +$2K +1 +0.2%
VWM
414
Venturi Wealth Management
Texas
$1M +$200K +100 +25%
JWCA
415
J.W. Cole Advisors
Florida
$1M -$174K -87 -15%
Neuberger Berman Group
416
Neuberger Berman Group
New York
$1M +$2K +1 +0.2%
KAS
417
Kestra Advisory Services
Texas
$1M +$130K +65 +15%
Chevy Chase Trust
418
Chevy Chase Trust
Maryland
$999K
SCA
419
Sage Capital Advisors
South Dakota
$999K
TSS
420
Two Sigma Securities
New York
$997K +$639K +320 +179%
Carson Wealth (CWM LLC)
421
Carson Wealth (CWM LLC)
Nebraska
$975K +$204K +102 +26%
BAM
422
Boyar Asset Management
New York
$961K +$258K +129 +37%
JF
423
Jump Financial
Illinois
$957K +$521K +261 +120%
PS
424
Principal Securities
Iowa
$951K -$320K -160 -25%
Bank of Nova Scotia
425
Bank of Nova Scotia
Ontario, Canada
$947K -$162K -81 -15%