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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
CCP
426
Carmel Capital Partners
California
$919K
JWCA
427
J.W. Cole Advisors
Florida
$914K
KAS
428
Kestra Advisory Services
Texas
$914K
CIA
429
Concurrent Investment Advisors
Florida
$911K
Neuberger Berman Group
430
Neuberger Berman Group
New York
$906K
OAC
431
OMERS Administration Corp
Ontario, Canada
$900K
BOTPPF
432
Board of the Pension Protection Fund
United Kingdom
$898K
PAG
433
Private Advisor Group
New Jersey
$898K
HBT
434
Hills Bank & Trust
Iowa
$883K
MWM
435
Mission Wealth Management
California
$881K
Lido Advisors
436
Lido Advisors
California
$871K
CBU
437
CIBC Bancorp USA
Illinois
$870K
VCM
438
Voleon Capital Management
California
$852K
FSA
439
Financial Security Advisor
Virginia
$845K
TMAM
440
Tokio Marine Asset Management
Japan
$843K
BAM
441
Brave Asset Management
New Jersey
$839K
AC
442
Allstate Corporation
Illinois
$833K
SAM
443
Shell Asset Management
Netherlands
$833K
OAM
444
Oppenheimer Asset Management
New York
$830K
GC
445
Gilbert & Cook
Iowa
$828K
AT
446
Avalon Trust
New Mexico
$812K
DA
447
Denali Advisors
California
$807K
M&T Bank
448
M&T Bank
New York
$806K
RBI
449
Raiffeisen Bank International
Austria
$806K
OIA
450
OneDigital Investment Advisors
Kansas
$805K