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Markel Group

831 hedge funds and large institutions have $18.9B invested in Markel Group in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 287 increasing their positions, 265 reducing their positions, and 61 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 (-$1.08B)

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
831
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
PWM
451
Perigon Wealth Management
California
$799K
EWM
452
Empirical Wealth Management
Washington
$791K
AFM
453
Anson Funds Management
Texas
$791K
CPW
454
Crestmont Private Wealth
Texas
$782K
Carson Wealth (CWM LLC)
455
Carson Wealth (CWM LLC)
Nebraska
$778K
HAIM
456
Hunter Associates Investment Management
Pennsylvania
$773K
IVP
457
Intrinsic Value Partners
Arizona
$765K
CWM
458
Calamos Wealth Management
Illinois
$765K
HCM
459
Hengehold Capital Management
Ohio
$765K
LTAS
460
Linden Thomas Advisory Services
North Carolina
$759K
PMAM
461
Picton Mahoney Asset Management
Ontario, Canada
$754K
QCM
462
QRG Capital Management
Illinois
$749K
CF
463
Convergence Financial
Missouri
$738K
Luther King Capital Management (LKCM)
464
Luther King Capital Management (LKCM)
Texas
$734K
SQA
465
Simon Quick Advisors
New Jersey
$734K
QWM
466
Quadcap Wealth Management
Texas
$728K
HAG
467
HighPoint Advisor Group
Illinois
$721K
TDC
468
Thompson Davis & Co
Virginia
$719K
PA
469
Procyon Advisors
Connecticut
$709K
HIS
470
Harvest Investment Services
Illinois
$705K
LA
471
Legacy Advisors
Pennsylvania
$703K
RC
472
Rexford Capital
Texas
$688K
ACA
473
Aptus Capital Advisors
Alabama
$682K
CSI
474
Cross Staff Investments
New York
$669K
TC
475
TownSquare Capital
Utah
$663K