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Markel Group

835 hedge funds and large institutions have $18.7B invested in Markel Group in 2025 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 270 increasing their positions, 296 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+19
Holders Change %
+2.33%
% of All Funds
11.34%
Holding in Top 10
44
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.33%
% of All Funds
0.6%
New
93
Increased
270
Reduced
296
Closed
61
Calls
$101M
Puts
$68M
Net Calls
+$32.9M
Net Calls Change
-$158M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
451
Concurrent Investment Advisors
Florida
$736K -$140K -75 -16%
MIM
452
Manitou Investment Management
Ontario, Canada
$729K +$729K +390 New
Carson Wealth (CWM LLC)
453
Carson Wealth (CWM LLC)
Nebraska
$722K +$133K +71 +23%
TPI
454
Trust Point Inc
Wisconsin
$718K -$33.7K -18 -4%
HIS
455
Harvest Investment Services
Illinois
$714K -$9.35K -5 -1%
ACA
456
Aptus Capital Advisors
Alabama
$690K +$3.74K +2 +0.5%
LA
457
Legacy Advisors
Pennsylvania
$688K
KRSITF
458
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$688K +$688K +368 New
RFA
459
Resurgent Financial Advisors
Georgia
$686K -$7.48K -4 -1%
FCMC
460
Founders Capital Management (Connecticut)
Connecticut
$677K -$84.1K -45 -11%
CSI
461
Cross Staff Investments
New York
$673K -$18.7K -10 -3%
IP
462
Intellectus Partners
California
$673K
MIA
463
MainStreet Investment Advisors
Illinois
$671K +$15K +8 +2%
MIM
464
MetLife Investment Management
New Jersey
$669K +$5.61K +3 +0.8%
KPWS
465
Kestra Private Wealth Services
Texas
$669K +$80.4K +43 +14%
AF
466
Advisornet Financial
Minnesota
$660K +$24.3K +13 +4%
RIM
467
Rakuten Investment Management
Japan
$659K +$659K +355 New
BAM
468
Boyar Asset Management
New York
$658K +$1.87K +1 +0.3%
CPW
469
Crestmont Private Wealth
Texas
$656K +$93.5K +50 +17%
AWM
470
Apollon Wealth Management
South Carolina
$649K -$29.9K -16 -4%
CSP
471
Cary Street Partners
Virginia
$647K -$43K -23 -6%
N
472
Numerai
California
$643K +$643K +344 New
BMSSC
473
B. Metzler seel. Sohn & Co
Germany
$641K -$15K -8 -2%
TWC
474
TD Waterhouse Canada
Ontario, Canada
$633K +$48.3K +26 +8%
RWM
475
Ritholtz Wealth Management
New York
$630K