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Markel Group

846 hedge funds and large institutions have $19B invested in Markel Group in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 293 increasing their positions, 269 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

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:

less ownership

Funds ownership:

5% less capital invested

Capital invested by funds: $20.1B → $19B (-$1.09B)

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
846
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
AT
451
Avalon Trust
New Mexico
$812K
DA
452
Denali Advisors
California
$807K
M&T Bank
453
M&T Bank
New York
$806K
RBI
454
Raiffeisen Bank International
Austria
$806K
OIA
455
OneDigital Investment Advisors
Kansas
$805K
RFA
456
Resurgent Financial Advisors
Georgia
$801K
SRL
457
Scientech Research LLC
New Jersey
$801K
PWM
458
Perigon Wealth Management
California
$799K
EWM
459
Empirical Wealth Management
Washington
$791K
AFM
460
Anson Funds Management
Texas
$791K
CPW
461
Crestmont Private Wealth
Texas
$782K
Carson Wealth (CWM LLC)
462
Carson Wealth (CWM LLC)
Nebraska
$778K
HAIM
463
Hunter Associates Investment Management
Pennsylvania
$773K
IVP
464
Intrinsic Value Partners
Arizona
$765K
CWM
465
Calamos Wealth Management
Illinois
$765K
HCM
466
Hengehold Capital Management
Ohio
$765K
LTAS
467
Linden Thomas Advisory Services
North Carolina
$759K
PMAM
468
Picton Mahoney Asset Management
Ontario, Canada
$754K
QCM
469
QRG Capital Management
Illinois
$749K
CF
470
Convergence Financial
Missouri
$738K
Luther King Capital Management (LKCM)
471
Luther King Capital Management (LKCM)
Texas
$734K
SQA
472
Simon Quick Advisors
New Jersey
$734K
QWM
473
Quadcap Wealth Management
Texas
$728K
HAG
474
HighPoint Advisor Group
Illinois
$721K
TDC
475
Thompson Davis & Co
Virginia
$719K