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Markel Group

896 hedge funds and large institutions have $21.1B invested in Markel Group in 2025 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 270 increasing their positions, 304 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

6% more funds holding

Funds holding: 844896 (+52)

11% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 304

85.18% less ownership

Funds ownership: 162.87%77.68% (-85%)

Holders
896
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$155M
Puts
$133M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPW
451
Crestmont Private Wealth
Texas
$896K
PWM
452
Perigon Wealth Management
California
$894K
TDC
453
Thompson Davis & Co
Virginia
$884K
JF
454
Jump Financial
Illinois
$873K
HAIM
455
Hunter Associates Investment Management
Pennsylvania
$869K
RBI
456
Raiffeisen Bank International
Austria
$867K
HAG
457
HighPoint Advisor Group
Illinois
$866K
CWM
458
Calamos Wealth Management
Illinois
$864K
AF
459
Avanza Fonder
Sweden
$851K
RFA
460
Resurgent Financial Advisors
Georgia
$849K
LTAS
461
Linden Thomas Advisory Services
North Carolina
$849K
IVP
462
Intrinsic Value Partners
Arizona
$836K
Carson Wealth (CWM LLC)
463
Carson Wealth (CWM LLC)
Nebraska
$828K
CF
464
Convergence Financial
Missouri
$828K
Luther King Capital Management (LKCM)
465
Luther King Capital Management (LKCM)
Texas
$825K
QWM
466
Quadcap Wealth Management
Texas
$804K
OIA
467
OneDigital Investment Advisors
Kansas
$800K
HIS
468
Harvest Investment Services
Illinois
$793K
LA
469
Legacy Advisors
Pennsylvania
$793K
KPWS
470
Kestra Private Wealth Services
Texas
$787K
RC
471
Rexford Capital
Texas
$776K
THCM
472
Taylor Hoffman Capital Management
Virginia
$774K
N
473
Natixis
France
$774K
ACA
474
Aptus Capital Advisors
Alabama
$770K
EPM
475
Elm Partners Management
Pennsylvania
$750K