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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
RFA
451
Resurgent Financial Advisors
Georgia
$801K
SRL
452
Scientech Research LLC
New Jersey
$801K
PWM
453
Perigon Wealth Management
California
$799K
EWM
454
Empirical Wealth Management
Washington
$791K
AFM
455
Anson Funds Management
Texas
$791K
CPW
456
Crestmont Private Wealth
Texas
$782K
Carson Wealth (CWM LLC)
457
Carson Wealth (CWM LLC)
Nebraska
$778K
HAIM
458
Hunter Associates Investment Management
Pennsylvania
$773K
IVP
459
Intrinsic Value Partners
Arizona
$765K
CWM
460
Calamos Wealth Management
Illinois
$765K
HCM
461
Hengehold Capital Management
Ohio
$765K
LTAS
462
Linden Thomas Advisory Services
North Carolina
$759K
PMAM
463
Picton Mahoney Asset Management
Ontario, Canada
$754K
QCM
464
QRG Capital Management
Illinois
$749K
CF
465
Convergence Financial
Missouri
$738K
Luther King Capital Management (LKCM)
466
Luther King Capital Management (LKCM)
Texas
$734K
SQA
467
Simon Quick Advisors
New Jersey
$734K
QWM
468
Quadcap Wealth Management
Texas
$728K
HAG
469
HighPoint Advisor Group
Illinois
$721K
TDC
470
Thompson Davis & Co
Virginia
$719K
PA
471
Procyon Advisors
Connecticut
$709K
HIS
472
Harvest Investment Services
Illinois
$705K
LA
473
Legacy Advisors
Pennsylvania
$703K
RC
474
Rexford Capital
Texas
$688K
ACA
475
Aptus Capital Advisors
Alabama
$682K