MKL icon

Markel Group

898 hedge funds and large institutions have $21.1B invested in Markel Group in 2025 Q4 according to their latest regulatory filings, with 118 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: 844898 (+54)

11% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 304

85.18% less ownership

Funds ownership: 162.87%77.69% (-85%)

Holders
898
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
PCIA
501
Prime Capital Investment Advisors
Kansas
$651K
Squarepoint
502
Squarepoint
New York
$641K
SO
503
STRS Ohio
Ohio
$641K
MGWM
504
Marks Group Wealth Management
Minnesota
$638K
AMBIA
505
Allen Mooney & Barnes Investment Advisors
Georgia
$638K
CNTOF
506
Canandaigua National Trust of Florida
New York
$630K
FNBT
507
FineMark National Bank & Trust
Florida
$619K
TIAA Trust, National Association
508
TIAA Trust, National Association
North Carolina
$619K
AF
509
Advisornet Financial
Minnesota
$619K
MWM
510
Maridea Wealth Management
New York
$613K
OAM
511
Oppenheimer Asset Management
New York
$611K
IWM
512
IHT Wealth Management
Illinois
$608K
CIBC Private Wealth Group
513
CIBC Private Wealth Group
Georgia
$608K
ACG
514
Allen Capital Group
Nebraska
$604K
COCM
515
Charter Oak Capital Management
New Hampshire
$604K
MAM
516
Madison Asset Management
Wisconsin
$600K
IP
517
Intellectus Partners
California
$593K
IGAM
518
iA Global Asset Management
Quebec, Canada
$593K
MPW
519
Magnolia Private Wealth
Pennsylvania
$591K
LIM
520
Leavell Investment Management
Alabama
$585K
NB
521
NBT Bank
New York
$580K
MYIA
522
Mount Yale Investment Advisors
Colorado
$574K
VAS
523
Vestmark Advisory Solutions
Massachusetts
$574K
WCM Investment Management
524
WCM Investment Management
California
$574K
FFA
525
Farther Finance Advisors
California
$572K