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Markel Group

925 hedge funds and large institutions have $18.5B invested in Markel Group in 2026 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 304 increasing their positions, 300 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.3% less ownership

Funds ownership: 78.03%76.73% (-1.3%)

4% less funds holding in top 10

Funds holding in top 10: 4846 (-2)

13% less capital invested

Capital invested by funds: $21.1B → $18.5B (-$2.68B)

Holders
925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
46
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$100M
Puts
$23.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
501
Carson Wealth (CWM LLC)
Nebraska
$729K
Connor, Clark & Lunn Investment Management (CC&L)
502
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$727K
Lido Advisors
503
Lido Advisors
California
$727K
WG
504
Winton Group
United Kingdom
$714K
TPI
505
Trust Point Inc
Wisconsin
$712K
QWM
506
Quadcap Wealth Management
Texas
$704K
EH
507
Equitable Holdings
New York
$698K
LA
508
Legacy Advisors
Pennsylvania
$695K
RC
509
Rexford Capital
Texas
$693K
VT
510
Vise Technologies
New York
$690K
NDSIB
511
North Dakota State Investment Board
North Dakota
$689K
EPM
512
Elm Partners Management
Pennsylvania
$687K
LTAS
513
Linden Thomas Advisory Services
North Carolina
$674K
HIS
514
Harvest Investment Services
Illinois
$674K
MGWM
515
Marks Group Wealth Management
Minnesota
$674K
CSI
516
Cross Staff Investments
New York
$670K
FCMC
517
Founders Capital Management (Connecticut)
Connecticut
$662K
BMSSC
518
B. Metzler seel. Sohn & Co
Germany
$657K
Robeco Institutional Asset Management
519
Robeco Institutional Asset Management
Netherlands
$655K
THCM
520
Taylor Hoffman Capital Management
Virginia
$651K
ACA
521
Aptus Capital Advisors
Alabama
$649K
PP
522
Prudential plc
United Kingdom
$649K
SWM
523
Steelhead Wealth Management
Virginia
$645K
MM
524
MQS Management
New York
$641K
ML
525
MLP3 LLC
New Jersey
$639K