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Markel Group

831 hedge funds and large institutions have $18.9B invested in Markel Group in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 287 increasing their positions, 265 reducing their positions, and 61 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 (-$1.08B)

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
831
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
IP
501
Intellectus Partners
California
$564K
DT
502
Diversified Trust
Tennessee
$562K
CI
503
Canerector Inc
Ontario, Canada
$560K
FNBT
504
FineMark National Bank & Trust
Florida
$550K
TIAA Trust, National Association
505
TIAA Trust, National Association
North Carolina
$547K
ACG
506
Allen Capital Group
Nebraska
$541K
IWM
507
IHT Wealth Management
Illinois
$541K
SBFM
508
S-Bank Fund Management
Finland
$533K
MAM
509
Madison Asset Management
Wisconsin
$533K
AF
510
Advisornet Financial
Minnesota
$531K
CIBC Private Wealth Group
511
CIBC Private Wealth Group
Georgia
$529K
MPW
512
Magnolia Private Wealth
Pennsylvania
$526K
WCM Investment Management
513
WCM Investment Management
California
$521K
LIM
514
Leavell Investment Management
Alabama
$520K
YCM
515
Yousif Capital Management
Michigan
$518K
IAA
516
Independent Advisor Alliance
North Carolina
$511K
FC
517
Farringdon Capital
United Kingdom
$508K
AIM
518
Allen Investment Management
New York
$501K
TW
519
TritonPoint Wealth
Maryland
$501K
GWANC
520
Guardian Wealth Advisors (North Carolina)
North Carolina
$497K
IGAM
521
iA Global Asset Management
Quebec, Canada
$493K
BTWM
522
Baker Tilly Wealth Management
Wisconsin
$491K
DWM
523
Dakota Wealth Management
Florida
$489K
AG
524
AlTi Global
New York
$489K
SG Americas Securities
525
SG Americas Securities
New York
$487K