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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
MGWM
501
Marks Group Wealth Management
Minnesota
$570K
PCIA
502
Prime Capital Investment Advisors
Kansas
$566K
IP
503
Intellectus Partners
California
$564K
DT
504
Diversified Trust
Tennessee
$562K
CI
505
Canerector Inc
Ontario, Canada
$560K
FNBT
506
FineMark National Bank & Trust
Florida
$550K
TIAA Trust, National Association
507
TIAA Trust, National Association
North Carolina
$547K
ACG
508
Allen Capital Group
Nebraska
$541K
IWM
509
IHT Wealth Management
Illinois
$541K
SBFM
510
S-Bank Fund Management
Finland
$533K
MAM
511
Madison Asset Management
Wisconsin
$533K
AF
512
Advisornet Financial
Minnesota
$531K
CIBC Private Wealth Group
513
CIBC Private Wealth Group
Georgia
$529K
MPW
514
Magnolia Private Wealth
Pennsylvania
$526K
WCM Investment Management
515
WCM Investment Management
California
$521K
LIM
516
Leavell Investment Management
Alabama
$520K
YCM
517
Yousif Capital Management
Michigan
$518K
AF
518
Allworth Financial
California
$511K
IAA
519
Independent Advisor Alliance
North Carolina
$511K
FC
520
Farringdon Capital
United Kingdom
$508K
AIM
521
Allen Investment Management
New York
$501K
TW
522
TritonPoint Wealth
Maryland
$501K
GWANC
523
Guardian Wealth Advisors (North Carolina)
North Carolina
$497K
IGAM
524
iA Global Asset Management
Quebec, Canada
$493K
BTWM
525
Baker Tilly Wealth Management
Wisconsin
$491K