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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
AIM
526
Allen Investment Management
New York
$563K
TW
527
TritonPoint Wealth
Maryland
$563K
RYIA
528
Roehl & Yi Investment Advisors
Oregon
$563K
IAA
529
Independent Advisor Alliance
North Carolina
$562K
GWANC
530
Guardian Wealth Advisors (North Carolina)
North Carolina
$559K
FFM
531
Flagstone Financial Management
Nebraska
$546K
NW
532
NewEdge Wealth
Pennsylvania
$544K
TWC
533
TD Waterhouse Canada
Ontario, Canada
$542K
NFGCM
534
Norman Fields Gottscho Capital Management
New York
$537K
TNBTD
535
Trustmark National Bank Trust Department
Mississippi
$537K
EH
536
Equitable Holdings
New York
$537K
WANY
537
Wealthspire Advisors (New York)
New York
$537K
DWM
538
Destination Wealth Management
California
$537K
QI
539
Qtron Investments
Massachusetts
$535K
EWA
540
EP Wealth Advisors
California
$535K
YCM
541
Yousif Capital Management
Michigan
$531K
VAG
542
VisionPoint Advisory Group
Texas
$529K
BRG
543
Bay Rivers Group
Virginia
$527K
BAM
544
Berkshire Asset Management
Pennsylvania
$514K
ECM
545
Elgethun Capital Management
South Dakota
$512K
DWM
546
Dakota Wealth Management
Florida
$509K
BTWM
547
Baker Tilly Wealth Management
Wisconsin
$501K
AIM
548
Anchor Investment Management
South Carolina
$499K
CAM
549
Cresset Asset Management
Illinois
$499K
PCM
550
Parsons Capital Management
Rhode Island
$497K