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Markel Group

846 hedge funds and large institutions have $19B invested in Markel Group in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 293 increasing their positions, 269 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

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:

less ownership

Funds ownership:

5% less capital invested

Capital invested by funds: $20.1B → $19B (-$1.09B)

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
846
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
TW
526
TritonPoint Wealth
Maryland
$501K
GWANC
527
Guardian Wealth Advisors (North Carolina)
North Carolina
$497K
IGAM
528
iA Global Asset Management
Quebec, Canada
$493K
BTWM
529
Baker Tilly Wealth Management
Wisconsin
$491K
DWM
530
Dakota Wealth Management
Florida
$489K
AG
531
AlTi Global
New York
$489K
SG Americas Securities
532
SG Americas Securities
New York
$487K
FFM
533
Flagstone Financial Management
Nebraska
$485K
MWM
534
Maridea Wealth Management
New York
$483K
AAP
535
Arax Advisory Partners
Colorado
$480K
NFGCM
536
Norman Fields Gottscho Capital Management
New York
$478K
TNBTD
537
Trustmark National Bank Trust Department
Mississippi
$478K
QI
538
Qtron Investments
Massachusetts
$476K
VAG
539
VisionPoint Advisory Group
Texas
$474K
AMBIA
540
Allen Mooney & Barnes Investment Advisors
Georgia
$472K
ECM
541
Elgethun Capital Management
South Dakota
$471K
MWA
542
Mills Wealth Advisors
Texas
$470K
BRG
543
Bay Rivers Group
Virginia
$468K
MYIA
544
Mount Yale Investment Advisors
Colorado
$466K
BAM
545
Berkshire Asset Management
Pennsylvania
$459K
MIA
546
MainStreet Investment Advisors
Illinois
$455K
DS
547
DRW Securities
Illinois
$453K
MPWT
548
MassMutual Private Wealth & Trust
Connecticut
$451K
DA
549
Dover Advisors
Virginia
$445K
APW
550
Acima Private Wealth
Virginia
$443K