MKL icon

Markel Group

896 hedge funds and large institutions have $21.1B invested in Markel Group in 2025 Q4 according to their latest regulatory filings, with 117 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: 844896 (+52)

11% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 304

85.18% less ownership

Funds ownership: 162.87%77.68% (-85%)

Holders
896
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
TW
526
TritonPoint Wealth
Maryland
$563K
RYIA
527
Roehl & Yi Investment Advisors
Oregon
$563K
IAA
528
Independent Advisor Alliance
North Carolina
$562K
GWANC
529
Guardian Wealth Advisors (North Carolina)
North Carolina
$559K
FFM
530
Flagstone Financial Management
Nebraska
$546K
NW
531
NewEdge Wealth
Pennsylvania
$544K
TWC
532
TD Waterhouse Canada
Ontario, Canada
$542K
NFGCM
533
Norman Fields Gottscho Capital Management
New York
$537K
TNBTD
534
Trustmark National Bank Trust Department
Mississippi
$537K
EH
535
Equitable Holdings
New York
$537K
WANY
536
Wealthspire Advisors (New York)
New York
$537K
DWM
537
Destination Wealth Management
California
$537K
QI
538
Qtron Investments
Massachusetts
$535K
EWA
539
EP Wealth Advisors
California
$535K
YCM
540
Yousif Capital Management
Michigan
$531K
VAG
541
VisionPoint Advisory Group
Texas
$529K
BRG
542
Bay Rivers Group
Virginia
$527K
BAM
543
Berkshire Asset Management
Pennsylvania
$514K
ECM
544
Elgethun Capital Management
South Dakota
$512K
DWM
545
Dakota Wealth Management
Florida
$509K
BTWM
546
Baker Tilly Wealth Management
Wisconsin
$501K
AIM
547
Anchor Investment Management
South Carolina
$499K
CAM
548
Cresset Asset Management
Illinois
$499K
PCM
549
Parsons Capital Management
Rhode Island
$497K
WP
550
Woodline Partners
California
$497K