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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
DWM
526
Dakota Wealth Management
Florida
$489K
AG
527
AlTi Global
New York
$489K
SG Americas Securities
528
SG Americas Securities
New York
$487K
FFM
529
Flagstone Financial Management
Nebraska
$485K
MWM
530
Maridea Wealth Management
New York
$483K
AAP
531
Arax Advisory Partners
Colorado
$480K
NFGCM
532
Norman Fields Gottscho Capital Management
New York
$478K
TNBTD
533
Trustmark National Bank Trust Department
Mississippi
$478K
QI
534
Qtron Investments
Massachusetts
$476K
VAG
535
VisionPoint Advisory Group
Texas
$474K
AMBIA
536
Allen Mooney & Barnes Investment Advisors
Georgia
$472K
ECM
537
Elgethun Capital Management
South Dakota
$471K
MWA
538
Mills Wealth Advisors
Texas
$470K
BRG
539
Bay Rivers Group
Virginia
$468K
MYIA
540
Mount Yale Investment Advisors
Colorado
$466K
BAM
541
Berkshire Asset Management
Pennsylvania
$459K
MIA
542
MainStreet Investment Advisors
Illinois
$455K
DS
543
DRW Securities
Illinois
$453K
MPWT
544
MassMutual Private Wealth & Trust
Connecticut
$451K
DA
545
Dover Advisors
Virginia
$445K
APW
546
Acima Private Wealth
Virginia
$443K
AIM
547
Anchor Investment Management
South Carolina
$443K
FIA
548
Foundations Investment Advisors
Arizona
$443K
CAM
549
Cresset Asset Management
Illinois
$441K
LCWP
550
Legacy Capital Wealth Partners
Arkansas
$440K