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Markel Group

925 hedge funds and large institutions have $18.5B invested in Markel Group in 2026 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 304 increasing their positions, 300 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.3% less ownership

Funds ownership: 78.03%76.73% (-1.3%)

4% less funds holding in top 10

Funds holding in top 10: 4846 (-2)

13% less capital invested

Capital invested by funds: $21.1B → $18.5B (-$2.68B)

Holders
925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
46
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$100M
Puts
$23.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AMBIA
551
Allen Mooney & Barnes Investment Advisors
Georgia
$568K
MYIA
552
Mount Yale Investment Advisors
Colorado
$568K
TC
553
TwinBeech Capital
New York
$563K
TCIIS
554
TIAA-CREF Individual & Institutional Services
New York
$557K
IWM
555
IHT Wealth Management
Illinois
$547K
IGAM
556
iA Global Asset Management
Quebec, Canada
$547K
AF
557
Advisornet Financial
Minnesota
$544K
MWM
558
Maridea Wealth Management
New York
$540K
COCM
559
Charter Oak Capital Management
New Hampshire
$538K
MAM
560
Madison Asset Management
Wisconsin
$534K
BIG
561
Brooklyn Investment Group
New York
$530K
IP
562
Intellectus Partners
California
$530K
MPW
563
Magnolia Private Wealth
Pennsylvania
$528K
Simplex Trading
564
Simplex Trading
Illinois
$524K
WIA
565
World Investment Advisors
California
$522K
LIM
566
Leavell Investment Management
Alabama
$521K
BP
567
BBR Partners
New York
$521K
GWANC
568
Guardian Wealth Advisors (North Carolina)
North Carolina
$519K
HCM
569
Hengehold Capital Management
Ohio
$517K
NB
570
NBT Bank
New York
$517K
YCM
571
Yousif Capital Management
Michigan
$509K
ECM
572
Evergreen Capital Management
Washington
$505K
TW
573
TritonPoint Wealth
Maryland
$501K
Fisher Asset Management
574
Fisher Asset Management
Washington
$492K
IPW
575
Inlet Private Wealth
Florida
$490K