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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
CWA
551
Carolina Wealth Advisors
South Carolina
$440K
O
552
Ossiam
France
$436K
VI
553
Vestcor Inc
New Brunswick, Canada
$434K
HC
554
Hara Capital
Washington
$432K
UM
555
UniSuper Management
Australia
$420K
VT
556
Vise Technologies
New York
$419K
BBHC
557
Brown Brothers Harriman & Co
New York
$419K
EPIME
558
Evelyn Partners Investment Management (Europe)
$417K
OWA
559
One Wealth Advisors
California
$413K
FFM
560
Forum Financial Management
Illinois
$413K
GJWM
561
Gilliland Jeter Wealth Management
Arkansas
$405K
FPAS
562
Focus Partners Advisor Solutions
Missouri
$404K
CCAM
563
Cascades Capital Asset Management
North Carolina
$403K
GT
564
Greenleaf Trust
Michigan
$403K
SIM
565
Studio Investment Management
Illinois
$401K
SI
566
Stephens Inc
Arkansas
$398K
SL
567
Salomon & Ludwin
Virginia
$396K
MFAM
568
Motley Fool Asset Management
Virginia
$396K
EWM
569
Evercore Wealth Management
New York
$388K
MM
570
MQS Management
New York
$388K
CFO
571
Callan Family Office
Pennsylvania
$382K
CLA
572
Carnegie Lake Advisors
New Jersey
$382K
PCM
573
Parsons Capital Management
Rhode Island
$382K
MA
574
MCF Advisors
Kentucky
$382K
HHGC
575
Hunting Hill Global Capital
New York
$382K