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Markel Group

914 hedge funds and large institutions have $18.4B invested in Markel Group in 2026 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 301 increasing their positions, 293 reducing their positions, and 86 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:

1.32% less ownership

Funds ownership: 77.97%76.64% (-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 → $18.4B (-$2.68B)

Holders
914
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
AF
551
Advisornet Financial
Minnesota
$544K
MWM
552
Maridea Wealth Management
New York
$540K
COCM
553
Charter Oak Capital Management
New Hampshire
$538K
MAM
554
Madison Asset Management
Wisconsin
$534K
BIG
555
Brooklyn Investment Group
New York
$530K
IP
556
Intellectus Partners
California
$530K
MPW
557
Magnolia Private Wealth
Pennsylvania
$528K
Simplex Trading
558
Simplex Trading
Illinois
$524K
WIA
559
World Investment Advisors
California
$522K
LIM
560
Leavell Investment Management
Alabama
$521K
BP
561
BBR Partners
New York
$521K
GWANC
562
Guardian Wealth Advisors (North Carolina)
North Carolina
$519K
HCM
563
Hengehold Capital Management
Ohio
$517K
NB
564
NBT Bank
New York
$517K
YCM
565
Yousif Capital Management
Michigan
$509K
ECM
566
Evergreen Capital Management
Washington
$505K
TW
567
TritonPoint Wealth
Maryland
$501K
Fisher Asset Management
568
Fisher Asset Management
Washington
$492K
IPW
569
Inlet Private Wealth
Florida
$490K
FFM
570
Flagstone Financial Management
Nebraska
$486K
DWM
571
Destination Wealth Management
California
$479K
TNBTD
572
Trustmark National Bank Trust Department
Mississippi
$479K
NFGCM
573
Norman Fields Gottscho Capital Management
New York
$479K
QI
574
Qtron Investments
Massachusetts
$477K
IAA
575
Independent Advisor Alliance
North Carolina
$473K