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Markel Group

839 hedge funds and large institutions have $20B invested in Markel Group in 2025 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 286 increasing their positions, 286 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

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

0.61% more ownership

Funds ownership: 78.43%79.04% (+0.61%)

0% more funds holding

Funds holding: 838839 (+1)

0% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 286

Holders
839
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
$105M
Puts
$102M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
601
Equitable Holdings
New York
$348K
LFAS
602
Level Four Advisory Services
Texas
$342K
TAM
603
Tocqueville Asset Management
New York
$340K
WWC
604
Waypoint Wealth Counsel
Georgia
$338K
Fifth Third Bancorp
605
Fifth Third Bancorp
Ohio
$336K
AT
606
American Trust
Kentucky
$334K
AF
607
Allworth Financial
California
$332K
Kovitz Investment Group Partners
608
Kovitz Investment Group Partners
Illinois
$332K
NW
609
NewEdge Wealth
Pennsylvania
$325K
JWM
610
JGP Wealth Management
Oregon
$321K
SAM
611
Smartleaf Asset Management
Massachusetts
$318K
IAA
612
Independent Advisor Alliance
North Carolina
$316K
ET
613
Equitable Trust
Tennessee
$314K
N
614
Numerai
California
$312K
WSC
615
Wellington Shields & Co
New York
$310K
ONB
616
Old National Bancorp
Indiana
$310K
FFA
617
Farther Finance Advisors
California
$308K
MW
618
MBL Wealth
North Carolina
$306K
S
619
SignatureFD
Georgia
$300K
EIA
620
Edgemoor Investment Advisors
Maryland
$300K
DCM
621
Dimension Capital Management
Florida
$300K
CIM
622
Cambria Investment Management
California
$300K
WA
623
Wealth Alliance
New York
$298K
CCM
624
Coldstream Capital Management
Washington
$298K
GPW
625
Genesis Private Wealth
Virginia
$298K