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Markel Group

834 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, 285 increasing their positions, 286 reducing their positions, and 64 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% less funds holding

Funds holding: 836834 (-2)

0% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 286

0.61% less ownership

Funds ownership: 79.59%78.98% (-0.61%)

Holders
834
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
WWC
601
Waypoint Wealth Counsel
Georgia
$338K
Fifth Third Bancorp
602
Fifth Third Bancorp
Ohio
$336K
AT
603
American Trust
Kentucky
$334K
AF
604
Allworth Financial
California
$332K
Kovitz Investment Group Partners
605
Kovitz Investment Group Partners
Illinois
$332K
NW
606
NewEdge Wealth
Pennsylvania
$325K
JWM
607
JGP Wealth Management
Oregon
$321K
SAM
608
Smartleaf Asset Management
Massachusetts
$318K
IAA
609
Independent Advisor Alliance
North Carolina
$316K
ET
610
Equitable Trust
Tennessee
$314K
N
611
Numerai
California
$312K
WSC
612
Wellington Shields & Co
New York
$310K
ONB
613
Old National Bancorp
Indiana
$310K
FFA
614
Farther Finance Advisors
California
$308K
MW
615
MBL Wealth
North Carolina
$306K
S
616
SignatureFD
Georgia
$300K
EIA
617
Edgemoor Investment Advisors
Maryland
$300K
DCM
618
Dimension Capital Management
Florida
$300K
CIM
619
Cambria Investment Management
California
$300K
WA
620
Wealth Alliance
New York
$298K
CCM
621
Coldstream Capital Management
Washington
$298K
GPW
622
Genesis Private Wealth
Virginia
$298K
FPAS
623
Focus Partners Advisor Solutions
Missouri
$296K
IC
624
Iconiq Capital
California
$292K
SS
625
Sunbelt Securities
Texas
$290K