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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
MFG
601
Merit Financial Group
Georgia
$346K
Fifth Third Bancorp
602
Fifth Third Bancorp
Ohio
$346K
WWC
603
Waypoint Wealth Counsel
Georgia
$342K
WANY
604
Wealthspire Advisors (New York)
New York
$336K
CAAS
605
Capital Asset Advisory Services
Michigan
$336K
LFAS
606
Level Four Advisory Services
Texas
$334K
HNB
607
Huntington National Bank
Ohio
$329K
TAM
608
Tocqueville Asset Management
New York
$325K
BOM
609
Bank of Marin
California
$321K
FRA
610
Frank Rimerman Advisors
California
$317K
GIM
611
Glenmede Investment Management
Pennsylvania
$317K
II
612
Inspire Investing
Idaho
$310K
BIG
613
Brookwood Investment Group
Arizona
$310K
UCFA
614
United Capital Financial Advisors
Texas
$310K
VCM
615
Virtue Capital Management
Tennessee
$306K
TSS
616
Two Sigma Securities
New York
$304K
AT
617
American Trust
Kentucky
$302K
ET
618
Equitable Trust
Tennessee
$300K
ACM
619
Advisors Capital Management
New Jersey
$300K
Mirae Asset Global ETFs Holdings
620
Mirae Asset Global ETFs Holdings
Hong Kong
$298K
S
621
SignatureFD
Georgia
$297K
ONB
622
Old National Bancorp
Indiana
$296K
WSC
623
Wellington Shields & Co
New York
$296K
FFA
624
Farther Finance Advisors
California
$294K
CIM
625
Cambria Investment Management
California
$294K