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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
SIM
601
Studio Investment Management
Illinois
$402K
NW
602
NewEdge Wealth
Pennsylvania
$400K
EWM
603
Evercore Wealth Management
New York
$389K
FCM
604
FJ Capital Management
Virginia
$387K
HCA
605
Harbor Capital Advisors
Illinois
$385K
SC
606
Saybrook Capital
North Carolina
$383K
CLA
607
Carnegie Lake Advisors
New Jersey
$383K
CCM
608
Canal Capital Management
Virginia
$383K
BCM
609
Bourgeon Capital Management
Connecticut
$383K
MFAM
610
Motley Fool Asset Management
Virginia
$381K
WWM
611
Western Wealth Management
Colorado
$381K
TG
612
TCW Group
California
$377K
EPW
613
Evolve Private Wealth
California
$377K
APW
614
Acima Private Wealth
Virginia
$373K
ACM
615
Advisors Capital Management
New Jersey
$373K
HWA
616
Heartwood Wealth Advisors
Virginia
$371K
FGWP
617
Founders Grove Wealth Partners
Virginia
$369K
CIA
618
Choate Investment Advisors
Massachusetts
$368K
SL
619
Salomon & Ludwin
Virginia
$367K
HNB
620
Huntington National Bank
Ohio
$366K
JHCP
621
Jackson Hole Capital Partners
Oklahoma
$364K
HCM
622
Howland Capital Management
Massachusetts
$362K
LFAS
623
Level Four Advisory Services
Texas
$362K
OWA
624
One Wealth Advisors
California
$360K
IIM
625
Ironwood Investment Management
Massachusetts
$360K