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Markel Group

831 hedge funds and large institutions have $18.9B invested in Markel Group in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 287 increasing their positions, 265 reducing their positions, and 61 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 (-$1.08B)

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
831
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
WA
626
Wealth Alliance
New York
$287K
CCM
627
Coldstream Capital Management
Washington
$287K
DCM
628
Dimension Capital Management
Florida
$287K
GPW
629
Genesis Private Wealth
Virginia
$285K
FHA
630
Flagship Harbor Advisors
Massachusetts
$283K
Envestnet Portfolio Solutions
631
Envestnet Portfolio Solutions
Illinois
$281K
CCA
632
Conestoga Capital Advisors
Pennsylvania
$277K
TFS
633
Thoroughbred Financial Services
Tennessee
$275K
BI
634
Ballast Inc
Kentucky
$273K
AWP
635
Accretive Wealth Partners
New Jersey
$273K
LWM
636
Lodestone Wealth Management
Washington
$271K
WFG
637
Wills Financial Group
Virginia
$271K
AT
638
Arlington Trust
Alabama
$270K
ASN
639
Advisory Services Network
Georgia
$270K
TRCT
640
Tower Research Capital (TRC)
New York
$270K
NQWM
641
Northwest Quadrant Wealth Management
Oregon
$268K
SWP
642
Sagespring Wealth Partners
Tennessee
$265K
APA
643
Astoria Portfolio Advisors
New York
$264K
BTI
644
Blue Trust Inc
Georgia
$262K
BFG
645
Beacon Financial Group
Texas
$260K
SG
646
StoneX Group
New York
$254K
MMCM
647
Murphy & Mullick Capital Management
New York
$250K
CPA
648
Cathy Pareto & Associates
Florida
$250K
DIA
649
Dana Investment Advisors
Wisconsin
$250K
GSC
650
Ground Swell Capital
South Carolina
$250K