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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, 291 increasing their positions, 267 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
MW
626
MBL Wealth
North Carolina
$292K
JWM
627
JGP Wealth Management
Oregon
$292K
WI
628
WBI Investments
New Jersey
$291K
NYLIM
629
New York Life Investment Management
New York
$289K
WA
630
Wealth Alliance
New York
$287K
CCM
631
Coldstream Capital Management
Washington
$287K
DCM
632
Dimension Capital Management
Florida
$287K
GPW
633
Genesis Private Wealth
Virginia
$285K
FHA
634
Flagship Harbor Advisors
Massachusetts
$283K
Envestnet Portfolio Solutions
635
Envestnet Portfolio Solutions
Illinois
$281K
CCA
636
Conestoga Capital Advisors
Pennsylvania
$277K
TFS
637
Thoroughbred Financial Services
Tennessee
$275K
BI
638
Ballast Inc
Kentucky
$273K
AWP
639
Accretive Wealth Partners
New Jersey
$273K
LWM
640
Lodestone Wealth Management
Washington
$271K
WFG
641
Wills Financial Group
Virginia
$271K
AT
642
Arlington Trust
Alabama
$270K
ASN
643
Advisory Services Network
Georgia
$270K
TRCT
644
Tower Research Capital (TRC)
New York
$270K
NQWM
645
Northwest Quadrant Wealth Management
Oregon
$268K
SWP
646
Sagespring Wealth Partners
Tennessee
$265K
APA
647
Astoria Portfolio Advisors
New York
$264K
BTI
648
Blue Trust Inc
Georgia
$262K
BFG
649
Beacon Financial Group
Texas
$260K
SG
650
StoneX Group
New York
$254K