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Markel Group

832 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, 284 increasing their positions, 286 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
832
Holders Change
-3
Holders Change %
-0.36%
% of All Funds
11.15%
Holding in Top 10
46
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.55%
% of All Funds
0.62%
New
74
Increased
284
Reduced
286
Closed
64
Calls
$105M
Puts
$102M
Net Calls
+$2.37M
Net Calls Change
-$30.5M
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
626
Lodestone Wealth Management
Washington
$288K -$14K -7 -5%
NHC
627
Nicholas Hoffman & Company
Georgia
$288K
TFS
628
Thoroughbred Financial Services
Tennessee
$287K
AWP
629
Accretive Wealth Partners
New Jersey
$286K
II
630
Inspire Investing
Idaho
$284K -$51.9K -26 -15%
WFG
631
Wills Financial Group
Virginia
$284K
ATPW
632
Ashton Thomas Private Wealth
Arizona
$284K +$41.9K +21 +17%
AT
633
Arlington Trust
Alabama
$282K
DA
634
Denali Advisors
California
$282K +$282K +141 New
NQWM
635
Northwest Quadrant Wealth Management
Oregon
$280K
SWP
636
Sagespring Wealth Partners
Tennessee
$278K -$22K -11 -7%
SWM
637
Silverlake Wealth Management
Vermont
$276K
CGH
638
Crossmark Global Holdings
Texas
$272K -$224K -112 -45%
BFG
639
Beacon Financial Group
Texas
$272K
BAM
640
Berkshire Asset Management
Pennsylvania
$270K
FHA
641
Flagship Harbor Advisors
Massachusetts
$270K +$12K +6 +5%
ASN
642
Advisory Services Network
Georgia
$269K -$12.1K -6 -4%
SG
643
StoneX Group
New York
$266K -$59.9K -30 -18%
BRWA
644
B. Riley Wealth Advisors
Florida
$264K +$264K +132 New
MMCM
645
Murphy & Mullick Capital Management
New York
$263K
SFG
646
SNS Financial Group
Minnesota
$262K +$2K +1 +0.8%
CPA
647
Cathy Pareto & Associates
Florida
$262K +$20K +10 +8%
RFC
648
Regions Financial Corp
Alabama
$254K +$36K +18 +17%
MSAM
649
Moloney Securities Asset Management
Missouri
$252K -$34K -17 -12%
GAG
650
GM Advisory Group
New York
$252K