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Markel Group

835 hedge funds and large institutions have $18.7B invested in Markel Group in 2025 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 270 increasing their positions, 296 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+19
Holders Change %
+2.33%
% of All Funds
11.34%
Holding in Top 10
44
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.33%
% of All Funds
0.6%
New
93
Increased
270
Reduced
296
Closed
61
Calls
$101M
Puts
$68M
Net Calls
+$32.9M
Net Calls Change
-$158M
Name Holding Trade Value Shares
Change
Shares
Change %
EIA
626
Edgemoor Investment Advisors
Maryland
$280K
DCM
627
Dimension Capital Management
Florida
$280K
WSC
628
Wellington Shields & Co
New York
$280K +$9.35K +5 +3%
SWP
629
Sagespring Wealth Partners
Tennessee
$280K +$28K +15 +11%
CIM
630
Confluence Investment Management
Missouri
$280K -$62.3M -33,323 -100%
CPA
631
Capital Performance Advisors
California
$279K +$279K +149 New
CIM
632
Cambria Investment Management
California
$277K +$277K +148 New
Lazard Asset Management
633
Lazard Asset Management
New York
$274K -$168K -90 -38%
S
634
SignatureFD
Georgia
$273K +$9.37K +5 +4%
GAA
635
Global Assets Advisory
Florida
$272K +$272K +153 New
CCA
636
Conestoga Capital Advisors
Pennsylvania
$271K
NHC
637
Nicholas Hoffman & Company
Georgia
$269K +$269K +144 New
TFS
638
Thoroughbred Financial Services
Tennessee
$269K
AWP
639
Accretive Wealth Partners
New Jersey
$268K
MSAM
640
Moloney Securities Asset Management
Missouri
$267K +$267K +143 New
WFG
641
Wills Financial Group
Virginia
$265K
IC
642
Iconiq Capital
California
$265K +$31.8K +17 +14%
MW
643
MBL Wealth
North Carolina
$264K +$3.74K +2 +1%
AT
644
Arlington Trust
Alabama
$264K
ASN
645
Advisory Services Network
Georgia
$262K -$651K -348 -71%
NQWM
646
Northwest Quadrant Wealth Management
Oregon
$262K -$20.6K -11 -7%
QC
647
Quadrature Capital
United Kingdom
$260K +$260K +139 New
SWM
648
Silverlake Wealth Management
Vermont
$258K
BFG
649
Beacon Financial Group
Texas
$254K +$1.87K +1 +0.7%
BAM
650
Berkshire Asset Management
Pennsylvania
$254K +$254K +135 New