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Markel Group

834 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, 285 increasing their positions, 286 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

0% less funds holding

Funds holding: 836834 (-2)

0% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 286

0.61% less ownership

Funds ownership: 79.59%78.98% (-0.61%)

Holders
834
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
$105M
Puts
$102M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
626
Conestoga Capital Advisors
Pennsylvania
$290K
LWM
627
Lodestone Wealth Management
Washington
$288K
NHC
628
Nicholas Hoffman & Company
Georgia
$288K
TFS
629
Thoroughbred Financial Services
Tennessee
$287K
AWP
630
Accretive Wealth Partners
New Jersey
$286K
II
631
Inspire Investing
Idaho
$284K
WFG
632
Wills Financial Group
Virginia
$284K
ATPW
633
Ashton Thomas Private Wealth
Arizona
$284K
AT
634
Arlington Trust
Alabama
$282K
DA
635
Denali Advisors
California
$282K
NQWM
636
Northwest Quadrant Wealth Management
Oregon
$280K
SWP
637
Sagespring Wealth Partners
Tennessee
$278K
SWM
638
Silverlake Wealth Management
Vermont
$276K
CGH
639
Crossmark Global Holdings
Texas
$272K
BFG
640
Beacon Financial Group
Texas
$272K
BAM
641
Berkshire Asset Management
Pennsylvania
$270K
FHA
642
Flagship Harbor Advisors
Massachusetts
$270K
ASN
643
Advisory Services Network
Georgia
$269K
SG
644
StoneX Group
New York
$266K
BRWA
645
B. Riley Wealth Advisors
Florida
$264K
MMCM
646
Murphy & Mullick Capital Management
New York
$263K
SFG
647
SNS Financial Group
Minnesota
$262K
CPA
648
Cathy Pareto & Associates
Florida
$262K
RFC
649
Regions Financial Corp
Alabama
$254K
MSAM
650
Moloney Securities Asset Management
Missouri
$252K