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Markel Group

846 hedge funds and large institutions have $19B invested in Markel Group in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 293 increasing their positions, 269 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

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:

less ownership

Funds ownership:

5% less capital invested

Capital invested by funds: $20.1B → $19B (-$1.09B)

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
846
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
WSC
626
Wellington Shields & Co
New York
$296K
ONB
627
Old National Bancorp
Indiana
$296K
FFA
628
Farther Finance Advisors
California
$294K
CIM
629
Cambria Investment Management
California
$294K
MW
630
MBL Wealth
North Carolina
$292K
JWM
631
JGP Wealth Management
Oregon
$292K
WI
632
WBI Investments
New Jersey
$291K
NYLIM
633
New York Life Investment Management
New York
$289K
WA
634
Wealth Alliance
New York
$287K
CCM
635
Coldstream Capital Management
Washington
$287K
DCM
636
Dimension Capital Management
Florida
$287K
GPW
637
Genesis Private Wealth
Virginia
$285K
FHA
638
Flagship Harbor Advisors
Massachusetts
$283K
Envestnet Portfolio Solutions
639
Envestnet Portfolio Solutions
Illinois
$281K
CCA
640
Conestoga Capital Advisors
Pennsylvania
$277K
TFS
641
Thoroughbred Financial Services
Tennessee
$275K
BI
642
Ballast Inc
Kentucky
$273K
AWP
643
Accretive Wealth Partners
New Jersey
$273K
LWM
644
Lodestone Wealth Management
Washington
$271K
WFG
645
Wills Financial Group
Virginia
$271K
AT
646
Arlington Trust
Alabama
$270K
ASN
647
Advisory Services Network
Georgia
$270K
TRCT
648
Tower Research Capital (TRC)
New York
$270K
NQWM
649
Northwest Quadrant Wealth Management
Oregon
$268K
SWP
650
Sagespring Wealth Partners
Tennessee
$265K