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Markel Group

904 hedge funds and large institutions have $21.1B invested in Markel Group in 2025 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 275 increasing their positions, 302 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

7% more funds holding

Funds holding: 845904 (+59)

0.42% less ownership

Funds ownership: 78.32%77.9% (-0.42%)

9% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 302

Holders
904
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$155M
Puts
$133M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
626
JGP Wealth Management
Oregon
$327K
DCM
627
Dimension Capital Management
Florida
$322K
WA
628
Wealth Alliance
New York
$321K
MW
629
MBL Wealth
North Carolina
$320K
ZF
630
Zhang Financial
Michigan
$320K
SIA
631
SeaBridge Investment Advisors
New Jersey
$318K
WorldQuant Millennium Advisors
632
WorldQuant Millennium Advisors
New York
$318K
CCA
633
Conestoga Capital Advisors
Pennsylvania
$312K
TC
634
TwinBeech Capital
New York
$312K
RFC
635
Regions Financial Corp
Alabama
$310K
TFS
636
Thoroughbred Financial Services
Tennessee
$309K
BI
637
Ballast Inc
Kentucky
$307K
AWP
638
Accretive Wealth Partners
New Jersey
$307K
SG
639
StoneX Group
New York
$307K
GI
640
GAMMA Investing
California
$307K
BBHC
641
Brown Brothers Harriman & Co
New York
$305K
LWM
642
Lodestone Wealth Management
Washington
$305K
WFG
643
Wills Financial Group
Virginia
$305K
IP
644
Indivisible Partners
Florida
$303K
GCP
645
GSA Capital Partners
United Kingdom
$301K
NQWM
646
Northwest Quadrant Wealth Management
Oregon
$301K
AWM
647
Aprio Wealth Management
Georgia
$299K
BWM
648
Baron Wealth Management
Michigan
$297K
BFG
649
Beacon Financial Group
Texas
$292K
Fisher Asset Management
650
Fisher Asset Management
Washington
$289K