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Markel Group

897 hedge funds and large institutions have $21.1B invested in Markel Group in 2025 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 270 increasing their positions, 304 reducing their positions, and 48 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: $ → $

6% more funds holding

Funds holding: 844897 (+53)

11% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 304

85.18% less ownership

Funds ownership: 162.87%77.69% (-85%)

Holders
897
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
HI
651
Harbour Investments
Wisconsin
$279K
APA
652
Astoria Portfolio Advisors
New York
$279K
IWC
653
Integrated Wealth Concepts
Massachusetts
$278K
CPA
654
Cathy Pareto & Associates
Florida
$277K
AWM
655
Atticus Wealth Management
Florida
$277K
FCBT
656
First Citizens Bank & Trust
North Carolina
$277K
Envestnet Portfolio Solutions
657
Envestnet Portfolio Solutions
Illinois
$275K
NYLIM
658
New York Life Investment Management
New York
$273K
GPW
659
Genesis Private Wealth
Virginia
$273K
FPAS
660
Focus Partners Advisor Solutions
Missouri
$271K
GAG
661
GM Advisory Group
New York
$271K
PAS
662
Park Avenue Securities
New York
$269K
FMII
663
Farmers & Merchants Investments Inc
Nebraska
$269K
CCA
664
Checchi Capital Advisers
California
$265K
GWCM
665
Godshalk Welsh Capital Management
Pennsylvania
$264K
BRWA
666
B. Riley Wealth Advisors
Florida
$264K
SWP
667
Sagespring Wealth Partners
Tennessee
$264K
CPIG
668
Chicago Partners Investment Group
Illinois
$264K
BA
669
Bridgewater Advisors
New York
$262K
IA
670
IFG Advisory
Georgia
$260K
PSB
671
Passumpsic Savings Bank
Vermont
$260K
FFBTD
672
First Financial Bank - Trust Division
Ohio
$258K
CIC
673
Carnegie Investment Counsel
Ohio
$258K
GSWM
674
Golden State Wealth Management
California
$258K
FTWA
675
Fifth Third Wealth Advisors
Ohio
$256K