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Markel Group

831 hedge funds and large institutions have $18.9B invested in Markel Group in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 287 increasing their positions, 265 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

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:

5% less capital invested

Capital invested by funds: $20B → $18.9B (-$1.08B)

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
831
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
JSW
651
Journey Strategic Wealth
New Jersey
$248K
AWM
652
Atticus Wealth Management
Florida
$247K
HI
653
Harbour Investments
Wisconsin
$245K
AWA
654
Arkadios Wealth Advisors
Georgia
$243K
GAG
655
GM Advisory Group
New York
$241K
WPC
656
Wedmont Private Capital
Pennsylvania
$240K
FMII
657
Farmers & Merchants Investments Inc
Nebraska
$239K
CCA
658
Checchi Capital Advisers
California
$236K
CPIG
659
Chicago Partners Investment Group
Illinois
$235K
Empower Advisory Group
660
Empower Advisory Group
Colorado
$233K
PAW
661
Plan A Wealth
Nebraska
$231K
IA
662
IFG Advisory
Georgia
$231K
CI
663
Cigna Investments
Connecticut
$231K
OWA
664
Opal Wealth Advisors
New York
$229K
FFBTD
665
First Financial Bank - Trust Division
Ohio
$229K
CIC
666
Carnegie Investment Counsel
Ohio
$229K
FTWA
667
Fifth Third Wealth Advisors
Ohio
$229K
PAS
668
Park Avenue Securities
New York
$226K
RGC
669
Roberts, Glore & Co
Illinois
$226K
NI
670
NDVR Inc
Massachusetts
$224K
Optiver Holding
671
Optiver Holding
Netherlands
$222K
GIA
672
Guyasuta Investment Advisors
Pennsylvania
$220K
PWW
673
Pettyjohn Wood & White
Virginia
$220K
CNTOF
674
Canandaigua National Trust of Florida
New York
$218K
RFC
675
Regions Financial Corp
Alabama
$218K