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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
APA
651
Astoria Portfolio Advisors
New York
$264K
BTI
652
Blue Trust Inc
Georgia
$262K
BFG
653
Beacon Financial Group
Texas
$260K
SG
654
StoneX Group
New York
$254K
SWGC
655
Summit Wealth Group (Colorado)
Colorado
$252K
MMCM
656
Murphy & Mullick Capital Management
New York
$250K
CPA
657
Cathy Pareto & Associates
Florida
$250K
GSC
658
Ground Swell Capital
South Carolina
$250K
DIA
659
Dana Investment Advisors
Wisconsin
$250K
JSW
660
Journey Strategic Wealth
New Jersey
$248K
TAM
661
Tucker Asset Management
Colorado
$248K
AWM
662
Atticus Wealth Management
Florida
$247K
HI
663
Harbour Investments
Wisconsin
$245K
AWA
664
Arkadios Wealth Advisors
Georgia
$243K
GAG
665
GM Advisory Group
New York
$241K
WPC
666
Wedmont Private Capital
Pennsylvania
$240K
FMII
667
Farmers & Merchants Investments Inc
Nebraska
$239K
CCA
668
Checchi Capital Advisers
California
$236K
CPIG
669
Chicago Partners Investment Group
Illinois
$235K
Empower Advisory Group
670
Empower Advisory Group
Colorado
$233K
PAW
671
Plan A Wealth
Nebraska
$231K
IA
672
IFG Advisory
Georgia
$231K
CI
673
Cigna Investments
Connecticut
$231K
OWA
674
Opal Wealth Advisors
New York
$229K
FFBTD
675
First Financial Bank - Trust Division
Ohio
$229K