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Markel Group

895 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: 844895 (+51)

11% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 304

85.19% less ownership

Funds ownership: 162.87%77.68% (-85%)

Holders
895
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
IWC
651
Integrated Wealth Concepts
Massachusetts
$278K
CPA
652
Cathy Pareto & Associates
Florida
$277K
AWM
653
Atticus Wealth Management
Florida
$277K
FCBT
654
First Citizens Bank & Trust
North Carolina
$277K
Envestnet Portfolio Solutions
655
Envestnet Portfolio Solutions
Illinois
$275K
NYLIM
656
New York Life Investment Management
New York
$273K
GPW
657
Genesis Private Wealth
Virginia
$273K
FPAS
658
Focus Partners Advisor Solutions
Missouri
$271K
GAG
659
GM Advisory Group
New York
$271K
PAS
660
Park Avenue Securities
New York
$269K
FMII
661
Farmers & Merchants Investments Inc
Nebraska
$269K
CCA
662
Checchi Capital Advisers
California
$265K
GWCM
663
Godshalk Welsh Capital Management
Pennsylvania
$264K
BRWA
664
B. Riley Wealth Advisors
Florida
$264K
SWP
665
Sagespring Wealth Partners
Tennessee
$264K
CPIG
666
Chicago Partners Investment Group
Illinois
$264K
BA
667
Bridgewater Advisors
New York
$262K
IA
668
IFG Advisory
Georgia
$260K
PSB
669
Passumpsic Savings Bank
Vermont
$260K
FFBTD
670
First Financial Bank - Trust Division
Ohio
$258K
CIC
671
Carnegie Investment Counsel
Ohio
$258K
GSWM
672
Golden State Wealth Management
California
$258K
FTWA
673
Fifth Third Wealth Advisors
Ohio
$256K
PAW
674
Plan A Wealth
Nebraska
$254K
MGIA
675
Moneta Group Investment Advisors
Missouri
$254K