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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
DAS
676
Diversify Advisory Services
Utah
$217K
ZF
677
Zhang Financial
Michigan
$216K
MGIA
678
Moneta Group Investment Advisors
Missouri
$216K
EWA
679
EverSource Wealth Advisors
Alabama
$214K
GWCM
680
Godshalk Welsh Capital Management
Pennsylvania
$214K
TC
681
TwinBeech Capital
New York
$214K
KCP
682
Kera Capital Partners
California
$212K
EIA
683
Edgemoor Investment Advisors
Maryland
$210K
DAS
684
Dynamic Advisor Solutions
Arizona
$210K
PI
685
PFG Investments
New York
$210K
GD
686
Grandfield & Dodd
New York
$210K
AWA
687
Aaron Wealth Advisors
Illinois
$210K
BRWA
688
B. Riley Wealth Advisors
Florida
$210K
QWP
689
Quotient Wealth Partners
Texas
$209K
QCG
690
Quadrant Capital Group
Ohio
$208K
Kovitz Investment Group Partners
691
Kovitz Investment Group Partners
Illinois
$208K
CCG
692
Cypress Capital Group
Florida
$208K
AA
693
Apriem Advisors
California
$208K
BP
694
Ballentine Partners
Massachusetts
$208K
PAM
695
Panagora Asset Management
Massachusetts
$206K
CT
696
Colonial Trust
South Carolina
$206K
ATPW
697
Ashton Thomas Private Wealth
Arizona
$205K
WC
698
Waterloo Capital
Texas
$205K
TC
699
TAGStone Capital
North Carolina
$205K
GWM
700
Geneos Wealth Management
Colorado
$203K