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Markel Group

832 hedge funds and large institutions have $20B invested in Markel Group in 2025 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 284 increasing their positions, 286 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
832
Holders Change
-3
Holders Change %
-0.36%
% of All Funds
11.15%
Holding in Top 10
46
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.55%
% of All Funds
0.62%
New
74
Increased
284
Reduced
286
Closed
64
Calls
$105M
Puts
$102M
Net Calls
+$2.37M
Net Calls Change
-$30.5M
Name Holding Trade Value Shares
Change
Shares
Change %
ZF
676
Zhang Financial
Michigan
$226K +$226K +113 New
Lazard Asset Management
677
Lazard Asset Management
New York
$224K -$67.4K -34 -23%
EPIMS
678
Evelyn Partners Investment Management Services
$224K +$115K +42 +105%
WPC
679
Wedmont Private Capital
Pennsylvania
$224K +$224K +112 New
IIC
680
Ironwood Investment Counsel
Arizona
$224K -$5.99K -3 -3%
OWA
681
Opal Wealth Advisors
New York
$222K -$248K -124 -53%
GWM
682
Geneos Wealth Management
Colorado
$222K -$166K -83 -43%
PI
683
PFG Investments
New York
$220K
GD
684
Grandfield & Dodd
New York
$220K +$220K +110 New
PWW
685
Pettyjohn Wood & White
Virginia
$220K +$220K +110 New
FAIM
686
Financial Advocates Investment Management
Washington
$220K -$2K -1 -0.9%
QCG
687
Quadrant Capital Group
Ohio
$218K -$83.9K -42 -28%
AA
688
Apriem Advisors
California
$218K
CCG
689
Cypress Capital Group
Florida
$218K +$2K +1 +0.9%
WC
690
Waterloo Capital
Texas
$218K +$218K +109 New
CPIG
691
Chicago Partners Investment Group
Illinois
$217K +$217K +107 New
PAM
692
Panagora Asset Management
Massachusetts
$216K -$1.69M -844 -89%
CT
693
Colonial Trust
South Carolina
$216K
CWP
694
Cyndeo Wealth Partners
Florida
$216K +$2K +1 +0.9%
AWA
695
Arkadios Wealth Advisors
Georgia
$216K +$216K +108 New
BP
696
Ballentine Partners
Massachusetts
$210K +$210K +105 New
NCM
697
Narwhal Capital Management
Georgia
$210K +$210K +105 New
MGIA
698
Moneta Group Investment Advisors
Missouri
$210K +$210K +105 New
SFO
699
Stenger Family Office
Illinois
$208K +$208K +146 New
DAS
700
Diversify Advisory Services
Utah
$206K +$206K +107 New