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Markel Group

914 hedge funds and large institutions have $18.4B invested in Markel Group in 2026 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 301 increasing their positions, 293 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.32% less ownership

Funds ownership: 77.97%76.64% (-1.3%)

4% less funds holding in top 10

Funds holding in top 10: 4846 (-2)

13% less capital invested

Capital invested by funds: $21.1B → $18.4B (-$2.68B)

Holders
914
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
46
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$100M
Puts
$23.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
676
Ballast Inc
Kentucky
$274K
AWP
677
Accretive Wealth Partners
New Jersey
$274K
IP
678
Indivisible Partners
Florida
$272K
CPA
679
Cathy Pareto & Associates
Florida
$272K
BFP
680
Beacon Financial Planning
Massachusetts
$270K
CCA
681
Cadent Capital Advisors
Oklahoma
$268K
NQWM
682
Northwest Quadrant Wealth Management
Oregon
$268K
AWM
683
Aprio Wealth Management
Georgia
$266K
BWM
684
Baron Wealth Management
Michigan
$264K
BBHC
685
Brown Brothers Harriman & Co
New York
$262K
BFG
686
Beacon Financial Group
Texas
$260K
WFG
687
Wills Financial Group
Virginia
$259K
CGH
688
Crossmark Global Holdings
Texas
$258K
FT
689
Fiduciary Trust
Massachusetts
$257K
CCM
690
Coldstream Capital Management
Washington
$256K
DIA
691
Dana Investment Advisors
Wisconsin
$256K
AWM
692
Atticus Wealth Management
Florida
$255K
RW
693
RVW Wealth
California
$253K
PAS
694
Park Avenue Securities
New York
$251K
JSW
695
Journey Strategic Wealth
New Jersey
$251K
MMCM
696
Murphy & Mullick Capital Management
New York
$251K
SWP
697
Sagespring Wealth Partners
Tennessee
$249K
FCBT
698
First Citizens Bank & Trust
North Carolina
$247K
CPW
699
Cove Private Wealth
New York
$247K
PCM
700
Polymer Capital Management
New York
$243K