MKL icon

Markel Group

831 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, 283 increasing their positions, 286 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
831
Holders Change
-5
Holders Change %
-0.6%
% of All Funds
11.14%
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
283
Reduced
286
Closed
65
Calls
$105M
Puts
$102M
Net Calls
+$2.37M
Net Calls Change
-$30.5M
Name Holding Trade Value Shares
Change
Shares
Change %
GWCM
701
Godshalk Welsh Capital Management
Pennsylvania
$206K +$206K +103 New
TC
702
TAGStone Capital
North Carolina
$204K
HPIA
703
Hamilton Point Investment Advisors
North Carolina
$204K +$204K +102 New
PIMG
704
Patriot Investment Management Group
Tennessee
$204K +$204K +102 New
TSMHT
705
Thurston Springer Miller Herd & Titak
Indiana
$194K +$89.9K +45 +87%
GM
706
GeoWealth Management
Illinois
$184K +$184K +92 New
BFPW
707
BOK Financial Private Wealth
Colorado
$182K
IA
708
IFP Advisors
Florida
$182K -$92.9K -23 -34%
CTA
709
Colonial Trust Advisors
South Carolina
$170K -$7.99K -4 -4%
TH
710
TCTC Holdings
Texas
$168K
EWA
711
EverSource Wealth Advisors
Alabama
$158K +$91.9K +46 +139%
C
712
Covestor
United Kingdom
$154K -$162K -81 -51%
SIS
713
Sound Income Strategies
Florida
$154K +$154K +77 New
EA
714
Evolution Advisers
Virginia
$152K +$2K +1 +1%
TRCT
715
Tower Research Capital (TRC)
New York
$152K -$152K -76 -50%
GI
716
GAMMA Investing
California
$144K +$20K +10 +16%
HFM
717
Harvest Fund Management
China
$140K
JEST
718
JTC Employer Solutions Trustee
Jersey
$140K
AWM
719
Atticus Wealth Management
Florida
$138K +$138K +69 New
MYIA
720
Mount Yale Investment Advisors
Colorado
$136K +$136K +68 New
PCM
721
Penserra Capital Management
California
$135K +$19.9K +10 +17%
IWA
722
Icon Wealth Advisors
Texas
$122K
LS
723
Livforsakringsbolaget Skandia
Sweden
$120K
CA
724
Crewe Advisors
Utah
$112K
RIL
725
Rothschild Investment LLC
Illinois
$112K +$2K +1 +2%