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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
TTWM
701
TCV Trust & Wealth Management
Virginia
$203K
NCM
702
Narwhal Capital Management
Georgia
$201K
UB
703
UMB Bank
Missouri
$201K
PCA
704
Pallas Capital Advisors
Massachusetts
$201K
SAM
705
Smartleaf Asset Management
Massachusetts
$194K
BC
706
Bayforest Capital
United Kingdom
$191K
GRP
707
Global Retirement Partners
California
$185K
BFPW
708
BOK Financial Private Wealth
Colorado
$174K
GI
709
GAMMA Investing
California
$170K
CTA
710
Colonial Trust Advisors
South Carolina
$162K
TH
711
TCTC Holdings
Texas
$161K
SIS
712
Sound Income Strategies
Florida
$150K
JEST
713
JTC Employer Solutions Trustee
Jersey
$134K
PCM
714
Penserra Capital Management
California
$129K
LS
715
Livforsakringsbolaget Skandia
Sweden
$115K
AssetMark Inc
716
AssetMark Inc
California
$111K
RIL
717
Rothschild Investment LLC
Illinois
$107K
CA
718
Crewe Advisors
Utah
$101K
SC
719
SouthState Corp
Florida
$101K
OCM
720
Osterweis Capital Management
California
$101K
AAS
721
Ameritas Advisory Services
Nebraska
$101K
QC
722
Quent Capital
New York
$101K
CAL
723
Capital Analysts LLC
Pennsylvania
$99K
PWMG
724
Prestige Wealth Management Group
New Jersey
$95.6K
Simplex Trading
725
Simplex Trading
Illinois
$95K