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Markel Group

846 hedge funds and large institutions have $19B invested in Markel Group in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 293 increasing their positions, 269 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

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:

less ownership

Funds ownership:

5% less capital invested

Capital invested by funds: $20.1B → $19B (-$1.09B)

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
846
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
Kovitz Investment Group Partners
701
Kovitz Investment Group Partners
Illinois
$208K
AA
702
Apriem Advisors
California
$208K
CCG
703
Cypress Capital Group
Florida
$208K
BP
704
Ballentine Partners
Massachusetts
$208K
CT
705
Colonial Trust
South Carolina
$206K
PAM
706
Panagora Asset Management
Massachusetts
$206K
ATPW
707
Ashton Thomas Private Wealth
Arizona
$205K
WC
708
Waterloo Capital
Texas
$205K
TC
709
TAGStone Capital
North Carolina
$205K
GWM
710
Geneos Wealth Management
Colorado
$203K
TTWM
711
TCV Trust & Wealth Management
Virginia
$203K
NCM
712
Narwhal Capital Management
Georgia
$201K
UB
713
UMB Bank
Missouri
$201K
PCA
714
Pallas Capital Advisors
Massachusetts
$201K
SAM
715
Smartleaf Asset Management
Massachusetts
$194K
BC
716
Bayforest Capital
United Kingdom
$191K
GRP
717
Global Retirement Partners
California
$185K
BFPW
718
BOK Financial Private Wealth
Colorado
$174K
GI
719
GAMMA Investing
California
$170K
CTA
720
Colonial Trust Advisors
South Carolina
$162K
TH
721
TCTC Holdings
Texas
$161K
SIS
722
Sound Income Strategies
Florida
$150K
EA
723
Evolution Advisers
Virginia
$144K
JEST
724
JTC Employer Solutions Trustee
Jersey
$134K
PCM
725
Penserra Capital Management
California
$129K