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Markel Group

837 hedge funds and large institutions have $18.9B invested in Markel Group in 2025 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 290 increasing their positions, 268 reducing their positions, and 63 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 (-$1.1B)

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
837
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
CT
701
Colonial Trust
South Carolina
$206K
ATPW
702
Ashton Thomas Private Wealth
Arizona
$205K
WC
703
Waterloo Capital
Texas
$205K
TC
704
TAGStone Capital
North Carolina
$205K
GWM
705
Geneos Wealth Management
Colorado
$203K
TTWM
706
TCV Trust & Wealth Management
Virginia
$203K
NCM
707
Narwhal Capital Management
Georgia
$201K
UB
708
UMB Bank
Missouri
$201K
PCA
709
Pallas Capital Advisors
Massachusetts
$201K
SAM
710
Smartleaf Asset Management
Massachusetts
$194K
BC
711
Bayforest Capital
United Kingdom
$191K
GRP
712
Global Retirement Partners
California
$185K
IA
713
IFP Advisors
Florida
$178K
BFPW
714
BOK Financial Private Wealth
Colorado
$174K
GI
715
GAMMA Investing
California
$170K
CTA
716
Colonial Trust Advisors
South Carolina
$162K
TH
717
TCTC Holdings
Texas
$161K
SIS
718
Sound Income Strategies
Florida
$150K
JEST
719
JTC Employer Solutions Trustee
Jersey
$134K
PCM
720
Penserra Capital Management
California
$129K
LS
721
Livforsakringsbolaget Skandia
Sweden
$115K
AssetMark Inc
722
AssetMark Inc
California
$111K
RIL
723
Rothschild Investment LLC
Illinois
$107K
CA
724
Crewe Advisors
Utah
$101K
SC
725
SouthState Corp
Florida
$101K