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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
OCM
726
Osterweis Capital Management
California
$101K
AAS
727
Ameritas Advisory Services
Nebraska
$101K
QC
728
Quent Capital
New York
$101K
CAL
729
Capital Analysts LLC
Pennsylvania
$99K
PWMG
730
Prestige Wealth Management Group
New Jersey
$95.6K
Simplex Trading
731
Simplex Trading
Illinois
$95K
EWM
732
Evermay Wealth Management
Virginia
$93.7K
CIAM
733
Caitong International Asset Management
Hong Kong
$93.7K
C
734
Covestor
United Kingdom
$89K
LFG
735
Larson Financial Group
Missouri
$84.1K
ACM
736
Aster Capital Management
United Arab Emirates
$82.2K
WT
737
Whittier Trust
California
$81.5K
WBC
738
Westpac Banking Corp
Australia
$76.5K
OC
739
Oakworth Capital
Alabama
$76.5K
RFP
740
Root Financial Partners
California
$68.8K
MCM
741
Manchester Capital Management
Vermont
$66.9K
RA
742
Ransom Advisory
Rhode Island
$65K
CLOS
743
Compagnie Lombard Odier SCmA
Switzerland
$63.1K
PTC
744
Private Trust Company
Ohio
$61.2K
MCA
745
Maryland Capital Advisors
Maryland
$61.2K
MG
746
Mather Group
Illinois
$59.3K
VCM
747
Versant Capital Management
Arizona
$55.4K
CSPIA
748
Cary Street Partners Investment Advisory
Virginia
$55.4K
DAM
749
Delta Asset Management
Tennessee
$53.5K
BWAM
750
Boyd Watterson Asset Management
Ohio
$53.5K