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Markel Group

914 hedge funds and large institutions have $18.4B invested in Markel Group in 2026 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 301 increasing their positions, 293 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.32% less ownership

Funds ownership: 77.97%76.64% (-1.3%)

4% less funds holding in top 10

Funds holding in top 10: 4846 (-2)

13% less capital invested

Capital invested by funds: $21.1B → $18.4B (-$2.68B)

Holders
914
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
46
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$100M
Puts
$23.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CNTOF
726
Canandaigua National Trust of Florida
New York
$218K
IF
727
Ironwood Financial
Arizona
$218K
SIC
728
Sterling Investment Counsel
New York
$218K
ZF
729
Zhang Financial
Michigan
$216K
TTWM
730
TCV Trust & Wealth Management
Virginia
$216K
CT
731
Chicago Trust
Illinois
$216K
BRWA
732
B. Riley Wealth Advisors
Florida
$211K
SWP
733
Stratos Wealth Partners
Ohio
$211K
CIC
734
Carnegie Investment Counsel
Ohio
$211K
AFG
735
ABLE Financial Group
Arizona
$211K
GD
736
Grandfield & Dodd
New York
$211K
OAM
737
Oak Asset Management
California
$211K
CW
738
CreativeOne Wealth
Kansas
$211K
DAS
739
Dynamic Advisor Solutions
Arizona
$209K
CT
740
Colonial Trust
South Carolina
$207K
PAM
741
Panagora Asset Management
Massachusetts
$207K
KCP
742
Kera Capital Partners
California
$205K
Empower Advisory Group
743
Empower Advisory Group
Colorado
$205K
AWM
744
AE Wealth Management
Kansas
$205K
SF
745
Summit Financial
New Jersey
$205K
SFO
746
Stenger Family Office
Illinois
$205K
CSPIA
747
Cary Street Partners Investment Advisory
Virginia
$205K
WC
748
Waterloo Capital
Texas
$201K
NCM
749
Narwhal Capital Management
Georgia
$201K
CCWM
750
Cassaday & Co Wealth Management
Virginia
$193K