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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
BP
751
BNP Paribas
France
$45.9K
SIM
752
Sentry Investment Management
Wisconsin
$45K
TFIPS
753
Towarzystwo Funduszy Inwestycyjnych PZU SA
$44K
HWM
754
Hemington Wealth Management
Virginia
$43K
TFA
755
Toth Financial Advisory
Virginia
$42K
HFS
756
Hantz Financial Services
Michigan
$40K
DJSG
757
D.J. St. Germain
Massachusetts
$38.2K
KFA
758
Kelleher Financial Advisors
New York
$38.2K
GA
759
GoalVest Advisory
New York
$38.2K
PWMG
760
Private Wealth Management Group
New Jersey
$36.3K
SWM
761
Spire Wealth Management
Virginia
$34.4K
DMBA
762
Deseret Mutual Benefit Administrators
Utah
$34.4K
LC
763
Lavaca Capital
Texas
$34.4K
CCM
764
Chilton Capital Management
Texas
$30.6K
POIA
765
Pin Oak Investment Advisors
Texas
$30.6K
NS
766
NBC Securities
Alabama
$30.6K
MWPCG
767
Measured Wealth Private Client Group
New Hampshire
$28.7K
WPA
768
Wealth Preservation Advisors
Tennessee
$28.7K
JWA
769
JFS Wealth Advisors
Pennsylvania
$26.8K
CT
770
Clearstead Trust
Maine
$26.8K
ACM
771
Anfield Capital Management
California
$24.8K
SN
772
Sittner & Nelson
Oregon
$24.8K
CMA
773
Cedar Mountain Advisors
Oregon
$24.8K
PFBT
774
Parkside Financial Bank & Trust
Missouri
$22.9K
BC
775
Barrett & Company
Rhode Island
$22.9K