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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, 291 increasing their positions, 267 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
776
Clearstead Trust
Maine
$26.8K
SN
777
Sittner & Nelson
Oregon
$24.8K
ACM
778
Anfield Capital Management
California
$24.8K
CMA
779
Cedar Mountain Advisors
Oregon
$24.8K
PFBT
780
Parkside Financial Bank & Trust
Missouri
$22.9K
BC
781
Barrett & Company
Rhode Island
$22.9K
CNBTD
782
Citizens National Bank Trust Department
Mississippi
$22.9K
CHC
783
City Holding Co
West Virginia
$22.9K
CFO
784
CVA Family Office
Colorado
$22.9K
ADL
785
Asset Dedication LLC
California
$21K
GCM
786
Gables Capital Management
Florida
$21K
MIM
787
MTM Investment Management
South Carolina
$21K
TWD
788
True Wealth Design
Ohio
$21K
BGAI
789
Bruce G. Allen Investments
Colorado
$21K
GTAM
790
Global Trust Asset Management
Florida
$19.1K
BWL
791
Bogart Wealth LLC
Virginia
$19.1K
CAL
792
Capital Advisors Ltd
Ohio
$19K
MHR
793
Matthew Hamilton Rosenberg
$17.2K
BOJHT
794
Bank of Jackson Hole Trust
Wyoming
$17.2K
PB
795
Pinnacle Bancorp
Nebraska
$15.3K
CFD
796
Creative Financial Designs
Indiana
$13.4K
LB
797
Legacy Bridge
Iowa
$13.4K
TC
798
Truvestments Capital
Florida
$13.4K
FFA
799
Frazier Financial Advisors
Ohio
$13.4K
BI
800
Binnacle Investments
Iowa
$13.4K