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Markel Group

846 hedge funds and large institutions have $19B invested in Markel Group in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 293 increasing their positions, 269 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

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:

less ownership

Funds ownership:

5% less capital invested

Capital invested by funds: $20.1B → $19B (-$1.09B)

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
846
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
DMBA
776
Deseret Mutual Benefit Administrators
Utah
$34.4K
POIA
777
Pin Oak Investment Advisors
Texas
$30.6K
CCM
778
Chilton Capital Management
Texas
$30.6K
NS
779
NBC Securities
Alabama
$30.6K
MWPCG
780
Measured Wealth Private Client Group
New Hampshire
$28.7K
WPA
781
Wealth Preservation Advisors
Tennessee
$28.7K
JWA
782
JFS Wealth Advisors
Pennsylvania
$26.8K
CT
783
Clearstead Trust
Maine
$26.8K
SN
784
Sittner & Nelson
Oregon
$24.8K
ACM
785
Anfield Capital Management
California
$24.8K
CMA
786
Cedar Mountain Advisors
Oregon
$24.8K
PFBT
787
Parkside Financial Bank & Trust
Missouri
$22.9K
BC
788
Barrett & Company
Rhode Island
$22.9K
CFO
789
CVA Family Office
Colorado
$22.9K
CNBTD
790
Citizens National Bank Trust Department
Mississippi
$22.9K
CHC
791
City Holding Co
West Virginia
$22.9K
MIM
792
MTM Investment Management
South Carolina
$21K
ADL
793
Asset Dedication LLC
California
$21K
BGAI
794
Bruce G. Allen Investments
Colorado
$21K
TWD
795
True Wealth Design
Ohio
$21K
GCM
796
Gables Capital Management
Florida
$21K
GTAM
797
Global Trust Asset Management
Florida
$19.1K
BWL
798
Bogart Wealth LLC
Virginia
$19.1K
CAL
799
Capital Advisors Ltd
Ohio
$19K
BOJHT
800
Bank of Jackson Hole Trust
Wyoming
$17.2K