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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
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
CHC
782
City Holding Co
West Virginia
$22.9K
CFO
783
CVA Family Office
Colorado
$22.9K
CNBTD
784
Citizens National Bank Trust Department
Mississippi
$22.9K
BGAI
785
Bruce G. Allen Investments
Colorado
$21K
ADL
786
Asset Dedication LLC
California
$21K
GCM
787
Gables Capital Management
Florida
$21K
MIM
788
MTM Investment Management
South Carolina
$21K
TWD
789
True Wealth Design
Ohio
$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
BOJHT
793
Bank of Jackson Hole Trust
Wyoming
$17.2K
MHR
794
Matthew Hamilton Rosenberg
$17.2K
PB
795
Pinnacle Bancorp
Nebraska
$15.3K
BI
796
Binnacle Investments
Iowa
$13.4K
FFA
797
Frazier Financial Advisors
Ohio
$13.4K
CFD
798
Creative Financial Designs
Indiana
$13.4K
LB
799
Legacy Bridge
Iowa
$13.4K
TC
800
Truvestments Capital
Florida
$13.4K