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Markel Group

897 hedge funds and large institutions have $21.1B invested in Markel Group in 2025 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 270 increasing their positions, 304 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

6% more funds holding

Funds holding: 844897 (+53)

11% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 304

85.18% less ownership

Funds ownership: 162.87%77.69% (-85%)

Holders
897
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$155M
Puts
$133M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
801
Optima Capital
Oregon
$45.1K
BOTPPF
802
Board of the Pension Protection Fund
United Kingdom
$43K
DJSG
803
D.J. St. Germain
Massachusetts
$43K
KFA
804
Kelleher Financial Advisors
New York
$43K
GA
805
GoalVest Advisory
New York
$43K
ACA
806
Atlas Capital Advisors
Wyoming
$43K
HFS
807
Hantz Financial Services
Michigan
$41K
PWMG
808
Private Wealth Management Group
New Jersey
$40.8K
LC
809
Lavaca Capital
Texas
$38.7K
DMBA
810
Deseret Mutual Benefit Administrators
Utah
$38.7K
SWM
811
Spire Wealth Management
Virginia
$38.7K
MCM
812
MidAtlantic Capital Management
Virginia
$38.7K
JWA
813
JFS Wealth Advisors
Pennsylvania
$36.5K
TSMHT
814
Thurston Springer Miller Herd & Titak
Indiana
$36.5K
CCM
815
Chilton Capital Management
Texas
$34.4K
POIA
816
Pin Oak Investment Advisors
Texas
$34K
PFBT
817
Parkside Financial Bank & Trust
Missouri
$32.2K
MWPCG
818
Measured Wealth Private Client Group
New Hampshire
$32.2K
VSQM
819
V-Square Quantitative Management
Illinois
$32.2K
NS
820
NBC Securities
Alabama
$32.2K
BW
821
Basepoint Wealth
Iowa
$32.2K
Walleye Capital
822
Walleye Capital
New York
$30.1K
ACM
823
Anfield Capital Management
California
$27.9K
CMA
824
Cedar Mountain Advisors
Oregon
$27.9K
SN
825
Sittner & Nelson
Oregon
$27.3K