MKL icon

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
EPAM
801
Evelyn Partners Asset Management
$9.56K
AF
802
Aviso Financial
Ontario, Canada
$9.56K
BIA
803
Bell Investment Advisors
California
$7.65K
LFA
804
LGT Financial Advisors
Texas
$7.64K
EPIMS
805
Evelyn Partners Investment Management Services
$7.64K
CCM
806
Cloud Capital Management
Washington
$7K
PG
807
Proffitt & Goodson
Tennessee
$5.74K
PWAM
808
Private Wealth Asset Management
Iowa
$5.73K
TCM
809
TD Capital Management
Tennessee
$5.73K
OAJ
810
Ogorek Anthony Joseph
New York
$5K
JWM
811
JPL Wealth Management
Colorado
$3.88K
ZBNA
812
Zions Bancorporation, National Association
Utah
$3.82K
FC
813
Fairscale Capital
New Hampshire
$3.82K
S
814
Sachetta
Massachusetts
$3.82K
TIM
815
Tortoise Investment Management
New York
$3.82K
AIC
816
Archer Investment Corporation
Indiana
$3.82K
CH
817
Cromwell Holdings
Wyoming
$3.82K
RTL
818
Red Tortoise LLC
Georgia
$3.82K
IWM
819
IMG Wealth Management
Florida
$3.82K
MAM
820
Marquette Asset Management
Minnesota
$3.82K
SA
821
Strategic Advocates
Utah
$3.82K
SAM
822
Strive Asset Management
Ohio
$3.82K
BAM
823
Bellevue Asset Management
Washington
$3.82K
SIC
824
SJS Investment Consulting
Ohio
$1.91K
WW
825
Winnow Wealth
Texas
$1.91K