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Markel Group

832 hedge funds and large institutions have $20B invested in Markel Group in 2025 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 284 increasing their positions, 286 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
832
Holders Change
-3
Holders Change %
-0.36%
% of All Funds
11.15%
Holding in Top 10
46
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.55%
% of All Funds
0.62%
New
74
Increased
284
Reduced
286
Closed
64
Calls
$105M
Puts
$102M
Net Calls
+$2.37M
Net Calls Change
-$30.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
801
CoreCap Advisors
Michigan
$9.99K -$16K -8 -62%
SA
802
SRH Advisors
Kansas
$9.99K
CWM
803
Cranbrook Wealth Management
Michigan
$9.99K
FFO
804
Fortitude Family Office
Arizona
$9.99K +$4K +2 +67%
AF
805
Aviso Financial
Ontario, Canada
$9.99K
BIA
806
Bell Investment Advisors
California
$7.99K
RL
807
Rogco LP
Oklahoma
$7.99K -$2K -1 -20%
LFA
808
LGT Financial Advisors
Texas
$7.99K
PWAM
809
Private Wealth Asset Management
Iowa
$7.99K
UB
810
UMB Bank
Missouri
$7.99K +$2K +1 +33%
ACM
811
Accent Capital Management
Ohio
$5.99K
TCM
812
TD Capital Management
Tennessee
$5.99K
OAJ
813
Ogorek Anthony Joseph
New York
$5K
FC
814
Fairscale Capital
New Hampshire
$4.02K
AIC
815
Archer Investment Corporation
Indiana
$4K
RTL
816
Red Tortoise LLC
Georgia
$4K
ZBNA
817
Zions Bancorporation, National Association
Utah
$4K
S
818
Sachetta
Massachusetts
$4K +$2K +1 +100%
TIM
819
Tortoise Investment Management
New York
$4K +$2K +1 +100%
CH
820
Cromwell Holdings
Wyoming
$4K +$4K +2 New
IWM
821
IMG Wealth Management
Florida
$4K +$4K +2 New
BAM
822
Bellevue Asset Management
Washington
$3.99K
SIC
823
SJS Investment Consulting
Ohio
$2K -$22K -11 -92%
HWA
824
HHM Wealth Advisors
Tennessee
$2K
SC
825
Stephens Consulting
Michigan
$2K +$2K +1 New