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Markel Group

925 hedge funds and large institutions have $18.5B invested in Markel Group in 2026 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 304 increasing their positions, 300 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.3% less ownership

Funds ownership: 78.03%76.73% (-1.3%)

4% less funds holding in top 10

Funds holding in top 10: 4846 (-2)

13% less capital invested

Capital invested by funds: $21.1B → $18.5B (-$2.68B)

Holders
925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
46
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$100M
Puts
$23.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
826
Parkside Financial Bank & Trust
Missouri
$34.5K
JWA
827
JFS Wealth Advisors
Pennsylvania
$32.5K
CCM
828
Chilton Capital Management
Texas
$32.5K
TSMHT
829
Thurston Springer Miller Herd & Titak
Indiana
$32.5K
ACM
830
Aster Capital Management
United Arab Emirates
$31.8K
POIA
831
Pin Oak Investment Advisors
Texas
$31K
SWP
832
SIMA Wealth Partners
Virginia
$30.6K
VSQM
833
V-Square Quantitative Management
Illinois
$30.6K
BW
834
Basepoint Wealth
Iowa
$28.7K
MWPCG
835
Measured Wealth Private Client Group
New Hampshire
$28.7K
BWA
836
Basecamp Wealth Advisors
Washington
$26.8K
EP
837
Essential Partners
California
$26.8K
CMA
838
Cedar Mountain Advisors
Oregon
$26.8K
VERPA
839
Virginia Estate & Retirement Planning Advisors
Virginia
$26.8K
NS
840
NBC Securities
Alabama
$26.8K
ACM
841
Anfield Capital Management
California
$24.9K
SN
842
Sittner & Nelson
Oregon
$24.9K
BWL
843
Bogart Wealth LLC
Virginia
$24.9K
PWM
844
Positano Wealth Management
$24.9K
TWIM
845
TIAA Wealth Investment Management
New York
$24.9K
BC
846
Barrett & Company
Rhode Island
$23K
TWD
847
True Wealth Design
Ohio
$23K
ATC
848
Adirondack Trust Company
New York
$23K
VNA
849
Valley National Advisers
Pennsylvania
$22K
BGAI
850
Bruce G. Allen Investments
Colorado
$21.1K