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Markel Group

846 hedge funds and large institutions have $19B invested in Markel Group in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 293 increasing their positions, 269 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

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:

less ownership

Funds ownership:

5% less capital invested

Capital invested by funds: $20.1B → $19B (-$1.09B)

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
846
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
JWM
826
JPL Wealth Management
Colorado
$3.88K
AIC
827
Archer Investment Corporation
Indiana
$3.82K
IWM
828
IMG Wealth Management
Florida
$3.82K
S
829
Sachetta
Massachusetts
$3.82K
RTL
830
Red Tortoise LLC
Georgia
$3.82K
CH
831
Cromwell Holdings
Wyoming
$3.82K
FC
832
Fairscale Capital
New Hampshire
$3.82K
TIM
833
Tortoise Investment Management
New York
$3.82K
ZBNA
834
Zions Bancorporation, National Association
Utah
$3.82K
SA
835
Strategic Advocates
Utah
$3.82K
MAM
836
Marquette Asset Management
Minnesota
$3.82K
SAM
837
Strive Asset Management
Ohio
$3.82K
BAM
838
Bellevue Asset Management
Washington
$3.82K
SIC
839
SJS Investment Consulting
Ohio
$1.91K
RWM
840
Rialto Wealth Management
New York
$1.91K
SA
841
Seneschal Advisors
Washington
$1.91K
WW
842
Winnow Wealth
Texas
$1.91K
Federated Hermes
843
Federated Hermes
Pennsylvania
$1.91K
Kayne Anderson Rudnick Investment Management
844
Kayne Anderson Rudnick Investment Management
California
$1.91K
FCAS
845
First Command Advisory Services
Texas
$1.91K
AP
846
Aspect Partners
Virginia
$1.91K
Norges Bank
847
Norges Bank
Norway
Citadel Advisors
848
Citadel Advisors
Florida
LIP
849
Lighthouse Investment Partners
Florida
AT
850
AMF Tjänstepension
Sweden