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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
SWM
876
Silverlake Wealth Management
Vermont
CGH
877
Crossmark Global Holdings
Texas
SFG
878
SNS Financial Group
Minnesota
MSAM
879
Moloney Securities Asset Management
Missouri
VI
880
Versor Investments
New York
WFI
881
West Family Investments
California
CAS
882
CTC Alternative Strategies
Illinois
VF
883
Vest Financial
Virginia
Lazard Asset Management
884
Lazard Asset Management
New York
IIC
885
Ironwood Investment Counsel
Arizona
FAIM
886
Financial Advocates Investment Management
Washington
CWP
887
Cyndeo Wealth Partners
Florida
HSA
888
HBK Sorce Advisory
Pennsylvania
PIMG
889
Patriot Investment Management Group
Tennessee
HPIA
890
Hamilton Point Investment Advisors
North Carolina
GM
891
GeoWealth Management
Illinois
HFM
892
Harvest Fund Management
China
IWA
893
Icon Wealth Advisors
Texas
Walleye Capital
894
Walleye Capital
New York
BIG
895
Brooklyn Investment Group
New York
SO
896
Sierra Ocean
California
VNA
897
Valley National Advisers
Pennsylvania
PFG
898
Putney Financial Group
California
GC
899
Garde Capital
Washington
WSFS
900
Wilmington Savings Fund Society
Delaware