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Markel Group

837 hedge funds and large institutions have $18.9B invested in Markel Group in 2025 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 290 increasing their positions, 268 reducing their positions, and 63 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 (-$1.1B)

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
837
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
IIC
876
Ironwood Investment Counsel
Arizona
FAIM
877
Financial Advocates Investment Management
Washington
CWP
878
Cyndeo Wealth Partners
Florida
HSA
879
HBK Sorce Advisory
Pennsylvania
PIMG
880
Patriot Investment Management Group
Tennessee
HPIA
881
Hamilton Point Investment Advisors
North Carolina
GM
882
GeoWealth Management
Illinois
HFM
883
Harvest Fund Management
China
IWA
884
Icon Wealth Advisors
Texas
Walleye Capital
885
Walleye Capital
New York
BIG
886
Brooklyn Investment Group
New York
SO
887
Sierra Ocean
California
VNA
888
Valley National Advisers
Pennsylvania
PFG
889
Putney Financial Group
California
GC
890
Garde Capital
Washington
WSFS
891
Wilmington Savings Fund Society
Delaware
PP
892
Pacifica Partners
Canada
CA
893
CoreCap Advisors
Michigan
RL
894
Rogco LP
Oklahoma
ACM
895
Accent Capital Management
Ohio
TPWA
896
Twin Peaks Wealth Advisors
California
HWA
897
HHM Wealth Advisors
Tennessee
HIA
898
HFM Investment Advisors
New Jersey
SC
899
Stephens Consulting
Michigan
BHWM
900
Bay Harbor Wealth Management
Maryland