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Markel Group

914 hedge funds and large institutions have $18.4B invested in Markel Group in 2026 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 301 increasing their positions, 293 reducing their positions, and 86 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:

1.32% less ownership

Funds ownership: 77.97%76.64% (-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 → $18.4B (-$2.68B)

Holders
914
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
BCM
876
Boreal Capital Management
Florida
$9.57K
SA
877
SRH Advisors
Kansas
$9.57K
PWPS
878
Pinnacle Wealth Planning Services
Ohio
$9.57K
RCM
879
Richardson Capital Management
Wisconsin
$9.57K
KAS
880
Kemnay Advisory Services
New York
$9.57K
BIA
881
Bell Investment Advisors
California
$7.66K
CWA
882
Carolina Wealth Advisors
South Carolina
$7.66K
LFA
883
LGT Financial Advisors
Texas
$7.66K
HPWM
884
High Point Wealth Management
New Jersey
$7.66K
BH
885
Burk Holdings
Oklahoma
$7.66K
RCM
886
Raleigh Capital Management
North Carolina
$7.66K
TCM
887
TD Capital Management
Tennessee
$5.74K
PWAM
888
Private Wealth Asset Management
Iowa
$5.74K
VR
889
Vision Retirement
New Jersey
$5.74K
SFS
890
Sunrise Financial Services
Washington
$5.74K
HWP
891
Highline Wealth Partners
California
$5.74K
OAJ
892
Ogorek Anthony Joseph
New York
$5K
SIC
893
SJS Investment Consulting
Ohio
$3.83K
S
894
Sachetta
Massachusetts
$3.83K
RTL
895
Red Tortoise LLC
Georgia
$3.83K
CH
896
Cromwell Holdings
Wyoming
$3.83K
AIC
897
Archer Investment Corporation
Indiana
$3.83K
EPAM
898
Evelyn Partners Asset Management
$3.83K
SWM
899
SHP Wealth Management
Massachusetts
$3.83K
MCM
900
Manchester Capital Management
Vermont
$1.92K