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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

326% more call options, than puts

Call options by funds: $100M | Put options by funds: $23.5M

26% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 85

1% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 300

1% more funds holding

Funds holding: 918925 (+7)

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
+7
Holders Change %
+0.76%
% of All Funds
11.39%
Holding in Top 10
46
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.17%
% of All Funds
0.57%
New
107
Increased
304
Reduced
300
Closed
85
Calls
$100M
Puts
$23.5M
Net Calls
+$76.8M
Net Calls Change
+$55.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WWC
951
Waypoint Wealth Counsel
Georgia
-$378K -176 Closed
BA
952
Bridgewater Advisors
New York
-$262K -139 Closed
Envestnet Portfolio Solutions
953
Envestnet Portfolio Solutions
Illinois
-$275K -128 Closed
FPAS
954
Focus Partners Advisor Solutions
Missouri
-$271K -126 Closed
IA
955
IFG Advisory
Georgia
-$260K -121 Closed
FTWA
956
Fifth Third Wealth Advisors
Ohio
-$256K -119 Closed
DAS
957
Diversify Advisory Services
Utah
-$239K -116 Closed
AT
958
American Trust
Kentucky
-$234K -109 Closed
CCG
959
Cypress Capital Group
Florida
-$234K -109 Closed
TC
960
TAGStone Capital
North Carolina
-$205K -107 Closed
HSA
961
HBK Sorce Advisory
Pennsylvania
-$223K -106 Closed
PCA
962
Pallas Capital Advisors
Massachusetts
-$228K -106 Closed
CWP
963
Cyndeo Wealth Partners
Florida
-$219K -102 Closed
HPIA
964
Hamilton Point Investment Advisors
North Carolina
-$219K -102 Closed
IA
965
IFC Advisors
California
-$219K -102 Closed
IIC
966
Ironwood Investment Counsel
Arizona
-$219K -102 Closed
PIMG
967
Patriot Investment Management Group
Tennessee
-$219K -102 Closed
CWP
968
Curated Wealth Partners
California
-$217K -101 Closed
JIC
969
Johnson Investment Counsel
Ohio
-$217K -101 Closed
Two Sigma Advisers
970
Two Sigma Advisers
New York
-$217K -101 Closed
ACM
971
Argyle Capital Management
Pennsylvania
-$215K -100 Closed
CP
972
Cumberland Partners
Ontario, Canada
-$215K -100 Closed
CWA
973
Cura Wealth Advisors
Illinois
-$215K -100 Closed
FBC
974
Fairfield, Bush & Co
Connecticut
-$215K -100 Closed
IAS
975
Insigneo Advisory Services
Florida
-$215K -100 Closed