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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
PGWA
976
Plus Group Wealth Advisors
Wisconsin
-$215K -100 Closed
RR
977
Robotti Robert
-$215K -100 Closed
SIC
978
Shoker Investment Counsel
Ohio
-$215K -100 Closed
SFC
979
Sprinkle Financial Consultants
Colorado
-$215K -100 Closed
VI
980
Versor Investments
New York
-$215K -100 Closed
AA
981
Apriem Advisors
California
-$204K -95 Closed
EIA
982
Edgemoor Investment Advisors
Maryland
-$204K -95 Closed
HCP
983
Hardin Capital Partners
South Carolina
-$204K -95 Closed
Allspring Global Investments
984
Allspring Global Investments
North Carolina
-$202K -94 Closed
TH
985
TCTC Holdings
Texas
-$181K -84 Closed
OCM
986
Osterweis Capital Management
California
-$114K -53 Closed
CIAM
987
Caitong International Asset Management
Hong Kong
-$107K -50 Closed
CP
988
Camelot Portfolios
Ohio
-$96.7K -45 Closed
CRI
989
Commonwealth Retirement Investments
Virginia
-$77.4K -36 Closed
HFM
990
Harvest Fund Management
China
-$73K -34 Closed
FHA
991
Flagship Harbor Advisors
Massachusetts
-$68.8K -32 Closed
SIM
992
Sentry Investment Management
Wisconsin
-$49K -23 Closed
OC
993
Optima Capital
Oregon
-$45.1K -21 Closed
LC
994
Lavaca Capital
Texas
-$38.7K -18 Closed
MCM
995
MidAtlantic Capital Management
Virginia
-$38.7K -18 Closed
Walleye Capital
996
Walleye Capital
New York
-$30.1K -14 Closed
FAMI
997
Fideuram Asset Management (Ireland)
-$20K -12 Closed
MGI
998
Miller Global Investments
Texas
-$17.2K -8 Closed
PWA
999
Physician Wealth Advisors
Utah
-$17.2K -8 Closed
AF
1000
Aviso Financial
Ontario, Canada
-$10.7K -5 Closed