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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
Assenagon Asset Management
201
Assenagon Asset Management
Luxembourg
$6.52M
MA
202
Montag & Associates
Georgia
$6.47M
AOWM
203
Alpha Omega Wealth Management
Virginia
$6.45M
CI Investments Inc
204
CI Investments Inc
Ontario, Canada
$6.35M
Corient Private Wealth
205
Corient Private Wealth
Florida
$6.34M
Handelsbanken Fonder
206
Handelsbanken Fonder
Sweden
$6.32M
CPA
207
Court Place Advisors
Maryland
$6.22M
Osaic Holdings
208
Osaic Holdings
Arizona
$6.1M
PCM
209
Prana Capital Management
Connecticut
$6.05M
RC
210
Roundview Capital
New Jersey
$6.04M
OSAM
211
O'Shaughnessy Asset Management
Connecticut
$5.88M
NAS
212
NWF Advisory Services
California
$5.85M
National Bank of Canada
213
National Bank of Canada
Quebec, Canada
$5.79M
CWM
214
Chemistry Wealth Management
New York
$5.63M
Zurich Cantonal Bank
215
Zurich Cantonal Bank
Switzerland
$5.54M
GCM
216
GoodHaven Capital Management
New Jersey
$5.54M
SPIA
217
Steward Partners Investment Advisory
New York
$5.48M
Mariner
218
Mariner
Kansas
$5.47M
PA
219
Parallel Advisors
California
$5.46M
Holocene Advisors
220
Holocene Advisors
New York
$5.45M
BNP Paribas Asset Management
221
BNP Paribas Asset Management
France
$5.36M
ACM
222
Alta Capital Management
Utah
$5.31M
CANC
223
Culbertson A N & Co
Virginia
$5.26M
ACM
224
Adalta Capital Management
New York
$5.22M
Skandinaviska Enskilda Banken (SEB)
225
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.12M