How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to MARKEL GROUP

13F Portfolio OverlapQ1 2026MARKEL GROUP portfolio →

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Most similar hedge funds by 13F overlap

MARKEL GROUP INC. is an institutional investor managing $11.9B across 129 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MARKEL GROUP are Wilkinson Global Asset, Midway Research &, FENIMORE ASSET, with shared positions in $DE, $ADI, $WSO, $DIS, $PGR, $TXN. The full ranking of 25 similar funds is below.

#1Wilkinson Global Asset Management LLCActive

Notable overlap · 8 shared positions

$DE $ADI $WSO $DIS $PGR $TXN

$1.3B

60 positions

#2Midway Capital Research & ManagementPassive

Notable overlap · 6 shared positions

$BN $ADI $DIS $BAM $ITW $AXP

$106M

117 positions

#3FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$BN $ADI $PGR $BAM $ITW $WSO

$4.5B

92 positions

#4Karani Asset Management LLCPassive

Notable overlap · 6 shared positions

$DE $ADI $AXP $TXN $RLI $ODFL

$122M

54 positions

#5Salvus Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$ADI $BN $PGR $AXP $SCHW $FNV

$172M

126 positions

#6Saraza Management, LPActive

Notable overlap · 3 shared positions

$BN $ADI $LPLA

$239M

20 positions

#7Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 4 shared positions

$DE $ADI $GD $ITW

$184M

32 positions

#8Live Oak Private Wealth LLCPassive

Notable overlap · 6 shared positions

$BN $ADI $LOW $DIS $SCHW $DEO

$717M

207 positions

#9SCHARF INVESTMENTS, LLCActive

Notable overlap · 4 shared positions

$BN $DIS $FNV $MRSH

$3.2B

70 positions

#10Burkett Asset Management LtdPassive

Notable overlap · 5 shared positions

$BN $FNV $NVO $DEO $GD

$101M

61 positions

#11Adalta Capital Management LLCPassive

Some overlap · 4 shared positions

$BN $FNV $AXP $BAM

$209M

97 positions

#12Shelter Mutual Insurance CoPassive

Some overlap · 6 shared positions

$DE $LOW $AXP $LIN $BN $ITW

$450M

58 positions

#13Crown Oak Advisors, LLCSmart money

Some overlap · 4 shared positions

$DE $WSO $SCHW $MCO

$199M

23 positions

#14BCV Asset Management Inc.Active

Some overlap · 3 shared positions

$BN $DE $TXN

$2.9B

120 positions

#15Partners Group Holding AGActive

Some overlap · 5 shared positions

$BN $KKR $APO $BAM $ODFL

$1.4B

50 positions

#16Kinsale Capital Group, Inc.Active

Some overlap · 7 shared positions

$DIS $PGR $TXN $MRSH $SCHW $DG

$624M

41 positions

#17Rothschild & Co Wealth Management UK LtdSmart money

Some overlap · 4 shared positions

$DE $AXP $TXN $MCO

$6.5B

25 positions

#18Maestria Partners LLCActive

Some overlap · 4 shared positions

$BN $KKR $APO $MCO

$274M

13 positions

#19Smith Group Asset Management, LLCActive

Some overlap · 5 shared positions

$ADI $DIS $AXP $SCHW $DG

$2.0B

162 positions

#20CORDA Investment Management, LLC.Active

Some overlap · 5 shared positions

$DE $SCHW $NVO $DEO $DIS

$1.4B

80 positions

#21Eldred Rock Partners, LLCActive

Some overlap · 4 shared positions

$DE $TXN $NVO $DEO

$393M

31 positions

#22Ironvine Capital Partners, LLCActive

Some overlap · 7 shared positions

$ADI $LOW $DIS $MCO $WSO $DE

$910M

56 positions

#23GoodHaven Capital Management, LLCSmart money

Some overlap · 4 shared positions

$BN $PGR $KKR $BAM

$287M

26 positions

#24INKWELL CAPITAL LLCActive

Some overlap · 6 shared positions

$DIS $PGR $AXP $SCHW $DG $MCO

$98M

31 positions

#25DUDLEY & SHANLEY, INC.Active

Some overlap · 4 shared positions

$ADI $WSO $PGR $SCHW

$611M

37 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.