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 OverlapQ2 2026MARKEL GROUP portfolio →

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Most similar hedge funds by 13F overlap

MARKEL GROUP INC. is an institutional investor managing $13.1B across 130 U.S. equity positions as of Q2 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 &amp, Karani Asset, with shared positions in $DE, $ADI, $WSO, $TXN, $DIS, $PGR. The full ranking of 25 similar funds is below.

#1Wilkinson Global Asset Management LLCActive

Notable overlap · 9 shared positions

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

$1.3B

62 positions

#2Midway Capital Research & ManagementActive

Notable overlap · 6 shared positions

$BN $ADI $BLK $DIS $BAM $AXP

$126M

114 positions

#3Karani Asset Management LLCPassive

Notable overlap · 7 shared positions

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

$139M

57 positions

#4FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$BN $ADI $PGR $BAM $HEI $WSO

$4.8B

92 positions

#5Baer Investment Advisory LLCPassive

Notable overlap · 3 shared positions

$DE $ADI $TXN

$119M

43 positions

#6Shelter Mutual Insurance CoActive

Notable overlap · 5 shared positions

$DE $AXP $LOW $BN $LIN

$473M

58 positions

#7Crown Oak Advisors, LLCSmart money

Notable overlap · 5 shared positions

$DE $WSO $SCHW $HEI $MCO

$215M

23 positions

#8Kinsale Capital Group, Inc.Active

Notable overlap · 8 shared positions

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

$754M

41 positions

#9Saraza Management, LPActive

Notable overlap · 3 shared positions

$BN $ADI $LPLA

$251M

19 positions

#10BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 5 shared positions

$ADI $TXN $BLK $LOW $GD

$346M

113 positions

#11Adalta Capital Management LLCPassive

Notable overlap · 5 shared positions

$BN $AXP $FNV $BX $BAM

$228M

103 positions

#12FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Notable overlap · 4 shared positions

$DE $ADI $GD $SCHW

$355M

257 positions

#13Partners Group Holding AGActive

Notable overlap · 6 shared positions

$BN $BX $KKR $APO $BAM $ODFL

$1.5B

52 positions

#14CUTLER INVESTMENT COUNSEL LLCActive

Notable overlap · 4 shared positions

$DE $TXN $BLK $SCHW

$1.1B

157 positions

#15TICINO WEALTHPassive

Notable overlap · 6 shared positions

$ADI $TXN $LOW $BX $BLK $GD

$317M

135 positions

#16Kesler, Norman & Wride, LLCPassive

Notable overlap · 5 shared positions

$ADI $TXN $BLK $LOW $GD

$631M

271 positions

#17Live Oak Private Wealth LLCPassive

Notable overlap · 6 shared positions

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

$800M

211 positions

#18SCHARF INVESTMENTS, LLCActive

Notable overlap · 5 shared positions

$BN $DIS $FNV $MRSH $LIN

$3.0B

79 positions

#19Providence Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$DE $BN $LOW $PGR $DIS $LIN

$660M

385 positions

#20DUDLEY & SHANLEY, INC.Active

Some overlap · 5 shared positions

$ADI $WSO $PGR $SCHW $HEI

$662M

37 positions

#21Rothschild & Co Wealth Management UK LtdSmart money

Some overlap · 4 shared positions

$DE $TXN $AXP $MCO

$6.9B

25 positions

#22Eliot Finkel Investment Counsel, LLCActive

Some overlap · 3 shared positions

$DE $ADI $GD

$214M

33 positions

#23BCV Asset Management Inc.Active

Some overlap · 3 shared positions

$BN $DE $TXN

$3.3B

116 positions

#24Burkett Asset Management LtdPassive

Some overlap · 5 shared positions

$BN $FNV $NVO $DEO $GD

$107M

59 positions

#25BKM Wealth Management, LLCPassive

Some overlap · 5 shared positions

$ADI $BLK $LOW $GD $LIN

$282M

148 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.