MARKEL GROUP INC. has added 220,000 shares of $CSX to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $CSX.
CSX Hedge Fund Activity
We have seen 712 institutional investors add shares of CSX stock to their portfolio, and 798 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO removed 19,822,655 shares (-26.0%) from their portfolio in Q2 2025, for an estimated $646,813,232
- LAZARD ASSET MANAGEMENT LLC added 10,074,994 shares (+41.3%) to their portfolio in Q2 2025, for an estimated $328,747,054
- QUBE RESEARCH & TECHNOLOGIES LTD removed 8,053,117 shares (-78.9%) from their portfolio in Q2 2025, for an estimated $262,773,207
- HOLOCENE ADVISORS, LP added 7,313,115 shares (+inf%) to their portfolio in Q2 2025, for an estimated $238,626,942
- PRICE T ROWE ASSOCIATES INC /MD/ added 6,815,219 shares (+26.8%) to their portfolio in Q2 2025, for an estimated $222,380,595
- TOMS CAPITAL INVESTMENT MANAGEMENT LP added 5,612,400 shares (+inf%) to their portfolio in Q2 2025, for an estimated $183,132,612
- MORGAN STANLEY removed 5,299,840 shares (-16.9%) from their portfolio in Q2 2025, for an estimated $172,933,779
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
CSX Insider Trading Activity
CSX insiders have traded $CSX stock on the open market 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $CSX stock by insiders over the last 6 months:
- STEPHEN F ANGEL (President & CEO) purchased 55,000 shares for an estimated $2,027,849
- KEVIN S. BOONE (EVP & CCO) sold 31,053 shares for an estimated $1,120,702
- MICHAEL S. BURNS (SVP - CLO & Corp Secy) sold 24,249 shares for an estimated $891,393
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
CSX Congressional Stock Trading
Members of Congress have traded $CSX stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $CSX stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- SENATOR MARKWAYNE MULLIN purchased up to $50,000 on 05/13.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $50,000 on 05/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
CSX Analyst Ratings
Wall Street analysts have issued reports on $CSX in the last several months. We have seen 12 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 10/20/2025
- Jefferies issued a "Buy" rating on 10/17/2025
- UBS issued a "Buy" rating on 10/17/2025
- Citigroup issued a "Buy" rating on 10/13/2025
- Baird issued a "Outperform" rating on 09/26/2025
- Wells Fargo issued a "Overweight" rating on 09/25/2025
- B of A Securities issued a "Buy" rating on 09/24/2025
To track analyst ratings and price targets for CSX , check out Quiver Quantitative's $CSX forecast page.
CSX Price Targets
Multiple analysts have issued price targets for $CSX recently. We have seen 17 analysts offer price targets for $CSX in the last 6 months, with a median target of $40.0.
Here are some recent targets:
- Brian Ossenbeck from JP Morgan set a target price of $41.0 on 10/20/2025
- Daniel Moore from Baird set a target price of $40.0 on 10/20/2025
- Brandon Oglenski from Barclays set a target price of $40.0 on 10/20/2025
- Jonathan Chappell from Evercore ISI Group set a target price of $39.0 on 10/17/2025
- Jason Seidl from TD Cowen set a target price of $39.0 on 10/17/2025
- Stephanie Moore from Jefferies set a target price of $42.0 on 10/17/2025
- Patrick Brown from Raymond James set a target price of $40.0 on 10/17/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $CSX ticker page for more data.
