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Markel Group

850 hedge funds and large institutions have $19.1B invested in Markel Group in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 273 increasing their positions, 306 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $101M | Put options by funds: $68M

46% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 61

11% more capital invested

Capital invested by funds: $17.2B → $19.1B (+$1.86B)

2% more funds holding

Funds holding: 830850 (+20)

2% more funds holding in top 10

Funds holding in top 10: 4445 (+1)

2.16% more ownership

Funds ownership: 77.69%79.85% (+2.2%)

11% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 306

Holders
850
Holders Change
+20
Holders Change %
+2.41%
% of All Funds
11.4%
Holding in Top 10
45
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.27%
% of All Funds
0.6%
New
89
Increased
273
Reduced
306
Closed
61
Calls
$101M
Puts
$68M
Net Calls
+$32.9M
Net Calls Change
-$158M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
226
Inkwell Capital
Florida
$5.03M -$110K -60 -2%
NRS
227
Neville Rodie & Shaw
New York
$5.02M -$171K -93 -3%
Zurich Cantonal Bank
228
Zurich Cantonal Bank
Switzerland
$4.95M +$164K +89 +3%
DnB Asset Management
229
DnB Asset Management
Norway
$4.87M -$11K -6 -0.2%
ACM
230
Adalta Capital Management
New York
$4.84M +$46K +25 +1%
EIM
231
Ervin Investment Management
Washington
$4.84M +$35K +19 +0.7%
ACM
232
Alta Capital Management
Utah
$4.79M -$270K -147 -5%
HKAM
233
Horizon Kinetics Asset Management
New York
$4.67M -$16.6K -9 -0.4%
BCIM
234
British Columbia Investment Management
British Columbia, Canada
$4.6M -$33.1K -18 -0.7%
OSAM
235
O'Shaughnessy Asset Management
Connecticut
$4.44M +$80.9K +44 +2%
Handelsbanken Fonder
236
Handelsbanken Fonder
Sweden
$4.43M -$924K -502 -17%
WG
237
Watchman Group
Texas
$4.39M -$254K -138 -6%
BI
238
Bradyco Inc
Massachusetts
$4.2M -$423K -230 -9%
SPIA
239
Steward Partners Investment Advisory
New York
$4.18M +$1.91M +1,038 +87%
US Bancorp
240
US Bancorp
Minnesota
$4.17M -$5.52K -3 -0.1%
CRC
241
Curi RMB Capital
Illinois
$4.14M -$189K -103 -4%
II
242
IFM Investors
Australia
$4.12M -$90.1K -49 -2%
CF
243
Centaurus Financial
California
$4.09M -$47.8K -26 -1%
TNA
244
True North Advisors
Texas
$4.09M +$4.02M +2,185 New
ECAM
245
East Coast Asset Management
Massachusetts
$4.05M -$125K -68 -3%
OBAM
246
ODDO BHF Asset Management
France
$4.04M -$35K -19 -0.9%
NG
247
Northstar Group
New York
$4.04M +$648K +352 +19%
SFM
248
Systematic Financial Management
New Jersey
$4.02M -$984K -535 -20%
EGM
249
Engineers Gate Manager
New York
$4M +$3.94M +2,140 New
BPA
250
Beacon Pointe Advisors
California
$3.95M +$11K +6 +0.3%

MKL Hedge Fund Activity: Q1 2025 in Review

850 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2025, worth a combined $19.1B — up 11% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new MKL positions and 61 closed out — a net gain of 28 holders — while 273 added to existing stakes and 306 trimmed.

The largest buyer was Select Equity Group, opening a new position worth an estimated $352M. The largest seller was Morgan Stanley, cutting an estimated $64.3M.

  • 850 institutional investors held Markel Group (MKL) as of Q1 2025, up from 830 in Q4 2024.
  • Funds reported $19.1B of Markel Group stock for Q1 2025, up 11% quarter-over-quarter.
  • 89 funds opened new Markel Group positions in Q1 2025 and 61 closed out, a net change of +28 holders.
  • The largest Markel Group buyer in Q1 2025 was Select Equity Group, an estimated $352M added.
  • The largest Markel Group seller in Q1 2025 was Morgan Stanley, an estimated $64.3M sold.

Based on aggregated 13F filings for Q1 2025.