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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
FDCDDQ
301
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.77M +$66.2K +36 +2%
MWM
302
Modern Wealth Management
Kansas
$2.75M +$53.4K +29 +2%
KCM
303
Kennondale Capital Management
Virginia
$2.74M
KSWA
304
Kathleen S. Wright Associates
Pennsylvania
$2.72M
PA
305
Procyon Advisors
Connecticut
$2.68M +$53.4K +29 +2%
SAM
306
Silvercrest Asset Management
New York
$2.64M
TYCC
307
Texas Yale Capital Corp
Florida
$2.64M +$158K +86 +6%
SAA
308
Southeast Asset Advisors
Georgia
$2.62M +$1.08M +587 +72%
HF
309
HRT Financial
New York
$2.62M -$925K -503 -26%
CL
310
Choreo LLC
Illinois
$2.6M +$832K +452 +48%
Millennium Management
311
Millennium Management
New York
$2.52M -$20.4M -11,094 -89%
IEFM
312
IQ EQ Fund Management
Ireland
$2.51M
Nisa Investment Advisors
313
Nisa Investment Advisors
Missouri
$2.51M +$1.31M +711 +113%
Osaic Holdings
314
Osaic Holdings
Arizona
$2.42M +$482K +262 +25%
GIM
315
Gold Investment Management
Alberta, Canada
$2.41M +$90.1K +49 +4%
Public Employees Retirement Association of Colorado
316
Public Employees Retirement Association of Colorado
Colorado
$2.39M
AM
317
AGF Management
Ontario, Canada
$2.39M -$77.3K -42 -3%
Mercer Global Advisors
318
Mercer Global Advisors
Colorado
$2.37M +$175K +95 +8%
BHCM
319
Brevan Howard Capital Management
Jersey
$2.36M -$1.81M -984 -44%
SMDAM
320
Sumitomo Mitsui DS Asset Management
Japan
$2.33M -$16.6K -9 -0.7%
ACA
321
American Capital Advisory
Idaho
$2.32M -$613K -333 -21%
PCM
322
PenderFund Capital Management
British Columbia, Canada
$2.31M +$9.2K +5 +1%
Allianz Asset Management
323
Allianz Asset Management
Germany
$2.3M +$129K +70 +6%
SMI
324
Shelter Mutual Insurance
Missouri
$2.24M
ICM
325
Intrepid Capital Management
Florida
$2.24M +$31.3K +17 +1%

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.