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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
EI
351
Ethic Inc
New York
$1.82M +$243K +132 +16%
Nordea Investment Management
352
Nordea Investment Management
Sweden
$1.78M +$9.2K +5 +0.5%
PAM
353
Panagora Asset Management
Massachusetts
$1.78M -$199K -108 -10%
Allspring Global Investments
354
Allspring Global Investments
North Carolina
$1.78M -$3.06M -1,663 -63%
CS
355
Candriam SCA
Luxembourg
$1.78M +$572K +311 +49%
TC
356
TownSquare Capital
Utah
$1.77M -$20.2K -11 -1%
MSFS
357
Main Street Financial Solutions
Pennsylvania
$1.77M +$355K +193 +26%
SF
358
Synovus Financial
Georgia
$1.75M +$9.2K +5 +0.5%
Wealthfront Advisers
359
Wealthfront Advisers
California
$1.74M -$16.6K -9 -1%
M&T Bank
360
M&T Bank
New York
$1.7M -$86.5K -47 -5%
OAM
361
Ostrum Asset Management
France
$1.64M -$762K -414 -32%
AWM
362
Axxcess Wealth Management
California
$1.64M +$11K +6 +0.7%
Macquarie Group
363
Macquarie Group
Australia
$1.63M -$556K -302 -26%
KRS
364
Kentucky Retirement Systems
Kentucky
$1.62M +$1.59M +865 New
Bank of Montreal
365
Bank of Montreal
Ontario, Canada
$1.61M -$49.7K -27 -3%
IIM
366
INTECH Investment Management
Florida
$1.59M -$396K -215 -20%
Verition Fund Management
367
Verition Fund Management
Connecticut
$1.58M -$3.11M -1,689 -67%
TCM
368
Tributary Capital Management
Nebraska
$1.57M +$60.7K +33 +4%
VPIM
369
Vanguard Personalized Indexing Management
California
$1.48M +$149K +81 +11%
VIA
370
Virtus Investment Advisers
Connecticut
$1.46M +$1.44M +780 New
RWM
371
RKL Wealth Management
Pennsylvania
$1.45M
CIA
372
Compass Ion Advisors
Pennsylvania
$1.43M -$35K -19 -2%
BCI
373
Brinker Capital Investments
Pennsylvania
$1.41M -$201K -109 -13%
OPS
374
Orion Portfolio Solutions
Nebraska
$1.41M -$201K -109 -13%
GIBU
375
Gulf International Bank (UK)
United Kingdom
$1.38M -$464K -252 -25%

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.