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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
PWP
376
Principle Wealth Partners
Connecticut
$1.38M
SF
377
Strategent Financial
Virginia
$1.38M
Bessemer Group
378
Bessemer Group
New Jersey
$1.38M +$445K +242 +49%
Prudential Financial
379
Prudential Financial
New Jersey
$1.37M +$315K +171 +30%
GF
380
Gabelli Funds
New York
$1.35M -$73.6K -40 -5%
EP
381
Edgestream Partners
New Jersey
$1.35M +$1.33M +721 New
PS
382
Pensionfund Sabic
Netherlands
$1.35M -$423K -230 -24%
AB
383
Amalgamated Bank
New York
$1.34M +$36.8K +20 +3%
AA
384
Ancora Advisors
Ohio
$1.32M -$46K -25 -3%
FFA
385
Fi3 Financial Advisors
Indiana
$1.32M +$1.84K +1 +0.1%
KeyBank National Association
386
KeyBank National Association
Ohio
$1.31M -$38.6K -21 -3%
RA
387
RFG Advisory
Alabama
$1.3M -$132K -72 -9%
FIM
388
Fruth Investment Management
Texas
$1.28M
AGWCA
389
Annis Gardner Whiting Capital Advisors
Florida
$1.28M -$1.88M -1,024 -60%
HGWM
390
Horst & Graben Wealth Management
Oregon
$1.26M
CAG
391
Crestwood Advisors Group
Massachusetts
$1.25M -$743K -404 -38%
APF
392
Alaska Permanent Fund
Alaska
$1.24M
WA
393
Waverly Advisors
Alabama
$1.23M +$178K +97 +17%
RCA
394
Resonant Capital Advisors
Wisconsin
$1.22M +$12.9K +7 +1%
LAM
395
Lakewood Asset Management
Illinois
$1.22M +$300K +163 +33%
DWM
396
Diversify Wealth Management
Utah
$1.18M +$162K +88 +16%
BBI
397
Baxter Bros Inc
Connecticut
$1.18M +$36.8K +20 +3%
MGP
398
Metis Global Partners
California
$1.17M +$169K +92 +17%
PGWM
399
Parisi Gray Wealth Management
New Jersey
$1.16M +$40.5K +22 +4%
TCOV
400
Trust Company of Vermont
Vermont
$1.15M -$27.6K -15 -2%

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.