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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
AWA
401
Arete Wealth Advisors
Illinois
$1.14M +$86.5K +47 +8%
LCOV
402
London Company of Virginia
Virginia
$1.13M
SIRP
403
Shelter Insurance Retirement Plan
Missouri
$1.12M
SSA
404
Schonfeld Strategic Advisors
New York
$1.11M +$293K +159 +36%
Credit Agricole
405
Credit Agricole
France
$1.11M +$93.8K +51 +9%
Citadel Advisors
406
Citadel Advisors
Florida
$1.11M +$223K +121 +26%
MSRPS
407
Maryland State Retirement & Pension System
Maryland
$1.11M -$155K -84 -12%
JWCA
408
J.W. Cole Advisors
Florida
$1.1M +$182K +99 +20%
PS
409
Principal Securities
Iowa
$1.1M +$9.2K +5 +0.8%
Northwestern Mutual Wealth Management
410
Northwestern Mutual Wealth Management
Wisconsin
$1.09M -$77.3K -42 -7%
CWM
411
CIBC World Markets
New York
$1.09M -$1.84K -1 -0.2%
WIM
412
WealthPlan Investment Management
Nebraska
$1.09M +$230K +125 +27%
ALMGDA
413
AG2R La Mondiale Gestion d'Actifs
France
$1.07M +$1.02M +553 New
MCM
414
MAI Capital Management
Ohio
$1.06M +$9.2K +5 +0.9%
MOS
415
MGO One Seven
Ohio
$1.05M -$546K -297 -35%
CIBC Asset Management
416
CIBC Asset Management
Ontario, Canada
$1.05M +$51.5K +28 +5%
ACGA
417
Atlanta Consulting Group Advisors
Georgia
$1.04M
PAG
418
Private Advisor Group
New Jersey
$1.04M +$252K +137 +33%
Bank of Nova Scotia
419
Bank of Nova Scotia
Ontario, Canada
$1.04M -$197K -107 -16%
TI
420
Tidal Investments
Wisconsin
$1.04M -$267K -145 -21%
CCP
421
Carmel Capital Partners
California
$1M
HLCM
422
Hi-Line Capital Management
South Dakota
$998K
ST
423
Smithfield Trust
Pennsylvania
$994K -$92K -50 -9%
MML Investors Services
424
MML Investors Services
Massachusetts
$985K -$591K -321 -38%
SGI
425
Summit Global Investments
Utah
$974K +$959K +521 New

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.