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Markel Group

851 hedge funds and large institutions have $19B invested in Markel Group in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 295 increasing their positions, 270 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 63

9% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 270

0% less funds holding

Funds holding: 852851 (-1)

0.85% less ownership

Funds ownership: 79.3%78.44% (-0.85%)

5% less capital invested

Capital invested by funds: $20.1B → $19B (-$1.09B)

11% less funds holding in top 10

Funds holding in top 10: 4641 (-5)

18% less call options, than puts

Call options by funds: $116M | Put options by funds: $141M

Holders
851
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
11.17%
Holding in Top 10
41
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.87%
% of All Funds
0.54%
New
73
Increased
295
Reduced
270
Closed
63
Calls
$116M
Puts
$141M
Net Calls
-$25.1M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
426
PenderFund Capital Management
British Columbia, Canada
$984K
PS
427
Principal Securities
Iowa
$981K +$72.5K +37 +8%
Jones Financial Companies
428
Jones Financial Companies
Missouri
$967K +$165K +84 +20%
VWM
429
Venturi Wealth Management
Texas
$961K
SCA
430
Sage Capital Advisors
South Dakota
$956K
Allianz Asset Management
431
Allianz Asset Management
Germany
$948K +$90.2K +46 +10%
Robeco Institutional Asset Management
432
Robeco Institutional Asset Management
Netherlands
$919K -$1.43M -728 -60%
CCP
433
Carmel Capital Partners
California
$919K -$137K -70 -13%
JWCA
434
J.W. Cole Advisors
Florida
$914K -$49K -25 -5%
KAS
435
Kestra Advisory Services
Texas
$914K -$45.1K -23 -5%
CIA
436
Concurrent Investment Advisors
Florida
$911K +$31.4K +16 +3%
Neuberger Berman Group
437
Neuberger Berman Group
New York
$906K -$52.9K -27 -5%
OAC
438
OMERS Administration Corp
Ontario, Canada
$900K
BOTPPF
439
Board of the Pension Protection Fund
United Kingdom
$898K +$412K +210 +81%
PAG
440
Private Advisor Group
New Jersey
$898K -$274K -140 -23%
HBT
441
Hills Bank & Trust
Iowa
$883K
MWM
442
Mission Wealth Management
California
$881K
Lido Advisors
443
Lido Advisors
California
$871K +$463K +236 +108%
CBU
444
CIBC Bancorp USA
Illinois
$870K +$892K +455 New
VCM
445
Voleon Capital Management
California
$852K +$874K +446 New
FSA
446
Financial Security Advisor
Virginia
$845K -$11.8K -6 -1%
TMAM
447
Tokio Marine Asset Management
Japan
$843K
BAM
448
Brave Asset Management
New Jersey
$839K
AC
449
Allstate Corporation
Illinois
$833K +$855K +436 New
SAM
450
Shell Asset Management
Netherlands
$833K -$306K -156 -26%

MKL Hedge Fund Activity: Q3 2025 in Review

851 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2025, worth a combined $19B — down 5.5% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new MKL positions and 63 closed out — a net gain of 10 holders — while 295 added to existing stakes and 270 trimmed.

The largest buyer was Select Equity Group, adding an estimated $90.9M. The largest seller was Epoch Investment Partners, cutting an estimated $72.9M.

  • 851 institutional investors held Markel Group (MKL) as of Q3 2025, down from 852 in Q2 2025.
  • Funds reported $19B of Markel Group stock for Q3 2025, down 5.5% quarter-over-quarter.
  • 73 funds opened new Markel Group positions in Q3 2025 and 63 closed out, a net change of +10 holders.
  • The largest Markel Group buyer in Q3 2025 was Select Equity Group, an estimated $90.9M added.
  • The largest Markel Group seller in Q3 2025 was Epoch Investment Partners, an estimated $72.9M sold.

Based on aggregated 13F filings for Q3 2025.