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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
EF
451
Empowered Funds
Pennsylvania
$778K +$252K +137 +49%
AFM
452
Anson Funds Management
Texas
$774K +$182K +99 +31%
CG
453
Caprock Group
Idaho
$772K -$55.2K -30 -7%
Axa
454
Axa
France
$768K +$29.4K +16 +4%
IVP
455
Intrinsic Value Partners
Arizona
$767K -$20.2K -11 -3%
VWM
456
Venturi Wealth Management
Texas
$753K +$110K +60 +17%
LTAS
457
Linden Thomas Advisory Services
North Carolina
$752K +$3.68K +2 +0.5%
AT
458
Avalon Trust
New Mexico
$748K -$184K -100 -20%
CWM
459
Calamos Wealth Management
Illinois
$748K
QWM
460
Quadcap Wealth Management
Texas
$744K -$1.84K -1 -0.3%
CIA
461
Concurrent Investment Advisors
Florida
$736K -$138K -75 -16%
MIM
462
Manitou Investment Management
Ontario, Canada
$729K +$718K +390 New
Carson Wealth (CWM LLC)
463
Carson Wealth (CWM LLC)
Nebraska
$722K +$131K +71 +23%
TPI
464
Trust Point Inc
Wisconsin
$718K -$33.1K -18 -4%
HIS
465
Harvest Investment Services
Illinois
$714K -$9.2K -5 -1%
ACA
466
Aptus Capital Advisors
Alabama
$690K +$3.68K +2 +0.5%
LA
467
Legacy Advisors
Pennsylvania
$688K
KRSITF
468
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$688K +$677K +368 New
RFA
469
Resurgent Financial Advisors
Georgia
$686K -$7.36K -4 -1%
FCMC
470
Founders Capital Management (Connecticut)
Connecticut
$677K -$82.8K -45 -11%
CSI
471
Cross Staff Investments
New York
$673K -$18.4K -10 -3%
IP
472
Intellectus Partners
California
$673K
MIA
473
MainStreet Investment Advisors
Illinois
$671K +$14.7K +8 +2%
MIM
474
MetLife Investment Management
New Jersey
$669K +$5.52K +3 +0.8%
KPWS
475
Kestra Private Wealth Services
Texas
$669K +$79.1K +43 +14%

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.