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Markel Group

852 hedge funds and large institutions have $20.1B invested in Markel Group in 2025 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 290 increasing their positions, 291 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 61

5% more capital invested

Capital invested by funds: $19.1B → $20.1B (+$1.02B)

2% more funds holding in top 10

Funds holding in top 10: 4546 (+1)

2% more call options, than puts

Call options by funds: $105M | Put options by funds: $102M

0% more funds holding

Funds holding: 850852 (+2)

0% less repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 291

0.55% less ownership

Funds ownership: 79.85%79.3% (-0.55%)

Holders
852
Holders Change
+2
Holders Change %
+0.24%
% of All Funds
11.22%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
0.61%
New
74
Increased
290
Reduced
291
Closed
61
Calls
$105M
Puts
$102M
Net Calls
+$2.37M
Net Calls Change
-$30.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AFM
451
Anson Funds Management
Texas
$827K
IVP
452
Intrinsic Value Partners
Arizona
$811K -$7.5K -4 -1%
QWM
453
Quadcap Wealth Management
Texas
$811K +$15K +8 +2%
AAS
454
Avantax Advisory Services
Texas
$807K +$197K +105 +35%
AT
455
Avalon Trust
New Mexico
$799K
CWM
456
Calamos Wealth Management
Illinois
$799K
CFO
457
Callan Family Office
Pennsylvania
$795K +$746K +398 New
LTAS
458
Linden Thomas Advisory Services
North Carolina
$793K -$9.38K -5 -1%
LFM
459
LGT Fund Management
Liechtenstein
$793K +$744K +397 New
RFA
460
Resurgent Financial Advisors
Georgia
$789K +$52.5K +28 +8%
CPW
461
Crestmont Private Wealth
Texas
$775K +$69.4K +37 +11%
Luther King Capital Management (LKCM)
462
Luther King Capital Management (LKCM)
Texas
$767K -$1.16M -616 -62%
HCM
463
Hengehold Capital Management
Ohio
$765K +$150K +80 +26%
PA
464
Procyon Advisors
Connecticut
$761K -$1.97M -1,051 -73%
HIS
465
Harvest Investment Services
Illinois
$742K -$20.6K -11 -3%
ACA
466
Aptus Capital Advisors
Alabama
$737K
DAM
467
Draper Asset Management
New York
$737K +$696K +371 New
RC
468
Rexford Capital
Texas
$721K +$677K +361 New
CSI
469
Cross Staff Investments
New York
$719K
QCM
470
QRG Capital Management
Illinois
$715K +$101K +54 +18%
IP
471
Intellectus Partners
California
$705K -$13.1K -7 -2%
TWC
472
TD Waterhouse Canada
Ontario, Canada
$692K +$11.3K +6 +2%
FCMC
473
Founders Capital Management (Connecticut)
Connecticut
$691K -$30K -16 -4%
AWM
474
Apollon Wealth Management
South Carolina
$691K -$1.88K -1 -0.3%
CWM
475
Congress Wealth Management
Massachusetts
$691K -$306K -163 -32%

MKL Hedge Fund Activity: Q2 2025 in Review

852 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q2 2025, worth a combined $20.1B — up 5.4% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new MKL positions and 61 closed out — a net gain of 13 holders — while 290 added to existing stakes and 291 trimmed.

The largest buyer was Select Equity Group, adding an estimated $272M. The largest seller was First Trust Advisors, cutting an estimated $210M.

  • 852 institutional investors held Markel Group (MKL) as of Q2 2025, up from 850 in Q1 2025.
  • Funds reported $20.1B of Markel Group stock for Q2 2025, up 5.4% quarter-over-quarter.
  • 74 funds opened new Markel Group positions in Q2 2025 and 61 closed out, a net change of +13 holders.
  • The largest Markel Group buyer in Q2 2025 was Select Equity Group, an estimated $272M added.
  • The largest Markel Group seller in Q2 2025 was First Trust Advisors, an estimated $210M sold.

Based on aggregated 13F filings for Q2 2025.