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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
OAM
451
Oppenheimer Asset Management
New York
$830K +$300K +153 +54%
GC
452
Gilbert & Cook
Iowa
$828K +$33.3K +17 +4%
AT
453
Avalon Trust
New Mexico
$812K +$49K +25 +6%
DA
454
Denali Advisors
California
$807K +$551K +281 +199%
M&T Bank
455
M&T Bank
New York
$806K -$923K -471 -53%
RBI
456
Raiffeisen Bank International
Austria
$806K +$469K +239 +129%
OIA
457
OneDigital Investment Advisors
Kansas
$805K +$461K +235 +126%
RFA
458
Resurgent Financial Advisors
Georgia
$801K +$47K +24 +6%
SRL
459
Scientech Research LLC
New Jersey
$801K +$821K +419 New
PWM
460
Perigon Wealth Management
California
$799K -$1.96K -1 -0.2%
EWM
461
Empirical Wealth Management
Washington
$791K +$325K +166 +67%
AFM
462
Anson Funds Management
Texas
$791K
CPW
463
Crestmont Private Wealth
Texas
$782K +$41.2K +21 +5%
Carson Wealth (CWM LLC)
464
Carson Wealth (CWM LLC)
Nebraska
$778K -$159K -81 -17%
HAIM
465
Hunter Associates Investment Management
Pennsylvania
$773K -$19.6K -10 -2%
IVP
466
Intrinsic Value Partners
Arizona
$765K -$11.8K -6 -1%
CWM
467
Calamos Wealth Management
Illinois
$765K
HCM
468
Hengehold Capital Management
Ohio
$765K +$33.3K +17 +4%
LTAS
469
Linden Thomas Advisory Services
North Carolina
$759K
PMAM
470
Picton Mahoney Asset Management
Ontario, Canada
$754K +$774K +395 New
QCM
471
QRG Capital Management
Illinois
$749K +$66.7K +34 +9%
CF
472
Convergence Financial
Missouri
$738K +$757K +386 New
Luther King Capital Management (LKCM)
473
Luther King Capital Management (LKCM)
Texas
$734K
SQA
474
Simon Quick Advisors
New Jersey
$734K +$167K +85 +28%
QWM
475
Quadcap Wealth Management
Texas
$728K -$49K -25 -6%

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.