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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
DWA
26
Douglass Winthrop Advisors
New York
$156M -$9.31M -5,058 -6%
UBS Group
27
UBS Group
Switzerland
$153M -$53.3M -28,977 -26%
Bank Julius Baer & Co
28
Bank Julius Baer & Co
Switzerland
$153M +$15.5M +8,434 +11%
PCH
29
Polar Capital Holdings
United Kingdom
$150M +$5.34M +2,900 +4%
Legal & General Group
30
Legal & General Group
United Kingdom
$150M +$2.17M +1,180 +1%
FWIA
31
Fort Washington Investment Advisors
Ohio
$149M +$5.25M +2,855 +4%
ESBC
32
E.S. Barr & Co
Kentucky
$149M -$2.17M -1,180 -1%
Jennison Associates
33
Jennison Associates
New York
$149M +$1.65M +896 +1%
CCM
34
Check Capital Management
California
$148M +$3.53M +1,921 +2%
HighTower Advisors
35
HighTower Advisors
Illinois
$134M -$546K -297 -0.4%
TD Asset Management
36
TD Asset Management
Ontario, Canada
$128M +$32M +17,413 +34%
Charles Schwab
37
Charles Schwab
California
$114M +$5.18M +2,817 +5%
GHCMRT
38
Graham Holdings Co Master Retirement Trust
Virginia
$108M
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$107M -$4.79M -2,602 -4%
Wells Fargo
40
Wells Fargo
California
$107M -$11.8M -6,434 -10%
Raymond James Financial
41
Raymond James Financial
Florida
$105M -$2.22M -1,209 -2%
GHC
42
Graham Holdings Company
Virginia
$104M
DDC
43
DF Dent & Co
Maryland
$103M -$50.8M -27,635 -33%
DAM
44
Davis Asset Management
California
$93.5M
AC
45
Avenir Corporation
Virginia
$92.8M -$9.07M -4,928 -9%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$91.4M +$11M +5,984 +14%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$88.4M -$1.19M -648 -1%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$81.9M -$9.84M -5,348 -11%
GC
49
Giverny Capital
Quebec, Canada
$81.1M +$131K +71 +0.2%
Mitsubishi UFJ Trust & Banking
50
Mitsubishi UFJ Trust & Banking
Japan
$78.7M -$13.8M -7,507 -15%

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.