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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
AF
476
Advisornet Financial
Minnesota
$660K +$23.9K +13 +4%
RIM
477
Rakuten Investment Management
Japan
$659K +$653K +355 New
BAM
478
Boyar Asset Management
New York
$658K +$1.84K +1 +0.3%
CPW
479
Crestmont Private Wealth
Texas
$656K +$92K +50 +17%
AWM
480
Apollon Wealth Management
South Carolina
$649K -$29.4K -16 -4%
CSP
481
Cary Street Partners
Virginia
$647K -$42.3K -23 -6%
N
482
Numerai
California
$643K +$633K +344 New
BMSSC
483
B. Metzler seel. Sohn & Co
Germany
$641K -$14.7K -8 -2%
TWC
484
TD Waterhouse Canada
Ontario, Canada
$633K +$47.8K +26 +8%
RWM
485
Ritholtz Wealth Management
New York
$630K
BEC
486
Blue Edge Capital
Virginia
$623K
THCM
487
Taylor Hoffman Capital Management
Virginia
$614K +$18.4K +10 +3%
WAG
488
Winthrop Advisory Group
Massachusetts
$611K
T
489
Tableaux
Massachusetts
$608K +$598K +325 New
VIA
490
Victrix Investment Advisors
Florida
$606K -$46K -25 -7%
BIA
491
Beacon Investment Advisors
Maryland
$598K
CFG
492
Citizens Financial Group
Rhode Island
$596K +$5.52K +3 +0.9%
RYIA
493
Roehl & Yi Investment Advisors
Oregon
$595K -$1.84K -1 -0.3%
SAM
494
Shell Asset Management
Netherlands
$591K -$36.8K -20 -6%
HAG
495
HighPoint Advisor Group
Illinois
$579K +$99.3K +54 +20%
EWM
496
Empirical Wealth Management
Washington
$574K +$99.3K +54 +21%
IPW
497
Inlet Private Wealth
Florida
$572K +$101K +55 +22%
QCM
498
QRG Capital Management
Illinois
$568K -$25.8K -14 -4%
HCM
499
Hengehold Capital Management
Ohio
$566K +$123K +67 +28%
SBFM
500
S-Bank Fund Management
Finland
$566K +$557K +303 New

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.