We are live on ! Find out more
MKL icon

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
MGWM
501
Marks Group Wealth Management
Minnesota
$565K -$16.6K -9 -3%
Jones Financial Companies
502
Jones Financial Companies
Missouri
$562K +$90.1K +49 +19%
OGC
503
Oak Grove Capital
New Hampshire
$561K -$184K -100 -25%
NA
504
NewEdge Advisors
Louisiana
$561K
AAS
505
Avantax Advisory Services
Texas
$559K
JG
506
Jain Global
New York
$557K +$548K +298 New
ECM
507
Elgethun Capital Management
South Dakota
$555K -$16.6K -9 -3%
CC
508
Centiva Capital
New York
$553K +$545K +296 New
SFI
509
Siemens Fonds Invest
Germany
$548K -$421K -229 -44%
GWANC
510
Guardian Wealth Advisors (North Carolina)
North Carolina
$538K
MPWT
511
MassMutual Private Wealth & Trust
Connecticut
$538K
FNBT
512
FineMark National Bank & Trust
Florida
$537K +$110K +60 +26%
YIH
513
Y-Intercept (HK)
Hong Kong
$537K +$528K +287 New
MAM
514
Madison Asset Management
Wisconsin
$534K
NB
515
NBT Bank
New York
$531K -$9.2K -5 -2%
OAM
516
Oppenheimer Asset Management
New York
$529K -$3.68K -2 -0.7%
YCM
517
Yousif Capital Management
Michigan
$529K +$16.6K +9 +3%
HI
518
Harbour Investments
Wisconsin
$520K +$500K +272 +4,533%
TIAA Trust, National Association
519
TIAA Trust, National Association
North Carolina
$518K +$510K +277 New
WANY
520
Wealthspire Advisors (New York)
New York
$516K +$18.4K +10 +4%
GIC
521
Generali Investments CEE
Czech Republic
$514K
CCA
522
Cadent Capital Advisors
Oklahoma
$503K
SCM
523
Sebold Capital Management
Illinois
$503K +$44.2K +24 +10%
LIM
524
Leavell Investment Management
Alabama
$501K
BTWM
525
Baker Tilly Wealth Management
Wisconsin
$499K +$5.52K +3 +1%

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.