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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
TPI
501
Trust Point Inc
Wisconsin
$608K +$68.6K +35 +12%
THCM
502
Taylor Hoffman Capital Management
Virginia
$602K -$3.92K -2 -0.6%
NA
503
NewEdge Advisors
Louisiana
$598K +$39.2K +20 +7%
VCA
504
Verdence Capital Advisors
Maryland
$597K -$1.96K -1 -0.3%
IPW
505
Inlet Private Wealth
Florida
$587K
EPM
506
Elm Partners Management
Pennsylvania
$571K +$190K +97 +48%
SO
507
STRS Ohio
Ohio
$570K -$2.64M -1,349 -82%
MGWM
508
Marks Group Wealth Management
Minnesota
$570K -$5.88K -3 -1%
PCIA
509
Prime Capital Investment Advisors
Kansas
$566K
IP
510
Intellectus Partners
California
$564K -$114K -58 -16%
DT
511
Diversified Trust
Tennessee
$562K +$576K +294 New
FNBT
512
FineMark National Bank & Trust
Florida
$550K +$1.96K +1 +0.3%
TIAA Trust, National Association
513
TIAA Trust, National Association
North Carolina
$547K +$23.5K +12 +4%
ACG
514
Allen Capital Group
Nebraska
$541K +$60.8K +31 +12%
IWM
515
IHT Wealth Management
Illinois
$541K +$120K +61 +27%
SBFM
516
S-Bank Fund Management
Finland
$533K -$5.88K -3 -1%
MAM
517
Madison Asset Management
Wisconsin
$533K -$11.8K -6 -2%
AF
518
Advisornet Financial
Minnesota
$531K -$13.7K -7 -2%
CIBC Private Wealth Group
519
CIBC Private Wealth Group
Georgia
$529K +$52.9K +27 +11%
MPW
520
Magnolia Private Wealth
Pennsylvania
$526K +$1.96K +1 +0.4%
WCM Investment Management
521
WCM Investment Management
California
$521K +$19.6K +10 +4%
LIM
522
Leavell Investment Management
Alabama
$520K
YCM
523
Yousif Capital Management
Michigan
$518K -$1.96K -1 -0.4%
AF
524
Allworth Financial
California
$511K +$198K +101 +61%
IAA
525
Independent Advisor Alliance
North Carolina
$511K +$214K +109 +69%

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.