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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
AG
526
AlTi Global
New York
$497K -$1.84K -1 -0.4%
TW
527
TritonPoint Wealth
Maryland
$494K +$5.52K +3 +1%
AIM
528
Allen Investment Management
New York
$490K
O
529
Ossiam
France
$484K -$112K -61 -19%
DWM
530
Dakota Wealth Management
Florida
$480K
BRG
531
Bay Rivers Group
Virginia
$477K -$46K -25 -9%
FFM
532
Flagstone Financial Management
Nebraska
$475K
DO
533
denkapparat Operations
Germany
$475K +$36.8K +20 +9%
APW
534
Acima Private Wealth
Virginia
$471K -$44.2K -24 -9%
TNBTD
535
Trustmark National Bank Trust Department
Mississippi
$467K
UM
536
UniSuper Management
Australia
$467K
CLA
537
Carnegie Lake Advisors
New Jersey
$467K
NFGCM
538
Norman Fields Gottscho Capital Management
New York
$467K
CGH
539
Crossmark Global Holdings
Texas
$464K +$456K +248 New
CIBC Private Wealth Group
540
CIBC Private Wealth Group
Georgia
$462K +$296K +161 +141%
DA
541
Dover Advisors
Virginia
$458K -$12.9K -7 -3%
MWA
542
Mills Wealth Advisors
Texas
$458K +$1.84K +1 +0.4%
HC
543
Hara Capital
Washington
$451K -$502K -273 -53%
BMCM
544
Burns Matteson Capital Management
New York
$451K +$443K +241 New
BI
545
Ballast Inc
Kentucky
$449K +$442K +240 New
OWA
546
One Wealth Advisors
California
$445K
OWA
547
Opal Wealth Advisors
New York
$439K -$33.1K -18 -7%
DFCM
548
Dark Forest Capital Management
Puerto Rico
$439K -$488K -265 -53%
VI
549
Vestcor Inc
New Brunswick, Canada
$439K +$1.84K +1 +0.4%
WCM Investment Management
550
WCM Investment Management
California
$436K +$164K +89 +61%

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.