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Markel Group

852 hedge funds and large institutions have $20.1B invested in Markel Group in 2025 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 290 increasing their positions, 291 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 61

5% more capital invested

Capital invested by funds: $19.1B → $20.1B (+$1.02B)

2% more funds holding in top 10

Funds holding in top 10: 4546 (+1)

2% more call options, than puts

Call options by funds: $105M | Put options by funds: $102M

0% more funds holding

Funds holding: 850852 (+2)

0% less repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 291

0.55% less ownership

Funds ownership: 79.85%79.3% (-0.55%)

Holders
852
Holders Change
+2
Holders Change %
+0.24%
% of All Funds
11.22%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
0.61%
New
74
Increased
290
Reduced
291
Closed
61
Calls
$105M
Puts
$102M
Net Calls
+$2.37M
Net Calls Change
-$30.5M
Name Holding Trade Value Shares
Change
Change in
Stake
O
526
Ossiam
France
$517K
MPWT
527
MassMutual Private Wealth & Trust
Connecticut
$513K -$58.1K -31 -11%
DWM
528
Dakota Wealth Management
Florida
$511K -$1.88K -1 -0.4%
BTWM
529
Baker Tilly Wealth Management
Wisconsin
$511K -$20.6K -11 -4%
FFM
530
Flagstone Financial Management
Nebraska
$507K
JFG
531
Jefferies Financial Group
New York
$505K +$474K +253 New
ACG
532
Allen Capital Group
Nebraska
$503K +$113K +60 +31%
CIBC Private Wealth Group
533
CIBC Private Wealth Group
Georgia
$499K -$46.9K -25 -9%
TNBTD
534
Trustmark National Bank Trust Department
Mississippi
$499K
CLA
535
Carnegie Lake Advisors
New Jersey
$499K
NFGCM
536
Norman Fields Gottscho Capital Management
New York
$499K
QI
537
Qtron Investments
Massachusetts
$497K +$114K +61 +32%
EWM
538
Empirical Wealth Management
Washington
$495K -$111K -59 -19%
AMBIA
539
Allen Mooney & Barnes Investment Advisors
Georgia
$493K +$46.9K +25 +11%
MWA
540
Mills Wealth Advisors
Texas
$491K +$1.88K +1 +0.4%
BRG
541
Bay Rivers Group
Virginia
$489K -$18.8K -10 -4%
HC
542
Hara Capital
Washington
$481K
TSWM
543
Tyler-Stone Wealth Management
Ohio
$479K +$450K +240 New
DA
544
Dover Advisors
Virginia
$477K -$11.3K -6 -2%
OWA
545
One Wealth Advisors
California
$475K
APW
546
Acima Private Wealth
Virginia
$463K -$37.5K -20 -8%
BMCM
547
Burns Matteson Capital Management
New York
$463K -$16.9K -9 -4%
Arrowstreet Capital
548
Arrowstreet Capital
Massachusetts
$463K +$435K +232 New
CWA
549
Carolina Wealth Advisors
South Carolina
$459K
LCWP
550
Legacy Capital Wealth Partners
Arkansas
$459K +$7.5K +4 +2%

MKL Hedge Fund Activity: Q2 2025 in Review

852 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q2 2025, worth a combined $20.1B — up 5.4% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new MKL positions and 61 closed out — a net gain of 13 holders — while 290 added to existing stakes and 291 trimmed.

The largest buyer was Select Equity Group, adding an estimated $272M. The largest seller was First Trust Advisors, cutting an estimated $210M.

  • 852 institutional investors held Markel Group (MKL) as of Q2 2025, up from 850 in Q1 2025.
  • Funds reported $20.1B of Markel Group stock for Q2 2025, up 5.4% quarter-over-quarter.
  • 74 funds opened new Markel Group positions in Q2 2025 and 61 closed out, a net change of +13 holders.
  • The largest Markel Group buyer in Q2 2025 was Select Equity Group, an estimated $272M added.
  • The largest Markel Group seller in Q2 2025 was First Trust Advisors, an estimated $210M sold.

Based on aggregated 13F filings for Q2 2025.