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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
MYAM
551
Meiji Yasuda Asset Management
Japan
$434K
CWA
552
Carolina Wealth Advisors
South Carolina
$430K +$416K +226 +5,650%
CAM
553
Cresset Asset Management
Illinois
$428K +$193K +105 +85%
LCWP
554
Legacy Capital Wealth Partners
Arkansas
$423K +$1.84K +1 +0.4%
MF
555
Magnetar Financial
Illinois
$421K +$414K +225 New
AMBIA
556
Allen Mooney & Barnes Investment Advisors
Georgia
$415K
IWM
557
IHT Wealth Management
Illinois
$415K
LKBC
558
L.K. Benson & Company
Maryland
$413K +$138K +75 +51%
APWM
559
Argonautica Private Wealth Management
Massachusetts
$408K -$22.1K -12 -5%
EPIME
560
Evelyn Partners Investment Management (Europe)
$408K
JF
561
Jump Financial
Illinois
$408K +$401K +218 New
GJWM
562
Gilliland Jeter Wealth Management
Arkansas
$404K -$68.1K -37 -15%
FFM
563
Forum Financial Management
Illinois
$404K
DTL
564
Dynamic Technology Lab
Singapore
$400K +$394K +214 New
SI
565
Stephens Inc
Arkansas
$398K -$710K -386 -64%
MFAM
566
Motley Fool Asset Management
Virginia
$396K +$42.3K +23 +12%
CCAM
567
Cascades Capital Asset Management
North Carolina
$394K
SQA
568
Simon Quick Advisors
New Jersey
$394K +$388K +211 New
Lido Advisors
569
Lido Advisors
California
$389K +$18.4K +10 +5%
GT
570
Greenleaf Trust
Michigan
$389K -$9.2K -5 -2%
A
571
AlphaQuest
New York
$385K
SIM
572
Studio Investment Management
Illinois
$385K +$18.4K +10 +5%
MF
573
Manchester Financial
California
$381K -$11K -6 -3%
ECM
574
Evergreen Capital Management
Washington
$381K +$1.84K +1 +0.5%
NYLIM
575
New York Life Investment Management
New York
$381K -$36.8K -20 -9%

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.