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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
CAI
551
Capital Advisors Inc
Oklahoma
$458K +$429K +229 New
SG Americas Securities
552
SG Americas Securities
New York
$457K -$6.82M -3,639 -94%
BI
553
Ballast Inc
Kentucky
$455K -$22.5K -12 -5%
EWA
554
EP Wealth Advisors
California
$455K +$75K +40 +21%
VT
555
Vise Technologies
New York
$447K +$420K +224 New
AIM
556
Anchor Investment Management
South Carolina
$443K +$91.9K +49 +28%
IWM
557
IHT Wealth Management
Illinois
$443K
UM
558
UniSuper Management
Australia
$439K -$56.3K -30 -12%
Lido Advisors
559
Lido Advisors
California
$439K +$20.6K +11 +5%
EPIME
560
Evelyn Partners Investment Management (Europe)
$435K
CAM
561
Cresset Asset Management
Illinois
$431K -$24.4K -13 -6%
FFM
562
Forum Financial Management
Illinois
$431K
GJWM
563
Gilliland Jeter Wealth Management
Arkansas
$423K -$7.5K -4 -2%
SI
564
Stephens Inc
Arkansas
$423K -$1.88K -1 -0.5%
SL
565
Salomon & Ludwin
Virginia
$422K +$46.9K +25 +13%
CCAM
566
Cascades Capital Asset Management
North Carolina
$421K
MFG
567
Merit Financial Group
Georgia
$417K +$86.3K +46 +28%
CIA
568
Choate Investment Advisors
Massachusetts
$413K +$26.3K +14 +7%
MFAM
569
Motley Fool Asset Management
Virginia
$411K -$11.3K -6 -3%
EWM
570
Evercore Wealth Management
New York
$405K
EPM
571
Elm Partners Management
Pennsylvania
$403K +$379K +202 New
JG
572
Jain Global
New York
$401K -$182K -97 -33%
OGC
573
Oak Grove Capital
New Hampshire
$399K -$188K -100 -33%
MA
574
MCF Advisors
Kentucky
$399K
PCM
575
Parsons Capital Management
Rhode Island
$399K

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.