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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
RCM
601
RMR Capital Management
California
$348K
VCM
602
Virtue Capital Management
Tennessee
$344K +$125K +68 +59%
OIA
603
OneDigital Investment Advisors
Kansas
$342K +$58.9K +32 +21%
GT
604
Glenmede Trust
Pennsylvania
$342K -$116K -63 -26%
CAAS
605
Capital Asset Advisory Services
Michigan
$342K -$3.68K -2 -1%
TIA
606
Traphagen Investment Advisors
New Jersey
$340K -$11K -6 -3%
TSS
607
Two Sigma Securities
New York
$335K -$407K -221 -55%
LFAS
608
Level Four Advisory Services
Texas
$331K -$12.9K -7 -4%
HC
609
Hamilton Capital
Ohio
$327K
EH
610
Equitable Holdings
New York
$325K +$320K +174 New
AIM
611
Anchor Investment Management
South Carolina
$323K +$57K +31 +22%
HHGC
612
Hunting Hill Global Capital
New York
$322K
Fifth Third Bancorp
613
Fifth Third Bancorp
Ohio
$320K -$1.84K -1 -0.6%
TAM
614
Tocqueville Asset Management
New York
$318K
WWC
615
Waypoint Wealth Counsel
Georgia
$314K +$1.84K +1 +0.6%
II
616
Inspire Investing
Idaho
$314K -$1.2M -651 -79%
SS
617
Sunbelt Securities
Texas
$314K
FCP
618
Fidelis Capital Partners
Florida
$314K -$14.7K -8 -4%
AFM
619
Armstrong Fleming & Moore
District of Columbia
$307K +$302K +164 New
SG
620
StoneX Group
New York
$305K +$53.4K +29 +22%
MFG
621
Merit Financial Group
Georgia
$305K +$66.2K +36 +28%
NRD
622
Nebula Research & Development
New York
$303K +$298K +162 New
JWM
623
JGP Wealth Management
Oregon
$301K +$296K +161 New
PP
624
Prudential plc
United Kingdom
$297K
SAM
625
Smartleaf Asset Management
Massachusetts
$297K +$134K +73 +84%

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.