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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
C
626
Covestor
United Kingdom
$296K +$79.1K +43 +37%
ET
627
Equitable Trust
Tennessee
$294K
SIM
628
Sentry Investment Management
Wisconsin
$292K -$95.7K -52 -23%
BBNA
629
Bremer Bank National Association
Minnesota
$290K
CCM
630
Coldstream Capital Management
Washington
$288K -$7.36K -4 -3%
GPW
631
Genesis Private Wealth
Virginia
$288K -$23.9K -13 -8%
IAA
632
Independent Advisor Alliance
North Carolina
$287K +$281K +153 New
CCM
633
Canal Capital Management
Virginia
$284K -$5.52K -3 -2%
RIP
634
RAM Investment Partners
Washington
$284K +$1.84K +1 +0.7%
QCG
635
Quadrant Capital Group
Ohio
$282K +$184K +100 +196%
LWM
636
Lodestone Wealth Management
Washington
$282K -$16.6K -9 -6%
TRCT
637
Tower Research Capital (TRC)
New York
$281K -$1.57M -854 -85%
DCM
638
Dimension Capital Management
Florida
$280K
EIA
639
Edgemoor Investment Advisors
Maryland
$280K
WSC
640
Wellington Shields & Co
New York
$280K +$9.2K +5 +3%
SWP
641
Sagespring Wealth Partners
Tennessee
$280K +$27.6K +15 +11%
CIM
642
Confluence Investment Management
Missouri
$280K -$61.3M -33,323 -100%
CPA
643
Capital Performance Advisors
California
$279K +$274K +149 New
CIM
644
Cambria Investment Management
California
$277K +$272K +148 New
Lazard Asset Management
645
Lazard Asset Management
New York
$274K -$166K -90 -38%
S
646
SignatureFD
Georgia
$273K +$9.2K +5 +4%
GAA
647
Global Assets Advisory
Florida
$272K +$281K +153 New
CCA
648
Conestoga Capital Advisors
Pennsylvania
$271K
NHC
649
Nicholas Hoffman & Company
Georgia
$269K +$265K +144 New
TFS
650
Thoroughbred Financial Services
Tennessee
$269K

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.