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Markel Group

851 hedge funds and large institutions have $19B invested in Markel Group in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 295 increasing their positions, 270 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 63

9% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 270

0% less funds holding

Funds holding: 852851 (-1)

0.85% less ownership

Funds ownership: 79.3%78.44% (-0.85%)

5% less capital invested

Capital invested by funds: $20.1B → $19B (-$1.09B)

11% less funds holding in top 10

Funds holding in top 10: 4641 (-5)

18% less call options, than puts

Call options by funds: $116M | Put options by funds: $141M

Holders
851
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
11.17%
Holding in Top 10
41
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.87%
% of All Funds
0.54%
New
73
Increased
295
Reduced
270
Closed
63
Calls
$116M
Puts
$141M
Net Calls
-$25.1M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
626
Advisors Capital Management
New Jersey
$300K +$308K +157 New
Mirae Asset Global ETFs Holdings
627
Mirae Asset Global ETFs Holdings
Hong Kong
$298K +$68.6K +35 +29%
S
628
SignatureFD
Georgia
$297K +$9.8K +5 +3%
ONB
629
Old National Bancorp
Indiana
$296K
WSC
630
Wellington Shields & Co
New York
$296K
FFA
631
Farther Finance Advisors
California
$294K
CIM
632
Cambria Investment Management
California
$294K +$7.84K +4 +3%
MW
633
MBL Wealth
North Carolina
$292K
JWM
634
JGP Wealth Management
Oregon
$292K -$17.6K -9 -6%
WI
635
WBI Investments
New Jersey
$291K +$298K +152 New
NYLIM
636
New York Life Investment Management
New York
$289K -$90.2K -46 -23%
WA
637
Wealth Alliance
New York
$287K +$1.96K +1 +0.7%
CCM
638
Coldstream Capital Management
Washington
$287K +$1.96K +1 +0.7%
DCM
639
Dimension Capital Management
Florida
$287K
GPW
640
Genesis Private Wealth
Virginia
$285K
FHA
641
Flagship Harbor Advisors
Massachusetts
$283K +$25.5K +13 +10%
Envestnet Portfolio Solutions
642
Envestnet Portfolio Solutions
Illinois
$281K +$58.8K +30 +26%
CCA
643
Conestoga Capital Advisors
Pennsylvania
$277K
TFS
644
Thoroughbred Financial Services
Tennessee
$275K
BI
645
Ballast Inc
Kentucky
$273K -$167K -85 -37%
AWP
646
Accretive Wealth Partners
New Jersey
$273K
LWM
647
Lodestone Wealth Management
Washington
$271K -$3.92K -2 -1%
WFG
648
Wills Financial Group
Virginia
$271K
AT
649
Arlington Trust
Alabama
$270K
ASN
650
Advisory Services Network
Georgia
$270K +$13.7K +7 +5%

MKL Hedge Fund Activity: Q3 2025 in Review

851 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2025, worth a combined $19B — down 5.5% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new MKL positions and 63 closed out — a net gain of 10 holders — while 295 added to existing stakes and 270 trimmed.

The largest buyer was Select Equity Group, adding an estimated $90.9M. The largest seller was Epoch Investment Partners, cutting an estimated $72.9M.

  • 851 institutional investors held Markel Group (MKL) as of Q3 2025, down from 852 in Q2 2025.
  • Funds reported $19B of Markel Group stock for Q3 2025, down 5.5% quarter-over-quarter.
  • 73 funds opened new Markel Group positions in Q3 2025 and 63 closed out, a net change of +10 holders.
  • The largest Markel Group buyer in Q3 2025 was Select Equity Group, an estimated $90.9M added.
  • The largest Markel Group seller in Q3 2025 was Epoch Investment Partners, an estimated $72.9M sold.

Based on aggregated 13F filings for Q3 2025.