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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
AWP
651
Accretive Wealth Partners
New Jersey
$268K
MSAM
652
Moloney Securities Asset Management
Missouri
$267K +$263K +143 New
WFG
653
Wills Financial Group
Virginia
$265K
IC
654
Iconiq Capital
California
$265K +$31.3K +17 +14%
MW
655
MBL Wealth
North Carolina
$264K +$3.68K +2 +1%
AT
656
Arlington Trust
Alabama
$264K
ASN
657
Advisory Services Network
Georgia
$262K -$640K -348 -71%
NQWM
658
Northwest Quadrant Wealth Management
Oregon
$262K -$20.2K -11 -7%
QC
659
Quadrature Capital
United Kingdom
$260K +$256K +139 New
SWM
660
Silverlake Wealth Management
Vermont
$258K
BFG
661
Beacon Financial Group
Texas
$254K +$1.84K +1 +0.7%
BAM
662
Berkshire Asset Management
Pennsylvania
$254K +$248K +135 New
PAS
663
Park Avenue Securities
New York
$245K -$31.3K -17 -11%
MMCM
664
Murphy & Mullick Capital Management
New York
$245K
HSA
665
HBK Sorce Advisory
Pennsylvania
$245K +$241K +131 New
FFA
666
Farther Finance Advisors
California
$244K -$5.52K -3 -2%
SFG
667
SNS Financial Group
Minnesota
$243K +$5.52K +3 +2%
GL
668
Graypoint LLC
New York
$243K -$1.84K -1 -0.8%
TAM
669
Tucker Asset Management
Colorado
$243K
BFM
670
Boothbay Fund Management
New York
$241K +$237K +129 New
FHA
671
Flagship Harbor Advisors
Massachusetts
$241K +$1.84K +1 +0.8%
CI
672
Cigna Investments
Connecticut
$241K -$5.52K -3 -2%
CCA
673
Checchi Capital Advisers
California
$239K +$12.9K +7 +6%
IA
674
IFG Advisory
Georgia
$237K
GAG
675
GM Advisory Group
New York
$236K

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.