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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
TRCT
651
Tower Research Capital (TRC)
New York
$270K +$127K +65 +86%
NQWM
652
Northwest Quadrant Wealth Management
Oregon
$268K
SWP
653
Sagespring Wealth Partners
Tennessee
$265K
APA
654
Astoria Portfolio Advisors
New York
$264K +$19.6K +10 +8%
BTI
655
Blue Trust Inc
Georgia
$262K +$27.4K +14 +11%
BFG
656
Beacon Financial Group
Texas
$260K
SG
657
StoneX Group
New York
$254K
SWGC
658
Summit Wealth Group (Colorado)
Colorado
$252K +$1.34M +684 New
CPA
659
Cathy Pareto & Associates
Florida
$250K
MMCM
660
Murphy & Mullick Capital Management
New York
$250K
DIA
661
Dana Investment Advisors
Wisconsin
$250K +$257K +131 New
GSC
662
Ground Swell Capital
South Carolina
$250K +$257K +131 New
JSW
663
Journey Strategic Wealth
New Jersey
$248K -$114K -58 -31%
TAM
664
Tucker Asset Management
Colorado
$248K
AWM
665
Atticus Wealth Management
Florida
$247K +$118K +60 +87%
HI
666
Harbour Investments
Wisconsin
$245K -$294K -150 -54%
AWA
667
Arkadios Wealth Advisors
Georgia
$243K +$37.2K +19 +18%
GAG
668
GM Advisory Group
New York
$241K
WPC
669
Wedmont Private Capital
Pennsylvania
$240K +$19.6K +10 +9%
FMII
670
Farmers & Merchants Investments Inc
Nebraska
$239K
CCA
671
Checchi Capital Advisers
California
$236K +$3.92K +2 +2%
CPIG
672
Chicago Partners Investment Group
Illinois
$235K +$41.2K +21 +20%
Empower Advisory Group
673
Empower Advisory Group
Colorado
$233K +$15.7K +8 +7%
PAW
674
Plan A Wealth
Nebraska
$231K -$5.88K -3 -2%
IA
675
IFG Advisory
Georgia
$231K

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.