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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
BTI
676
Blue Trust Inc
Georgia
$234K +$44.2K +24 +24%
FMII
677
Farmers & Merchants Investments Inc
Nebraska
$234K
PAW
678
Plan A Wealth
Nebraska
$232K
NI
679
NDVR Inc
Massachusetts
$232K +$228K +124 New
AT
680
American Trust
Kentucky
$231K -$88.3K -48 -28%
AIA
681
Affinity Investment Advisors
California
$230K +$226K +123 New
CPA
682
Cathy Pareto & Associates
Florida
$226K -$27.6K -15 -11%
ATPW
683
Ashton Thomas Private Wealth
Arizona
$226K +$223K +121 New
Empower Advisory Group
684
Empower Advisory Group
Colorado
$226K +$223K +121 New
APA
685
Astoria Portfolio Advisors
New York
$225K
FFBTD
686
First Financial Bank - Trust Division
Ohio
$224K
BJL
687
Brighton Jones LLC
Washington
$224K -$31.3K -17 -12%
SIA
688
Schechter Investment Advisors
Michigan
$221K -$25.8K -14 -11%
CF
689
Corebridge Financial
Texas
$221K -$7.36K -4 -3%
HNB
690
Huntington National Bank
Ohio
$221K +$7.36K +4 +4%
VF
691
Vest Financial
Virginia
$221K +$217K +118 New
RGC
692
Roberts, Glore & Co
Illinois
$221K
AF
693
Allworth Financial
California
$218K -$18.4K -10 -8%
DAS
694
Dynamic Advisor Solutions
Arizona
$217K +$213K +116 New
GIA
695
Guyasuta Investment Advisors
Pennsylvania
$215K +$212K +115 New
IIC
696
Ironwood Investment Counsel
Arizona
$215K +$212K +115 New
CNTOF
697
Canandaigua National Trust of Florida
New York
$213K -$311K -169 -60%
FTWA
698
Fifth Third Wealth Advisors
Ohio
$213K +$210K +114 New
HCP
699
Hexagon Capital Partners
Arkansas
$211K +$1.84K +1 +0.9%
FAIM
700
Financial Advocates Investment Management
Washington
$208K -$327K -178 -62%

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.