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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
CI
676
Cigna Investments
Connecticut
$231K
OWA
677
Opal Wealth Advisors
New York
$229K +$17.6K +9 +8%
CIC
678
Carnegie Investment Counsel
Ohio
$229K
FFBTD
679
First Financial Bank - Trust Division
Ohio
$229K
FTWA
680
Fifth Third Wealth Advisors
Ohio
$229K +$11.8K +6 +5%
PAS
681
Park Avenue Securities
New York
$226K +$3.92K +2 +2%
RGC
682
Roberts, Glore & Co
Illinois
$226K
NI
683
NDVR Inc
Massachusetts
$224K -$11.8K -6 -5%
Optiver Holding
684
Optiver Holding
Netherlands
$222K +$227K +116 New
GIA
685
Guyasuta Investment Advisors
Pennsylvania
$220K
PWW
686
Pettyjohn Wood & White
Virginia
$220K +$9.8K +5 +5%
CNTOF
687
Canandaigua National Trust of Florida
New York
$218K -$351K -179 -61%
RFC
688
Regions Financial Corp
Alabama
$218K -$25.5K -13 -10%
DAS
689
Diversify Advisory Services
Utah
$217K +$7.84K +4 +4%
ZF
690
Zhang Financial
Michigan
$216K
MGIA
691
Moneta Group Investment Advisors
Missouri
$216K +$15.7K +8 +8%
EWA
692
EverSource Wealth Advisors
Alabama
$214K +$64.7K +33 +42%
GWCM
693
Godshalk Welsh Capital Management
Pennsylvania
$214K +$17.6K +9 +9%
TC
694
TwinBeech Capital
New York
$214K +$220K +112 New
KCP
695
Kera Capital Partners
California
$212K +$218K +111 New
EIA
696
Edgemoor Investment Advisors
Maryland
$210K -$78.4K -40 -27%
DAS
697
Dynamic Advisor Solutions
Arizona
$210K -$13.7K -7 -6%
GD
698
Grandfield & Dodd
New York
$210K
PI
699
PFG Investments
New York
$210K
AWA
700
Aaron Wealth Advisors
Illinois
$210K +$216K +110 New

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.