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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
WFI
701
West Family Investments
California
$208K +$204K +111 New
CIC
702
Carnegie Investment Counsel
Ohio
$206K
PI
703
PFG Investments
New York
$206K +$202K +110 New
AA
704
Apriem Advisors
California
$204K +$201K +109 New
RFC
705
Regions Financial Corp
Alabama
$204K +$201K +109 New
Mirae Asset Global ETFs Holdings
706
Mirae Asset Global ETFs Holdings
Hong Kong
$204K +$23.9K +13 +14%
CT
707
Colonial Trust
South Carolina
$202K -$23.9K -13 -11%
CCG
708
Cypress Capital Group
Florida
$202K +$199K +108 New
CWP
709
Cyndeo Wealth Partners
Florida
$200K +$197K +107 New
TC
710
TAGStone Capital
North Carolina
$200K +$197K +107 New
BBHC
711
Brown Brothers Harriman & Co
New York
$194K -$62.6K -34 -25%
BFPW
712
BOK Financial Private Wealth
Colorado
$170K
CTA
713
Colonial Trust Advisors
South Carolina
$166K
TH
714
TCTC Holdings
Texas
$157K
SC
715
SouthState Corp
Florida
$148K +$3.68K +2 +3%
EA
716
Evolution Advisers
Virginia
$140K +$1.84K +1 +1%
OIAM
717
OFI Invest Asset Management
France
$138K
HFM
718
Harvest Fund Management
China
$131K
JEST
719
JTC Employer Solutions Trustee
Jersey
$130K
IA
720
IFP Advisors
Florida
$127K +$1.84K +1 +1%
SFGP
721
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$118K -$7.36K -4 -6%
GI
722
GAMMA Investing
California
$116K +$12.9K +7 +13%
Mirae Asset Global Investments
723
Mirae Asset Global Investments
South Korea
$115K +$114K +62 New
IWA
724
Icon Wealth Advisors
Texas
$114K
LS
725
Livforsakringsbolaget Skandia
Sweden
$112K

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.