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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
BRWA
701
B. Riley Wealth Advisors
Florida
$210K -$43.1K -22 -17%
QWP
702
Quotient Wealth Partners
Texas
$209K +$214K +109 New
QCG
703
Quadrant Capital Group
Ohio
$208K
Kovitz Investment Group Partners
704
Kovitz Investment Group Partners
Illinois
$208K -$112K -57 -34%
AA
705
Apriem Advisors
California
$208K
CCG
706
Cypress Capital Group
Florida
$208K
BP
707
Ballentine Partners
Massachusetts
$208K +$7.84K +4 +4%
CT
708
Colonial Trust
South Carolina
$206K
PAM
709
Panagora Asset Management
Massachusetts
$206K
ATPW
710
Ashton Thomas Private Wealth
Arizona
$205K -$68.6K -35 -25%
WC
711
Waterloo Capital
Texas
$205K -$3.92K -2 -2%
TC
712
TAGStone Capital
North Carolina
$205K
GWM
713
Geneos Wealth Management
Colorado
$203K -$9.8K -5 -5%
TTWM
714
TCV Trust & Wealth Management
Virginia
$203K +$208K +106 New
NCM
715
Narwhal Capital Management
Georgia
$201K
UB
716
UMB Bank
Missouri
$201K +$198K +101 +2,525%
PCA
717
Pallas Capital Advisors
Massachusetts
$201K +$206K +105 New
SAM
718
Smartleaf Asset Management
Massachusetts
$194K -$114K -58 -36%
BC
719
Bayforest Capital
United Kingdom
$191K +$196K +100 New
GRP
720
Global Retirement Partners
California
$185K +$137K +70 +259%
BFPW
721
BOK Financial Private Wealth
Colorado
$174K
GI
722
GAMMA Investing
California
$170K +$33.3K +17 +24%
CTA
723
Colonial Trust Advisors
South Carolina
$162K
TH
724
TCTC Holdings
Texas
$161K
SIS
725
Sound Income Strategies
Florida
$150K

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.