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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
QL
726
Quarry LP
New York
$108K +$107K +58 New
PCM
727
Penserra Capital Management
California
$108K
CA
728
Crewe Advisors
Utah
$105K
QC
729
Quent Capital
New York
$103K
RIL
730
Rothschild Investment LLC
Illinois
$103K
CIAM
731
Caitong International Asset Management
Hong Kong
$101K +$33.1K +18 +50%
Twin Tree Management
732
Twin Tree Management
Texas
$97.2K +$95.7K +52 New
TSMHT
733
Thurston Springer Miller Herd & Titak
Indiana
$97.2K -$58.9K -32 -38%
CAL
734
Capital Analysts LLC
Pennsylvania
$97K -$14.7K -8 -13%
PWMG
735
Prestige Wealth Management Group
New Jersey
$93.5K
EWM
736
Evermay Wealth Management
Virginia
$91.6K
LFG
737
Larson Financial Group
Missouri
$80.4K +$40.5K +22 +105%
WT
738
Whittier Trust
California
$78.5K +$57K +31 +282%
WBC
739
Westpac Banking Corp
Australia
$74.8K
AAP
740
Arax Advisory Partners
Colorado
$72.9K -$217K -118 -75%
LC
741
Lindbrook Capital
California
$72.9K -$18.4K -10 -20%
VCM
742
Versant Capital Management
Arizona
$72.9K +$46K +25 +179%
AssetMark Inc
743
AssetMark Inc
California
$67.3K
MCM
744
Manchester Capital Management
Vermont
$65.4K -$364K -198 -85%
RA
745
Ransom Advisory
Rhode Island
$63.6K
EWA
746
EverSource Wealth Advisors
Alabama
$61.7K +$31.3K +17 +106%
MCA
747
Maryland Capital Advisors
Maryland
$59.8K
PTC
748
Private Trust Company
Ohio
$59.8K
WF
749
Wayfinding Financial
Washington
$54K +$53.4K +29 New
DAM
750
Delta Asset Management
Tennessee
$52.3K

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.