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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
HFS
751
Hantz Financial Services
Michigan
$52K -$27.6K -15 -35%
VC
752
Vestor Capital
Illinois
$50K
SS
753
SBI Securities
Japan
$44.9K +$5.52K +3 +14%
SWM
754
Spire Wealth Management
Virginia
$43K -$9.2K -5 -18%
TFA
755
Toth Financial Advisory
Virginia
$41.1K
BIG
756
Brooklyn Investment Group
New York
$37.4K -$1.84K -1 -5%
GTAM
757
Global Trust Asset Management
Florida
$37.4K -$7.36K -4 -17%
SOW
758
State of Wyoming
Wyoming
$37.4K +$1.84K +1 +5%
DJSG
759
D.J. St. Germain
Massachusetts
$37.4K +$27.6K +15 +300%
PWMG
760
Private Wealth Management Group
New Jersey
$35.5K
DMBA
761
Deseret Mutual Benefit Administrators
Utah
$33.7K
JWA
762
JFS Wealth Advisors
Pennsylvania
$33.7K
LC
763
Lavaca Capital
Texas
$33.7K
HWM
764
Hemington Wealth Management
Virginia
$33K +$9.2K +5 +38%
CSPIA
765
Cary Street Partners Investment Advisory
Virginia
$31.8K +$20.2K +11 +183%
ACA
766
Atlas Capital Advisors
Wyoming
$31.8K +$31.3K +17 New
POIA
767
Pin Oak Investment Advisors
Texas
$30K
SWP
768
SIMA Wealth Partners
Virginia
$29.9K
SIS
769
Strategic Investment Solutions
Illinois
$28K
SO
770
Sierra Ocean
California
$28K +$27.6K +15 New
TFIPS
771
Towarzystwo Funduszy Inwestycyjnych PZU SA
$28K +$27.6K +15 New
ACM
772
Anfield Capital Management
California
$24.3K
SN
773
Sittner & Nelson
Oregon
$24.3K
CA
774
CoreCap Advisors
Michigan
$24.3K +$22.1K +12 +1,200%
SIC
775
SJS Investment Consulting
Ohio
$22.4K

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.