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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
PFBT
776
Parkside Financial Bank & Trust
Missouri
$22.4K -$1.84K -1 -8%
ATC
777
Adirondack Trust Company
New York
$22.4K
BC
778
Barrett & Company
Rhode Island
$22.4K
CNBTD
779
Citizens National Bank Trust Department
Mississippi
$22.4K
CHC
780
City Holding Co
West Virginia
$22.4K
VNA
781
Valley National Advisers
Pennsylvania
$22K
BGAI
782
Bruce G. Allen Investments
Colorado
$20.6K -$1.84K -1 -8%
ADL
783
Asset Dedication LLC
California
$20.6K
GCM
784
Gables Capital Management
Florida
$20.6K
RTC
785
Riverview Trust Company
Washington
$20.6K
TWD
786
True Wealth Design
Ohio
$20.6K +$1.84K +1 +10%
CAL
787
Capital Advisors Ltd
Ohio
$19K
FCAS
788
First Command Advisory Services
Texas
$18.7K +$1.84K +1 +11%
BOJHT
789
Bank of Jackson Hole Trust
Wyoming
$17.4K
GJIA
790
Glass Jacobson Investment Advisors
Maryland
$17.3K
PB
791
Pinnacle Bancorp
Nebraska
$16.8K -$60.7K -33 -79%
BWL
792
Bogart Wealth LLC
Virginia
$16.8K -$3.68K -2 -18%
MHR
793
Matthew Hamilton Rosenberg
$16.8K
MAM
794
Meeder Asset Management
Ohio
$16.8K +$16.6K +9 New
JFGIW
795
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K -$9.2K -5 -38%
CMA
796
Cedar Mountain Advisors
Oregon
$15K
CFO
797
CVA Family Office
Colorado
$15K
PFG
798
Putney Financial Group
California
$15K
GC
799
Garde Capital
Washington
$15K +$14.7K +8 New
FFA
800
Frazier Financial Advisors
Ohio
$13.1K

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.