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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
PWMG
776
Private Wealth Management Group
New Jersey
$36.3K
SWM
777
Spire Wealth Management
Virginia
$34.4K -$5.88K -3 -14%
DMBA
778
Deseret Mutual Benefit Administrators
Utah
$34.4K
LC
779
Lavaca Capital
Texas
$34.4K
CCM
780
Chilton Capital Management
Texas
$30.6K
POIA
781
Pin Oak Investment Advisors
Texas
$30.6K
SWP
782
SIMA Wealth Partners
Virginia
$30.6K
NS
783
NBC Securities
Alabama
$30.6K
MWPCG
784
Measured Wealth Private Client Group
New Hampshire
$28.7K +$29.4K +15 New
WPA
785
Wealth Preservation Advisors
Tennessee
$28.7K +$29.4K +15 New
JWA
786
JFS Wealth Advisors
Pennsylvania
$26.8K -$7.84K -4 -22%
CT
787
Clearstead Trust
Maine
$26.8K
EP
788
Essential Partners
California
$26.8K +$1.96K +1 +8%
ACM
789
Anfield Capital Management
California
$24.8K
SN
790
Sittner & Nelson
Oregon
$24.8K
CMA
791
Cedar Mountain Advisors
Oregon
$24.8K +$9.8K +5 +63%
PFBT
792
Parkside Financial Bank & Trust
Missouri
$22.9K
BC
793
Barrett & Company
Rhode Island
$22.9K -$39.2K -20 -63%
CNBTD
794
Citizens National Bank Trust Department
Mississippi
$22.9K
CHC
795
City Holding Co
West Virginia
$22.9K
CFO
796
CVA Family Office
Colorado
$22.9K
ADL
797
Asset Dedication LLC
California
$21K
BGAI
798
Bruce G. Allen Investments
Colorado
$21K
GCM
799
Gables Capital Management
Florida
$21K
MIM
800
MTM Investment Management
South Carolina
$21K

MKL Hedge Fund Activity: Q3 2025 in Review

851 of the 7,619 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.