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Markel Group
MKL

Overview Fund Activity

831 hedge funds and large institutions have $20B invested in Markel Group in 2025 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 283 increasing their positions, 286 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
831
Holders Change
-5
Holders Change %
-0.6%
% of All Funds
11.15%
Holding in Top 10
46
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.55%
% of All Funds
0.62%
New
74
Increased
283
Reduced
286
Closed
65
Calls
$105M
Puts
$102M
Net Calls
+$2.37M
Net Calls Change
-$30.5M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
$672M
2
Jane Street
Jane Street
New York
$39M
3
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$327M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$82.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.33B

Top Sellers

1
EPIME
Evelyn Partners Investment Management (Europe)
$436K
2
First Trust Advisors
First Trust Advisors
Illinois
$55.2M
3
BlackRock
BlackRock
New York
$1.42B
4
UBS Group
UBS Group
Switzerland
$99.1M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$3.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
801
SRH Advisors
Kansas
$9.99K – – –
CWM
802
Cranbrook Wealth Management
Michigan
$9.99K – – –
FFO
803
Fortitude Family Office
Arizona
$9.99K +$4K +2 +67%
AF
804
Aviso Financial
Ontario, Canada
$9.99K – – –
BIA
805
Bell Investment Advisors
California
$7.99K – – –
RL
806
Rogco LP
Oklahoma
$7.99K -$2K -1 -20%
LFA
807
LGT Financial Advisors
Texas
$7.99K – – –
PWAM
808
Private Wealth Asset Management
Iowa
$7.99K – – –
UB
809
UMB Bank
Missouri
$7.99K +$2K +1 +33%
ACM
810
Accent Capital Management
Ohio
$5.99K – – –
TCM
811
TD Capital Management
Tennessee
$5.99K – – –
OAJ
812
Ogorek Anthony Joseph
New York
$5K – – –
FC
813
Fairscale Capital
New Hampshire
$4.02K – – –
AIC
814
Archer Investment Corporation
Indiana
$4K – – –
RTL
815
Red Tortoise LLC
Georgia
$4K – – –
ZBNA
816
Zions Bancorporation, National Association
Utah
$4K – – –
TIM
817
Tortoise Investment Management
New York
$4K +$2K +1 +100%
S
818
Sachetta
Massachusetts
$4K +$2K +1 +100%
IWM
819
IMG Wealth Management
Florida
$4K +$4K +2 New
CH
820
Cromwell Holdings
Wyoming
$4K +$4K +2 New
BAM
821
Bellevue Asset Management
Washington
$3.99K – – –
SIC
822
SJS Investment Consulting
Ohio
$2K -$22K -11 -92%
HWA
823
HHM Wealth Advisors
Tennessee
$2K – – –
SC
824
Stephens Consulting
Michigan
$2K +$2K +1 New
FCAS
825
First Command Advisory Services
Texas
$2K -$18K -9 -90%
31 32
33
34 35