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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
LB
801
Legacy Bridge
Iowa
$13.1K
WSFS
802
Wilmington Savings Fund Society
Delaware
$13.1K -$36.8K -20 -74%
TC
803
Truvestments Capital
Florida
$13.1K -$9.2K -5 -42%
CFD
804
Creative Financial Designs
Indiana
$13.1K
BI
805
Binnacle Investments
Iowa
$13.1K +$12.9K +7 New
VBA
806
von Borstel & Associates
Oregon
$13K +$12.9K +7 New
MG
807
Mather Group
Illinois
$11.7K
SVCP
808
Silicon Valley Capital Partners
California
$11.1K
PP
809
Pacifica Partners
Canada
$11K
CWM
810
Cranbrook Wealth Management
Michigan
$9.35K
CT
811
Clearstead Trust
Maine
$9.35K +$9.2K +5 New
AF
812
Aviso Financial
Ontario, Canada
$9.35K -$9.2K -5 -50%
RL
813
Rogco LP
Oklahoma
$9.35K
SA
814
SRH Advisors
Kansas
$9.35K
EPAM
815
Evelyn Partners Asset Management
$9.35K +$9.2K +5 New
SCB
816
Saudi Central Bank
Saudi Arabia
$9.35K +$9.2K +5 New
HFS
817
Hughes Financial Services
Virginia
$9.3K +$9.2K +5 New
GKIM
818
GW&K Investment Management
Massachusetts
$9K
BIA
819
Bell Investment Advisors
California
$7.48K
Walleye Capital
820
Walleye Capital
New York
$7.48K -$3.11M -1,690 -100%
LFA
821
LGT Financial Advisors
Texas
$7.48K -$38.6K -21 -84%
EPIMS
822
Evelyn Partners Investment Management Services
$7.48K
GFPC
823
Global Financial Private Client
Florida
$7.48K +$5.52K +3 +300%
PWAM
824
Private Wealth Asset Management
Iowa
$7.48K +$7.36K +4 New
FFO
825
Fortitude Family Office
Arizona
$5.61K

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.