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Markel Group
MKL

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: 830 → 850 (+20)

2% more funds holding in top 10

Funds holding in top 10: 44 → 45 (+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

Top Buyers

Rank Fund Capital Flow
1
Select Equity Group
Select Equity Group
New York
+$352M
2
First Trust Advisors
First Trust Advisors
Illinois
+$223M
3
MAP
Madison Avenue Partners
New York
+$168M
4
JPM
JANA Partners Management
New York
+$86.6M
5
EIP
Epoch Investment Partners
New York
+$65.8M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$64.3M
2
CIM
Confluence Investment Management
Missouri
-$61.3M
3
UBS Group
UBS Group
Switzerland
-$53.3M
4
DDC
DF Dent & Co
Maryland
-$50.8M
5
First Manhattan
First Manhattan
New York
-$43.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
826
MV Capital Management
Maryland
$5.61K – – –
RMP
827
Richards, Merrill & Peterson
Washington
$5.61K – – –
TCM
828
TD Capital Management
Tennessee
$5.61K – – –
UB
829
UMB Bank
Missouri
$5.61K – – –
ACM
830
Accent Capital Management
Ohio
$5.61K +$5.52K +3 New
AAG
831
Accordant Advisory Group
Maryland
$5.61K +$5.52K +3 New
NS
832
NBC Securities
Alabama
$5K +$5.52K +3 New
OAJ
833
Ogorek Anthony Joseph
New York
$5K +$5.52K +3 New
AIC
834
Archer Investment Corporation
Indiana
$3.74K – – –
BAM
835
Bellevue Asset Management
Washington
$3.74K – – –
CA
836
Continuum Advisory
Idaho
$3.74K – – –
FC
837
Fairscale Capital
New Hampshire
$3.74K – – –
MFC
838
Mechanics Financial Corp
Ohio
$3.74K – – –
RTL
839
Red Tortoise LLC
Georgia
$3.74K – – –
WPA
840
West Paces Advisors
Georgia
$3.74K – – –
FGAM
841
Financial Gravity Asset Management
Texas
$3.74K +$3.68K +2 New
ZBNA
842
Zions Bancorporation, National Association
Utah
$3.74K +$3.68K +2 New
FHA
843
First Horizon Advisors
Tennessee
$1.87K – – –
HWA
844
HHM Wealth Advisors
Tennessee
$1.87K – – –
Kayne Anderson Rudnick Investment Management
845
Kayne Anderson Rudnick Investment Management
California
$1.87K – – –
S
846
Sachetta
Massachusetts
$1.87K – – –
TIM
847
Tortoise Investment Management
New York
$1.87K – – –
HIA
848
HFM Investment Advisors
New Jersey
$1.87K +$1.84K +1 New
IHWM
849
Iron Horse Wealth Management
Iowa
$1.87K +$1.84K +1 New
WW
850
Winnow Wealth
Texas
$750 – – –
32 33
34
35 36

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.