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Markel Group
MKL

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: 852 → 851 (-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: 46 → 41 (-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

Top Buyers

Rank Fund Capital Flow
1
Select Equity Group
Select Equity Group
New York
+$90.9M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$39.3M
3
TI
Tidal Investments
Wisconsin
+$35.6M
4
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
+$34.2M
5
Goldman Sachs
Goldman Sachs
New York
+$30.2M

Top Sellers

Rank Fund Capital Flow
1
EIP
Epoch Investment Partners
New York
-$72.9M
2
Morgan Stanley
Morgan Stanley
New York
-$46M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$36M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$34.2M
5
UBS AM
UBS AM
Illinois
-$29.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
826
Cloud Capital Management
Washington
$7K +$7.84K +4 New
PG
827
Proffitt & Goodson
Tennessee
$5.74K +$5.88K +3 New
PWAM
828
Private Wealth Asset Management
Iowa
$5.73K -$1.96K -1 -25%
TCM
829
TD Capital Management
Tennessee
$5.73K – – –
OAJ
830
Ogorek Anthony Joseph
New York
$5K – – –
JWM
831
JPL Wealth Management
Colorado
$3.88K +$3.92K +2 New
AIC
832
Archer Investment Corporation
Indiana
$3.82K – – –
CH
833
Cromwell Holdings
Wyoming
$3.82K – – –
FC
834
Fairscale Capital
New Hampshire
$3.82K – – –
IWM
835
IMG Wealth Management
Florida
$3.82K – – –
RTL
836
Red Tortoise LLC
Georgia
$3.82K – – –
S
837
Sachetta
Massachusetts
$3.82K – – –
TIM
838
Tortoise Investment Management
New York
$3.82K – – –
ZBNA
839
Zions Bancorporation, National Association
Utah
$3.82K – – –
MAM
840
Marquette Asset Management
Minnesota
$3.82K +$3.92K +2 New
SA
841
Strategic Advocates
Utah
$3.82K +$3.92K +2 New
SAM
842
Strive Asset Management
Ohio
$3.82K +$3.92K +2 New
BAM
843
Bellevue Asset Management
Washington
$3.82K – – –
SIC
844
SJS Investment Consulting
Ohio
$1.91K – – –
RWM
845
Rialto Wealth Management
New York
$1.91K +$1.96K +1 New
SA
846
Seneschal Advisors
Washington
$1.91K +$1.96K +1 New
WW
847
Winnow Wealth
Texas
$1.91K +$1.96K +1 New
Federated Hermes
848
Federated Hermes
Pennsylvania
$1.91K -$2.24M -1,141 -100%
FCAS
849
First Command Advisory Services
Texas
$1.91K – – –
Kayne Anderson Rudnick Investment Management
850
Kayne Anderson Rudnick Investment Management
California
$1.91K – – –
32 33
34
35 36

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.