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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
+$352M |
| 2 |
First Trust Advisors
Wheaton,
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
New York
|
-$64.3M |
| 2 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$61.3M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$53.3M |
| 4 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
-$50.8M |
| 5 |
First Manhattan
New York
|
-$43.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ME
901
McIlrath & Eck
Arlington,
Washington
| – | -$50.1K | -29 | Closed |
|
|
OC
902
Oarsman Capital
Milwaukee,
Wisconsin
| – | -$36.3K | -21 | Closed |
|
|
FIA
903
FPC Investment Advisory
Petaluma,
California
| – | -$36.6K | -20 | Closed |
|
|
MCM
904
MidAtlantic Capital Management
Richmond,
Virginia
| – | -$25.9K | -15 | Closed |
|
|
WWA
905
Wingate Wealth Advisors
Lexington,
Massachusetts
| – | -$13.8K | -8 | Closed |
|
|
PAI
906
Pittenger & Anderson Inc
Lincoin,
Nebraska
| – | -$10.4K | -6 | Closed |
|
907
Simplex Trading
Chicago,
Illinois
| – | -$9.2K | -5 | Closed |
|
|
CWP
908
Concord Wealth Partners
Abingdon,
Virginia
| – | -$6.91K | -4 | Closed |
|
|
CFB
909
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$6.91K | -4 | Closed |
|
|
NSIM
910
North Star Investment Management
Chicago,
Illinois
| – | -$6.91K | -4 | Closed |
|
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.