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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
Marshall Wace
126
Marshall Wace
United Kingdom
$14.5M +$9.71M +5,279 +212%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$14.5M +$1M +545 +8%
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$14.2M -$25.1M -13,653 -64%
LIM
129
Lathrop Investment Management
Arkansas
$14.2M -$40.5K -22 -0.3%
ECM
130
ExodusPoint Capital Management
New York
$13.9M +$13M +7,052 +1,927%
EPIM
131
Evelyn Partners Investment Management
$13.8M +$221K +120 +2%
Truist Financial
132
Truist Financial
North Carolina
$13.7M -$23.9K -13 -0.2%
Ameriprise
133
Ameriprise
Minnesota
$13.4M +$1.07M +583 +9%
Fuller & Thaler Asset Management
134
Fuller & Thaler Asset Management
California
$13.2M +$153K +83 +1%
Royal London Asset Management
135
Royal London Asset Management
United Kingdom
$13M +$2.03M +1,106 +19%
RCM
136
Regency Capital Management
Hawaii
$12.8M -$193K -105 -2%
CVM
137
Cheviot Value Management
California
$12.8M +$31.3K +17 +0.2%
SHA
138
Seneca House Advisors
Virginia
$12.6M +$857K +466 +7%
LPL Financial
139
LPL Financial
California
$12.4M +$905K +492 +8%
New York State Common Retirement Fund
140
New York State Common Retirement Fund
New York
$12.3M -$6.36M -3,457 -34%
GH
141
GAM Holding
Switzerland
$12.2M -$2.08M -1,128 -15%
DB
142
Danske Bank
Denmark
$11.9M -$274K -149 -2%
LOPW
143
Live Oak Private Wealth
North Carolina
$11.7M -$12.9K -7 -0.1%
FAF
144
Fjarde Ap-fonden
Sweden
$11.5M +$239K +130 +2%
HWA
145
Heritage Wealth Advisors
Virginia
$11.4M -$2.11M -1,148 -16%
SEI Investments
146
SEI Investments
Pennsylvania
$11.3M -$1.85M -1,005 -14%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$11.1M +$291K +158 +3%
PCM
148
Prana Capital Management
Connecticut
$11M +$2.6M +1,413 +32%
Franklin Resources
149
Franklin Resources
California
$11M +$1.15M +625 +12%
Aberdeen Group
150
Aberdeen Group
United Kingdom
$10.9M +$6.69M +3,636 +167%

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.