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Markel Group

924 hedge funds and large institutions have $18.9B invested in Markel Group in 2026 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 319 increasing their positions, 315 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more call options, than puts

Call options by funds: $127M | Put options by funds: $40.9M

18% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 88

2% more capital invested

Capital invested by funds: $18.5B → $18.9B (+$451M)

1% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 315

0.75% more ownership

Funds ownership: 76.76%77.5% (+0.75%)

1% less funds holding

Funds holding: 930924 (-6)

4% less funds holding in top 10

Funds holding in top 10: 4644 (-2)

Holders
924
Holders Change
-6
Holders Change %
-0.65%
% of All Funds
11.16%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
0.53%
New
104
Increased
319
Reduced
315
Closed
88
Calls
$127M
Puts
$40.9M
Net Calls
+$86.2M
Net Calls Change
+$9.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$15.8M +$1.75M +939 +13%
Focus Partners Wealth
127
Focus Partners Wealth
Massachusetts
$15.7M -$461K -247 -3%
Adage Capital Partners
128
Adage Capital Partners
Massachusetts
$15.6M +$14.9M +8,000 New
CVM
129
Cheviot Value Management
California
$15.6M +$1.9M +1,016 +15%
Balyasny Asset Management
130
Balyasny Asset Management
Illinois
$15.4M +$7.82M +4,189 +114%
Point72 Asset Management
131
Point72 Asset Management
Connecticut
$15.2M -$1.26M -677 -8%
NIM
132
Needham Investment Management
New York
$14.2M +$1.07M +575 +9%
HWA
133
Heritage Wealth Advisors
Virginia
$14.2M
William Blair & Company
134
William Blair & Company
Illinois
$14M -$260K -139 -2%
Aberdeen Group
135
Aberdeen Group
United Kingdom
$13.9M +$1.98M +1,062 +18%
D.E. Shaw & Co
136
D.E. Shaw & Co
New York
$13.9M +$6.26M +3,352 +89%
LCS
137
Luma Capital SA
$13.7M
Brown Advisory
138
Brown Advisory
Maryland
$13.7M -$3.59M -1,923 -22%
SW
139
Solidarity Wealth
Utah
$13.6M +$198K +106 +2%
OQS
140
Occudo Quantitative Strategies
Florida
$13.5M +$11.3M +6,076 +719%
LIM
141
Lathrop Investment Management
Arkansas
$13.5M -$243K -130 -2%
Royal London Asset Management
142
Royal London Asset Management
United Kingdom
$13.4M -$388K -208 -3%
RCM
143
Regency Capital Management
Hawaii
$13.3M +$282K +151 +2%
FCM
144
Frontier Capital Management
Massachusetts
$12.8M +$551K +295 +5%
State of Wisconsin Investment Board
145
State of Wisconsin Investment Board
Wisconsin
$12.8M -$1.03M -551 -8%
Vanguard Investments Australia
146
Vanguard Investments Australia
Australia
$12.4M +$108K +58 +0.9%
New York State Common Retirement Fund
147
New York State Common Retirement Fund
New York
$12.3M -$487K -261 -4%
IMRF
148
Illinois Municipal Retirement Fund
Illinois
$12.2M -$5.94M -3,181 -34%
WorldQuant Millennium Advisors
149
WorldQuant Millennium Advisors
New York
$12.2M +$10.4M +5,579 +861%
Assenagon Asset Management
150
Assenagon Asset Management
Luxembourg
$12.2M +$1.65M +882 +17%

MKL Hedge Fund Activity: Q2 2026 in Review

924 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q2 2026, worth a combined $18.9B — up 2.4% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new MKL positions and 88 closed out — a net gain of 16 holders — while 319 added to existing stakes and 315 trimmed.

The largest buyer was Check Capital Management, adding an estimated $152M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $297M sold.

  • 924 institutional investors held Markel Group (MKL) as of Q2 2026, down from 930 in Q1 2026.
  • Funds reported $18.9B of Markel Group stock for Q2 2026, up 2.4% quarter-over-quarter.
  • 104 funds opened new Markel Group positions in Q2 2026 and 88 closed out, a net change of +16 holders.
  • The largest Markel Group buyer in Q2 2026 was Check Capital Management, an estimated $152M added.
  • The largest Markel Group seller in Q2 2026 was T. Rowe Price Investment Management, an estimated $297M sold.

Based on aggregated 13F filings for Q2 2026.