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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
KK
176
KLP Kapitalforvaltning
Norway
$8.45M
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
$8.42M -$548K -298 -6%
CI Investments Inc
178
CI Investments Inc
Ontario, Canada
$8.3M -$546K -297 -6%
Stifel Financial
179
Stifel Financial
Missouri
$8.28M -$145K -79 -2%
RC
180
Roundview Capital
New Jersey
$8.24M +$112K +61 +1%
CP
181
CenterBook Partners
Connecticut
$8.21M +$6.49M +3,530 +409%
Assenagon Asset Management
182
Assenagon Asset Management
Luxembourg
$8.16M -$33.2M -18,046 -81%
Man Group
183
Man Group
United Kingdom
$8.15M -$232K -126 -3%
LF
184
Lansforsakringar Fondforvaltning
Sweden
$8.07M -$131K -71 -2%
Wealth Enhancement Advisory Services
185
Wealth Enhancement Advisory Services
Minnesota
$8.02M +$80.9K +44 +1%
State of New Jersey Common Pension Fund D
186
State of New Jersey Common Pension Fund D
New Jersey
$7.99M -$315K -171 -4%
SAM
187
Stansberry Asset Management
Texas
$7.9M +$4.67M +2,538 +150%
CHAM
188
Clear Harbor Asset Management
Connecticut
$7.62M +$171K +93 +2%
Commonwealth Equity Services
189
Commonwealth Equity Services
Massachusetts
$7.6M +$127K +69 +2%
MG
190
Marex Group
$7.5M -$151K -82 -2%
Ohio Public Employees Retirement System (OPERS)
191
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.29M -$832K -452 -10%
SLAM
192
Swiss Life Asset Management
$7.28M +$5.27M +2,867 +280%
SG Americas Securities
193
SG Americas Securities
New York
$7.23M +$6.25M +3,399 +725%
Nomura Asset Management
194
Nomura Asset Management
Japan
$7.13M -$7.36K -4 -0.1%
ASRS
195
Arizona State Retirement System
Arizona
$6.96M -$77.3K -42 -1%
BZWA
196
Blue Zone Wealth Advisors
California
$6.84M +$2.39M +1,301 +55%
Los Angeles Capital Management
197
Los Angeles Capital Management
California
$6.81M -$12.4M -6,716 -65%
AOWM
198
Alpha Omega Wealth Management
Virginia
$6.69M +$405K +220 +7%
EWM
199
Evergreen Wealth Management
Michigan
$6.68M -$62.6K -34 -0.9%
GP
200
Greenline Partners
New York
$6.67M +$69.9K +38 +1%

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.