We are live on ! Find out more
MKL icon

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
GIA
201
Gateway Investment Advisers
Ohio
$6.62M -$22.1K -12 -0.3%
OAM
202
OP Asset Management
$6.62M +$6.51M +3,539 New
RBA
203
Richard Bernstein Advisors
New York
$6.57M -$318K -173 -5%
MA
204
Montag & Associates
Georgia
$6.51M -$27.6K -15 -0.4%
GIA
205
GHP Investment Advisors
Colorado
$6.5M +$105K +57 +2%
Holocene Advisors
206
Holocene Advisors
New York
$6.34M +$204K +111 +3%
CPA
207
Court Place Advisors
Maryland
$6.18M -$14.7K -8 -0.2%
HVP
208
Hudson Value Partners
Florida
$6.15M -$93.8K -51 -2%
Mariner
209
Mariner
Kansas
$5.97M -$1.42M -771 -19%
AC
210
Annandale Capital
Texas
$5.87M
Corient Private Wealth
211
Corient Private Wealth
Florida
$5.74M +$86.5K +47 +2%
BFA
212
Buttonwood Financial Advisors
Maryland
$5.72M +$331K +180 +6%
Pathstone Holdings
213
Pathstone Holdings
New Jersey
$5.7M +$751K +408 +15%
TC
214
Tsai Capital
New York
$5.67M +$789K +429 +16%
GCM
215
GoodHaven Capital Management
New Jersey
$5.42M -$197K -107 -4%
National Bank of Canada
216
National Bank of Canada
Quebec, Canada
$5.34M +$283K +154 +6%
BBVA
217
Banco Bilbao Vizcaya Argentaria
Spain
$5.32M +$80.9K +44 +2%
NAS
218
NWF Advisory Services
California
$5.31M -$581K -316 -10%
CA
219
Clearstead Advisors
Ohio
$5.26M +$1.36M +741 +36%
Skandinaviska Enskilda Banken (SEB)
220
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.22M +$313K +170 +6%
SCTC
221
Sanibel Captiva Trust Company
Florida
$5.16M -$131K -71 -3%
PA
222
Parallel Advisors
California
$5.14M +$280K +152 +6%
CWM
223
Chemistry Wealth Management
New York
$5.14M -$44.2K -24 -0.9%
VOYA Investment Management
224
VOYA Investment Management
Georgia
$5.11M +$25.8K +14 +0.5%
Squarepoint
225
Squarepoint
New York
$5.09M -$8.24M -4,478 -62%

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.