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Markel Group

851 hedge funds and large institutions have $19B invested in Markel Group in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 295 increasing their positions, 270 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 63

9% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 270

0% less funds holding

Funds holding: 852851 (-1)

0.85% less ownership

Funds ownership: 79.3%78.44% (-0.85%)

5% less capital invested

Capital invested by funds: $20.1B → $19B (-$1.09B)

11% less funds holding in top 10

Funds holding in top 10: 4641 (-5)

18% less call options, than puts

Call options by funds: $116M | Put options by funds: $141M

Holders
851
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
11.17%
Holding in Top 10
41
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.87%
% of All Funds
0.54%
New
73
Increased
295
Reduced
270
Closed
63
Calls
$116M
Puts
$141M
Net Calls
-$25.1M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
201
Pathstone Holdings
New Jersey
$6.53M +$49K +25 +0.7%
Assenagon Asset Management
202
Assenagon Asset Management
Luxembourg
$6.52M -$9.67M -4,932 -59%
MA
203
Montag & Associates
Georgia
$6.47M -$31.4K -16 -0.5%
AOWM
204
Alpha Omega Wealth Management
Virginia
$6.45M +$33.3K +17 +0.5%
CI Investments Inc
205
CI Investments Inc
Ontario, Canada
$6.35M -$1.58M -808 -20%
Corient Private Wealth
206
Corient Private Wealth
Florida
$6.34M +$165K +84 +3%
Handelsbanken Fonder
207
Handelsbanken Fonder
Sweden
$6.32M +$1.11M +565 +21%
CPA
208
Court Place Advisors
Maryland
$6.22M -$88.2K -45 -1%
Osaic Holdings
209
Osaic Holdings
Arizona
$6.1M +$549K +280 +10%
PCM
210
Prana Capital Management
Connecticut
$6.05M -$810K -413 -12%
RC
211
Roundview Capital
New Jersey
$6.04M +$35.3K +18 +0.6%
OSAM
212
O'Shaughnessy Asset Management
Connecticut
$5.88M +$433K +221 +8%
NAS
213
NWF Advisory Services
California
$5.85M +$304K +155 +5%
National Bank of Canada
214
National Bank of Canada
Quebec, Canada
$5.79M +$45.1K +23 +0.8%
CWM
215
Chemistry Wealth Management
New York
$5.63M +$257K +131 +5%
Zurich Cantonal Bank
216
Zurich Cantonal Bank
Switzerland
$5.54M +$451K +230 +9%
GCM
217
GoodHaven Capital Management
New Jersey
$5.54M
SPIA
218
Steward Partners Investment Advisory
New York
$5.48M +$372K +190 +7%
Mariner
219
Mariner
Kansas
$5.47M -$600K -306 -10%
PA
220
Parallel Advisors
California
$5.46M +$190K +97 +4%
Holocene Advisors
221
Holocene Advisors
New York
$5.45M +$1.14M +580 +26%
BNP Paribas Asset Management
222
BNP Paribas Asset Management
France
$5.36M -$23.5K -12 -0.4%
ACM
223
Alta Capital Management
Utah
$5.31M -$86.3K -44 -2%
CANC
224
Culbertson A N & Co
Virginia
$5.26M +$455K +232 +9%
ACM
225
Adalta Capital Management
New York
$5.22M +$174K +89 +3%

MKL Hedge Fund Activity: Q3 2025 in Review

851 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2025, worth a combined $19B — down 5.5% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new MKL positions and 63 closed out — a net gain of 10 holders — while 295 added to existing stakes and 270 trimmed.

The largest buyer was Select Equity Group, adding an estimated $90.9M. The largest seller was Epoch Investment Partners, cutting an estimated $72.9M.

  • 851 institutional investors held Markel Group (MKL) as of Q3 2025, down from 852 in Q2 2025.
  • Funds reported $19B of Markel Group stock for Q3 2025, down 5.5% quarter-over-quarter.
  • 73 funds opened new Markel Group positions in Q3 2025 and 63 closed out, a net change of +10 holders.
  • The largest Markel Group buyer in Q3 2025 was Select Equity Group, an estimated $90.9M added.
  • The largest Markel Group seller in Q3 2025 was Epoch Investment Partners, an estimated $72.9M sold.

Based on aggregated 13F filings for Q3 2025.