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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.17B +$14.6M +7,914 +0.7%
BlackRock
2
BlackRock
New York
$1.43B +$21.5M +11,698 +2%
Principal Financial Group
3
Principal Financial Group
Iowa
$1.02B -$7.88M -4,284 -0.8%
Morgan Stanley
4
Morgan Stanley
New York
$901M -$64.3M -34,966 -7%
DSA
5
Davis Selected Advisers
Arizona
$695M +$1.74M +947 +0.3%
State Street
6
State Street
Massachusetts
$580M -$5.13M -2,788 -0.9%
Boston Partners
7
Boston Partners
Massachusetts
$517M -$9.47M -5,148 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$410M +$19.7M +10,725 +5%
Baillie Gifford & Co
9
Baillie Gifford & Co
United Kingdom
$394M -$30.8M -16,736 -7%
DC
10
Davenport & Co
Virginia
$380M -$1.83M -997 -0.5%
Select Equity Group
11
Select Equity Group
New York
$358M +$352M +191,223 New
JPM
12
JANA Partners Management
New York
$292M +$86.6M +47,096 +43%
T. Rowe Price Investment Management
13
T. Rowe Price Investment Management
Maryland
$288M +$421K +229 +0.1%
Norges Bank
14
Norges Bank
Norway
$276M -$29.4K -16 -0%
VLKIM
15
Van Lanschot Kempen Investment Management
Netherlands
$273M +$45.1M +24,487 +20%
Bank of America
16
Bank of America
North Carolina
$271M +$6.92M +3,762 +3%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$262M -$12.9M -7,027 -5%
First Trust Advisors
18
First Trust Advisors
Illinois
$261M +$223M +121,476 +676%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$222M +$4.02M +2,187 +2%
EIP
20
Epoch Investment Partners
New York
$202M +$65.8M +35,786 +50%
UBS AM
21
UBS AM
Illinois
$190M +$883K +480 +0.5%
Northern Trust
22
Northern Trust
Illinois
$173M -$3.18M -1,727 -2%
MAP
23
Madison Avenue Partners
New York
$171M +$168M +91,357 New
SI
24
Scharf Investments
California
$166M -$11.8M -6,396 -7%
FAM
25
Fenimore Asset Management
New York
$165M -$107K -58 -0.1%

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.