Markel Group
920 hedge funds and large institutions have $21.1B invested in Markel Group in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 276 increasing their positions, 305 reducing their positions, and 48 closing their positions.
165% more first-time investments, than exits
New positions opened: 127 | Existing positions closed: 48
17% more funds holding in top 10
Funds holding in top 10: 41 → 48 (+7)
16% more call options, than puts
Call options by funds: $155M | Put options by funds: $133M
12% more capital invested
Capital invested by funds: $18.9B → $21.1B (+$2.2B)
8% more funds holding
Funds holding: 854 → 920 (+66)
0.45% less ownership
Funds ownership: 78.45% → 78% (-0.45%)
10% less repeat investments, than reductions
Existing positions increased: 276 | Existing positions reduced: 305
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
+$91.5M |
| 2 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$84.3M |
| 3 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
+$47.9M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$34.2M |
| 5 |
Bank Julius Baer & Co
Zurich,
Switzerland
|
+$23.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JPM
JANA Partners Management
New York
|
-$134M |
| 2 |
Morgan Stanley
New York
|
-$114M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$56M |
| 4 |
RIM
Rakuten Investment Management
Tokyo,
Japan
|
-$48.5M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$28.5M |
MKL Hedge Fund Activity: Q4 2025 in Review
920 institutional investors reported a position in Markel Group (MKL) for Q4 2025, worth a combined $21.1B — up 12% from $18.9B a quarter earlier.
Buyers outnumbered sellers: 127 funds opened new MKL positions and 48 closed out — a net gain of 79 holders — while 276 added to existing stakes and 305 trimmed.
The largest buyer was Select Equity Group, adding an estimated $91.5M. The largest seller was JANA Partners Management, cutting an estimated $134M.
- 920 institutional investors held Markel Group (MKL) as of Q4 2025, up from 854 in Q3 2025.
- Funds reported $21.1B of Markel Group stock for Q4 2025, up 12% quarter-over-quarter.
- 127 funds opened new Markel Group positions in Q4 2025 and 48 closed out, a net change of +79 holders.
- The largest Markel Group buyer in Q4 2025 was Select Equity Group, an estimated $91.5M added.
- The largest Markel Group seller in Q4 2025 was JANA Partners Management, an estimated $134M sold.
Based on aggregated 13F filings for Q4 2025.