Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MARKEL GROUP INC (MKL)

871 + Investors. Track Smart Money conviction in MKL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +67
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — MKL

Based on 861 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added MKL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
861 hedge funds hold MKL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+90 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

384 buying342 selling
Last quarter: 384 funds bought or added vs 342 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+53 vs last Q)

new funds entering per quarter
Funds opening a new MKL position: 91 → 75 → 69 → 122. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 15% new
571 out of 861 hedge funds have held MKL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+11% value, -52% shares)

Value
+11%
Shares
-52%
Last quarter: total value of institutional MKL holdings rose +11% even though funds reduced share count by 52%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

85 → 91 → 75 → 69 → 122 new funds/Q
New funds entering each quarter: 91 → 75 → 69 → 122. A growing number of institutions are discovering MKL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 11% 1-2yr ■ 21% new
Of 871 current holders: 593 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
45 of 861 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in MKL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: MKL

How many hedge funds hold MKL — quarterly history vs. share price
Quarterly hedge fund ownership of MKL vs. share price

Market Analysis: MKL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MKL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

83 top-rated funds 22 high-conviction
Consensus
8.4
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: MKL
2026 Q1 Stats Unlock in 11 days 871 + Investors

Track Smart Money conviction in MKL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 871 802 8.6%
13F Shares 10M 21M -52.27%
Total Value $20.88B $18.79B 11.12%
New Positions 123 69 +54
Increased Positions 271 300 -29
Closed Positions 57 74 -17
Reduced Positions 299 267 +32
Total Calls 7 6 16.67%
Total Puts 5 5 -
PUT/CALL Ratio 0.71 0.83 Neutral

Statistics: MKL

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

871 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MKL. Verified SEC 13F-HR filings.

Top 25 institutional holders of MKL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Citadel Investment Advisory, Inc. 13.92% 15,242 $29.2M
2 STEGINSKY CAPITAL LLC 13.56% 42,864 $82K
3 Capco Asset Management, LLC 13.49% 25,839 $49.5M
4 Luma Capital S.A. - SPF 12.95% 7,032 $13.5M
5 BANYAN CAPITAL MANAGEMENT, INC. 9.12% 11,053 $21.2M
6 Lafayette Investments, Inc. 7.71% 19,901 $38.1M
7 Chapman Investment Management, LLC 7.52% 4,760 $9.1M
8 Lincoln Capital LLC 6.59% 18,181 $34.8M
9 Seneca House Advisors 6.13% 8,054 $15.4M
10 Regency Capital Management Inc.\DE 5.71% 6,667 $12.8M
11 Poehling Capital Management, INC. 5.41% 13,433 $25.7M
12 Mraz, Amerine & Associates, Inc. 5.40% 19,137 $36.6M
13 OSLO PENSJONSFORSIKRING AS 5.04% 16,910 $32.4M
14 CHECK CAPITAL MANAGEMENT INC/CA 4.28% 76,886 $147.2M
15 Evergreen Wealth Management, LLC 3.68% 3,728 $7.1M
16 SCHARF INVESTMENTS, LLC 3.61% 61,142 $117.1M
17 Berkeley, Inc 3.49% 5,430 $10.4M
18 DAVIS SELECTED ADVISERS 3.37% 383,433 $734.0M
19 Sather Financial Group Inc 3.24% 27,537 $52.7M
20 Ervin Investment Management, LLC 2.95% 2,635 $5.0M
21 KIRR MARBACH & CO LLC /IN/ 2.83% 8,118 $15.5M
22 Solidarity Wealth, LLC 2.51% 6,833 $13.1M
23 Redmond Asset Management, LLC 2.29% 4,387 $8.4M
24 Buttonwood Financial Advisors Inc. 2.28% 3,558 $6.8M
25 Hi-Line Capital Management, LLC 2.17% 3,607 $6.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — MARKEL GROUP INC (MKL)

What does the Smart Money Trend signal show for MKL?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MKL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MKL?

Slight buying edge — 53% buying: Last quarter: 384 funds bought or added vs 342 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MKL holders?

Elite ownership — 43% AUM from top-100 funds: 45 of 861 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in MKL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MKL?

66% of holders stayed for 2+ years: 571 out of 861 hedge funds have held MKL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.