Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Markel Group Inc (MKL)

918 + 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
↓ -6
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — MKL

Based on 922 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MKL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
922 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 — +10% more funds vs a year ago

fund count last 6Q
+87 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

423 buying432 selling
Last quarter: 432 funds reduced or exited vs 423 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 75 → 128 → 117 → 107. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 17% medium ■ 16% new
613 out of 922 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.
💎

Buying through price weakness — shares +355%, value +2%

Value
+2%
Shares
+355%
Last quarter: funds added +355% more shares while total portfolio value only changed +2%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

81 → 75 → 128 → 117 → 107 new funds/Q
New funds entering each quarter: 75 → 128 → 117 → 107. A growing number of institutions are discovering MKL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 70% veterans vs 18% newcomers

■ 70% veterans ■ 12% 1-2yr ■ 18% new
Entry-cohort mix of 933 holders: 655 (70%) are 2+ year veterans, 111 entered 1–2 years ago, and 167 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
66 of 920 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Institutional Sentiment Summary — MKL

In 2026 Q2, 423 hedge funds were net buyers of MKL (107 opened a new position, 316 added to an existing one), while 432 reduced or exited (319 trimmed, 113 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 39% of total institutional value in MKL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 922.

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.

Is It Too Late to Buy Markel Group Inc (MKL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MKL has moved relative to its sector benchmark (XLF) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 73d ago
MKL
-8.8%
XLF
+8.0%

MKL outperformed XLF by -16.8% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 28d ago
MKL
-3.6%
XLF
+1.3%

Since the filing became public, MKL outperformed XLF by -4.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

27 top-rated funds 17 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
5.3
/ 10
conviction
Hedge Fund Positioning: MKL
918 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 918 928 -1.08%
13F Shares 10M 10M -1.8%
Total Value $18.35B $17.96B 2.16%
New Positions 107 117 -10
Increased Positions 314 303 +11
Closed Positions 115 94 +21
Reduced Positions 315 295 +20
Total Calls 7 6 16.67%
Total Puts 6 4 50.0%
PUT/CALL Ratio 0.86 0.67 Neutral

Statistics: MKL

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Income Statement & Cash Flow
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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q2)

918 + investors

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

QUARTER:
Top 25 MKL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Capco Asset Management, LLC 13.52% 25,322 $49.5M
2 Citadel Investment Advisory, Inc. 13.52% 15,242 $29.8M
3 Luma Capital S.A. - SPF 12.25% 7,032 $13.7M
4 Rockbridge Asset Management LLC 12.07% 9,588 $18.7M
5 Greenlea Lane Capital Management, LLC 10.89% 20,305 $39.7M
6 Avenir Corp 10.52% 44,214 $86.4M
7 Madison Avenue Partners, LP 9.44% 112,325 $219.4M
8 Banyan Capital Management, INC. 9.08% 10,701 $20.9M
9 Barr E S & Co 8.44% 77,051 $150.5M
10 JANA Partners Management, LP 7.88% 76,743 $149.9M
11 Canerector Inc 7.57% 8,500 $16.6M
12 Chapman Investment Management, LLC 7.48% 4,644 $9.1M
13 Lafayette Investments, Inc. 7.17% 19,924 $38.9M
14 Lincoln Capital LLC 6.21% 17,862 $34.9M
15 Broad Run Investment Management, LLC 6.19% 20,578 $40.2M
16 Poehling Capital Management, INC. 5.72% 13,657 $26.7M
17 Seneca House Advisors 5.69% 8,236 $16.1M
18 Mraz, Amerine & Associates, Inc. 5.49% 19,610 $38.3M
19 PYA Waltman Capital, LLC 5.48% 11,797 $23.0M
20 Regency Capital Management Inc.\DE 5.30% 6,818 $13.3M
21 Inkwell Capital LLC 5.21% 2,567 $5.0M
22 Bradyco, Inc. 4.56% 2,036 $4.0M
23 Davis Asset Management, L.P. 4.56% 92,105 $179.9M
24 Oslo Pensjonsforsikring As 4.47% 19,910 $38.9M
25 Check Capital Management Inc/Ca 4.25% 79,209 $154.7M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MKL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MKL?

More sellers than buyers — 49% buying: Last quarter: 432 funds reduced or exited vs 423 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MKL holders?

Strong quality — 39% AUM from major funds: 66 of 920 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MKL?

66% of holders stayed for 2+ years: 613 out of 922 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.

Is it too late to buy Markel Group Inc (MKL) following the 2026 Q2 hedge fund 13F filings?

As of today, MKL has moved -3.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.3% for the XLF sector ETF — an outperformance of -4.9%. Since the quarter end (June 30, 2026), MKL has gained -8.8% vs +8.0% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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