Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MARKEL GROUP INC (MKL)

916 + 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
↑ +18
Streak
2Q ▲
Buyers last Q
52%

Smart Money Signals — MKL

Based on 922 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
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 — +11% more funds vs a year ago

fund count last 6Q
+93 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

418 buying392 selling
Last quarter: 418 funds bought or added vs 392 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.
⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 80 → 75 → 128 → 113. 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.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 19% medium ■ 16% new
603 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.
🚀

Acceleration phase — new buyers rushing in

95 → 80 → 75 → 128 → 113 new funds/Q
New funds entering each quarter: 80 → 75 → 128 → 113. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 12% 1-2yr ■ 20% new
Of 931 current holders: 633 (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.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
63 of 922 holders rank in the top 100 by AUM, accounting for 33% 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 Q1, 418 hedge funds were net buyers of MKL (113 opened a new position, 305 added to an existing one), while 392 reduced or exited (297 trimmed, 95 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 33% of total institutional value in MKL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +18 funds (more new holders than closures). 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 Q1 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 March 31, 2026 · 71d ago
MKL
-0.3%
XLF
+5.8%

MKL outperformed XLF by -6.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 26d ago
MKL
-1.6%
XLF
+2.2%

Since the filing became public, MKL outperformed XLF by -3.8% .

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 ?
Broad Consensus, Selective Conviction

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

47 top-rated funds 17 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
5.0
/ 10
conviction
Hedge Fund Positioning: MKL
916 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 916 904 1.33%
13F Shares 10M 10M -2.61%
Total Value $17.68B $21.10B -16.21%
New Positions 111 128 -17
Increased Positions 301 271 +30
Closed Positions 99 58 +41
Reduced Positions 291 299 -8
Total Calls 6 7 -14.29%
Total Puts 4 5 -20.0%
PUT/CALL Ratio 0.67 0.71 Bullish

Statistics: MKL

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

916 + 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 institutional holders of MKL — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Graham Holdings Co Master Retirement Trust 15.72% 58,008 $111K
2 Citadel Investment Advisory, Inc. 13.92% 15,242 $29.2M
3 STEGINSKY CAPITAL LLC 13.56% 42,864 $82K
4 Capco Asset Management, LLC 13.49% 25,839 $49.5M
5 Luma Capital S.A. - SPF 12.95% 7,032 $13.5M
6 GREENLEA LANE CAPITAL MANAGEMENT, LLC 12.54% 22,555 $43.2M
7 Rockbridge Asset Management LLC 12.07% 9,389 $18.0M
8 Graham Holdings Co 10.97% 55,430 $106K
9 AVENIR CORP 10.69% 45,832 $87.7M
10 BANYAN CAPITAL MANAGEMENT, INC. 9.12% 11,053 $21.2M
11 JANA Partners Management, LP 8.98% 75,307 $144.1M
12 BARR E S & CO 8.60% 77,222 $147.8M
13 Lafayette Investments, Inc. 7.71% 19,901 $38.1M
14 Chapman Investment Management, LLC 7.52% 4,760 $9.1M
15 Madison Avenue Partners, LP 7.32% 87,889 $168.2M
16 Broad Run Investment Management, LLC 6.98% 20,709 $39.6M
17 Lincoln Capital LLC 6.59% 18,181 $34.8M
18 Seneca House Advisors 6.13% 8,054 $15.4M
19 PYA Waltman Capital, LLC 6.05% 11,398 $21.8M
20 Regency Capital Management Inc.\DE 5.71% 6,667 $12.8M
21 Poehling Capital Management, INC. 5.41% 13,433 $25.7M
22 Mraz, Amerine & Associates, Inc. 5.40% 19,137 $36.6M
23 CANERECTOR INC 5.11% 5,635 $10.8M
24 OSLO PENSJONSFORSIKRING AS 5.04% 16,910 $32.4M
25 INKWELL CAPITAL LLC 5.01% 2,571 $4.9M
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 52% buying: Last quarter: 418 funds bought or added vs 392 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?

Strong quality — 33% AUM from major funds: 63 of 922 holders rank in the top 100 by AUM, accounting for 33% 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?

65% of holders stayed for 2+ years: 603 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 Q1 hedge fund 13F filings?

As of today, MKL has moved -1.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.2% for the XLF sector ETF — an outperformance of -3.8%. Since the quarter end (March 31, 2026), MKL has gained -0.3% vs +5.8% 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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