Markel Group Inc.
MKL- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0001096343
No open-market purchases or sales by Markel Group Inc. insiders were filed in the last 90 days; 930 institutions reported holding it in 13F filings for Q2 2026, worth $18.8B in total; superinvestors Giverny Capital and Gardner Russo & Quinn hold it.
13F holders, Q3 2021
Institutional positions in Markel Group Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 594
- +13 vs. Q2 2021
- Shares held
- 10.5M
- +7.24K (+0.1%) vs. Q2 2021
- Total value
- $12.6B
- +$102.1M (+0.8%) vs. Q2 2021
- New holders
- 51
- 178 more added
- Sold out
- 38
- 208 more reduced
8 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MKL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 930 | $18.8B |
| Q1 2026 | 930 | $18.5B |
| Q4 2025 | 924 | $21.1B |
| Q3 2025 | 855 | $18.9B |
| Q2 2025 | 854 | $20.1B |
| Q1 2025 | 852 | $19.0B |
| Q4 2024 | 832 | $17.2B |
| Q3 2024 | 794 | $15.4B |
| Q2 2024 | 812 | $15.7B |
| Q1 2024 | 745 | $15.4B |
| Q4 2023 | 733 | $14.5B |
| Q3 2023 | 739 | $15.0B |
| Q2 2023 | 700 | $14.2B |
| Q1 2023 | 676 | $13.2B |
| Q4 2022 | 675 | $13.7B |
| Q3 2022 | 636 | $11.3B |
| Q2 2022 | 642 | $13.7B |
| Q1 2022 | 639 | $15.8B |
| Q4 2021 | 638 | $12.9B |
| Q3 2021 | 594 | $12.6B |
| Q2 2021 | 589 | $12.6B |
| Q1 2021 | 575 | $12.1B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Markel Group Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Graves-Light Private Wealth Management, Inc. | 88 | $105.0K | 0.02% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 100 | $119.5K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 101 | $120.0K | 0.00% | −251−71.3% | Reduced |
| Community Bank, N.A. | 100 | $120.0K | 0.01% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 100 | $120.0K | 0.01% | +100 | New |
| Creative Financial Designs Inc | 101 | $121.0K | 0.02% | +3+3.1% | Added |
| Allworth Financial LP | 107 | $128.0K | 0.00% | +107 | New |
| Hexagon Capital Partners LLC | 112 | $134.0K | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 116 | $139.0K | 0.00% | −5,302−97.9% | Reduced |
| Fifth Third Bancorp | 137 | $164.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 141 | $169.0K | 0.05% | 00.0% | Unchanged |
| New England Asset Management Inc | 150 | $179.0K | 0.00% | 00.0% | Unchanged |
| Seeyond | 165 | $197.0K | 0.02% | −1−0.6% | Reduced |
| Ironwood Investment Counsel, LLC | 168 | $200.0K | 0.05% | −255−60.3% | Reduced |
| IFP Advisors, Inc | 173 | $202.0K | 0.00% | +91+111.0% | Added |
| Tocqueville Asset Management L.P. | 170 | $203.0K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 170 | $203.0K | 0.05% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 170 | $203.0K | 0.02% | 00.0% | Unchanged |
| American International Group, Inc. | 171 | $204.0K | 0.00% | −18−9.5% | Reduced |
| Opal Wealth Advisors, LLC | 171 | $204.0K | 0.20% | +171 | New |
| Somerset Trust Co | 172 | $206.0K | 0.08% | +172 | New |
| Arcus Capital Partners, LLC | 174 | $208.0K | 0.08% | −31−15.1% | Reduced |
| AXS Investments LLC | 174 | $208.0K | 0.08% | +174 | New |
| First City Capital Management, Inc. | 175 | $209.0K | 0.12% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 175 | $209.0K | 0.11% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 162 | $213.0K | 0.01% | +162 | New |
| Edgemoor Investment Advisors, Inc. | 179 | $214.0K | 0.02% | −25−12.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 179 | $214.0K | 0.00% | −15−7.7% | Reduced |
| One Wealth Advisors, LLC | 182 | $218.0K | 0.06% | 00.0% | Unchanged |
| Tompkins Financial Corp | 185 | $221.0K | 0.04% | +185 | New |
| Howland Capital Management LLC | 189 | $226.0K | 0.01% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 190 | $227.0K | 0.10% | 00.0% | Unchanged |
| Greenleaf Trust | 191 | $228.0K | 0.00% | −1−0.5% | Reduced |
| Leavell Investment Management, Inc. | 192 | $229.0K | 0.02% | +192 | New |
| Northwest Quadrant Wealth Management, LLC | 191 | $231.0K | 0.07% | −16−7.7% | Reduced |
| Scotia Capital Inc. | 193 | $231.0K | 0.00% | +7+3.8% | Added |
| Magnetar Financial LLC | 193 | $231.0K | 0.00% | +193 | New |
| Old Dominion Capital Management Inc | 195 | $233.0K | 0.05% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 197 | $235.0K | 0.08% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 198 | $236.0K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 203 | $243.0K | 0.01% | −28−12.1% | Reduced |
| Camden Capital, LLC | 203 | $243.0K | 0.05% | +203 | New |
| Overbrook Management Corp | 204 | $244.0K | 0.05% | −39−16.0% | Reduced |
| Neuberger Berman Group LLC | 246 | $244.0K | 0.00% | +26+11.8% | Added |
| Veritable, L.P. | 204 | $244.0K | 0.00% | −4−1.9% | Reduced |
| Homrich & Berg | 209 | $250.0K | 0.01% | +209 | New |
| Parsons Capital Management Inc | 210 | $251.0K | 0.02% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 212 | $253.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 213 | $254.0K | 0.01% | 00.0% | Unchanged |
| Pineno Levin & Ford Asset Management, Inc. | 214 | $256.0K | 0.08% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 219 | $262.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 220 | $263.0K | 0.00% | −143−39.4% | Reduced |
| Hilltop Holdings Inc. | 222 | $266.0K | 0.03% | +20+9.9% | Added |
| Wetherby Asset Management Inc | 225 | $269.0K | 0.02% | +1+0.4% | Added |
| Spinnaker Trust | 225 | $269.0K | 0.02% | +225 | New |
| Private Advisor Group, LLC | 228 | $272.0K | 0.00% | +1+0.4% | Added |
| FineMark National Bank & Trust | 243 | $290.0K | 0.01% | +5+2.1% | Added |
| SRS Capital Advisors, Inc. | 249 | $298.0K | 0.04% | −15−5.7% | Reduced |
| Trustmark National Bank Trust Department | 250 | $299.0K | 0.02% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 250 | $299.0K | 0.12% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 250 | $299.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 255 | $305.0K | 0.03% | 00.0% | Unchanged |
| Financial Architects, Inc | 255 | $305.0K | 0.04% | +66+34.9% | Added |
| Savant Capital, LLC | 257 | $307.0K | 0.01% | +7+2.8% | Added |
| Symmetry Partners, LLC | 250 | $307.0K | 0.02% | 00.0% | Unchanged |
| Avestar Capital, LLC | 259 | $310.0K | 0.06% | −24−8.5% | Reduced |
| Ethic Inc. | 259 | $310.0K | 0.03% | +47+22.2% | Added |
| Allianz Asset Management GmbH | 260 | $311.0K | 0.00% | +260 | New |
| Marks Group Wealth Management, Inc | 262 | $313.0K | 0.04% | −2−0.8% | Reduced |
| Allen Investment Management LLC | 262 | $313.0K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 264 | $316.0K | 0.01% | +264 | New |
| Vestmark Advisory Solutions, Inc. | 266 | $318.0K | 0.02% | −6−2.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 276 | $330.0K | 0.09% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 276 | $330.0K | 0.37% | +1+0.4% | Added |
| Parallel Advisors, LLC | 278 | $332.0K | 0.01% | +236+561.9% | Added |
| Redpoint Investment Management Pty Ltd | 279 | $333.0K | 0.03% | +60+27.4% | Added |
| WealthPLAN Partners, LLC | 269 | $336.0K | 0.02% | −20−6.9% | Reduced |
| CWM Advisors, LLC | 285 | $341.0K | 0.04% | −75−20.8% | Reduced |
| Keating Investment Counselors Inc | 286 | $342.0K | 0.16% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 286 | $344.0K | 0.14% | −154−35.0% | Reduced |
| World Asset Management Inc | 288 | $344.0K | 0.03% | −9−3.0% | Reduced |
| Heritage Investors Management Corp | 288 | $344.0K | 0.01% | +288 | New |
| Rathbone Brothers plc | 298 | $356.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Group AG | 300 | $359.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 303 | $362.0K | 0.02% | 00.0% | Unchanged |
| Ledyard National Bank | 310 | $370.0K | 0.04% | 00.0% | Unchanged |
| Bay Rivers Group | 320 | $382.0K | 0.26% | +320 | New |
| Financial Consulate, Inc | 321 | $384.0K | 0.14% | +36+12.6% | Added |
| Cerity Partners LLC | 325 | $388.0K | 0.01% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 325 | $388.0K | 0.10% | 00.0% | Unchanged |
| Systematic Financial Management LP | 327 | $391.0K | 0.01% | −2−0.6% | Reduced |
| Winthrop Advisory Group LLC | 327 | $391.0K | 0.09% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 330 | $394.0K | 0.07% | +11+3.4% | Added |
| Jarislowsky, Fraser Ltd | 330 | $394.0K | 0.00% | +115+53.5% | Added |
| Blue Edge Capital, LLC | 333 | $398.0K | 0.08% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 333 | $398.0K | 0.01% | −14−4.0% | Reduced |
| Park Avenue Securities LLC | 337 | $403.0K | 0.01% | +42+14.2% | Added |
| Stephens Inc | 339 | $405.0K | 0.01% | −57−14.4% | Reduced |
| Baird Financial Group, Inc. | 341 | $408.0K | 0.00% | +18+5.6% | Added |
| Pegasus Partners Ltd. | 346 | $414.0K | 0.08% | −125−26.5% | Reduced |