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 |
|---|---|---|---|---|---|
| Baxter Bros Inc | 346 | $414.0K | 0.07% | +346 | New |
| Vontobel Holding Ltd. | 349 | $417.0K | 0.00% | +80+29.7% | Added |
| Baker Tilly Wealth Management, LLC | 351 | $419.0K | 0.06% | +56+19.0% | Added |
| Adalta Capital Management LLC | 360 | $430.0K | 0.24% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 367 | $439.0K | 0.01% | +11+3.1% | Added |
| Portland Global Advisors LLC | 370 | $442.0K | 0.08% | −55−12.9% | Reduced |
| Stonnington Group, LLC | 350 | $443.0K | 0.10% | −135−27.8% | Reduced |
| Xponance, Inc. | 373 | $446.0K | 0.01% | −62−14.3% | Reduced |
| Pecaut & Co. | 373 | $446.0K | 0.27% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 374 | $447.0K | 0.27% | +374 | New |
| Metropolitan Life Insurance Co | 376 | $449.4K | 0.01% | −14−3.6% | Reduced |
| Burns Matteson Capital Management, LLC | 376 | $449.4K | 0.34% | +376 | New |
| IBM Retirement Fund | 380 | $454.0K | 0.04% | +3+0.8% | Added |
| Vident Investment Advisory, LLC | 383 | $458.0K | 0.01% | +383 | New |
| Candriam Luxembourg S.C.A. | 388 | $464.0K | 0.00% | −305−44.0% | Reduced |
| Autus Asset Management, LLC | 389 | $465.0K | 0.05% | +389 | New |
| Hudson Value Partners, LLC | 395 | $472.0K | 0.26% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 399 | $477.0K | 0.01% | +399 | New |
| Erste Asset Management GmbH | 400 | $483.1K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 405 | $484.0K | 0.16% | +405 | New |
| Aigen Investment Management, LP | 408 | $488.0K | 0.09% | −896−68.7% | Reduced |
| AdvisorNet Financial, Inc | 415 | $496.0K | 0.03% | −14−3.3% | Reduced |
| Tributary Capital Management, LLC | 419 | $501.0K | 0.04% | −19−4.3% | Reduced |
| MML Investors Services, LLC | 424 | $507.0K | 0.00% | +56+15.2% | Added |
| Commerce Bank | 430 | $514.0K | 0.00% | +3+0.7% | Added |
| Cary Street Partner Investment Advisory LLC | 434 | $519.0K | 0.17% | +1+0.2% | Added |
| WCM Investment Management, LLC | 435 | $520.0K | 0.00% | +4+0.9% | Added |
| Silvercrest Asset Management Group LLC | 436 | $521.0K | 0.00% | −250−36.4% | Reduced |
| Acima Private Wealth, LLC | 439 | $525.0K | 0.24% | 00.0% | Unchanged |
| Walleye Capital LLC | 450 | $538.0K | 0.02% | −735−62.0% | Reduced |
| Schroder Investment Management Group | 461 | $551.0K | 0.00% | −290−38.6% | Reduced |
| Parisi Gray Wealth Management | 472 | $567.0K | 0.23% | +3+0.6% | Added |
| YorkBridge Wealth Partners, LLC | 480 | $574.0K | 0.14% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 483 | $577.0K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 484 | $578.0K | 0.01% | −4−0.8% | Reduced |
| Resonant Capital Advisors, LLC | 493 | $590.0K | 0.10% | +70+16.5% | Added |
| Robotti Robert | 500 | $598.0K | 0.14% | 00.0% | Unchanged |
| Brave Asset Management Inc | 509 | $608.0K | 0.18% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 510 | $609.0K | 0.10% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 510 | $610.0K | 0.05% | +510 | New |
| Cetera Investment Advisers | 524 | $626.0K | 0.01% | +17+3.4% | Added |
| WMS Partners, LLC | 525 | $627.0K | 0.09% | +139+36.0% | Added |
| Old National Bancorp | 532 | $636.0K | 0.02% | −7−1.3% | Reduced |
| Massmutual Trust Co FSB | 545 | $651.0K | 0.03% | −9−1.6% | Reduced |
| Pacifica Capital Investments, LLC | 546 | $653.0K | 0.21% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 546 | $653.0K | 0.09% | +46+9.2% | Added |
| Verdence Capital Advisors LLC | 549 | $656.0K | 0.09% | +163+42.2% | Added |
| Intellectus Partners, LLC | 550 | $657.0K | 0.16% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 546 | $659.0K | 0.01% | −1,316−70.7% | Reduced |
| Jane Street Group, LLC | 557 | $666.0K | 0.00% | +111+24.9% | Added |
| Conestoga Capital Advisors, LLC | 567 | $678.0K | 0.01% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 575 | $687.0K | 0.07% | −14−2.4% | Reduced |
| United Capital Financial Advisers, LLC | 575 | $687.0K | 0.00% | +67+13.2% | Added |
| Glenmede Trust Co NA | 585 | $699.0K | 0.00% | −223−27.6% | Reduced |
| Virtu Financial LLC | 587 | $702.0K | 0.06% | +146+33.1% | Added |
| Trust Co of Vermont | 596 | $712.0K | 0.05% | 00.0% | Unchanged |
| Beacon Financial Group | 592 | $715.0K | 0.10% | −82−12.2% | Reduced |
| Shelter Ins Retirement Plan | 600 | $717.0K | 0.40% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 604 | $722.0K | 0.19% | −1,260−67.6% | Reduced |
| Guggenheim Capital LLC | 606 | $724.0K | 0.00% | −241−28.5% | Reduced |
| Spire Wealth Management | 609 | $728.0K | 0.02% | +100+19.6% | Added |
| Voloridge Investment Management, LLC | 626 | $748.0K | 0.00% | −2,924−82.4% | Reduced |
| Atlantic Union Bankshares Corp | 641 | $766.0K | 0.07% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 655 | $783.0K | 0.10% | +655 | New |
| Spears Abacus Advisors LLC | 656 | $784.0K | 0.06% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 672 | $803.0K | 0.04% | −406−37.7% | Reduced |
| CIBC Asset Management Inc | 676 | $808.0K | 0.00% | +30+4.6% | Added |
| Fruth Investment Management | 685 | $818.0K | 0.25% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 687 | $821.0K | 0.01% | +30+4.6% | Added |
| Nisa Investment Advisors, LLC | 700 | $837.0K | 0.01% | −10−1.4% | Reduced |
| Smithfield Trust Co | 699 | $838.0K | 0.06% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 707 | $845.0K | 0.03% | −22−3.0% | Reduced |
| Annandale Capital, LLC | 710 | $849.0K | 0.51% | 00.0% | Unchanged |
| Madison Wealth Management | 715 | $855.0K | 0.19% | −17−2.3% | Reduced |
| Corbenic Partners LLC | 720 | $860.0K | 0.21% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 720 | $860.0K | 0.04% | +720 | New |
| Nordea Investment Management AB | 706 | $862.0K | 0.00% | +36+5.4% | Added |
| Principle Wealth Partners LLC | 737 | $881.0K | 0.10% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 740 | $884.0K | 0.04% | −122−14.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 746 | $891.0K | 0.02% | −6−0.8% | Reduced |
| Whittier Trust Co | 761 | $909.0K | 0.02% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 698 | $928.0K | 0.31% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 778 | $930.0K | 0.12% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 792 | $952.0K | 0.41% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 828 | $990.0K | 0.03% | +7+0.9% | Added |
| Swedbank AB | 871 | $1.04M | 0.00% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 890 | $1.06M | 0.20% | +44+5.2% | Added |
| Mercer Global Advisors Inc | 937 | $1.12M | 0.01% | +27+3.0% | Added |
| Centiva Capital, LP | 940 | $1.12M | 0.09% | +300+46.9% | Added |
| Ancora Advisors, LLC | 955 | $1.14M | 0.03% | −185−16.2% | Reduced |
| OPSEU Pension Plan Trust Fund | 958 | $1.14M | 0.29% | −38−3.8% | Reduced |
| Gamble Jones Investment Counsel | 955 | $1.14M | 0.07% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 976 | $1.17M | 0.77% | 00.0% | Unchanged |
| Capitolis Advisors LLC | 900 | $1.17M | 0.01% | +900 | New |
| Chevy Chase Trust Holdings, Inc. | 988 | $1.18M | 0.00% | +465+88.9% | Added |
| Keybank National Association | 990 | $1.18M | 0.01% | −170−14.7% | Reduced |
| Ruffer LLP | 1,000 | $1.20M | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 1,011 | $1.21M | 0.01% | −153−13.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,020 | $1.22M | 0.00% | +55+5.7% | Added |
| Farr Miller & Washington LLC | 1,038 | $1.24M | 0.08% | +93+9.8% | Added |