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 |
|---|---|---|---|---|---|
| Capitolis Advisors LLC | 900 | $1.17M | 0.01% | +900 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 976 | $1.17M | 0.77% | 00.0% | Unchanged |
| 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 |
| Centiva Capital, LP | 940 | $1.12M | 0.09% | +300+46.9% | Added |
| Mercer Global Advisors Inc | 937 | $1.12M | 0.01% | +27+3.0% | Added |
| Buffington Mohr McNeal | 890 | $1.06M | 0.20% | +44+5.2% | Added |
| Swedbank AB | 871 | $1.04M | 0.00% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 828 | $990.0K | 0.03% | +7+0.9% | Added |
| Taylor Hoffman Wealth Management | 792 | $952.0K | 0.41% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 778 | $930.0K | 0.12% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 698 | $928.0K | 0.31% | 00.0% | Unchanged |
| Whittier Trust Co | 761 | $909.0K | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 746 | $891.0K | 0.02% | −6−0.8% | Reduced |
| Boothbay Fund Management, LLC | 740 | $884.0K | 0.04% | −122−14.2% | Reduced |
| Principle Wealth Partners LLC | 737 | $881.0K | 0.10% | 00.0% | Unchanged |
| Nordea Investment Management AB | 706 | $862.0K | 0.00% | +36+5.4% | Added |
| Corbenic Partners LLC | 720 | $860.0K | 0.21% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 720 | $860.0K | 0.04% | +720 | New |
| Madison Wealth Management | 715 | $855.0K | 0.19% | −17−2.3% | Reduced |
| Annandale Capital, LLC | 710 | $849.0K | 0.51% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 707 | $845.0K | 0.03% | −22−3.0% | Reduced |
| Smithfield Trust Co | 699 | $838.0K | 0.06% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 700 | $837.0K | 0.01% | −10−1.4% | Reduced |
| Daiwa Securities Group Inc. | 687 | $821.0K | 0.01% | +30+4.6% | Added |
| Fruth Investment Management | 685 | $818.0K | 0.25% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 676 | $808.0K | 0.00% | +30+4.6% | Added |
| Linscomb & Williams, Inc. | 672 | $803.0K | 0.04% | −406−37.7% | Reduced |
| Spears Abacus Advisors LLC | 656 | $784.0K | 0.06% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 655 | $783.0K | 0.10% | +655 | New |
| Atlantic Union Bankshares Corp | 641 | $766.0K | 0.07% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 626 | $748.0K | 0.00% | −2,924−82.4% | Reduced |
| Spire Wealth Management | 609 | $728.0K | 0.02% | +100+19.6% | Added |
| Guggenheim Capital LLC | 606 | $724.0K | 0.00% | −241−28.5% | Reduced |
| Gyon Technologies Capital Management, LP | 604 | $722.0K | 0.19% | −1,260−67.6% | Reduced |
| Shelter Ins Retirement Plan | 600 | $717.0K | 0.40% | 00.0% | Unchanged |
| Beacon Financial Group | 592 | $715.0K | 0.10% | −82−12.2% | Reduced |
| Trust Co of Vermont | 596 | $712.0K | 0.05% | 00.0% | Unchanged |
| Virtu Financial LLC | 587 | $702.0K | 0.06% | +146+33.1% | Added |
| Glenmede Trust Co NA | 585 | $699.0K | 0.00% | −223−27.6% | Reduced |
| 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 |
| Conestoga Capital Advisors, LLC | 567 | $678.0K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 557 | $666.0K | 0.00% | +111+24.9% | Added |
| Wolverine Trading, LLC | 546 | $659.0K | 0.01% | −1,316−70.7% | Reduced |
| Intellectus Partners, LLC | 550 | $657.0K | 0.16% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 549 | $656.0K | 0.09% | +163+42.2% | Added |
| 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 |
| Massmutual Trust Co FSB | 545 | $651.0K | 0.03% | −9−1.6% | Reduced |
| Old National Bancorp | 532 | $636.0K | 0.02% | −7−1.3% | Reduced |
| WMS Partners, LLC | 525 | $627.0K | 0.09% | +139+36.0% | Added |
| Cetera Investment Advisers | 524 | $626.0K | 0.01% | +17+3.4% | Added |
| Point72 Hong Kong Ltd | 510 | $610.0K | 0.05% | +510 | New |
| Royal Fund Management, LLC | 510 | $609.0K | 0.10% | 00.0% | Unchanged |
| Brave Asset Management Inc | 509 | $608.0K | 0.18% | 00.0% | Unchanged |
| Robotti Robert | 500 | $598.0K | 0.14% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 493 | $590.0K | 0.10% | +70+16.5% | Added |
| Oppenheimer & Co Inc | 484 | $578.0K | 0.01% | −4−0.8% | Reduced |
| Richard Bernstein Advisors LLC | 483 | $577.0K | 0.01% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 480 | $574.0K | 0.14% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 472 | $567.0K | 0.23% | +3+0.6% | Added |
| Schroder Investment Management Group | 461 | $551.0K | 0.00% | −290−38.6% | Reduced |
| Walleye Capital LLC | 450 | $538.0K | 0.02% | −735−62.0% | Reduced |
| Acima Private Wealth, LLC | 439 | $525.0K | 0.24% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 436 | $521.0K | 0.00% | −250−36.4% | Reduced |
| WCM Investment Management, LLC | 435 | $520.0K | 0.00% | +4+0.9% | Added |
| Cary Street Partner Investment Advisory LLC | 434 | $519.0K | 0.17% | +1+0.2% | Added |
| Commerce Bank | 430 | $514.0K | 0.00% | +3+0.7% | Added |
| MML Investors Services, LLC | 424 | $507.0K | 0.00% | +56+15.2% | Added |
| Tributary Capital Management, LLC | 419 | $501.0K | 0.04% | −19−4.3% | Reduced |
| AdvisorNet Financial, Inc | 415 | $496.0K | 0.03% | −14−3.3% | Reduced |
| Aigen Investment Management, LP | 408 | $488.0K | 0.09% | −896−68.7% | Reduced |
| XTX Topco Ltd | 405 | $484.0K | 0.16% | +405 | New |
| Erste Asset Management GmbH | 400 | $483.1K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 399 | $477.0K | 0.01% | +399 | New |
| Hudson Value Partners, LLC | 395 | $472.0K | 0.26% | 00.0% | Unchanged |
| Autus Asset Management, LLC | 389 | $465.0K | 0.05% | +389 | New |
| Candriam Luxembourg S.C.A. | 388 | $464.0K | 0.00% | −305−44.0% | Reduced |
| Vident Investment Advisory, LLC | 383 | $458.0K | 0.01% | +383 | New |
| IBM Retirement Fund | 380 | $454.0K | 0.04% | +3+0.8% | Added |
| 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 |
| Stony Point Wealth Management Inc. | 374 | $447.0K | 0.27% | +374 | New |
| Xponance, Inc. | 373 | $446.0K | 0.01% | −62−14.3% | Reduced |
| Pecaut & Co. | 373 | $446.0K | 0.27% | 00.0% | Unchanged |
| Stonnington Group, LLC | 350 | $443.0K | 0.10% | −135−27.8% | Reduced |
| Portland Global Advisors LLC | 370 | $442.0K | 0.08% | −55−12.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 367 | $439.0K | 0.01% | +11+3.1% | Added |
| Adalta Capital Management LLC | 360 | $430.0K | 0.24% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 351 | $419.0K | 0.06% | +56+19.0% | Added |
| Vontobel Holding Ltd. | 349 | $417.0K | 0.00% | +80+29.7% | Added |
| Pegasus Partners Ltd. | 346 | $414.0K | 0.08% | −125−26.5% | Reduced |
| Baxter Bros Inc | 346 | $414.0K | 0.07% | +346 | New |
| Baird Financial Group, Inc. | 341 | $408.0K | 0.00% | +18+5.6% | Added |
| Stephens Inc | 339 | $405.0K | 0.01% | −57−14.4% | Reduced |
| Park Avenue Securities LLC | 337 | $403.0K | 0.01% | +42+14.2% | Added |
| Raymond James Trust N.A. | 333 | $398.0K | 0.01% | −14−4.0% | Reduced |
| Blue Edge Capital, LLC | 333 | $398.0K | 0.08% | 00.0% | Unchanged |