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, Q4 2021
Institutional positions in Markel Group Inc. as of Dec 31, 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
- 638
- +53 vs. Q3 2021
- Shares held
- 10.5M
- −43.1K (−0.4%) vs. Q3 2021
- Total value
- $12.9B
- +$355.8M (+2.8%) vs. Q3 2021
- New holders
- 100
- 196 more added
- Sold out
- 47
- 202 more reduced
9 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Markel Group Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NEXT Financial Group, Inc | 64 | $79.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 64 | $79.0K | 0.01% | +2+3.2% | Added |
| Signaturefd, LLC | 68 | $84.0K | 0.00% | +1+1.5% | Added |
| JTC Employer Solutions Trusteee Ltd | 70 | $86.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 70 | $86.0K | 0.01% | +54+337.5% | Added |
| SBK Financial, Inc. | 70 | $86.0K | 0.07% | +70 | New |
| Allspring Global Investments Holdings, LLC | 72 | $88.0K | 0.00% | +72 | New |
| Cribstone Capital Management, LLC | 80 | $99.0K | 0.05% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 84 | $104.0K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 88 | $109.0K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 99 | $122.0K | 0.02% | −2−2.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 99 | $122.0K | 0.00% | +11+12.5% | Added |
| New England Asset Management Inc | 100 | $123.0K | 0.00% | −50−33.3% | Reduced |
| Hexagon Capital Partners LLC | 112 | $138.0K | 0.04% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 115 | $141.0K | 0.07% | +115 | New |
| Rockefeller Capital Management L.P. | 122 | $149.0K | 0.00% | +21+20.8% | Added |
| Fifth Third Bancorp | 137 | $169.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 141 | $174.0K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 146 | $180.0K | 0.00% | +39+36.4% | Added |
| Dimension Capital Management LLC | 162 | $200.0K | 0.04% | +162 | New |
| Checchi Capital Advisers, LLC | 163 | $201.0K | 0.02% | +163 | New |
| American International Group, Inc. | 164 | $202.0K | 0.00% | −7−4.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 164 | $202.0K | 0.01% | +164 | New |
| Seeyond | 165 | $203.0K | 0.02% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 162 | $207.0K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 169 | $209.0K | 0.01% | −34−16.7% | Reduced |
| Tocqueville Asset Management L.P. | 170 | $210.0K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 172 | $212.0K | 0.34% | +172 | New |
| IFP Advisors, Inc | 180 | $213.0K | 0.00% | +7+4.0% | Added |
| Somerset Trust Co | 174 | $215.0K | 0.08% | +2+1.2% | Added |
| Lincoln National Corp | 174 | $215.0K | 0.00% | +174 | New |
| Point72 Hong Kong Ltd | 176 | $217.0K | 0.02% | −334−65.5% | Reduced |
| Canal Capital Management, LLC | 177 | $218.0K | 0.05% | +177 | New |
| Edgemoor Investment Advisors, Inc. | 179 | $221.0K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 185 | $228.0K | 0.04% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 188 | $232.0K | 0.01% | +188 | New |
| Howland Capital Management LLC | 189 | $233.0K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 190 | $234.0K | 0.01% | +190 | New |
| Northwest Quadrant Wealth Management, LLC | 191 | $236.0K | 0.06% | 00.0% | Unchanged |
| Scotia Capital Inc. | 192 | $237.0K | 0.00% | −1−0.5% | Reduced |
| Leavell Investment Management, Inc. | 192 | $237.0K | 0.02% | 00.0% | Unchanged |
| Greenleaf Trust | 192 | $237.0K | 0.00% | +1+0.5% | Added |
| HB Wealth Management, LLC | 192 | $237.0K | 0.00% | +192 | New |
| Pegasus Partners Ltd. | 195 | $241.0K | 0.04% | −151−43.6% | Reduced |
| Regentatlantic Capital LLC | 197 | $243.0K | 0.01% | −15−7.1% | Reduced |
| Patriot Investment Management Inc. | 198 | $244.0K | 0.02% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 199 | $246.0K | 0.07% | +2+1.0% | Added |
| Tudor Investment Corp Et Al | 200 | $247.0K | 0.00% | +200 | New |
| Astrantus Ltd | 200 | $247.0K | 0.18% | +200 | New |
| Erste Asset Management GmbH | 200 | $247.9K | 0.00% | −200−50.0% | Reduced |
| Veritable, L.P. | 203 | $251.0K | 0.00% | −1−0.5% | Reduced |
| Camden Capital, LLC | 203 | $251.0K | 0.05% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 204 | $252.0K | 0.02% | +204 | New |
| Forum Financial Management, LP | 209 | $258.0K | 0.01% | +209 | New |
| Sterling Investment Counsel, LLC | 209 | $258.0K | 0.17% | +209 | New |
| Parsons Capital Management Inc | 210 | $259.0K | 0.02% | 00.0% | Unchanged |
| Financial Architects, Inc | 211 | $260.0K | 0.04% | −44−17.3% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 214 | $264.0K | 0.08% | 00.0% | Unchanged |
| Cypress Capital Group | 215 | $265.0K | 0.03% | +215 | New |
| One Wealth Advisors, LLC | 217 | $268.0K | 0.07% | +35+19.2% | Added |
| Wade G W & Inc | 217 | $268.0K | 0.01% | +217 | New |
| B. Metzler seel. Sohn & Co. AG | 219 | $269.0K | 0.00% | +219 | New |
| Portland Global Advisors LLC | 220 | $271.0K | 0.05% | −150−40.5% | Reduced |
| Wetherby Asset Management Inc | 224 | $276.0K | 0.02% | −1−0.4% | Reduced |
| IBM Retirement Fund | 225 | $278.0K | 0.03% | −155−40.8% | Reduced |
| Spinnaker Trust | 225 | $278.0K | 0.02% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 229 | $283.0K | 0.01% | +229 | New |
| Hilltop Holdings Inc. | 234 | $289.0K | 0.03% | +12+5.4% | Added |
| FineMark National Bank & Trust | 238 | $294.0K | 0.01% | −5−2.1% | Reduced |
| SRS Capital Advisors, Inc. | 241 | $297.0K | 0.04% | −8−3.2% | Reduced |
| Arcus Capital Partners, LLC | 247 | $305.0K | 0.10% | +73+42.0% | Added |
| Marks Group Wealth Management, Inc | 249 | $307.0K | 0.04% | −13−5.0% | Reduced |
| Crestwood Advisors Group LLC | 250 | $308.0K | 0.01% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 250 | $309.0K | 0.02% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 250 | $309.0K | 0.02% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 250 | $309.0K | 0.11% | 00.0% | Unchanged |
| Financial Consulate, Inc | 257 | $317.0K | 0.11% | −64−19.9% | Reduced |
| Savant Capital, LLC | 257 | $317.0K | 0.01% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 260 | $321.0K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 260 | $321.0K | 0.01% | +260 | New |
| Prelude Capital Management, LLC | 261 | $322.0K | 0.02% | +261 | New |
| Allen Investment Management LLC | 262 | $323.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 267 | $325.0K | 0.02% | +54+25.4% | Added |
| Cadent Capital Advisors, LLC | 263 | $325.0K | 0.14% | +73+38.4% | Added |
| Regency Capital Management Inc. | 263 | $325.0K | 0.21% | +241+1,095.5% | Added |
| Stephens Inc | 264 | $326.0K | 0.00% | −75−22.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 269 | $332.0K | 0.02% | +3+1.1% | Added |
| Quantinno Capital Management LP | 276 | $341.0K | 0.06% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 279 | $344.0K | 0.01% | −58−17.2% | Reduced |
| Redpoint Investment Management Pty Ltd | 279 | $344.0K | 0.03% | 00.0% | Unchanged |
| Regions Financial Corp | 281 | $347.0K | 0.00% | +281 | New |
| Two Sigma Securities, LLC | 282 | $348.0K | 0.07% | +282 | New |
| Meristem Family Wealth, LLC | 282 | $348.0K | 0.03% | +282 | New |
| Wambolt & Associates, LLC | 286 | $353.0K | 0.13% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 286 | $353.0K | 0.16% | 00.0% | Unchanged |
| CWM Advisors, LLC | 287 | $354.0K | 0.04% | +2+0.7% | Added |
| WealthPLAN Partners, LLC | 289 | $356.0K | 0.02% | +20+7.4% | Added |
| Integrated Wealth Concepts LLC | 289 | $357.0K | 0.01% | +25+9.5% | Added |
| Ethic Inc. | 292 | $360.0K | 0.03% | +33+12.7% | Added |
| Rathbone Brothers plc | 298 | $368.0K | 0.00% | 00.0% | Unchanged |