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 |
|---|---|---|---|---|---|
| Bellevue Group AG | 300 | $370.0K | 0.00% | 00.0% | Unchanged |
| Manchester Financial Inc | 300 | $370.0K | 0.13% | +300 | New |
| Banque Cantonale Vaudoise | 303 | $374.0K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 306 | $377.0K | 0.00% | −43−12.3% | Reduced |
| Bay Rivers Group | 310 | $383.0K | 0.23% | −10−3.1% | Reduced |
| Opal Wealth Advisors, LLC | 313 | $386.0K | 0.24% | +142+83.0% | Added |
| Yousif Capital Management, LLC | 317 | $391.0K | 0.00% | +317 | New |
| Encompass Wealth Advisors, LLC | 325 | $401.0K | 0.10% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 326 | $403.0K | 0.01% | −7−2.1% | Reduced |
| Winthrop Advisory Group LLC | 327 | $404.0K | 0.08% | 00.0% | Unchanged |
| Maryland Capital Management | 327 | $404.0K | 0.02% | +327 | New |
| Personal Capital Advisors Corp | 327 | $404.0K | 0.00% | +327 | New |
| Gilbert & Cook, Inc. | 331 | $408.0K | 0.07% | +1+0.3% | Added |
| Blue Edge Capital, LLC | 333 | $410.9K | 0.08% | 00.0% | Unchanged |
| Cerity Partners LLC | 342 | $419.0K | 0.01% | +17+5.2% | Added |
| Baird Financial Group, Inc. | 345 | $426.0K | 0.00% | +4+1.2% | Added |
| Buckingham Strategic Wealth, LLC | 346 | $427.0K | 0.01% | −21−5.7% | Reduced |
| Baxter Bros Inc | 346 | $427.0K | 0.06% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 360 | $444.0K | 0.20% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 362 | $446.0K | 0.01% | −21−5.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 365 | $450.0K | 0.10% | +89+32.2% | Added |
| Trexquant Investment LP | 370 | $457.0K | 0.03% | +370 | New |
| Pecaut & Co. | 373 | $460.0K | 0.23% | 00.0% | Unchanged |
| Trust Co of Virginia | 374 | $462.0K | 0.05% | +374 | New |
| Metropolitan Life Insurance Co | 376 | $464.0K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 378 | $466.0K | 0.01% | +5+1.3% | Added |
| Jarislowsky, Fraser Ltd | 380 | $468.0K | 0.00% | +50+15.2% | Added |
| Systematic Financial Management LP | 382 | $471.0K | 0.01% | +55+16.8% | Added |
| Cross Staff Investments Inc | 390 | $481.0K | 0.43% | +390 | New |
| Hudson Value Partners, LLC | 395 | $487.0K | 0.24% | 00.0% | Unchanged |
| Avestar Capital, LLC | 407 | $502.0K | 0.09% | +148+57.1% | Added |
| AdvisorNet Financial, Inc | 414 | $511.0K | 0.03% | −1−0.2% | Reduced |
| PDT Partners, LLC | 415 | $512.0K | 0.04% | +415 | New |
| Parallel Advisors, LLC | 420 | $518.0K | 0.02% | +142+51.1% | Added |
| Natixis | 421 | $520.0K | 0.00% | −796−65.4% | Reduced |
| Private Advisor Group, LLC | 424 | $523.0K | 0.00% | +196+86.0% | Added |
| Cary Street Partner Investment Advisory LLC | 434 | $536.0K | 0.15% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 435 | $537.0K | 0.04% | +16+3.8% | Added |
| Acima Private Wealth, LLC | 439 | $542.0K | 0.23% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 440 | $543.0K | 0.00% | +5+1.1% | Added |
| Carmel Capital Partners, LLC | 444 | $548.0K | 0.41% | +444 | New |
| Commerce Bank | 450 | $556.0K | 0.00% | +20+4.7% | Added |
| JustInvest LLC | 451 | $557.0K | 0.03% | +451 | New |
| MML Investors Services, LLC | 452 | $558.0K | 0.00% | +28+6.6% | Added |
| Oak Thistle LLC | 454 | $560.0K | 0.43% | +454 | New |
| Neuberger Berman Group LLC | 505 | $563.0K | 0.00% | +259+105.3% | Added |
| United Capital Financial Advisers, LLC | 458 | $565.0K | 0.00% | −117−20.3% | Reduced |
| Glenview Trust Co | 458 | $565.0K | 0.02% | +458 | New |
| Baker Tilly Wealth Management, LLC | 469 | $579.0K | 0.06% | +118+33.6% | Added |
| YorkBridge Wealth Partners, LLC | 480 | $592.0K | 0.13% | 00.0% | Unchanged |
| Cetera Investment Advisers | 485 | $598.0K | 0.01% | −39−7.4% | Reduced |
| Parisi Gray Wealth Management | 485 | $598.0K | 0.22% | +13+2.8% | Added |
| Burns Matteson Capital Management, LLC | 493 | $608.4K | 0.41% | +117+31.1% | Added |
| Calamos Wealth Management LLC | 500 | $617.0K | 0.05% | +500 | New |
| Quantamental Technologies LLC | 505 | $623.0K | 0.32% | +505 | New |
| Brave Asset Management Inc | 509 | $628.0K | 0.17% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 509 | $628.0K | 0.67% | +509 | New |
| Royal Fund Management, LLC | 510 | $629.0K | 0.09% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 512 | $632.0K | 0.00% | +76+17.4% | Added |
| Old National Bancorp | 526 | $649.0K | 0.02% | −6−1.1% | Reduced |
| Massmutual Trust Co FSB | 528 | $652.0K | 0.02% | −17−3.1% | Reduced |
| Intellectus Partners, LLC | 544 | $671.0K | 0.17% | −6−1.1% | Reduced |
| MainStreet Investment Advisors LLC | 546 | $674.0K | 0.06% | −29−5.0% | Reduced |
| Pacifica Capital Investments, LLC | 546 | $674.0K | 0.21% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 550 | $679.0K | 0.00% | −438−44.3% | Reduced |
| Resonant Capital Advisors, LLC | 552 | $681.0K | 0.10% | +59+12.0% | Added |
| Harbor Investment Advisory, LLC | 553 | $682.0K | 0.09% | +7+1.3% | Added |
| American Century Companies Inc | 561 | $692.0K | 0.00% | −1,149−67.2% | Reduced |
| Conestoga Capital Advisors, LLC | 567 | $700.0K | 0.01% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 567 | $700.0K | 0.08% | +18+3.3% | Added |
| Trust Co of Vermont | 576 | $711.0K | 0.04% | −20−3.4% | Reduced |
| Buttonwood Financial Advisors Inc. | 578 | $713.0K | 0.70% | +578 | New |
| Albion Financial Group | 579 | $714.0K | 0.06% | +579 | New |
| Beacon Financial Group | 584 | $715.0K | 0.09% | −8−1.4% | Reduced |
| Shelter Ins Retirement Plan | 600 | $740.0K | 0.39% | 00.0% | Unchanged |
| Robotti Robert | 600 | $740.0K | 0.15% | +100+20.0% | Added |
| Atlantic Union Bankshares Corp | 601 | $742.0K | 0.06% | −40−6.2% | Reduced |
| Manteio Capital LLC | 603 | $744.0K | 0.96% | +603 | New |
| Glenmede Trust Co NA | 606 | $747.0K | 0.00% | +21+3.6% | Added |
| Stonnington Group, LLC | 625 | $784.0K | 0.17% | +275+78.6% | Added |
| Oppenheimer & Co Inc | 643 | $793.0K | 0.01% | +159+32.9% | Added |
| Spears Abacus Advisors LLC | 656 | $810.0K | 0.05% | 00.0% | Unchanged |
| WMS Partners, LLC | 660 | $814.0K | 0.17% | +135+25.7% | Added |
| Linscomb & Williams, Inc. | 672 | $829.0K | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 683 | $842.0K | 0.02% | −24−3.4% | Reduced |
| Fruth Investment Management | 685 | $845.0K | 0.23% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 687 | $848.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 694 | $853.0K | 0.05% | −5−0.7% | Reduced |
| Taylor Hoffman Wealth Management | 692 | $854.0K | 0.32% | −100−12.6% | Reduced |
| Karpas Strategies, LLC | 698 | $861.0K | 0.28% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 700 | $863.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 700 | $864.0K | 0.00% | +700 | New |
| Madison Wealth Management | 705 | $870.0K | 0.17% | −10−1.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 716 | $884.0K | 0.00% | +716 | New |
| Corbenic Partners LLC | 720 | $888.0K | 0.17% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 728 | $898.0K | 0.00% | +52+7.7% | Added |
| Guggenheim Capital LLC | 728 | $898.0K | 0.00% | +122+20.1% | Added |
| Jane Street Group, LLC | 730 | $901.0K | 0.00% | +173+31.1% | Added |
| Principle Wealth Partners LLC | 737 | $909.0K | 0.10% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 743 | $916.0K | 0.02% | −3−0.4% | Reduced |