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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 742 | $916.0K | 0.00% | +36+5.1% | Added |
| Salem Investment Counselors Inc | 750 | $926.0K | 0.03% | +750 | New |
| Whittier Trust Co | 761 | $939.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 769 | $949.0K | 0.02% | +160+26.3% | Added |
| RKL Wealth Management LLC | 778 | $960.0K | 0.11% | 00.0% | Unchanged |
| Prudential Financial Inc | 744 | $968.0K | 0.00% | −7,835−91.3% | Reduced |
| Panagora Asset Management Inc | 829 | $1.02M | 0.01% | −350−29.7% | Reduced |
| H. L. Ormond & Company, LLC | 826 | $1.05M | 1.23% | +826 | New |
| Kensington Investment Counsel, LLC | 860 | $1.06M | 0.62% | +860 | New |
| Quantbot Technologies LP | 861 | $1.06M | 0.09% | +861 | New |
| Swedbank AB | 871 | $1.07M | 0.00% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 882 | $1.09M | 0.19% | −8−0.9% | Reduced |
| Capitolis Advisors LLC | 900 | $1.11M | 0.01% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 915 | $1.13M | 0.07% | −40−4.2% | Reduced |
| Kestra Advisory Services, LLC | 938 | $1.16M | 0.01% | −73−7.2% | Reduced |
| Mercer Global Advisors Inc | 956 | $1.18M | 0.01% | +19+2.0% | Added |
| Boothbay Fund Management, LLC | 960 | $1.19M | 0.04% | +220+29.7% | Added |
| Keybank National Association | 965 | $1.19M | 0.00% | −25−2.5% | Reduced |
| OPSEU Pension Plan Trust Fund | 965 | $1.20M | 0.27% | +7+0.7% | Added |
| Equitable Trust Co | 972 | $1.20M | 0.07% | −133−12.0% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 976 | $1.20M | 0.79% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 985 | $1.22M | 0.03% | +157+19.0% | Added |
| Ruffer LLP | 1,000 | $1.23M | 0.03% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 1,033 | $1.27M | 0.11% | +1,033 | New |
| Maryland State Retirement & Pension System | 1,034 | $1.28M | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,048 | $1.29M | 0.00% | +28+2.7% | Added |
| DuPont Capital Management Corp | 1,060 | $1.31M | 0.05% | −420−28.4% | Reduced |
| Macquarie Group Ltd | 1,060 | $1.31M | 0.00% | −307−22.5% | Reduced |
| Ancora Advisors, LLC | 1,074 | $1.32M | 0.03% | +119+12.5% | Added |
| Gofen & Glossberg LLC | 1,085 | $1.34M | 0.03% | 00.0% | Unchanged |
| Schroder Investment Management Group | 1,094 | $1.35M | 0.00% | +633+137.3% | Added |
| Horst & Graben Wealth Management LLC | 1,100 | $1.36M | 0.34% | 00.0% | Unchanged |
| HRT Financial LP | 1,114 | $1.37M | 0.01% | −3,370−75.2% | Reduced |
| First Manhattan Co | 1,129 | $1.39M | 0.00% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 1,130 | $1.39M | 0.05% | +410+56.9% | Added |
| Verition Fund Management LLC | 1,159 | $1.43M | 0.02% | +939+426.8% | Added |
| Telemus Capital, LLC | 1,163 | $1.44M | 0.12% | −5−0.4% | Reduced |
| Red Cedar Capital, LLC | 1,165 | $1.44M | 0.82% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 1,168 | $1.44M | 1.05% | +40+3.5% | Added |
| ProShare Advisors LLC | 1,178 | $1.45M | 0.00% | −13−1.1% | Reduced |
| Shelter Mutual Insurance Co | 1,200 | $1.48M | 0.38% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 1,229 | $1.52M | 0.80% | +855+228.6% | Added |
| Bridgewater Associates, LP | 1,237 | $1.53M | 0.01% | +1,237 | New |
| Palladium Partners LLC | 1,277 | $1.58M | 0.06% | −60−4.5% | Reduced |
| Cannell Peter B & Co Inc | 1,278 | $1.58M | 0.04% | +30+2.4% | Added |
| Hills Bank & Trust Co | 1,280 | $1.58M | 0.22% | −17−1.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,288 | $1.58M | 0.02% | +1,288 | New |
| Autus Asset Management, LLC | 1,327 | $1.64M | 0.16% | +938+241.1% | Added |
| Texas Yale Capital Corp. | 1,356 | $1.67M | 0.09% | 00.0% | Unchanged |
| Amalgamated Bank | 1,377 | $1.70M | 0.01% | −114−7.6% | Reduced |
| Great Lakes Advisors, LLC | 1,385 | $1.71M | 0.03% | +1,385 | New |
| AMG National Trust Bank | 1,411 | $1.74M | 0.05% | −15−1.1% | Reduced |
| Annandale Capital, LLC | 1,411 | $1.74M | 0.77% | +701+98.7% | Added |
| Guardian Capital LP | 1,435 | $1.77M | 0.03% | +20+1.4% | Added |
| Nissay Asset Management Corp | 1,441 | $1.78M | 0.01% | +41+2.9% | Added |
| Creative Planning | 1,484 | $1.83M | 0.00% | +125+9.2% | Added |
| Altavista Wealth Management, Inc. | 1,513 | $1.87M | 0.38% | +24+1.6% | Added |
| Sepio Capital, LP | 1,524 | $1.88M | 0.14% | −73−4.6% | Reduced |
| SG Americas Securities, LLC | 1,542 | $1.90M | 0.01% | +1,426+1,229.3% | Added |
| First Hawaiian Bank | 1,577 | $1.95M | 0.06% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 1,600 | $1.97M | 0.16% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 1,620 | $2.00M | 0.21% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,639 | $2.02M | 0.21% | −13−0.8% | Reduced |
| Aspiriant, LLC | 1,660 | $2.05M | 0.11% | +1,660 | New |
| We Are One Seven, LLC | 1,664 | $2.05M | 0.21% | +153+10.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 1,671 | $2.06M | 0.05% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,680 | $2.07M | 0.10% | +1,680 | New |
| Magnetar Financial LLC | 1,713 | $2.11M | 0.02% | +1,520+787.6% | Added |
| Kathleen S. Wright Associates Inc. | 1,713 | $2.11M | 1.56% | +1,713 | New |
| Jacobsen Capital Management | 1,766 | $2.18M | 1.03% | +5+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,778 | $2.19M | 0.01% | −1−0.1% | Reduced |
| Andra AP-fonden | 1,800 | $2.22M | 0.05% | −950−34.5% | Reduced |
| MD Financial Management Inc. | 1,824 | $2.25M | 0.05% | +60+3.4% | Added |
| Public Employees Retirement Association of Colorado | 1,855 | $2.29M | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,867 | $2.30M | 0.01% | +281+17.7% | Added |
| LPL Financial LLC | 1,875 | $2.31M | 0.00% | +59+3.2% | Added |
| IFM Investors Pty Ltd | 1,875 | $2.31M | 0.04% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 1,876 | $2.31M | 0.35% | −714−27.6% | Reduced |
| Atria Investments LLC | 1,937 | $2.39M | 0.04% | −100−4.9% | Reduced |
| Gyon Technologies Capital Management, LP | 1,954 | $2.41M | 0.45% | +1,350+223.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,995 | $2.46M | 0.01% | −178−8.2% | Reduced |
| Live Oak Private Wealth LLC | 2,010 | $2.48M | 0.47% | +194+10.7% | Added |
| Crestline Management, LP | 2,010 | $2.48M | 0.19% | −724−26.5% | Reduced |
| Marshall Wace, LLP | 2,023 | $2.50M | 0.01% | +2,023 | New |
| Henshaw Capital LLC | 2,073 | $2.56M | 0.14% | 00.0% | Unchanged |
| Bank of Nova Scotia | 2,098 | $2.59M | 0.00% | +2,098 | New |
| Ridgewood Investments LLC | 2,134 | $2.63M | 1.67% | +11+0.5% | Added |
| Tower Research Capital LLC (TRC) | 2,157 | $2.66M | 0.05% | +388+21.9% | Added |
| AXA S.A. | 2,207 | $2.72M | 0.01% | −933−29.7% | Reduced |
| National Bank of Canada | 2,239 | $2.76M | 0.01% | +2,239 | New |
| D.A. Davidson & Co. | 2,257 | $2.79M | 0.03% | +67+3.1% | Added |
| Westpac Banking Corp | 2,300 | $2.84M | 0.03% | +53+2.4% | Added |
| Quadrature Capital Ltd | 2,304 | $2.84M | 0.15% | +652+39.5% | Added |
| PGGM Investments | 2,311 | $2.85M | 0.01% | +490+26.9% | Added |
| Engineers Gate Manager LP | 2,316 | $2.86M | 0.13% | +2,316 | New |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 2,325 | $2.87M | 0.20% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 2,330 | $2.88M | 0.08% | +2,330 | New |
| GoodHaven Capital Management, LLC | 2,350 | $2.90M | 1.70% | +5+0.2% | Added |
| GHP Investment Advisors, Inc. | 2,369 | $2.92M | 0.21% | +13+0.6% | Added |
| Blue Zone Wealth Advisors, LLC | 2,371 | $2.93M | 0.97% | +129+5.8% | Added |