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 |
|---|---|---|---|---|---|
| Tributary Capital Management, LLC | 435 | $537.0K | 0.04% | +16+3.8% | Added |
| Cary Street Partner Investment Advisory LLC | 434 | $536.0K | 0.15% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 424 | $523.0K | 0.00% | +196+86.0% | Added |
| Natixis | 421 | $520.0K | 0.00% | −796−65.4% | Reduced |
| Parallel Advisors, LLC | 420 | $518.0K | 0.02% | +142+51.1% | Added |
| PDT Partners, LLC | 415 | $512.0K | 0.04% | +415 | New |
| AdvisorNet Financial, Inc | 414 | $511.0K | 0.03% | −1−0.2% | Reduced |
| Avestar Capital, LLC | 407 | $502.0K | 0.09% | +148+57.1% | Added |
| Hudson Value Partners, LLC | 395 | $487.0K | 0.24% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 390 | $481.0K | 0.43% | +390 | New |
| Systematic Financial Management LP | 382 | $471.0K | 0.01% | +55+16.8% | Added |
| Jarislowsky, Fraser Ltd | 380 | $468.0K | 0.00% | +50+15.2% | Added |
| Xponance, Inc. | 378 | $466.0K | 0.01% | +5+1.3% | Added |
| Metropolitan Life Insurance Co | 376 | $464.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Virginia | 374 | $462.0K | 0.05% | +374 | New |
| Pecaut & Co. | 373 | $460.0K | 0.23% | 00.0% | Unchanged |
| Trexquant Investment LP | 370 | $457.0K | 0.03% | +370 | New |
| Procyon Private Wealth Partners, LLC | 365 | $450.0K | 0.10% | +89+32.2% | Added |
| Vident Investment Advisory, LLC | 362 | $446.0K | 0.01% | −21−5.5% | Reduced |
| Adalta Capital Management LLC | 360 | $444.0K | 0.20% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 346 | $427.0K | 0.01% | −21−5.7% | Reduced |
| Baxter Bros Inc | 346 | $427.0K | 0.06% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 345 | $426.0K | 0.00% | +4+1.2% | Added |
| Cerity Partners LLC | 342 | $419.0K | 0.01% | +17+5.2% | Added |
| Blue Edge Capital, LLC | 333 | $410.9K | 0.08% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 331 | $408.0K | 0.07% | +1+0.3% | Added |
| 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 |
| Raymond James Trust N.A. | 326 | $403.0K | 0.01% | −7−2.1% | Reduced |
| Encompass Wealth Advisors, LLC | 325 | $401.0K | 0.10% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 317 | $391.0K | 0.00% | +317 | New |
| Opal Wealth Advisors, LLC | 313 | $386.0K | 0.24% | +142+83.0% | Added |
| Bay Rivers Group | 310 | $383.0K | 0.23% | −10−3.1% | Reduced |
| Vontobel Holding Ltd. | 306 | $377.0K | 0.00% | −43−12.3% | Reduced |
| Banque Cantonale Vaudoise | 303 | $374.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Group AG | 300 | $370.0K | 0.00% | 00.0% | Unchanged |
| Manchester Financial Inc | 300 | $370.0K | 0.13% | +300 | New |
| Rathbone Brothers plc | 298 | $368.0K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 292 | $360.0K | 0.03% | +33+12.7% | Added |
| Integrated Wealth Concepts LLC | 289 | $357.0K | 0.01% | +25+9.5% | Added |
| WealthPLAN Partners, LLC | 289 | $356.0K | 0.02% | +20+7.4% | Added |
| CWM Advisors, LLC | 287 | $354.0K | 0.04% | +2+0.7% | Added |
| Wambolt & Associates, LLC | 286 | $353.0K | 0.13% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 286 | $353.0K | 0.16% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 282 | $348.0K | 0.07% | +282 | New |
| Meristem Family Wealth, LLC | 282 | $348.0K | 0.03% | +282 | New |
| Regions Financial Corp | 281 | $347.0K | 0.00% | +281 | New |
| 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 |
| Quantinno Capital Management LP | 276 | $341.0K | 0.06% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 269 | $332.0K | 0.02% | +3+1.1% | Added |
| Stephens Inc | 264 | $326.0K | 0.00% | −75−22.1% | Reduced |
| 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 |
| Allen Investment Management LLC | 262 | $323.0K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 261 | $322.0K | 0.02% | +261 | New |
| Allianz Asset Management GmbH | 260 | $321.0K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 260 | $321.0K | 0.01% | +260 | New |
| Financial Consulate, Inc | 257 | $317.0K | 0.11% | −64−19.9% | Reduced |
| Savant Capital, LLC | 257 | $317.0K | 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 |
| Crestwood Advisors Group LLC | 250 | $308.0K | 0.01% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 249 | $307.0K | 0.04% | −13−5.0% | Reduced |
| Arcus Capital Partners, LLC | 247 | $305.0K | 0.10% | +73+42.0% | Added |
| SRS Capital Advisors, Inc. | 241 | $297.0K | 0.04% | −8−3.2% | Reduced |
| FineMark National Bank & Trust | 238 | $294.0K | 0.01% | −5−2.1% | Reduced |
| Hilltop Holdings Inc. | 234 | $289.0K | 0.03% | +12+5.4% | Added |
| Modera Wealth Management, LLC | 229 | $283.0K | 0.01% | +229 | New |
| IBM Retirement Fund | 225 | $278.0K | 0.03% | −155−40.8% | Reduced |
| Spinnaker Trust | 225 | $278.0K | 0.02% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 224 | $276.0K | 0.02% | −1−0.4% | Reduced |
| Portland Global Advisors LLC | 220 | $271.0K | 0.05% | −150−40.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 219 | $269.0K | 0.00% | +219 | 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 |
| Cypress Capital Group | 215 | $265.0K | 0.03% | +215 | New |
| Pineno Levin & Ford Asset Management, Inc. | 214 | $264.0K | 0.08% | 00.0% | Unchanged |
| Financial Architects, Inc | 211 | $260.0K | 0.04% | −44−17.3% | Reduced |
| Parsons Capital Management Inc | 210 | $259.0K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 209 | $258.0K | 0.01% | +209 | New |
| Sterling Investment Counsel, LLC | 209 | $258.0K | 0.17% | +209 | New |
| J.W. Cole Advisors, Inc. | 204 | $252.0K | 0.02% | +204 | New |
| Veritable, L.P. | 203 | $251.0K | 0.00% | −1−0.5% | Reduced |
| Camden Capital, LLC | 203 | $251.0K | 0.05% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 200 | $247.9K | 0.00% | −200−50.0% | Reduced |
| Tudor Investment Corp Et Al | 200 | $247.0K | 0.00% | +200 | New |
| Astrantus Ltd | 200 | $247.0K | 0.18% | +200 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 199 | $246.0K | 0.07% | +2+1.0% | Added |
| Patriot Investment Management Inc. | 198 | $244.0K | 0.02% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 197 | $243.0K | 0.01% | −15−7.1% | Reduced |
| Pegasus Partners Ltd. | 195 | $241.0K | 0.04% | −151−43.6% | Reduced |
| 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 |
| Northwest Quadrant Wealth Management, LLC | 191 | $236.0K | 0.06% | 00.0% | Unchanged |