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, Q1 2022
Institutional positions in Markel Group Inc. as of Mar 31, 2022. 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
- 639
- +9 vs. Q4 2021
- Shares held
- 10.7M
- +206.4K (+2.0%) vs. Q4 2021
- Total value
- $15.8B
- +$2.85B (+22.0%) vs. Q4 2021
- New holders
- 73
- 186 more added
- Sold out
- 64
- 214 more reduced
8 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Markel Group Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dark Forest Capital Management LP | 60 | $88.0K | 0.02% | +47+361.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 60 | $89.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 60 | $89.0K | 0.03% | +60 | New |
| Penserra Capital Management LLC | 63 | $92.0K | 0.00% | +5+8.6% | Added |
| Glassman Wealth Services | 64 | $94.0K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 66 | $97.0K | 0.01% | −4−5.7% | Reduced |
| Signaturefd, LLC | 68 | $100.0K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 70 | $104.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 80 | $118.0K | 0.06% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 84 | $124.0K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 95 | $140.0K | 0.02% | −4−4.0% | Reduced |
| CWM, LLC | 102 | $150.0K | 0.00% | +72+240.0% | Added |
| Hexagon Capital Partners LLC | 112 | $165.0K | 0.04% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 1,165 | $172.0K | 0.10% | 00.0% | Unchanged |
| Fifth Third Bancorp | 137 | $202.0K | 0.00% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 137 | $202.0K | 0.01% | +137 | New |
| Evercore Wealth Management, LLC | 138 | $203.0K | 0.00% | +138 | New |
| Overbrook Management Corp | 138 | $204.0K | 0.05% | +138 | New |
| Aptus Capital Advisors, LLC | 138 | $204.0K | 0.01% | +138 | New |
| CWS Financial Advisors, LLC | 139 | $205.0K | 0.08% | +139 | New |
| American Trust | 139 | $205.0K | 0.01% | +139 | New |
| HB Wealth Management, LLC | 140 | $207.0K | 0.00% | −52−27.1% | Reduced |
| Cigna Investments Inc | 140 | $207.0K | 0.03% | +140 | New |
| Arlington Partners LLC | 141 | $208.0K | 0.06% | 00.0% | Unchanged |
| WMS Partners, LLC | 142 | $209.0K | 0.03% | −518−78.5% | Reduced |
| BT Wealth Management LLC | 143 | $211.0K | 0.05% | +143 | New |
| Boothbay Fund Management, LLC | 146 | $215.0K | 0.01% | −814−84.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 146 | $215.0K | 0.01% | −18−11.0% | Reduced |
| Ledyard National Bank | 146 | $215.0K | 0.02% | +146 | New |
| Mycio Wealth Partners, LLC | 146 | $215.0K | 0.07% | +146 | New |
| D. E. Shaw & Co., Inc. | 147 | $217.0K | 0.00% | −7,858−98.2% | Reduced |
| Wills Financial Group, Inc. | 147 | $217.0K | 0.09% | +147 | New |
| Silverlake Wealth Management LLC | 148 | $218.3K | 0.12% | +148 | New |
| Corton Capital Inc. | 149 | $220.0K | 0.10% | +149 | New |
| Pensionmark Financial Group, LLC | 150 | $221.0K | 0.05% | +150 | New |
| Ironwood Investment Counsel, LLC | 154 | $227.0K | 0.06% | +154 | New |
| Chilton Investment Co LLC | 154 | $227.0K | 0.01% | +154 | New |
| Flossbach Von Storch AG | 154 | $227.0K | 0.00% | +154 | New |
| Marcum Wealth, LLC | 157 | $232.0K | 0.03% | +157 | New |
| Somerset Trust Co | 160 | $236.0K | 0.09% | −14−8.0% | Reduced |
| Checchi Capital Advisers, LLC | 160 | $236.0K | 0.02% | −3−1.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 160 | $236.0K | 0.03% | +160 | New |
| Seeyond | 162 | $238.0K | 0.02% | −3−1.8% | Reduced |
| American International Group, Inc. | 161 | $238.0K | 0.00% | −3−1.8% | Reduced |
| AE Wealth Management LLC | 161 | $238.0K | 0.00% | +161 | New |
| AlphaStar Capital Management, LLC | 162 | $239.0K | 0.02% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 162 | $239.0K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 164 | $242.0K | 0.00% | +18+12.3% | Added |
| Proficio Capital Partners LLC | 165 | $243.0K | 0.04% | +165 | New |
| Financial Architects, Inc | 167 | $246.0K | 0.04% | −44−20.9% | Reduced |
| Tocqueville Asset Management L.P. | 170 | $251.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 170 | $251.0K | 0.03% | +170 | New |
| Canal Capital Management, LLC | 174 | $257.0K | 0.07% | −3−1.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 176 | $260.0K | 0.00% | +77+77.8% | Added |
| Squarepoint Ops LLC | 176 | $260.0K | 0.00% | +176 | New |
| IFP Advisors, Inc | 295 | $262.0K | 0.00% | +115+63.9% | Added |
| Edgemoor Investment Advisors, Inc. | 179 | $264.0K | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 179 | $264.0K | 0.00% | +179 | New |
| Howland Capital Management LLC | 189 | $279.0K | 0.02% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 191 | $282.0K | 0.08% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 192 | $283.0K | 0.01% | −5−2.5% | Reduced |
| Leavell Investment Management, Inc. | 192 | $283.0K | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 193 | $285.0K | 0.01% | +5+2.7% | Added |
| Patriot Investment Management Inc. | 198 | $292.0K | 0.03% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 199 | $294.0K | 0.07% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 200 | $298.6K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 203 | $299.0K | 0.01% | −566−73.6% | Reduced |
| Sequoia Financial Advisors, LLC | 204 | $301.0K | 0.01% | +204 | New |
| Paragon Private Wealth Management, LLC | 220 | $306.0K | 0.30% | +220 | New |
| Veritable, L.P. | 209 | $308.0K | 0.00% | +6+3.0% | Added |
| Parsons Capital Management Inc | 210 | $310.0K | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 211 | $311.0K | 0.01% | −53−20.1% | Reduced |
| Sterling Investment Counsel, LLC | 212 | $313.0K | 0.21% | +3+1.4% | Added |
| Forum Financial Management, LP | 213 | $314.0K | 0.02% | +4+1.9% | Added |
| Vontobel Holding Ltd. | 212 | $317.0K | 0.00% | −94−30.7% | Reduced |
| IBM Retirement Fund | 215 | $317.0K | 0.04% | −10−4.4% | Reduced |
| Greenleaf Trust | 215 | $317.0K | 0.00% | +23+12.0% | Added |
| Tompkins Financial Corp | 215 | $317.0K | 0.04% | +30+16.2% | Added |
| Vestcor Inc | 216 | $319.0K | 0.01% | +47+27.8% | Added |
| Wade G W & Inc | 217 | $320.0K | 0.01% | 00.0% | Unchanged |
| Lincoln National Corp | 217 | $320.0K | 0.01% | +43+24.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 219 | $323.0K | 0.00% | 00.0% | Unchanged |
| Elgethun Capital Management | 221 | $326.0K | 0.11% | +221 | New |
| AdvisorNet Financial, Inc | 224 | $330.0K | 0.02% | −190−45.9% | Reduced |
| Wetherby Asset Management Inc | 224 | $330.0K | 0.02% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 224 | $330.0K | 0.08% | +7+3.2% | Added |
| Atlantic Trust, LLC | 225 | $332.0K | 0.22% | −2,555−91.9% | Reduced |
| Spinnaker Trust | 225 | $332.0K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Group | 233 | $344.0K | 0.04% | +18+8.4% | Added |
| Two Sigma Securities, LLC | 238 | $351.0K | 0.05% | −44−15.6% | Reduced |
| FineMark National Bank & Trust | 238 | $351.0K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 243 | $358.0K | 0.04% | −44−15.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 250 | $369.0K | 0.02% | −19−7.1% | Reduced |
| Trustmark National Bank Trust Department | 250 | $369.0K | 0.03% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 250 | $369.0K | 0.14% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 250 | $369.0K | 0.02% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 250 | $369.0K | 0.01% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 253 | $373.0K | 0.05% | +4+1.6% | Added |
| Hilltop Holdings Inc. | 255 | $376.0K | 0.04% | +21+9.0% | Added |
| MCF Advisors LLC | 255 | $376.0K | 0.04% | +255 | New |