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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 333 | $491.0K | 0.00% | +211+173.0% | Added |
| Baird Financial Group, Inc. | 332 | $490.0K | 0.00% | −13−3.8% | Reduced |
| Yousif Capital Management, LLC | 332 | $490.0K | 0.01% | +15+4.7% | Added |
| Denali Advisors LLC | 330 | $487.0K | 0.19% | +290+725.0% | Added |
| Jarislowsky, Fraser Ltd | 330 | $486.0K | 0.00% | −50−13.2% | Reduced |
| Cerity Partners LLC | 328 | $483.0K | 0.01% | −14−4.1% | Reduced |
| Winthrop Advisory Group LLC | 327 | $482.0K | 0.10% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 325 | $479.0K | 0.12% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 320 | $472.0K | 0.17% | +73+29.6% | Added |
| Opal Wealth Advisors, LLC | 311 | $459.0K | 0.40% | −2−0.6% | Reduced |
| Bay Rivers Group | 310 | $457.0K | 0.33% | 00.0% | Unchanged |
| Baxter Bros Inc | 306 | $451.0K | 0.07% | −40−11.6% | Reduced |
| Resources Investment Advisors, LLC. | 305 | $450.0K | 0.02% | +45+17.3% | Added |
| Fosun International Ltd | 300 | $448.0K | 0.04% | +300 | New |
| SG Americas Securities, LLC | 303 | $447.0K | 0.00% | −1,239−80.4% | Reduced |
| Banque Cantonale Vaudoise | 303 | $447.0K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 300 | $443.0K | 0.16% | +300 | New |
| J.W. Cole Advisors, Inc. | 294 | $434.0K | 0.03% | +90+44.1% | Added |
| Integrated Wealth Concepts LLC | 290 | $428.0K | 0.01% | +1+0.3% | Added |
| Scotia Capital Inc. | 288 | $426.0K | 0.00% | +96+50.0% | Added |
| Manchester Financial Inc | 288 | $425.0K | 0.15% | −12−4.0% | Reduced |
| Wambolt & Associates, LLC | 283 | $423.0K | 0.15% | −3−1.0% | Reduced |
| Cubist Systematic Strategies, LLC | 286 | $422.0K | 0.00% | −8,565−96.8% | Reduced |
| Keating Investment Counselors Inc | 286 | $422.0K | 0.18% | 00.0% | Unchanged |
| Regions Financial Corp | 281 | $415.0K | 0.00% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 279 | $412.0K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 277 | $409.0K | 0.05% | +36+14.9% | Added |
| Acima Private Wealth, LLC | 276 | $407.0K | 0.19% | −163−37.1% | Reduced |
| Quantinno Capital Management LP | 276 | $407.0K | 0.06% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 273 | $403.0K | 0.04% | −9−3.2% | Reduced |
| Park Avenue Securities LLC | 269 | $397.0K | 0.01% | −10−3.6% | Reduced |
| WealthPLAN Partners, LLC | 289 | $391.0K | 0.03% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 289 | $391.0K | 0.03% | +289 | New |
| Cadent Capital Advisors, LLC | 263 | $388.0K | 0.18% | 00.0% | Unchanged |
| Financial Consulate, Inc | 263 | $388.0K | 0.15% | +6+2.3% | Added |
| Allen Investment Management LLC | 262 | $387.0K | 0.01% | 00.0% | Unchanged |
| Dakota Wealth Management | 258 | $381.0K | 0.03% | +258 | New |
| Savant Capital, LLC | 257 | $379.0K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Management | 256 | $378.0K | 0.02% | −71−21.7% | Reduced |
| Hilltop Holdings Inc. | 255 | $376.0K | 0.04% | +21+9.0% | Added |
| MCF Advisors LLC | 255 | $376.0K | 0.04% | +255 | New |
| Marks Group Wealth Management, Inc | 253 | $373.0K | 0.05% | +4+1.6% | Added |
| 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 |
| CWM Advisors, LLC | 243 | $358.0K | 0.04% | −44−15.3% | Reduced |
| 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 |
| Cypress Capital Group | 233 | $344.0K | 0.04% | +18+8.4% | Added |
| Atlantic Trust, LLC | 225 | $332.0K | 0.22% | −2,555−91.9% | Reduced |
| Spinnaker Trust | 225 | $332.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Elgethun Capital Management | 221 | $326.0K | 0.11% | +221 | New |
| B. Metzler seel. Sohn & Co. AG | 219 | $323.0K | 0.00% | 00.0% | Unchanged |
| Wade G W & Inc | 217 | $320.0K | 0.01% | 00.0% | Unchanged |
| Lincoln National Corp | 217 | $320.0K | 0.01% | +43+24.7% | Added |
| Vestcor Inc | 216 | $319.0K | 0.01% | +47+27.8% | 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 |
| Forum Financial Management, LP | 213 | $314.0K | 0.02% | +4+1.9% | Added |
| Sterling Investment Counsel, LLC | 212 | $313.0K | 0.21% | +3+1.4% | Added |
| Stephens Inc | 211 | $311.0K | 0.01% | −53−20.1% | Reduced |
| Parsons Capital Management Inc | 210 | $310.0K | 0.02% | 00.0% | Unchanged |
| Veritable, L.P. | 209 | $308.0K | 0.00% | +6+3.0% | Added |
| Paragon Private Wealth Management, LLC | 220 | $306.0K | 0.30% | +220 | New |
| Sequoia Financial Advisors, LLC | 204 | $301.0K | 0.01% | +204 | New |
| Spire Wealth Management | 203 | $299.0K | 0.01% | −566−73.6% | Reduced |
| Erste Asset Management GmbH | 200 | $298.6K | 0.01% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 199 | $294.0K | 0.07% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 198 | $292.0K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 193 | $285.0K | 0.01% | +5+2.7% | Added |
| Regentatlantic Capital LLC | 192 | $283.0K | 0.01% | −5−2.5% | Reduced |
| Leavell Investment Management, Inc. | 192 | $283.0K | 0.02% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 191 | $282.0K | 0.08% | 00.0% | Unchanged |
| Howland Capital Management LLC | 189 | $279.0K | 0.02% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 179 | $264.0K | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 179 | $264.0K | 0.00% | +179 | New |
| IFP Advisors, Inc | 295 | $262.0K | 0.00% | +115+63.9% | Added |
| Steward Partners Investment Advisory, LLC | 176 | $260.0K | 0.00% | +77+77.8% | Added |
| Squarepoint Ops LLC | 176 | $260.0K | 0.00% | +176 | New |
| Canal Capital Management, LLC | 174 | $257.0K | 0.07% | −3−1.7% | 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 |
| Financial Architects, Inc | 167 | $246.0K | 0.04% | −44−20.9% | Reduced |
| Proficio Capital Partners LLC | 165 | $243.0K | 0.04% | +165 | New |
| Allworth Financial LP | 164 | $242.0K | 0.00% | +18+12.3% | Added |
| AlphaStar Capital Management, LLC | 162 | $239.0K | 0.02% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 162 | $239.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| 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 |