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, Q3 2022
Institutional positions in Markel Group Inc. as of Sep 30, 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
- 636
- 0 vs. Q2 2022
- Shares held
- 10.4M
- −115.6K (−1.1%) vs. Q2 2022
- Total value
- $11.3B
- −$2.31B (−17.0%) vs. Q2 2022
- New holders
- 62
- 222 more added
- Sold out
- 62
- 197 more reduced
6 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Markel Group Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 303 | $329.0K | 0.01% | +14+4.8% | Added |
| Erste Asset Management GmbH | 300 | $330.4K | 0.01% | 00.0% | Unchanged |
| Bay Rivers Group | 310 | $336.0K | 0.34% | 00.0% | Unchanged |
| Ascent Group, LLC | 280 | $338.0K | 0.04% | +280 | New |
| Epic Trust Investment Advisors, LLC | 319 | $346.0K | 0.48% | +319 | New |
| Vestcor Inc | 320 | $347.0K | 0.01% | +4+1.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 323 | $350.0K | 0.10% | +60+22.8% | Added |
| Winthrop Advisory Group LLC | 327 | $355.0K | 0.08% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 328 | $356.0K | 0.04% | −53−13.9% | Reduced |
| Jarislowsky, Fraser Ltd | 330 | $357.0K | 0.00% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 331 | $359.0K | 0.02% | −217−39.6% | Reduced |
| Achmea Investment Management B.V. | 332 | $360.0K | 0.01% | +304+1,085.7% | Added |
| Opal Wealth Advisors, LLC | 333 | $361.0K | 0.26% | +16+5.0% | Added |
| Blue Edge Capital, LLC | 333 | $361.0K | 0.09% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 280 | $362.0K | 0.03% | +280 | New |
| Buckingham Strategic Wealth, LLC | 336 | $364.0K | 0.01% | −10−2.9% | Reduced |
| Balentine LLC | 336 | $364.0K | 0.01% | +336 | New |
| Wipfli Financial Advisors LLC, | 336 | $364.0K | 0.03% | +336 | New |
| Raymond James Trust N.A. | 339 | $368.0K | 0.01% | +1+0.3% | Added |
| Engineers Gate Manager LP | 345 | $374.0K | 0.02% | +345 | New |
| Baxter Bros Inc | 346 | $375.0K | 0.07% | 00.0% | Unchanged |
| Cetera Investment Advisers | 357 | $387.0K | 0.01% | −85−19.2% | Reduced |
| Atticus Wealth Management, LLC | 300 | $388.0K | 0.19% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 360 | $390.0K | 0.28% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 365 | $396.0K | 0.10% | 00.0% | Unchanged |
| Ethic Inc. | 369 | $400.0K | 0.03% | +9+2.5% | Added |
| Hudson Value Partners, LLC | 370 | $401.0K | 0.27% | −25−6.3% | Reduced |
| Redpoint Investment Management Pty Ltd | 373 | $404.0K | 0.06% | −30−7.4% | Reduced |
| Desjardins Global Asset Management Inc. | 373 | $404.0K | 0.05% | −9−2.4% | Reduced |
| Prudential PLC | 376 | $408.0K | 0.01% | +47+14.3% | Added |
| Grant/GrossMendelsohn, LLC | 355 | $409.0K | 0.22% | 00.0% | Unchanged |
| Pecaut & Co. | 378 | $410.0K | 0.22% | 00.0% | Unchanged |
| MML Investors Services, LLC | 383 | $415.0K | 0.00% | −69−15.3% | Reduced |
| Cross Staff Investments Inc | 390 | $423.0K | 0.47% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 391 | $424.0K | 0.02% | +164+72.2% | Added |
| Synovus Financial Corp | 395 | $428.0K | 0.01% | +40+11.3% | Added |
| Vontobel Holding Ltd. | 388 | $428.0K | 0.00% | +162+71.7% | Added |
| Robotti Robert | 400 | $434.0K | 0.10% | −600−60.0% | Reduced |
| MetLife Investment Management | 402 | $435.9K | 0.00% | −5−1.2% | Reduced |
| Old National Bancorp | 405 | $439.0K | 0.01% | +19+4.9% | Added |
| Elgethun Capital Management | 408 | $442.0K | 0.18% | +93+29.5% | Added |
| Arcus Capital Partners, LLC | 441 | $478.0K | 0.20% | +123+38.7% | Added |
| Verition Fund Management LLC | 444 | $481.0K | 0.01% | −720−61.9% | Reduced |
| Cresset Asset Management, LLC | 443 | $481.0K | 0.01% | +11+2.5% | Added |
| United Capital Financial Advisers, LLC | 447 | $485.0K | 0.00% | +3+0.7% | Added |
| Massmutual Trust Co FSB | 453 | $491.0K | 0.02% | −30−6.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 455 | $493.0K | 0.04% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 411 | $496.0K | 0.11% | +41+11.1% | Added |
| Intrinsic Value Partners, LLC | 468 | $507.0K | 0.70% | −1−0.2% | Reduced |
| Intellectus Partners, LLC | 472 | $512.0K | 0.18% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 480 | $520.0K | 0.13% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 491 | $532.0K | 0.40% | 00.0% | Unchanged |
| JustInvest LLC | 494 | $536.0K | 0.02% | −108−17.9% | Reduced |
| Rathbone Brothers plc | 498 | $540.0K | 0.01% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 500 | $542.0K | 0.05% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 501 | $543.0K | 0.07% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 510 | $552.0K | 0.10% | 00.0% | Unchanged |
| Brave Asset Management Inc | 509 | $552.0K | 0.28% | 00.0% | Unchanged |
| Commerce Bank | 510 | $553.0K | 0.00% | −62−10.8% | Reduced |
| Balyasny Asset Management LLC | 515 | $558.0K | 0.00% | +515 | New |
| Chevy Chase Trust Holdings, Inc. | 523 | $567.0K | 0.00% | −26−4.7% | Reduced |
| Metis Global Partners, LLC | 524 | $568.0K | 0.09% | +36+7.4% | Added |
| Gsa Capital Partners LLP | 525 | $569.0K | 0.08% | +355+208.8% | Added |
| Carmel Capital Partners, LLC | 535 | $580.0K | 0.56% | +47+9.6% | Added |
| Glenview Trust Co | 538 | $583.0K | 0.02% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 551 | $597.0K | 0.08% | −68−11.0% | Reduced |
| Oppenheimer & Co Inc | 557 | $604.0K | 0.01% | −14−2.5% | Reduced |
| Tributary Capital Management, LLC | 559 | $606.0K | 0.06% | +85+17.9% | Added |
| Silvercrest Asset Management Group LLC | 562 | $609.0K | 0.01% | +150+36.4% | Added |
| Xponance, Inc. | 568 | $616.0K | 0.01% | +2+0.4% | Added |
| Trust Co of Vermont | 570 | $618.0K | 0.05% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 570 | $618.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 572 | $619.0K | 0.00% | +391+216.0% | Added |
| Neuberger Berman Group LLC | 580 | $628.0K | 0.00% | +62+12.0% | Added |
| Beacon Financial Group | 578 | $637.0K | 0.10% | +13+2.3% | Added |
| Taylor Hoffman Wealth Management | 589 | $639.0K | 0.34% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 596 | $646.0K | 0.10% | −19−3.1% | Reduced |
| Shelter Ins Retirement Plan | 600 | $651.0K | 0.47% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 600 | $651.0K | 0.25% | +275+84.6% | Added |
| London Co of Virginia | 607 | $658.0K | 0.00% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 572 | $660.0K | 0.59% | −2−0.3% | Reduced |
| Aigen Investment Management, LP | 624 | $677.0K | 0.10% | +301+93.2% | Added |
| DuPont Capital Management Corp | 630 | $683.0K | 0.04% | −110−14.9% | Reduced |
| Smithfield Trust Co | 634 | $686.0K | 0.05% | −40−5.9% | Reduced |
| Swedbank AB | 648 | $702.6K | 0.00% | −125−16.2% | Reduced |
| Madison Wealth Management | 655 | $710.0K | 0.18% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 656 | $711.0K | 0.07% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 666 | $722.1K | 0.07% | +65+10.8% | Added |
| Advisory Services Network, LLC | 681 | $738.0K | 0.03% | +5+0.7% | Added |
| Fruth Investment Management | 685 | $742.0K | 0.25% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 690 | $748.0K | 0.01% | −6−0.9% | Reduced |
| Karpas Strategies, LLC | 698 | $757.0K | 0.29% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 710 | $770.0K | 0.01% | +10+1.4% | Added |
| CIBC Asset Management Inc | 726 | $787.0K | 0.00% | +2+0.3% | Added |
| Pavion Blue Capital, LLC | 734 | $796.0K | 0.57% | +734 | New |
| Principle Wealth Partners LLC | 737 | $799.0K | 0.10% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 765 | $829.0K | 0.01% | +15+2.0% | Added |
| Whittier Trust Co | 776 | $841.0K | 0.02% | +15+2.0% | Added |
| RKL Wealth Management LLC | 778 | $844.0K | 0.12% | 00.0% | Unchanged |
| H. L. Ormond & Company, LLC | 783 | $849.0K | 1.36% | −11−1.4% | Reduced |