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 |
|---|---|---|---|---|---|
| Westpac Banking Corp | 1,143 | $1.24M | 0.02% | −484−29.7% | Reduced |
| First Manhattan Co | 1,129 | $1.22M | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 987 | $1.20M | 0.00% | −55−5.3% | Reduced |
| Horst & Graben Wealth Management LLC | 1,100 | $1.19M | 0.34% | 00.0% | Unchanged |
| OPSEU Pension Plan Trust Fund | 1,071 | $1.19M | 0.31% | −1−0.1% | Reduced |
| Man Group plc | 1,085 | $1.18M | 0.01% | – | – |
| Gofen & Glossberg LLC | 1,085 | $1.18M | 0.03% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 1,050 | $1.14M | 0.01% | +1,050 | New |
| Tower Research Capital LLC (TRC) | 1,014 | $1.10M | 0.02% | +980+2,882.4% | Added |
| Pensionfund Sabic | 1,000 | $1.08M | 0.38% | +1,000 | New |
| Ancora Advisors, LLC | 995 | $1.08M | 0.03% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 977 | $1.06M | 0.96% | +4+0.4% | Added |
| AXA S.A. | 963 | $1.04M | 0.00% | −3,238−77.1% | Reduced |
| ExodusPoint Capital Management, LP | 959 | $1.04M | 0.01% | +799+499.4% | Added |
| Main Street Financial Solutions, LLC | 884 | $1.02M | 0.17% | +136+18.2% | Added |
| Baker Tilly Wealth Management, LLC | 941 | $1.02M | 0.14% | +241+34.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 936 | $1.01M | 0.00% | +376+67.1% | Added |
| Northwestern Mutual Wealth Management Co | 914 | $991.0K | 0.00% | +13+1.4% | Added |
| Intech Investment Management LLC | 908 | $984.5K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 908 | $984.0K | 0.00% | −53−5.5% | Reduced |
| Hills Bank & Trust Co | 889 | $964.0K | 0.14% | −341−27.7% | Reduced |
| Buffington Mohr McNeal | 882 | $956.0K | 0.23% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 880 | $954.0K | 0.02% | +9+1.0% | Added |
| Kestra Advisory Services, LLC | 879 | $953.0K | 0.01% | +68+8.4% | Added |
| Interval Partners, LP | 865 | $938.0K | 0.06% | −2,053−70.4% | Reduced |
| Macquarie Group Ltd | 861 | $933.0K | 0.00% | −220−20.4% | Reduced |
| Mercer Global Advisors Inc | 846 | $917.0K | 0.01% | −108−11.3% | Reduced |
| Harbor Investment Advisory, LLC | 840 | $911.0K | 0.15% | +261+45.1% | Added |
| Panagora Asset Management Inc | 829 | $899.0K | 0.01% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 826 | $896.0K | 0.35% | +826 | New |
| Keybank National Association | 824 | $893.0K | 0.00% | −126−13.3% | Reduced |
| Nordea Investment Management AB | 803 | $890.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 814 | $883.0K | 0.25% | +10+1.2% | Added |
| Avestar Capital, LLC | 808 | $876.0K | 0.24% | +213+35.8% | Added |
| Baird Financial Group, Inc. | 785 | $851.0K | 0.00% | +305+63.5% | Added |
| Salem Investment Counselors Inc | 784 | $850.0K | 0.04% | +34+4.5% | Added |
| H. L. Ormond & Company, LLC | 783 | $849.0K | 1.36% | −11−1.4% | Reduced |
| RKL Wealth Management LLC | 778 | $844.0K | 0.12% | 00.0% | Unchanged |
| Whittier Trust Co | 776 | $841.0K | 0.02% | +15+2.0% | Added |
| Glenmede Trust Co NA | 765 | $829.0K | 0.01% | +15+2.0% | Added |
| Principle Wealth Partners LLC | 737 | $799.0K | 0.10% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 734 | $796.0K | 0.57% | +734 | New |
| CIBC Asset Management Inc | 726 | $787.0K | 0.00% | +2+0.3% | Added |
| Nisa Investment Advisors, LLC | 710 | $770.0K | 0.01% | +10+1.4% | Added |
| Karpas Strategies, LLC | 698 | $757.0K | 0.29% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 690 | $748.0K | 0.01% | −6−0.9% | Reduced |
| Fruth Investment Management | 685 | $742.0K | 0.25% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 681 | $738.0K | 0.03% | +5+0.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 666 | $722.1K | 0.07% | +65+10.8% | Added |
| Spears Abacus Advisors LLC | 656 | $711.0K | 0.07% | 00.0% | Unchanged |
| Madison Wealth Management | 655 | $710.0K | 0.18% | 00.0% | Unchanged |
| Swedbank AB | 648 | $702.6K | 0.00% | −125−16.2% | Reduced |
| Smithfield Trust Co | 634 | $686.0K | 0.05% | −40−5.9% | Reduced |
| DuPont Capital Management Corp | 630 | $683.0K | 0.04% | −110−14.9% | Reduced |
| Aigen Investment Management, LP | 624 | $677.0K | 0.10% | +301+93.2% | Added |
| Buttonwood Financial Advisors Inc. | 572 | $660.0K | 0.59% | −2−0.3% | Reduced |
| London Co of Virginia | 607 | $658.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Resonant Capital Advisors, LLC | 596 | $646.0K | 0.10% | −19−3.1% | Reduced |
| Taylor Hoffman Wealth Management | 589 | $639.0K | 0.34% | 00.0% | Unchanged |
| Beacon Financial Group | 578 | $637.0K | 0.10% | +13+2.3% | Added |
| Neuberger Berman Group LLC | 580 | $628.0K | 0.00% | +62+12.0% | Added |
| Rockefeller Capital Management L.P. | 572 | $619.0K | 0.00% | +391+216.0% | 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 |
| Xponance, Inc. | 568 | $616.0K | 0.01% | +2+0.4% | Added |
| Silvercrest Asset Management Group LLC | 562 | $609.0K | 0.01% | +150+36.4% | Added |
| Tributary Capital Management, LLC | 559 | $606.0K | 0.06% | +85+17.9% | Added |
| Oppenheimer & Co Inc | 557 | $604.0K | 0.01% | −14−2.5% | Reduced |
| Verdence Capital Advisors LLC | 551 | $597.0K | 0.08% | −68−11.0% | Reduced |
| Glenview Trust Co | 538 | $583.0K | 0.02% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 535 | $580.0K | 0.56% | +47+9.6% | Added |
| Gsa Capital Partners LLP | 525 | $569.0K | 0.08% | +355+208.8% | Added |
| Metis Global Partners, LLC | 524 | $568.0K | 0.09% | +36+7.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 523 | $567.0K | 0.00% | −26−4.7% | Reduced |
| Balyasny Asset Management LLC | 515 | $558.0K | 0.00% | +515 | New |
| Commerce Bank | 510 | $553.0K | 0.00% | −62−10.8% | Reduced |
| Royal Fund Management, LLC | 510 | $552.0K | 0.10% | 00.0% | Unchanged |
| Brave Asset Management Inc | 509 | $552.0K | 0.28% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 501 | $543.0K | 0.07% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 500 | $542.0K | 0.05% | 00.0% | Unchanged |
| Rathbone Brothers plc | 498 | $540.0K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 494 | $536.0K | 0.02% | −108−17.9% | Reduced |
| Parisi Gray Wealth Management | 491 | $532.0K | 0.40% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 480 | $520.0K | 0.13% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 472 | $512.0K | 0.18% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 468 | $507.0K | 0.70% | −1−0.2% | Reduced |
| Gilbert & Cook, Inc. | 411 | $496.0K | 0.11% | +41+11.1% | Added |
| Cary Street Partner Investment Advisory LLC | 455 | $493.0K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 453 | $491.0K | 0.02% | −30−6.2% | Reduced |
| United Capital Financial Advisers, LLC | 447 | $485.0K | 0.00% | +3+0.7% | 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 |
| Arcus Capital Partners, LLC | 441 | $478.0K | 0.20% | +123+38.7% | Added |
| Elgethun Capital Management | 408 | $442.0K | 0.18% | +93+29.5% | Added |
| Old National Bancorp | 405 | $439.0K | 0.01% | +19+4.9% | Added |
| MetLife Investment Management | 402 | $435.9K | 0.00% | −5−1.2% | Reduced |
| Robotti Robert | 400 | $434.0K | 0.10% | −600−60.0% | Reduced |
| Synovus Financial Corp | 395 | $428.0K | 0.01% | +40+11.3% | Added |