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 |
|---|---|---|---|---|---|
| Vontobel Holding Ltd. | 388 | $428.0K | 0.00% | +162+71.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 391 | $424.0K | 0.02% | +164+72.2% | Added |
| Cross Staff Investments Inc | 390 | $423.0K | 0.47% | 00.0% | Unchanged |
| MML Investors Services, LLC | 383 | $415.0K | 0.00% | −69−15.3% | Reduced |
| Pecaut & Co. | 378 | $410.0K | 0.22% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 355 | $409.0K | 0.22% | 00.0% | Unchanged |
| Prudential PLC | 376 | $408.0K | 0.01% | +47+14.3% | Added |
| 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 |
| Hudson Value Partners, LLC | 370 | $401.0K | 0.27% | −25−6.3% | Reduced |
| Ethic Inc. | 369 | $400.0K | 0.03% | +9+2.5% | Added |
| Procyon Private Wealth Partners, LLC | 365 | $396.0K | 0.10% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 360 | $390.0K | 0.28% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 300 | $388.0K | 0.19% | 00.0% | Unchanged |
| Cetera Investment Advisers | 357 | $387.0K | 0.01% | −85−19.2% | Reduced |
| Baxter Bros Inc | 346 | $375.0K | 0.07% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 345 | $374.0K | 0.02% | +345 | New |
| Raymond James Trust N.A. | 339 | $368.0K | 0.01% | +1+0.3% | Added |
| 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 |
| WealthPlan Investment Management, LLC | 280 | $362.0K | 0.03% | +280 | New |
| Blue Edge Capital, LLC | 333 | $361.0K | 0.09% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 333 | $361.0K | 0.26% | +16+5.0% | Added |
| Achmea Investment Management B.V. | 332 | $360.0K | 0.01% | +304+1,085.7% | Added |
| Linscomb & Williams, Inc. | 331 | $359.0K | 0.02% | −217−39.6% | Reduced |
| Jarislowsky, Fraser Ltd | 330 | $357.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 328 | $356.0K | 0.04% | −53−13.9% | Reduced |
| Winthrop Advisory Group LLC | 327 | $355.0K | 0.08% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 323 | $350.0K | 0.10% | +60+22.8% | Added |
| Vestcor Inc | 320 | $347.0K | 0.01% | +4+1.3% | Added |
| Epic Trust Investment Advisors, LLC | 319 | $346.0K | 0.48% | +319 | New |
| Ascent Group, LLC | 280 | $338.0K | 0.04% | +280 | New |
| Bay Rivers Group | 310 | $336.0K | 0.34% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 300 | $330.4K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 303 | $329.0K | 0.01% | +14+4.8% | Added |
| Bayesian Capital Management, LP | 299 | $324.0K | 0.07% | +299 | New |
| Sonen Capital LLC | 295 | $320.0K | 0.52% | +295 | New |
| J.W. Cole Advisors, Inc. | 294 | $319.0K | 0.03% | 00.0% | Unchanged |
| Bank of Nova Scotia | 293 | $318.0K | 0.00% | −103−26.0% | Reduced |
| Scotia Capital Inc. | 292 | $317.0K | 0.00% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 292 | $317.0K | 0.08% | +292 | New |
| GWM Advisors LLC | 291 | $316.0K | 0.01% | +291 | New |
| Quantinno Capital Management LP | 288 | $312.0K | 0.04% | −137−32.2% | Reduced |
| RFG Advisory, LLC | 256 | $312.0K | 0.02% | +256 | New |
| Keating Investment Counselors Inc | 286 | $310.0K | 0.14% | 00.0% | Unchanged |
| Manchester Financial Inc | 280 | $304.0K | 0.09% | −3−1.1% | Reduced |
| Acima Private Wealth, LLC | 276 | $299.2K | 0.15% | 00.0% | Unchanged |
| Equitable Trust Co | 274 | $297.0K | 0.02% | −45−14.1% | Reduced |
| Wambolt & Associates, LLC | 274 | $297.0K | 0.13% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 273 | $296.0K | 0.02% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 270 | $293.0K | 0.02% | −535−66.5% | Reduced |
| CWM Advisors, LLC | 268 | $291.0K | 0.04% | +30+12.6% | Added |
| Canal Capital Management, LLC | 263 | $285.0K | 0.08% | −1−0.4% | Reduced |
| Cadent Capital Advisors, LLC | 263 | $285.0K | 0.17% | 00.0% | Unchanged |
| Allen Investment Management LLC | 262 | $284.0K | 0.00% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 262 | $284.0K | 0.04% | +7+2.7% | Added |
| Savant Capital, LLC | 257 | $279.0K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Management | 256 | $278.0K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 255 | $276.0K | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 254 | $275.0K | 0.00% | −134−34.5% | Reduced |
| Trustmark National Bank Trust Department | 250 | $271.0K | 0.03% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 250 | $271.0K | 0.13% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 250 | $271.0K | 0.01% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 250 | $271.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 247 | $268.0K | 0.00% | +10+4.2% | Added |
| New York Life Investment Management LLC | 244 | $264.0K | 0.00% | −22−8.3% | Reduced |
| Yousif Capital Management, LLC | 239 | $259.0K | 0.00% | −43−15.2% | Reduced |
| FineMark National Bank & Trust | 238 | $258.0K | 0.01% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 238 | $258.0K | 0.08% | +1+0.4% | Added |
| Salomon & Ludwin, LLC | 235 | $255.0K | 0.04% | +235 | New |
| Hilltop Holdings Inc. | 232 | $251.0K | 0.03% | −3−1.3% | Reduced |
| Lincoln National Corp | 231 | $250.0K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 231 | $250.0K | 0.01% | +37+19.1% | Added |
| Stephens Inc | 229 | $248.0K | 0.01% | +9+4.1% | Added |
| First Citizens Bank & Trust Co | 228 | $248.0K | 0.01% | +228 | New |
| B. Metzler seel. Sohn & Co. AG | 228 | $247.0K | 0.00% | +9+4.1% | Added |
| Dakota Wealth Management | 226 | $245.0K | 0.02% | 00.0% | Unchanged |
| Spinnaker Trust | 225 | $244.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 225 | $244.0K | 0.08% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 225 | $244.0K | 0.18% | +15+7.1% | Added |
| MQS Management LLC | 223 | $242.0K | 0.16% | +65+41.1% | Added |
| Vestmark Advisory Solutions, Inc. | 220 | $239.0K | 0.01% | −18−7.6% | Reduced |
| Cypress Capital Group | 219 | $238.0K | 0.04% | −14−6.0% | Reduced |
| Ritholtz Wealth Management | 219 | $237.0K | 0.01% | +219 | New |
| Paragon Private Wealth Management, LLC | 205 | $236.0K | 0.23% | +205 | New |
| Wetherby Asset Management Inc | 217 | $235.0K | 0.02% | −22−9.2% | Reduced |
| AdvisorNet Financial, Inc | 217 | $235.0K | 0.02% | −4−1.8% | Reduced |
| Forum Financial Management, LP | 216 | $234.0K | 0.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 211 | $229.0K | 0.02% | +30+16.6% | Added |
| Parsons Capital Management Inc | 210 | $228.0K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 206 | $223.0K | 0.01% | −5−2.4% | Reduced |
| Cresta Advisors, Ltd. | 206 | $223.0K | 0.28% | +206 | New |
| Veritable, L.P. | 204 | $221.0K | 0.00% | −12−5.6% | Reduced |
| Blueshift Asset Management, LLC | 204 | $221.0K | 0.05% | +204 | New |
| Snowden Capital Advisors LLC | 204 | $221.0K | 0.01% | +204 | New |
| Pacifica Capital Investments, LLC | 200 | $217.0K | 0.08% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 200 | $216.8K | 0.07% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 198 | $214.0K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 196 | $213.0K | 0.00% | −12−5.8% | Reduced |