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, Q4 2022
Institutional positions in Markel Group Inc. as of Dec 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
- 675
- +47 vs. Q3 2022
- Shares held
- 10.4M
- +458.6K (+4.6%) vs. Q3 2022
- Total value
- $13.7B
- +$2.92B (+27.0%) vs. Q3 2022
- New holders
- 98
- 217 more added
- Sold out
- 51
- 208 more reduced
8 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Markel Group Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 57 | $75.4K | 0.00% | +5+9.6% | Added |
| Harbour Investments, Inc. | 58 | $76.4K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 60 | $79.0K | 0.01% | −92−60.5% | Reduced |
| CWM, LLC | 61 | $80.0K | 0.00% | −13−17.6% | Reduced |
| Glassman Wealth Services | 62 | $81.7K | 0.02% | −1−1.6% | Reduced |
| Colonial Trust Co | 62 | $81.7K | 0.02% | +62 | New |
| Benjamin F. Edwards & Company, Inc. | 62 | $82.0K | 0.00% | +5+8.8% | Added |
| Natixis | 63 | $83.0K | 0.00% | +63 | New |
| Penserra Capital Management LLC | 66 | $86.0K | 0.00% | +3+4.8% | Added |
| Tobam | 67 | $88.0K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 67 | $88.3K | 0.11% | +67 | New |
| Ritter Daniher Financial Advisory LLC | 69 | $90.9K | 0.04% | +69 | New |
| JTC Employer Solutions Trusteee Ltd | 70 | $92.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 74 | $97.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 80 | $105.4K | 0.06% | 00.0% | Unchanged |
| Ossiam | 85 | $112.0K | 0.00% | −45−34.6% | Reduced |
| Colonial Trust Advisors | 85 | $112.0K | 0.01% | +85 | New |
| Dark Forest Capital Management LP | 88 | $115.9K | 0.03% | +80+1,000.0% | Added |
| Creative Financial Designs Inc | 89 | $117.3K | 0.02% | −3−3.3% | Reduced |
| Column Capital Advisors, LLC | 96 | $126.5K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 97 | $128.0K | 0.00% | −30−23.6% | Reduced |
| Comerica Securities,inc. | 102 | $134.4K | 0.01% | +102 | New |
| Brown Brothers Harriman & Co | 109 | $143.6K | 0.00% | −1−0.9% | Reduced |
| Parallel Advisors, LLC | 110 | $144.9K | 0.01% | +4+3.8% | Added |
| Group One Trading, L.P. | 110 | $144.9K | 0.00% | +110 | New |
| SRS Capital Advisors, Inc. | 111 | $146.2K | 0.02% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 111 | $146.2K | 0.01% | +111 | New |
| Hexagon Capital Partners LLC | 112 | $147.6K | 0.04% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 115 | $151.0K | 0.00% | −2−1.7% | Reduced |
| IFP Advisors, Inc | 175 | $154.0K | 0.00% | +22+14.4% | Added |
| Signaturefd, LLC | 117 | $154.1K | 0.00% | +34+41.0% | Added |
| Steward Partners Investment Advisory, LLC | 120 | $158.1K | 0.00% | −15−11.1% | Reduced |
| Tucker Asset Management LLC | 135 | $179.0K | 0.06% | 00.0% | Unchanged |
| Arlington Partners LLC | 141 | $185.8K | 0.03% | 00.0% | Unchanged |
| Financial Architects, Inc | 152 | $200.3K | 0.03% | +152 | New |
| American International Group, Inc. | 153 | $201.6K | 0.00% | −3−1.9% | Reduced |
| Somerset Trust Co | 153 | $202.0K | 0.08% | +153 | New |
| Flossbach Von Storch AG | 154 | $202.9K | 0.00% | +154 | New |
| Regions Financial Corp | 154 | $203.0K | 0.00% | +154 | New |
| Checchi Capital Advisers, LLC | 156 | $205.5K | 0.02% | +156 | New |
| Wills Financial Group, Inc. | 157 | $206.8K | 0.12% | +157 | New |
| Allworth Financial LP | 159 | $209.5K | 0.00% | +1+0.6% | Added |
| Weil Company, Inc. | 159 | $209.5K | 0.10% | +159 | New |
| Credit Agricole S A | 162 | $213.4K | 0.01% | 00.0% | Unchanged |
| AIA Group Ltd | 162 | $213.4K | 0.01% | +85+110.4% | Added |
| Dimension Capital Management LLC | 162 | $213.4K | 0.05% | +162 | New |
| Marcum Wealth, LLC | 163 | $214.8K | 0.03% | +163 | New |
| Proficio Capital Partners LLC | 164 | $216.1K | 0.04% | +164 | New |
| Cresset Asset Management, LLC | 438 | $217.7K | 0.00% | −5−1.1% | Reduced |
| Evercore Wealth Management, LLC | 167 | $220.0K | 0.00% | +167 | New |
| Tocqueville Asset Management L.P. | 170 | $224.0K | 0.00% | +170 | New |
| Capital Investment Advisory Services, LLC | 170 | $224.0K | 0.03% | +170 | New |
| Virginia Wealth Management Group, Inc. | 170 | $224.0K | 0.16% | +170 | New |
| Winton Group Ltd | 177 | $233.2K | 0.02% | +177 | New |
| Boothbay Fund Management, LLC | 179 | $235.8K | 0.01% | −52−22.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 179 | $235.8K | 0.03% | +179 | New |
| Bleakley Financial Group, LLC | 182 | $239.8K | 0.01% | +182 | New |
| Park Avenue Securities LLC | 182 | $240.0K | 0.00% | +182 | New |
| Tiaa, FSB | 183 | $241.1K | 0.00% | +183 | New |
| Equitable Trust Co | 184 | $242.4K | 0.02% | −90−32.8% | Reduced |
| Evergreen Capital Management LLC | 185 | $243.7K | 0.01% | +1+0.5% | Added |
| Mycio Wealth Partners, LLC | 185 | $243.7K | 0.08% | 00.0% | Unchanged |
| Greenleaf Trust | 186 | $245.0K | 0.00% | +186 | New |
| Howland Capital Management LLC | 189 | $249.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Virginia | 191 | $251.6K | 0.03% | +191 | New |
| Northwest Quadrant Wealth Management, LLC | 191 | $251.6K | 0.08% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 192 | $253.0K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 194 | $255.6K | 0.00% | −2−1.0% | Reduced |
| HBK Sorce Advisory LLC | 194 | $256.0K | 0.01% | +194 | New |
| Verition Fund Management LLC | 195 | $256.9K | 0.00% | −249−56.1% | Reduced |
| Boyar Asset Management Inc. | 198 | $260.9K | 0.21% | +198 | New |
| Pacifica Capital Investments, LLC | 200 | $263.0K | 0.08% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 200 | $263.5K | 0.00% | +200 | New |
| Erste Asset Management GmbH | 200 | $265.2K | 0.01% | −100−33.3% | Reduced |
| First National Advisers, LLC | 203 | $267.0K | 0.34% | +9+4.6% | Added |
| Paragon Private Wealth Management, LLC | 205 | $270.1K | 0.24% | 00.0% | Unchanged |
| Forum Financial Management, LP | 209 | $275.4K | 0.01% | −7−3.2% | Reduced |
| Veritable, L.P. | 209 | $275.4K | 0.00% | +5+2.5% | Added |
| Parsons Capital Management Inc | 210 | $276.7K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 210 | $276.7K | 0.04% | +210 | New |
| Summit Global Investments | 212 | $279.0K | 0.02% | +212 | New |
| Axq Capital, LP | 212 | $279.3K | 0.19% | +212 | New |
| Wetherby Asset Management Inc | 216 | $284.6K | 0.02% | −1−0.5% | Reduced |
| Fifth Third Bancorp | 217 | $285.9K | 0.00% | −30−12.1% | Reduced |
| Sebold Capital Management, Inc. | 218 | $287.2K | 0.24% | +218 | New |
| Stonnington Group, LLC | 210 | $288.1K | 0.08% | +30+16.7% | Added |
| AdvisorNet Financial, Inc | 220 | $289.8K | 0.03% | +3+1.4% | Added |
| LGT Financial Advisors LLC | 222 | $292.5K | 0.34% | +222 | New |
| Jane Street Group, LLC | 223 | $293.8K | 0.00% | −2,856−92.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 224 | $295.1K | 0.02% | +13+6.2% | Added |
| Spinnaker Trust | 225 | $296.0K | 0.02% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 225 | $296.4K | 0.00% | +225 | New |
| Atlantic Trust, LLC | 225 | $297.0K | 0.10% | 00.0% | Unchanged |
| Wedbush Securities Inc | 227 | $299.0K | 0.02% | +227 | New |
| Cypress Capital Group | 228 | $300.4K | 0.05% | +9+4.1% | Added |
| Hilltop Holdings Inc. | 229 | $301.7K | 0.04% | −3−1.3% | Reduced |
| Stephens Inc | 229 | $301.7K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 229 | $301.7K | 0.03% | +229 | New |
| Front Street Capital Management, Inc. | 230 | $303.0K | 0.07% | −62−21.2% | Reduced |
| Sterling Investment Counsel, LLC | 230 | $303.0K | 0.19% | +5+2.2% | Added |