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 |
|---|---|---|---|---|---|
| Invictus Private Wealth, LLC | 230 | $303.0K | 0.04% | +230 | New |
| J.W. Cole Advisors, Inc. | 233 | $307.0K | 0.02% | −61−20.7% | Reduced |
| FineMark National Bank & Trust | 238 | $313.6K | 0.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 240 | $316.2K | 0.00% | −4−1.6% | Reduced |
| Crestmont Private Wealth LLC | 243 | $320.1K | 0.22% | +243 | New |
| Dakota Wealth Management | 245 | $322.8K | 0.02% | +19+8.4% | Added |
| Ethic Inc. | 246 | $324.1K | 0.02% | −123−33.3% | Reduced |
| Symmetry Partners, LLC | 250 | $329.0K | 0.02% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 250 | $329.4K | 0.03% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 250 | $329.4K | 0.01% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 253 | $333.3K | 0.05% | −46−15.4% | Reduced |
| Flagstone Financial Management | 254 | $334.6K | 0.20% | +254 | New |
| MCF Advisors LLC | 255 | $336.0K | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 256 | $337.3K | 0.01% | −80−23.8% | Reduced |
| Savant Capital, LLC | 257 | $338.6K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 258 | $339.9K | 0.01% | −236−47.8% | Reduced |
| Beacon Investment Advisors LLC | 259 | $341.2K | 0.28% | +259 | New |
| One Wealth Advisors, LLC | 260 | $342.5K | 0.08% | +22+9.2% | Added |
| CWM Advisors, LLC | 261 | $343.9K | 0.04% | −7−2.6% | Reduced |
| Allen Investment Management LLC | 262 | $345.2K | 0.01% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 263 | $346.8K | 0.08% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 264 | $347.8K | 0.00% | +25+10.5% | Added |
| Marks Group Wealth Management, Inc | 265 | $349.1K | 0.05% | +3+1.1% | Added |
| Wambolt & Associates, LLC | 268 | $353.1K | 0.14% | −6−2.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 268 | $353.1K | 0.02% | +48+21.8% | Added |
| Banque Cantonale Vaudoise | 273 | $360.0K | 0.02% | 00.0% | Unchanged |
| Manchester Financial Inc | 274 | $361.0K | 0.10% | −6−2.1% | Reduced |
| Banque Pictet & Cie SA | 275 | $362.3K | 0.00% | +275 | New |
| Acima Private Wealth, LLC | 276 | $363.6K | 0.19% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 276 | $363.6K | 0.02% | +6+2.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 277 | $364.9K | 0.01% | +49+21.5% | Added |
| WealthPLAN Partners, LLC | 275 | $370.7K | 0.03% | +275 | New |
| waypoint wealth counsel | 282 | $371.5K | 0.30% | +282 | New |
| First Citizens Bank & Trust Co | 284 | $374.0K | 0.01% | +56+24.6% | Added |
| WealthPlan Investment Management, LLC | 275 | $376.2K | 0.03% | −5−1.8% | Reduced |
| Keating Investment Counselors Inc | 286 | $376.8K | 0.15% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 289 | $381.0K | 0.03% | +1+0.3% | Added |
| Oppenheimer Asset Management Inc. | 295 | $388.7K | 0.01% | +295 | New |
| Ascent Group, LLC | 295 | $388.7K | 0.05% | +15+5.4% | Added |
| Atlantic Union Bankshares Corp | 297 | $391.3K | 0.04% | −31−9.5% | Reduced |
| Snowden Capital Advisors LLC | 297 | $391.3K | 0.02% | +93+45.6% | Added |
| Rathbone Brothers plc | 298 | $392.6K | 0.00% | −200−40.2% | Reduced |
| Integrated Wealth Concepts LLC | 298 | $393.0K | 0.01% | −5−1.7% | Reduced |
| Atticus Wealth Management, LLC | 300 | $395.2K | 0.16% | 00.0% | Unchanged |
| Lincoln National Corp | 300 | $395.2K | 0.01% | +69+29.9% | Added |
| Kestra Private Wealth Services, LLC | 304 | $400.5K | 0.02% | +113+59.2% | Added |
| Balentine LLC | 306 | $403.2K | 0.01% | −30−8.9% | Reduced |
| Simplex Trading, LLC | 308 | $405.0K | 0.02% | +308 | New |
| Bay Rivers Group | 310 | $408.4K | 0.41% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 312 | $411.0K | 0.62% | −7−2.2% | Reduced |
| Taylor Hoffman Wealth Management | 312 | $411.1K | 0.25% | −277−47.0% | Reduced |
| Cadent Capital Advisors, LLC | 313 | $412.4K | 0.25% | +50+19.0% | Added |
| Cresta Advisors, Ltd. | 316 | $416.3K | 0.36% | +110+53.4% | Added |
| Arcus Capital Partners, LLC | 317 | $417.6K | 0.17% | −124−28.1% | Reduced |
| Rockefeller Capital Management L.P. | 319 | $419.0K | 0.00% | −253−44.2% | Reduced |
| Sonen Capital LLC | 319 | $420.3K | 0.69% | +24+8.1% | Added |
| Vestcor Inc | 321 | $423.0K | 0.02% | +1+0.3% | Added |
| Winthrop Advisory Group LLC | 327 | $430.8K | 0.08% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 328 | $432.1K | 0.24% | −5−1.5% | Reduced |
| Jarislowsky, Fraser Ltd | 330 | $434.8K | 0.00% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 331 | $436.5K | 0.02% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 333 | $438.7K | 0.10% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 339 | $446.0K | 0.02% | +339 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 344 | $453.2K | 0.12% | +21+6.5% | Added |
| Axxcess Wealth Management, LLC | 345 | $454.5K | 0.04% | +345 | New |
| Wallace Advisory Group, LLC | 346 | $455.9K | 0.36% | +346 | New |
| Baxter Bros Inc | 346 | $456.0K | 0.07% | 00.0% | Unchanged |
| Synovus Financial Corp | 358 | $471.7K | 0.01% | −37−9.4% | Reduced |
| Adalta Capital Management LLC | 360 | $474.0K | 0.33% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 360 | $475.0K | 0.02% | +21+6.2% | Added |
| Seeyond | 363 | $478.2K | 0.05% | +210+137.3% | Added |
| Cross Staff Investments Inc | 370 | $487.5K | 0.51% | −20−5.1% | Reduced |
| Hudson Value Partners, LLC | 370 | $487.5K | 0.30% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 355 | $491.3K | 0.25% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 377 | $496.0K | 0.02% | −637−62.8% | Reduced |
| Pecaut & Co. | 378 | $498.0K | 0.24% | 00.0% | Unchanged |
| Agf Management Ltd | 378 | $498.0K | 0.00% | +378 | New |
| Vident Investment Advisory, LLC | 384 | $505.9K | 0.02% | −1,736−81.9% | Reduced |
| Salomon & Ludwin, LLC | 391 | $515.1K | 0.07% | +156+66.4% | Added |
| Inceptionr LLC | 395 | $520.4K | 0.27% | +395 | New |
| Desjardins Global Asset Management Inc. | 396 | $521.0K | 0.08% | +23+6.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 397 | $523.0K | 0.02% | +6+1.5% | Added |
| MetLife Investment Management | 398 | $524.4K | 0.00% | −4−1.0% | Reduced |
| Robotti Robert | 400 | $527.0K | 0.11% | 00.0% | Unchanged |
| Old National Bancorp | 402 | $529.0K | 0.02% | −3−0.7% | Reduced |
| Vontobel Holding Ltd. | 406 | $529.5K | 0.01% | +18+4.6% | Added |
| Bank of Nova Scotia | 407 | $536.2K | 0.00% | +114+38.9% | Added |
| Insigneo Advisory Services, LLC | 408 | $538.0K | 0.20% | +408 | New |
| Ergoteles LLC | 410 | $540.2K | 0.02% | +410 | New |
| Elgethun Capital Management | 409 | $542.7K | 0.20% | +1+0.2% | Added |
| Procyon Private Wealth Partners, LLC | 420 | $553.3K | 0.10% | +55+15.1% | Added |
| Gilbert & Cook, Inc. | 425 | $559.9K | 0.10% | +14+3.4% | Added |
| Cary Street Partner Investment Advisory LLC | 426 | $561.3K | 0.04% | −29−6.4% | Reduced |
| Perigon Wealth Management, LLC | 432 | $569.2K | 0.04% | +432 | New |
| Massmutual Trust Co FSB | 437 | $576.0K | 0.02% | −16−3.5% | Reduced |
| MML Investors Services, LLC | 441 | $581.0K | 0.00% | +58+15.1% | Added |
| Baird Financial Group, Inc. | 452 | $595.0K | 0.00% | −333−42.4% | Reduced |
| MainStreet Investment Advisors LLC | 454 | $598.1K | 0.07% | −47−9.4% | Reduced |
| Intrinsic Value Partners, LLC | 458 | $603.0K | 0.83% | −10−2.1% | Reduced |
| Intellectus Partners, LLC | 472 | $621.9K | 0.22% | 00.0% | Unchanged |