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 |
|---|---|---|---|---|---|
| Bank of Montreal | 474 | $625.5K | 0.00% | −513−52.0% | Reduced |
| YorkBridge Wealth Partners, LLC | 480 | $632.4K | 0.16% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 485 | $638.9K | 0.18% | +485 | New |
| Lakewood Asset Management LLC | 491 | $647.0K | 0.52% | +491 | New |
| Parisi Gray Wealth Management | 493 | $649.5K | 0.32% | +2+0.4% | Added |
| Verdence Capital Advisors LLC | 494 | $650.8K | 0.08% | −57−10.3% | Reduced |
| Calamos Wealth Management LLC | 500 | $658.7K | 0.05% | 00.0% | Unchanged |
| Brave Asset Management Inc | 509 | $670.6K | 0.23% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 509 | $670.6K | 0.00% | +62+13.9% | Added |
| Royal Fund Management, LLC | 510 | $671.9K | 0.11% | 00.0% | Unchanged |
| Cetera Investment Advisers | 511 | $673.2K | 0.01% | +154+43.1% | Added |
| Cetera Advisor Networks LLC | 514 | $677.2K | 0.01% | +514 | New |
| Metis Global Partners, LLC | 516 | $679.8K | 0.06% | −8−1.5% | Reduced |
| Cubist Systematic Strategies, LLC | 518 | $682.5K | 0.01% | −4,095−88.8% | Reduced |
| Commerce Bank | 521 | $686.4K | 0.01% | +11+2.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 523 | $689.0K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 535 | $704.9K | 0.49% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 537 | $707.5K | 0.21% | +537 | New |
| DuPont Capital Management Corp | 540 | $711.4K | 0.03% | −90−14.3% | Reduced |
| Silvercrest Asset Management Group LLC | 562 | $740.4K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 564 | $743.1K | 0.00% | −162−22.3% | Reduced |
| Buttonwood Financial Advisors Inc. | 565 | $744.4K | 0.63% | −7−1.2% | Reduced |
| Conestoga Capital Advisors, LLC | 565 | $744.4K | 0.01% | −5−0.9% | Reduced |
| FJ Capital Management LLC | 567 | $747.0K | 0.09% | +567 | New |
| Trust Co of Vermont | 570 | $751.0K | 0.06% | 00.0% | Unchanged |
| Glenview Trust Co | 581 | $765.5K | 0.03% | +43+8.0% | Added |
| Squarepoint Ops LLC | 584 | $769.4K | 0.01% | −1,695−74.4% | Reduced |
| Tributary Capital Management, LLC | 585 | $771.0K | 0.08% | +26+4.7% | Added |
| Shelter Ins Retirement Plan | 600 | $790.0K | 0.70% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 600 | $790.5K | 0.29% | 00.0% | Unchanged |
| London Co of Virginia | 607 | $799.7K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 608 | $801.0K | 0.00% | +28+4.8% | Added |
| Point72 Middle East FZE | 622 | $819.5K | 0.06% | +622 | New |
| Advisory Services Network, LLC | 630 | $830.0K | 0.03% | −51−7.5% | Reduced |
| Smithfield Trust Co | 634 | $835.0K | 0.06% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 637 | $839.2K | 0.02% | +431+209.2% | Added |
| Resonant Capital Advisors, LLC | 638 | $840.6K | 0.10% | +42+7.0% | Added |
| Madison Wealth Management | 643 | $847.1K | 0.19% | −12−1.8% | Reduced |
| Swedbank AB | 648 | $853.7K | 0.00% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 656 | $864.3K | 0.08% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 679 | $895.0K | 0.41% | +429+171.6% | Added |
| Fruth Investment Management | 685 | $902.0K | 0.26% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 698 | $919.6K | 0.32% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 707 | $931.5K | 0.02% | +150+26.9% | Added |
| Nisa Investment Advisors, LLC | 710 | $935.0K | 0.01% | 00.0% | Unchanged |
| Aurora Investment Counsel | 718 | $946.0K | 0.65% | +718 | New |
| Founders Capital Management, LLC | 722 | $951.2K | 0.26% | −92−11.3% | Reduced |
| Principle Wealth Partners LLC | 737 | $971.0K | 0.11% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 750 | $988.0K | 0.01% | +60+8.7% | Added |
| Shay Capital LLC | 750 | $988.1K | 0.60% | −1,975−72.5% | Reduced |
| Pavion Blue Capital, LLC | 755 | $994.7K | 0.63% | +21+2.9% | Added |
| Avestar Capital, LLC | 762 | $1.00M | 0.22% | −46−5.7% | Reduced |
| Glenmede Trust Co NA | 772 | $1.02M | 0.01% | +7+0.9% | Added |
| Prudential PLC | 775 | $1.02M | 0.01% | +399+106.1% | Added |
| Whittier Trust Co | 776 | $1.02M | 0.02% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 778 | $1.03M | 0.14% | 00.0% | Unchanged |
| Xponance, Inc. | 782 | $1.03M | 0.02% | +214+37.7% | Added |
| Salem Investment Counselors Inc | 784 | $1.03M | 0.04% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 810 | $1.07M | 0.01% | −19−2.3% | Reduced |
| Nordea Investment Management AB | 818 | $1.07M | 0.00% | +15+1.9% | Added |
| Buffington Mohr McNeal | 822 | $1.08M | 0.25% | −60−6.8% | Reduced |
| Keybank National Association | 828 | $1.09M | 0.01% | +4+0.5% | Added |
| TD Private Client Wealth LLC | 829 | $1.09M | 0.05% | +829 | New |
| Macquarie Group Ltd | 848 | $1.12M | 0.00% | −13−1.5% | Reduced |
| Scotia Capital Inc. | 877 | $1.16M | 0.01% | +585+200.3% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 877 | $1.16M | 0.66% | −100−10.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 880 | $1.16M | 0.02% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 889 | $1.17M | 0.17% | 00.0% | Unchanged |
| Marshall Wace, LLP | 897 | $1.18M | 0.00% | +897 | New |
| Harbor Investment Advisory, LLC | 901 | $1.19M | 0.19% | +61+7.3% | Added |
| Intech Investment Management LLC | 906 | $1.19M | 0.01% | −2−0.2% | Reduced |
| Main Street Financial Solutions, LLC | 926 | $1.22M | 0.19% | +42+4.8% | Added |
| Northwestern Mutual Wealth Management Co | 933 | $1.23M | 0.00% | +19+2.1% | Added |
| Ancora Advisors, LLC | 985 | $1.30M | 0.04% | −10−1.0% | Reduced |
| Millennium Management LLC | 995 | $1.31M | 0.00% | −6,283−86.3% | Reduced |
| Pensionfund Sabic | 1,000 | $1.32M | 0.43% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,028 | $1.35M | 0.00% | +120+13.2% | Added |
| Maryland State Retirement & Pension System | 1,034 | $1.36M | 0.04% | +1,034 | New |
| Westpac Banking Corp | 1,051 | $1.38M | 0.02% | −92−8.0% | Reduced |
| Guardian Capital LP | 1,079 | $1.42M | 0.05% | −70−6.1% | Reduced |
| Gofen & Glossberg LLC | 1,085 | $1.43M | 0.04% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 1,100 | $1.45M | 0.38% | 00.0% | Unchanged |
| Twin Tree Management, LP | 1,119 | $1.47M | 0.05% | −14,082−92.6% | Reduced |
| CI Private Wealth, LLC | 1,140 | $1.50M | 0.01% | +1,140 | New |
| Salvus Wealth Management, LLC | 1,150 | $1.52M | 1.39% | −12−1.0% | Reduced |
| Sepio Capital, LP | 1,160 | $1.53M | 0.13% | −21−1.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,161 | $1.53M | 0.17% | −6−0.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,163 | $1.53M | 0.01% | +227+24.3% | Added |
| Red Cedar Capital, LLC | 1,165 | $1.53M | 0.97% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 1,196 | $1.58M | 0.02% | −139−10.4% | Reduced |
| Paradigm Asset Management Co LLC | 1,200 | $1.58M | 0.44% | +1,000+500.0% | Added |
| Shelter Mutual Insurance Co | 1,200 | $1.58M | 0.45% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 1,238 | $1.63M | 0.20% | +1,238 | New |
| Kestra Advisory Services, LLC | 1,256 | $1.65M | 0.01% | +377+42.9% | Added |
| Kensington Investment Counsel, LLC | 1,268 | $1.67M | 1.31% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 1,283 | $1.69M | 0.13% | +38+3.1% | Added |
| Standard Life Aberdeen plc | 1,284 | $1.69M | 0.00% | +76+6.3% | Added |
| Jacobsen Capital Management | 1,285 | $1.69M | 0.90% | −125−8.9% | Reduced |
| Ruffer LLP | 1,300 | $1.72M | 0.12% | 00.0% | Unchanged |
| AMG National Trust Bank | 1,314 | $1.73M | 0.06% | −20−1.5% | Reduced |