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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 20,941 | $27.6M | 0.05% | −518−2.4% | Reduced |
| California State Teachers Retirement System | 22,584 | $29.8M | 0.05% | +265+1.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 22,661 | $29.9M | 0.06% | +698+3.2% | Added |
| HSBC Holdings PLC | 22,846 | $30.1M | 0.04% | +5,024+28.2% | Added |
| Martingale Asset Management L P | 23,247 | $30.6M | 0.60% | −1,711−6.9% | Reduced |
| Wedge Capital Management L L P | 23,530 | $31.0M | 0.50% | −151−0.6% | Reduced |
| Sather Financial Group Inc | 24,574 | $32.4M | 2.66% | +152+0.6% | Added |
| Raymond James & Associates | 24,591 | $32.4M | 0.03% | +3,396+16.0% | Added |
| Envestnet Asset Management Inc | 24,991 | $32.9M | 0.02% | +7,314+41.4% | Added |
| Davis Asset Management, L.P. | 25,000 | $32.9M | 1.84% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 25,681 | $33.9M | 0.07% | −602−2.3% | Reduced |
| FMR LLC | 27,842 | $36.7M | 0.00% | +3,460+14.2% | Added |
| Greenbrier Partners Capital Management, LLC | 28,737 | $37.9M | 5.46% | −2,596−8.3% | Reduced |
| Nuveen Asset Management, LLC | 28,998 | $38.2M | 0.01% | −5,819−16.7% | Reduced |
| Capco Asset Management, LLC | 31,046 | $40.9M | 11.56% | +2,573+9.0% | Added |
| Alta Capital Management LLC | 33,719 | $44.4M | 3.40% | −1,321−3.8% | Reduced |
| Boston Partners | 35,784 | $47.2M | 0.06% | −2,252−5.9% | Reduced |
| Epoch Investment Partners, Inc. | 36,119 | $47.6M | 0.28% | +36,119 | New |
| Country Trust Bank | 36,326 | $47.9M | 1.42% | −428−1.2% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 37,390 | $49.3M | 2.79% | −1,950−5.0% | Reduced |
| Steginsky Capital LLC | 39,061 | $51.5M | 19.01% | +1,132+3.0% | Added |
| Madison Asset Management, LLC | 39,354 | $51.8M | 0.81% | +57+0.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 40,233 | $53.0M | 0.04% | −673−1.6% | Reduced |
| Beck Mack & Oliver LLC | 42,984 | $56.6M | 1.67% | −1,240−2.8% | Reduced |
| Zurich Insurance Group Ltd | 43,016 | $56.7M | 0.81% | +11,000+34.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 45,122 | $59.4M | 0.41% | +996+2.3% | Added |
| Goldman Sachs Group Inc | 46,351 | $61.1M | 0.02% | −4,600−9.0% | Reduced |
| Invesco Ltd. | 47,146 | $62.1M | 0.02% | +7,308+18.3% | Added |
| Royal Bank of Canada | 47,394 | $62.4M | 0.02% | +3,990+9.2% | Added |
| Confluence Investment Management LLC | 47,639 | $62.8M | 0.94% | −1,479−3.0% | Reduced |
| Charles Schwab Investment Management Inc | 49,159 | $64.8M | 0.02% | +1,372+2.9% | Added |
| Check Capital Management Inc | 53,594 | $70.6M | 7.16% | +9,865+22.6% | Added |
| Thompson Siegel & Walmsley LLC | 53,611 | $70.6M | 1.14% | +1,211+2.3% | Added |
| Swiss National Bank | 54,970 | $72.4M | 0.05% | −3,828−6.5% | Reduced |
| Graham Holdings Co | 55,430 | $73.0M | 11.97% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 56,104 | $73.9M | 1.90% | −504−0.9% | Reduced |
| Marathon Asset Mgmt Ltd | 58,836 | $77.5M | 2.09% | +1,987+3.5% | Added |
| Broad Run Investment Management, LLC | 59,830 | $78.8M | 9.49% | −27,569−31.5% | Reduced |
| Bank of New York Mellon Corp | 61,174 | $80.6M | 0.02% | −372−0.6% | Reduced |
| APG Asset Management N.V. | 63,966 | $84.3M | 0.16% | −1,112−1.7% | Reduced |
| UBS Asset Management Americas Inc | 68,185 | $89.8M | 0.05% | −1,065−1.5% | Reduced |
| Great West Life Assurance Co | 67,968 | $89.9M | 0.24% | −546−0.8% | Reduced |
| HighTower Advisors, LLC | 70,617 | $93.1M | 0.21% | +204+0.3% | Added |
| Fort Washington Investment Advisors Inc | 75,526 | $99.5M | 0.77% | +289+0.4% | Added |
| Barr E S & Co | 77,026 | $101.5M | 8.42% | −429−0.6% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 81,360 | $107.2M | 6.63% | −793−1.0% | Reduced |
| Avenir Corp | 83,448 | $109.9M | 11.02% | +701+0.8% | Added |
| Mar Vista Investment Partners LLC | 84,057 | $110.7M | 4.97% | −5,819−6.5% | Reduced |
| Victory Capital Management Inc | 84,448 | $111.3M | 0.13% | +23,302+38.1% | Added |
| Dimensional Fund Advisors LP | 86,096 | $113.4M | 0.04% | +1,969+2.3% | Added |
| Echo Street Capital Management LLC | 87,842 | $115.7M | 1.12% | +21,259+31.9% | Added |
| Douglass Winthrop Advisors, LLC | 88,828 | $117.0M | 3.21% | +2,070+2.4% | Added |
| Fenimore Asset Management Inc | 90,246 | $118.9M | 3.20% | −40.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 90,626 | $119.4M | 0.31% | +6,360+7.5% | Added |
| Wells Fargo & Company | 92,421 | $121.8M | 0.04% | +460.0% | Added |
| California Public Employees Retirement System | 92,690 | $122.1M | 0.10% | −5,127−5.2% | Reduced |
| Northern Trust Corp | 93,128 | $122.7M | 0.03% | +789+0.9% | Added |
| Legal & General Group Plc | 95,244 | $125.5M | 0.05% | −6,348−6.2% | Reduced |
| DF Dent & Co Inc | 112,692 | $148.5M | 2.22% | −3,390−2.9% | Reduced |
| Scharf Investments, LLC | 125,961 | $166.0M | 5.43% | −229−0.2% | Reduced |
| Polar Capital Holdings Plc | 127,500 | $168.0M | 1.34% | 00.0% | Unchanged |
| Bank of America Corp | 131,851 | $173.7M | 0.02% | +9,549+7.8% | Added |
| Norges Bank | 138,474 | $182.4M | 0.04% | −3,005−2.1% | Reduced |
| Mackenzie Financial Corp | 153,350 | $202.0M | 0.34% | −440−0.3% | Reduced |
| Geode Capital Management, LLC | 173,921 | $228.9M | 0.03% | +2,940+1.7% | Added |
| Davis Selected Advisers | 250,362 | $329.8M | 2.24% | +42,142+20.2% | Added |
| State Street Corp | 298,268 | $393.0M | 0.02% | −5,449−1.8% | Reduced |
| Wellington Management Group LLP | 308,938 | $407.0M | 0.08% | +2,937+1.0% | Added |
| Davenport & Co LLC | 327,769 | $432.3M | 3.55% | −2,132−0.6% | Reduced |
| Baillie Gifford & Co | 350,054 | $461.2M | 0.48% | −14,439−4.0% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 467,611 | $616.1M | 0.21% | 00.0% | Unchanged |
| Morgan Stanley | 530,597 | $699.1M | 0.08% | +445,182+521.2% | Added |
| Principal Financial Group Inc | 596,726 | $786.2M | 0.59% | −10,117−1.7% | Reduced |
| BlackRock Inc. | 657,180 | $865.8M | 0.03% | +23,443+3.7% | Added |
| Vanguard Group Inc | 1,208,726 | $1.59B | 0.04% | +5,761+0.5% | Added |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −24,969−100.0% | Sold out |
| Hosking Partners LLP | 0 | $0 | 0.00% | −13,671−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −12,278−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −4,566−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −3,483−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −3,589−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −3,046−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,771−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −2,142−100.0% | Sold out |
| Regency Capital Management Inc. | 0 | $0 | 0.00% | −2,109−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,823−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −1,694−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −1,511−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −1,487−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −1,421−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −1,345−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −1,071−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −963−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −959−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −865−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −826−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −666−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −624−100.0% | Sold out |