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 |
|---|---|---|---|---|---|
| Millennium Management LLC | 995 | $1.31M | 0.00% | −6,283−86.3% | Reduced |
| Ancora Advisors, LLC | 985 | $1.30M | 0.04% | −10−1.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 933 | $1.23M | 0.00% | +19+2.1% | Added |
| Main Street Financial Solutions, LLC | 926 | $1.22M | 0.19% | +42+4.8% | Added |
| Intech Investment Management LLC | 906 | $1.19M | 0.01% | −2−0.2% | Reduced |
| Harbor Investment Advisory, LLC | 901 | $1.19M | 0.19% | +61+7.3% | Added |
| Marshall Wace, LLP | 897 | $1.18M | 0.00% | +897 | New |
| Hills Bank & Trust Co | 889 | $1.17M | 0.17% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 880 | $1.16M | 0.02% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 877 | $1.16M | 0.66% | −100−10.2% | Reduced |
| Scotia Capital Inc. | 877 | $1.16M | 0.01% | +585+200.3% | Added |
| Macquarie Group Ltd | 848 | $1.12M | 0.00% | −13−1.5% | Reduced |
| TD Private Client Wealth LLC | 829 | $1.09M | 0.05% | +829 | New |
| Keybank National Association | 828 | $1.09M | 0.01% | +4+0.5% | Added |
| Buffington Mohr McNeal | 822 | $1.08M | 0.25% | −60−6.8% | Reduced |
| Nordea Investment Management AB | 818 | $1.07M | 0.00% | +15+1.9% | Added |
| Panagora Asset Management Inc | 810 | $1.07M | 0.01% | −19−2.3% | Reduced |
| Salem Investment Counselors Inc | 784 | $1.03M | 0.04% | 00.0% | Unchanged |
| Xponance, Inc. | 782 | $1.03M | 0.02% | +214+37.7% | Added |
| RKL Wealth Management LLC | 778 | $1.03M | 0.14% | 00.0% | Unchanged |
| Whittier Trust Co | 776 | $1.02M | 0.02% | 00.0% | Unchanged |
| Prudential PLC | 775 | $1.02M | 0.01% | +399+106.1% | Added |
| Glenmede Trust Co NA | 772 | $1.02M | 0.01% | +7+0.9% | Added |
| Avestar Capital, LLC | 762 | $1.00M | 0.22% | −46−5.7% | Reduced |
| Pavion Blue Capital, LLC | 755 | $994.7K | 0.63% | +21+2.9% | Added |
| Shay Capital LLC | 750 | $988.1K | 0.60% | −1,975−72.5% | Reduced |
| Daiwa Securities Group Inc. | 750 | $988.0K | 0.01% | +60+8.7% | Added |
| Principle Wealth Partners LLC | 737 | $971.0K | 0.11% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 722 | $951.2K | 0.26% | −92−11.3% | Reduced |
| Aurora Investment Counsel | 718 | $946.0K | 0.65% | +718 | New |
| Nisa Investment Advisors, LLC | 710 | $935.0K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 707 | $931.5K | 0.02% | +150+26.9% | Added |
| Karpas Strategies, LLC | 698 | $919.6K | 0.32% | 00.0% | Unchanged |
| Fruth Investment Management | 685 | $902.0K | 0.26% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 679 | $895.0K | 0.41% | +429+171.6% | Added |
| Spears Abacus Advisors LLC | 656 | $864.3K | 0.08% | 00.0% | Unchanged |
| Swedbank AB | 648 | $853.7K | 0.00% | 00.0% | Unchanged |
| Madison Wealth Management | 643 | $847.1K | 0.19% | −12−1.8% | Reduced |
| Resonant Capital Advisors, LLC | 638 | $840.6K | 0.10% | +42+7.0% | Added |
| Sequoia Financial Advisors, LLC | 637 | $839.2K | 0.02% | +431+209.2% | Added |
| Smithfield Trust Co | 634 | $835.0K | 0.06% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 630 | $830.0K | 0.03% | −51−7.5% | Reduced |
| Point72 Middle East FZE | 622 | $819.5K | 0.06% | +622 | New |
| Neuberger Berman Group LLC | 608 | $801.0K | 0.00% | +28+4.8% | Added |
| London Co of Virginia | 607 | $799.7K | 0.00% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 600 | $790.5K | 0.29% | 00.0% | Unchanged |
| Shelter Ins Retirement Plan | 600 | $790.0K | 0.70% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 585 | $771.0K | 0.08% | +26+4.7% | Added |
| Squarepoint Ops LLC | 584 | $769.4K | 0.01% | −1,695−74.4% | Reduced |
| Glenview Trust Co | 581 | $765.5K | 0.03% | +43+8.0% | Added |
| Trust Co of Vermont | 570 | $751.0K | 0.06% | 00.0% | Unchanged |
| FJ Capital Management LLC | 567 | $747.0K | 0.09% | +567 | New |
| 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 |
| CIBC Asset Management Inc | 564 | $743.1K | 0.00% | −162−22.3% | Reduced |
| Silvercrest Asset Management Group LLC | 562 | $740.4K | 0.01% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 540 | $711.4K | 0.03% | −90−14.3% | Reduced |
| Intercontinental Wealth Advisors, LLC | 537 | $707.5K | 0.21% | +537 | New |
| Carmel Capital Partners, LLC | 535 | $704.9K | 0.49% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 523 | $689.0K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 521 | $686.4K | 0.01% | +11+2.2% | Added |
| Cubist Systematic Strategies, LLC | 518 | $682.5K | 0.01% | −4,095−88.8% | Reduced |
| Metis Global Partners, LLC | 516 | $679.8K | 0.06% | −8−1.5% | Reduced |
| Cetera Advisor Networks LLC | 514 | $677.2K | 0.01% | +514 | New |
| Cetera Investment Advisers | 511 | $673.2K | 0.01% | +154+43.1% | Added |
| Royal Fund Management, LLC | 510 | $671.9K | 0.11% | 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 |
| Calamos Wealth Management LLC | 500 | $658.7K | 0.05% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 494 | $650.8K | 0.08% | −57−10.3% | Reduced |
| Parisi Gray Wealth Management | 493 | $649.5K | 0.32% | +2+0.4% | Added |
| Lakewood Asset Management LLC | 491 | $647.0K | 0.52% | +491 | New |
| Linden Thomas Advisory Services, LLC | 485 | $638.9K | 0.18% | +485 | New |
| YorkBridge Wealth Partners, LLC | 480 | $632.4K | 0.16% | 00.0% | Unchanged |
| Bank of Montreal | 474 | $625.5K | 0.00% | −513−52.0% | Reduced |
| Intellectus Partners, LLC | 472 | $621.9K | 0.22% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 458 | $603.0K | 0.83% | −10−2.1% | Reduced |
| MainStreet Investment Advisors LLC | 454 | $598.1K | 0.07% | −47−9.4% | Reduced |
| Baird Financial Group, Inc. | 452 | $595.0K | 0.00% | −333−42.4% | Reduced |
| MML Investors Services, LLC | 441 | $581.0K | 0.00% | +58+15.1% | Added |
| Massmutual Trust Co FSB | 437 | $576.0K | 0.02% | −16−3.5% | Reduced |
| Perigon Wealth Management, LLC | 432 | $569.2K | 0.04% | +432 | New |
| Cary Street Partner Investment Advisory LLC | 426 | $561.3K | 0.04% | −29−6.4% | Reduced |
| Gilbert & Cook, Inc. | 425 | $559.9K | 0.10% | +14+3.4% | Added |
| Procyon Private Wealth Partners, LLC | 420 | $553.3K | 0.10% | +55+15.1% | Added |
| Elgethun Capital Management | 409 | $542.7K | 0.20% | +1+0.2% | Added |
| Ergoteles LLC | 410 | $540.2K | 0.02% | +410 | New |
| Insigneo Advisory Services, LLC | 408 | $538.0K | 0.20% | +408 | New |
| Bank of Nova Scotia | 407 | $536.2K | 0.00% | +114+38.9% | Added |
| Vontobel Holding Ltd. | 406 | $529.5K | 0.01% | +18+4.6% | Added |
| Old National Bancorp | 402 | $529.0K | 0.02% | −3−0.7% | Reduced |
| Robotti Robert | 400 | $527.0K | 0.11% | 00.0% | Unchanged |
| MetLife Investment Management | 398 | $524.4K | 0.00% | −4−1.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 397 | $523.0K | 0.02% | +6+1.5% | Added |
| Desjardins Global Asset Management Inc. | 396 | $521.0K | 0.08% | +23+6.2% | Added |
| Inceptionr LLC | 395 | $520.4K | 0.27% | +395 | New |
| Salomon & Ludwin, LLC | 391 | $515.1K | 0.07% | +156+66.4% | Added |
| Vident Investment Advisory, LLC | 384 | $505.9K | 0.02% | −1,736−81.9% | Reduced |
| Pecaut & Co. | 378 | $498.0K | 0.24% | 00.0% | Unchanged |
| Agf Management Ltd | 378 | $498.0K | 0.00% | +378 | New |