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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 377 | $496.0K | 0.02% | −637−62.8% | Reduced |
| Grant/GrossMendelsohn, LLC | 355 | $491.3K | 0.25% | 00.0% | Unchanged |
| 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 |
| Seeyond | 363 | $478.2K | 0.05% | +210+137.3% | Added |
| Raymond James Trust N.A. | 360 | $475.0K | 0.02% | +21+6.2% | Added |
| Adalta Capital Management LLC | 360 | $474.0K | 0.33% | 00.0% | Unchanged |
| Synovus Financial Corp | 358 | $471.7K | 0.01% | −37−9.4% | Reduced |
| Baxter Bros Inc | 346 | $456.0K | 0.07% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 346 | $455.9K | 0.36% | +346 | New |
| Axxcess Wealth Management, LLC | 345 | $454.5K | 0.04% | +345 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 344 | $453.2K | 0.12% | +21+6.5% | Added |
| PEAK6 Investments LLC | 339 | $446.0K | 0.02% | +339 | New |
| Blue Edge Capital, LLC | 333 | $438.7K | 0.10% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 331 | $436.5K | 0.02% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 330 | $434.8K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 328 | $432.1K | 0.24% | −5−1.5% | Reduced |
| Winthrop Advisory Group LLC | 327 | $430.8K | 0.08% | 00.0% | Unchanged |
| Vestcor Inc | 321 | $423.0K | 0.02% | +1+0.3% | Added |
| Sonen Capital LLC | 319 | $420.3K | 0.69% | +24+8.1% | Added |
| Rockefeller Capital Management L.P. | 319 | $419.0K | 0.00% | −253−44.2% | Reduced |
| Arcus Capital Partners, LLC | 317 | $417.6K | 0.17% | −124−28.1% | Reduced |
| Cresta Advisors, Ltd. | 316 | $416.3K | 0.36% | +110+53.4% | Added |
| Cadent Capital Advisors, LLC | 313 | $412.4K | 0.25% | +50+19.0% | Added |
| Taylor Hoffman Wealth Management | 312 | $411.1K | 0.25% | −277−47.0% | Reduced |
| Epic Trust Investment Advisors, LLC | 312 | $411.0K | 0.62% | −7−2.2% | Reduced |
| Bay Rivers Group | 310 | $408.4K | 0.41% | 00.0% | Unchanged |
| Simplex Trading, LLC | 308 | $405.0K | 0.02% | +308 | New |
| Balentine LLC | 306 | $403.2K | 0.01% | −30−8.9% | Reduced |
| Kestra Private Wealth Services, LLC | 304 | $400.5K | 0.02% | +113+59.2% | Added |
| Atticus Wealth Management, LLC | 300 | $395.2K | 0.16% | 00.0% | Unchanged |
| Lincoln National Corp | 300 | $395.2K | 0.01% | +69+29.9% | Added |
| Integrated Wealth Concepts LLC | 298 | $393.0K | 0.01% | −5−1.7% | Reduced |
| Rathbone Brothers plc | 298 | $392.6K | 0.00% | −200−40.2% | Reduced |
| 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 |
| Ascent Group, LLC | 295 | $388.7K | 0.05% | +15+5.4% | Added |
| Oppenheimer Asset Management Inc. | 295 | $388.7K | 0.01% | +295 | New |
| Quantinno Capital Management LP | 289 | $381.0K | 0.03% | +1+0.3% | Added |
| Keating Investment Counselors Inc | 286 | $376.8K | 0.15% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 275 | $376.2K | 0.03% | −5−1.8% | Reduced |
| First Citizens Bank & Trust Co | 284 | $374.0K | 0.01% | +56+24.6% | Added |
| waypoint wealth counsel | 282 | $371.5K | 0.30% | +282 | New |
| WealthPLAN Partners, LLC | 275 | $370.7K | 0.03% | +275 | New |
| B. Metzler seel. Sohn & Co. AG | 277 | $364.9K | 0.01% | +49+21.5% | Added |
| 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 |
| Banque Pictet & Cie SA | 275 | $362.3K | 0.00% | +275 | New |
| Manchester Financial Inc | 274 | $361.0K | 0.10% | −6−2.1% | Reduced |
| Banque Cantonale Vaudoise | 273 | $360.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Marks Group Wealth Management, Inc | 265 | $349.1K | 0.05% | +3+1.1% | Added |
| Yousif Capital Management, LLC | 264 | $347.8K | 0.00% | +25+10.5% | Added |
| Canal Capital Management, LLC | 263 | $346.8K | 0.08% | 00.0% | Unchanged |
| Allen Investment Management LLC | 262 | $345.2K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 261 | $343.9K | 0.04% | −7−2.6% | Reduced |
| One Wealth Advisors, LLC | 260 | $342.5K | 0.08% | +22+9.2% | Added |
| Beacon Investment Advisors LLC | 259 | $341.2K | 0.28% | +259 | New |
| JustInvest LLC | 258 | $339.9K | 0.01% | −236−47.8% | Reduced |
| Savant Capital, LLC | 257 | $338.6K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 256 | $337.3K | 0.01% | −80−23.8% | Reduced |
| MCF Advisors LLC | 255 | $336.0K | 0.03% | 00.0% | Unchanged |
| Flagstone Financial Management | 254 | $334.6K | 0.20% | +254 | New |
| Bayesian Capital Management, LP | 253 | $333.3K | 0.05% | −46−15.4% | Reduced |
| 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 |
| Symmetry Partners, LLC | 250 | $329.0K | 0.02% | 00.0% | Unchanged |
| Ethic Inc. | 246 | $324.1K | 0.02% | −123−33.3% | Reduced |
| Dakota Wealth Management | 245 | $322.8K | 0.02% | +19+8.4% | Added |
| Crestmont Private Wealth LLC | 243 | $320.1K | 0.22% | +243 | New |
| New York Life Investment Management LLC | 240 | $316.2K | 0.00% | −4−1.6% | Reduced |
| FineMark National Bank & Trust | 238 | $313.6K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 233 | $307.0K | 0.02% | −61−20.7% | Reduced |
| Sterling Investment Counsel, LLC | 230 | $303.0K | 0.19% | +5+2.2% | Added |
| Invictus Private Wealth, LLC | 230 | $303.0K | 0.04% | +230 | New |
| Front Street Capital Management, Inc. | 230 | $303.0K | 0.07% | −62−21.2% | Reduced |
| Stephens Inc | 229 | $301.7K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 229 | $301.7K | 0.03% | +229 | New |
| Hilltop Holdings Inc. | 229 | $301.7K | 0.04% | −3−1.3% | Reduced |
| Cypress Capital Group | 228 | $300.4K | 0.05% | +9+4.1% | Added |
| Wedbush Securities Inc | 227 | $299.0K | 0.02% | +227 | New |
| Atlantic Trust, LLC | 225 | $297.0K | 0.10% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 225 | $296.4K | 0.00% | +225 | New |
| Spinnaker Trust | 225 | $296.0K | 0.02% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 224 | $295.1K | 0.02% | +13+6.2% | Added |
| Jane Street Group, LLC | 223 | $293.8K | 0.00% | −2,856−92.8% | Reduced |
| LGT Financial Advisors LLC | 222 | $292.5K | 0.34% | +222 | New |
| AdvisorNet Financial, Inc | 220 | $289.8K | 0.03% | +3+1.4% | Added |
| Stonnington Group, LLC | 210 | $288.1K | 0.08% | +30+16.7% | Added |
| Sebold Capital Management, Inc. | 218 | $287.2K | 0.24% | +218 | New |
| Fifth Third Bancorp | 217 | $285.9K | 0.00% | −30−12.1% | Reduced |
| Wetherby Asset Management Inc | 216 | $284.6K | 0.02% | −1−0.5% | Reduced |
| Axq Capital, LP | 212 | $279.3K | 0.19% | +212 | New |
| Summit Global Investments | 212 | $279.0K | 0.02% | +212 | New |
| Parsons Capital Management Inc | 210 | $276.7K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 210 | $276.7K | 0.04% | +210 | New |
| 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 |
| Paragon Private Wealth Management, LLC | 205 | $270.1K | 0.24% | 00.0% | Unchanged |