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 |
|---|---|---|---|---|---|
| First National Advisers, LLC | 203 | $267.0K | 0.34% | +9+4.6% | Added |
| Erste Asset Management GmbH | 200 | $265.2K | 0.01% | −100−33.3% | Reduced |
| Avantax Advisory Services, Inc. | 200 | $263.5K | 0.00% | +200 | New |
| Pacifica Capital Investments, LLC | 200 | $263.0K | 0.08% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 198 | $260.9K | 0.21% | +198 | New |
| Verition Fund Management LLC | 195 | $256.9K | 0.00% | −249−56.1% | Reduced |
| HBK Sorce Advisory LLC | 194 | $256.0K | 0.01% | +194 | New |
| O'Shaughnessy Asset Management, LLC | 194 | $255.6K | 0.00% | −2−1.0% | Reduced |
| Leavell Investment Management, Inc. | 192 | $253.0K | 0.02% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 191 | $251.6K | 0.08% | 00.0% | Unchanged |
| Trust Co of Virginia | 191 | $251.6K | 0.03% | +191 | New |
| Howland Capital Management LLC | 189 | $249.0K | 0.02% | 00.0% | Unchanged |
| Greenleaf Trust | 186 | $245.0K | 0.00% | +186 | New |
| Mycio Wealth Partners, LLC | 185 | $243.7K | 0.08% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 185 | $243.7K | 0.01% | +1+0.5% | Added |
| Equitable Trust Co | 184 | $242.4K | 0.02% | −90−32.8% | Reduced |
| Tiaa, FSB | 183 | $241.1K | 0.00% | +183 | New |
| Park Avenue Securities LLC | 182 | $240.0K | 0.00% | +182 | New |
| Bleakley Financial Group, LLC | 182 | $239.8K | 0.01% | +182 | New |
| Boothbay Fund Management, LLC | 179 | $235.8K | 0.01% | −52−22.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 179 | $235.8K | 0.03% | +179 | New |
| Winton Group Ltd | 177 | $233.2K | 0.02% | +177 | New |
| Tocqueville Asset Management L.P. | 170 | $224.0K | 0.00% | +170 | New |
| Capital Investment Advisory Services, LLC | 170 | $224.0K | 0.03% | +170 | New |
| Virginia Wealth Management Group, Inc. | 170 | $224.0K | 0.16% | +170 | New |
| Evercore Wealth Management, LLC | 167 | $220.0K | 0.00% | +167 | New |
| Cresset Asset Management, LLC | 438 | $217.7K | 0.00% | −5−1.1% | Reduced |
| Proficio Capital Partners LLC | 164 | $216.1K | 0.04% | +164 | New |
| Marcum Wealth, LLC | 163 | $214.8K | 0.03% | +163 | New |
| Dimension Capital Management LLC | 162 | $213.4K | 0.05% | +162 | New |
| Credit Agricole S A | 162 | $213.4K | 0.01% | 00.0% | Unchanged |
| AIA Group Ltd | 162 | $213.4K | 0.01% | +85+110.4% | Added |
| Allworth Financial LP | 159 | $209.5K | 0.00% | +1+0.6% | Added |
| Weil Company, Inc. | 159 | $209.5K | 0.10% | +159 | New |
| Wills Financial Group, Inc. | 157 | $206.8K | 0.12% | +157 | New |
| Checchi Capital Advisers, LLC | 156 | $205.5K | 0.02% | +156 | New |
| Regions Financial Corp | 154 | $203.0K | 0.00% | +154 | New |
| Flossbach Von Storch AG | 154 | $202.9K | 0.00% | +154 | New |
| Somerset Trust Co | 153 | $202.0K | 0.08% | +153 | New |
| American International Group, Inc. | 153 | $201.6K | 0.00% | −3−1.9% | Reduced |
| Financial Architects, Inc | 152 | $200.3K | 0.03% | +152 | New |
| Arlington Partners LLC | 141 | $185.8K | 0.03% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 135 | $179.0K | 0.06% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 120 | $158.1K | 0.00% | −15−11.1% | Reduced |
| Signaturefd, LLC | 117 | $154.1K | 0.00% | +34+41.0% | Added |
| IFP Advisors, Inc | 175 | $154.0K | 0.00% | +22+14.4% | Added |
| Lazard Asset Management LLC | 115 | $151.0K | 0.00% | −2−1.7% | Reduced |
| Hexagon Capital Partners LLC | 112 | $147.6K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 111 | $146.2K | 0.02% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 111 | $146.2K | 0.01% | +111 | New |
| Parallel Advisors, LLC | 110 | $144.9K | 0.01% | +4+3.8% | Added |
| Group One Trading, L.P. | 110 | $144.9K | 0.00% | +110 | New |
| Brown Brothers Harriman & Co | 109 | $143.6K | 0.00% | −1−0.9% | Reduced |
| Comerica Securities,inc. | 102 | $134.4K | 0.01% | +102 | New |
| SG Americas Securities, LLC | 97 | $128.0K | 0.00% | −30−23.6% | Reduced |
| Column Capital Advisors, LLC | 96 | $126.5K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 89 | $117.3K | 0.02% | −3−3.3% | Reduced |
| Dark Forest Capital Management LP | 88 | $115.9K | 0.03% | +80+1,000.0% | Added |
| Ossiam | 85 | $112.0K | 0.00% | −45−34.6% | Reduced |
| Colonial Trust Advisors | 85 | $112.0K | 0.01% | +85 | New |
| Cribstone Capital Management, LLC | 80 | $105.4K | 0.06% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 74 | $97.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 70 | $92.0K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 69 | $90.9K | 0.04% | +69 | New |
| Mendota Financial Group, LLC | 67 | $88.3K | 0.11% | +67 | New |
| Tobam | 67 | $88.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 66 | $86.0K | 0.00% | +3+4.8% | Added |
| Natixis | 63 | $83.0K | 0.00% | +63 | New |
| Benjamin F. Edwards & Company, Inc. | 62 | $82.0K | 0.00% | +5+8.8% | Added |
| Glassman Wealth Services | 62 | $81.7K | 0.02% | −1−1.6% | Reduced |
| Colonial Trust Co | 62 | $81.7K | 0.02% | +62 | New |
| CWM, LLC | 61 | $80.0K | 0.00% | −13−17.6% | Reduced |
| Crewe Advisors LLC | 60 | $79.0K | 0.01% | −92−60.5% | Reduced |
| Harbour Investments, Inc. | 58 | $76.4K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 57 | $75.4K | 0.00% | +5+9.6% | Added |
| Capital Analysts, LLC | 57 | $75.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 56 | $74.0K | 0.00% | −1−1.8% | Reduced |
| Quadrant Capital Group LLC | 56 | $73.8K | 0.01% | +4+7.7% | Added |
| Quent Capital, LLC | 55 | $72.5K | 0.01% | +1+1.9% | Added |
| South State Corp. | 52 | $68.5K | 0.01% | −4−7.1% | Reduced |
| Highlander Capital Management, LLC | 50 | $66.0K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $65.9K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 48 | $63.0K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 42 | $55.3K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 42 | $55.3K | 0.00% | +4+10.5% | Added |
| Carmichael Hill & Associates, Inc. | 40 | $52.7K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 40 | $52.7K | 0.00% | +9+29.0% | Added |
| Fiduciary Alliance LLC | 40 | $52.7K | 0.01% | +40 | New |
| Centennial Bank | 40 | $52.7K | 0.03% | +40 | New |
| Sargent Bickham Lagudis LLC | 39 | $51.4K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 37 | $48.7K | 0.00% | +1+2.8% | Added |
| Ellevest, Inc. | 36 | $47.4K | 0.00% | +19+111.8% | Added |
| North Star Investment Management Corp. | 34 | $44.8K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 33 | $43.5K | 0.00% | −15−31.3% | Reduced |
| Community Bank, N.A. | 33 | $43.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 32 | $43.0K | 0.04% | −51−61.4% | Reduced |
| Maryland Capital Advisors Inc. | 32 | $42.2K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 32 | $42.2K | 0.01% | +32 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 32 | $42.0K | 0.00% | +32 | New |
| Dougherty Wealth Advisers LLC | 31 | $40.8K | 0.07% | 00.0% | Unchanged |