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, Q1 2023
Institutional positions in Markel Group Inc. as of Mar 31, 2023. 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
- 676
- +10 vs. Q4 2022
- Shares held
- 10.4M
- −6.71K (−0.1%) vs. Q4 2022
- Total value
- $13.2B
- −$435.9M (−3.2%) vs. Q4 2022
- New holders
- 72
- 201 more added
- Sold out
- 62
- 228 more reduced
9 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Markel Group Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 57 | $72.8K | 0.01% | +1+1.8% | Added |
| Capital Analysts, LLC | 57 | $73.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 58 | $75.2K | 0.00% | +1+1.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 61 | $78.0K | 0.00% | −1−1.6% | Reduced |
| Glassman Wealth Services | 62 | $79.2K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 62 | $82.0K | 0.00% | +32+106.7% | Added |
| Penserra Capital Management LLC | 66 | $84.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 67 | $86.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 101 | $86.2K | 0.00% | −74−42.3% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 70 | $90.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 74 | $94.5K | 0.00% | −35−32.1% | Reduced |
| Tradition Wealth Management, LLC | 74 | $95.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 75 | $95.2K | 0.01% | −14−15.7% | Reduced |
| CWM, LLC | 81 | $103.0K | 0.00% | +20+32.8% | Added |
| Colonial Trust Advisors | 85 | $108.6K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 96 | $122.6K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 100 | $127.7K | 0.04% | +100 | New |
| Natixis | 103 | $131.6K | 0.00% | +40+63.5% | Added |
| SRS Capital Advisors, Inc. | 109 | $139.2K | 0.02% | −2−1.8% | Reduced |
| Baker Avenue Asset Management, LP | 111 | $141.8K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 112 | $143.1K | 0.04% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 115 | $146.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 123 | $157.0K | 0.00% | +26+26.8% | Added |
| Ossiam | 127 | $162.2K | 0.00% | +42+49.4% | Added |
| Tucker Asset Management LLC | 130 | $166.1K | 0.05% | −5−3.7% | Reduced |
| Punch & Associates Investment Management, Inc. | 137 | $175.0K | 0.01% | +137 | New |
| AIA Group Ltd | 140 | $178.8K | 0.01% | −22−13.6% | Reduced |
| Signaturefd, LLC | 144 | $183.9K | 0.01% | +27+23.1% | Added |
| American International Group, Inc. | 150 | $191.6K | 0.00% | −3−2.0% | Reduced |
| Arlington Partners LLC | 153 | $195.4K | 0.03% | +12+8.5% | Added |
| Wills Financial Group, Inc. | 157 | $200.6K | 0.11% | 00.0% | Unchanged |
| Somerset Trust Co | 157 | $200.6K | 0.09% | +4+2.6% | Added |
| Steward Partners Investment Advisory, LLC | 159 | $203.1K | 0.00% | +39+32.5% | Added |
| Allworth Financial LP | 159 | $203.1K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 160 | $204.0K | 0.01% | +160 | New |
| Marcum Wealth, LLC | 160 | $204.4K | 0.03% | −3−1.8% | Reduced |
| Dimension Capital Management LLC | 162 | $206.9K | 0.05% | 00.0% | Unchanged |
| Credit Agricole S A | 162 | $206.9K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 162 | $206.9K | 0.05% | +100+161.3% | Added |
| MQS Management LLC | 162 | $206.9K | 0.13% | +162 | New |
| Nicholas Hoffman & Company, LLC. | 163 | $208.2K | 0.02% | +163 | New |
| Fund Management at Engine No. 1 LLC | 163 | $208.2K | 0.04% | +163 | New |
| Proficio Capital Partners LLC | 165 | $210.8K | 0.03% | +1+0.6% | Added |
| Bridgeworth, LLC | 166 | $212.1K | 0.03% | +166 | New |
| Level Four Advisory Services, LLC | 166 | $212.1K | 0.01% | +166 | New |
| Heartwood Wealth Advisors LLC | 166 | $212.1K | 0.03% | +166 | New |
| Fifth Third Bancorp | 168 | $214.6K | 0.00% | −49−22.6% | Reduced |
| Tocqueville Asset Management L.P. | 170 | $217.2K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 170 | $217.2K | 0.03% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 171 | $218.4K | 0.03% | +171 | New |
| Quantbot Technologies LP | 173 | $221.0K | 0.02% | +173 | New |
| Virginia Wealth Management Group, Inc. | 175 | $223.5K | 0.15% | +5+2.9% | Added |
| Trust Co of Virginia | 179 | $228.7K | 0.03% | −12−6.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 179 | $228.7K | 0.03% | 00.0% | Unchanged |
| Oak Thistle LLC | 181 | $231.2K | 0.14% | +181 | New |
| Equitable Trust Co | 184 | $235.0K | 0.02% | 00.0% | Unchanged |
| Greenleaf Trust | 185 | $236.3K | 0.00% | −1−0.5% | Reduced |
| Krane Funds Advisors LLC | 180 | $237.0K | 0.01% | +180 | New |
| Howland Capital Management LLC | 189 | $241.4K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 190 | $242.7K | 0.00% | −4−2.1% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 191 | $244.0K | 0.07% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 192 | $245.0K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Group | 197 | $251.7K | 0.04% | −31−13.6% | Reduced |
| Bleakley Financial Group, LLC | 198 | $252.9K | 0.01% | +16+8.8% | Added |
| Sawtooth Solutions, LLC | 198 | $252.9K | 0.01% | +198 | New |
| Evergreen Capital Management LLC | 199 | $254.2K | 0.01% | +14+7.6% | Added |
| Veritable, L.P. | 208 | $265.7K | 0.00% | −1−0.5% | Reduced |
| Boyar Asset Management Inc. | 208 | $265.7K | 0.20% | +10+5.1% | Added |
| Epic Trust Investment Advisors, LLC | 209 | $267.0K | 0.34% | −103−33.0% | Reduced |
| Forum Financial Management, LP | 209 | $267.0K | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 210 | $268.3K | 0.01% | +210 | New |
| Parsons Capital Management Inc | 210 | $268.3K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 210 | $268.3K | 0.04% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 211 | $269.5K | 0.00% | +11+5.5% | Added |
| Sonen Capital LLC | 212 | $270.8K | 0.46% | −107−33.5% | Reduced |
| Summit Global Investments | 212 | $271.0K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 213 | $272.1K | 0.02% | −7−3.2% | Reduced |
| Traphagen Investment Advisors LLC | 216 | $275.9K | 0.04% | +216 | New |
| Wedbush Securities Inc | 216 | $276.0K | 0.01% | −11−4.8% | Reduced |
| Sebold Capital Management, Inc. | 218 | $278.5K | 0.22% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 220 | $280.4K | 0.52% | −2−0.9% | Reduced |
| Stonnington Group, LLC | 210 | $281.9K | 0.07% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 225 | $287.4K | 0.09% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 227 | $290.0K | 0.04% | −2−0.9% | Reduced |
| Front Street Capital Management, Inc. | 228 | $291.0K | 0.06% | −2−0.9% | Reduced |
| Stephens Inc | 229 | $292.5K | 0.01% | 00.0% | Unchanged |
| Invictus Private Wealth, LLC | 230 | $293.8K | 0.03% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 233 | $297.6K | 0.00% | −7−2.9% | Reduced |
| First National Advisers, LLC | 233 | $298.0K | 0.34% | +30+14.8% | Added |
| Wetherby Asset Management Inc | 236 | $301.5K | 0.02% | +20+9.3% | Added |
| Dynamic Technology Lab Private Ltd | 240 | $307.0K | 0.03% | +240 | New |
| J.W. Cole Advisors, Inc. | 242 | $309.1K | 0.02% | +9+3.9% | Added |
| waypoint wealth counsel | 245 | $313.0K | 0.24% | −37−13.1% | Reduced |
| Dakota Wealth Management | 245 | $313.0K | 0.02% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 248 | $316.8K | 0.01% | +10+4.2% | Added |
| Symmetry Partners, LLC | 250 | $319.0K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 250 | $319.4K | 0.01% | −47−15.8% | Reduced |
| Trustmark National Bank Trust Department | 250 | $319.4K | 0.03% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 250 | $319.4K | 0.01% | 00.0% | Unchanged |
| Flagstone Financial Management | 254 | $324.5K | 0.16% | 00.0% | Unchanged |