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 |
|---|---|---|---|---|---|
| WealthPlan Investment Management, LLC | 255 | $325.7K | 0.06% | −20−7.3% | Reduced |
| MCF Advisors LLC | 255 | $325.7K | 0.03% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 258 | $329.6K | 0.08% | −2−0.8% | Reduced |
| Beacon Investment Advisors LLC | 261 | $333.4K | 0.24% | +2+0.8% | Added |
| Allen Investment Management LLC | 262 | $334.7K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 256 | $337.3K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 265 | $338.5K | 0.01% | +8+3.1% | Added |
| Salomon & Ludwin, LLC | 267 | $341.1K | 0.04% | −124−31.7% | Reduced |
| Sterling Investment Counsel, LLC | 267 | $341.1K | 0.20% | +37+16.1% | Added |
| IHT Wealth Management, LLC | 267 | $341.1K | 0.02% | +267 | New |
| Bank of Nova Scotia | 268 | $342.3K | 0.00% | −139−34.2% | Reduced |
| Manchester Financial Inc | 269 | $343.6K | 0.10% | −5−1.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 270 | $344.9K | 0.01% | +2+0.7% | Added |
| Lodestone Wealth Management LLC | 270 | $345.3K | 0.27% | +270 | New |
| Walleye Trading LLC | 271 | $346.2K | 0.01% | +271 | New |
| Acima Private Wealth, LLC | 276 | $352.6K | 0.17% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 276 | $352.6K | 0.02% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 272 | $352.6K | 0.13% | +4+1.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 277 | $353.8K | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 279 | $356.4K | 0.00% | +15+5.7% | Added |
| Marks Group Wealth Management, Inc | 281 | $359.0K | 0.05% | +16+6.0% | Added |
| Glenmede Trust Co NA | 282 | $360.2K | 0.00% | −490−63.5% | Reduced |
| Oppenheimer Asset Management Inc. | 283 | $361.5K | 0.01% | −12−4.1% | Reduced |
| Banque Cantonale Vaudoise | 285 | $364.0K | 0.02% | +12+4.4% | Added |
| Private Advisor Group, LLC | 285 | $364.1K | 0.00% | +285 | New |
| Crestmont Private Wealth LLC | 285 | $364.1K | 0.24% | +42+17.3% | Added |
| Balentine LLC | 286 | $365.3K | 0.01% | −20−6.5% | Reduced |
| Keating Investment Counselors Inc | 286 | $365.3K | 0.14% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 288 | $367.9K | 0.03% | +64+28.6% | Added |
| Kestra Private Wealth Services, LLC | 294 | $375.6K | 0.01% | −10−3.3% | Reduced |
| CWM Advisors, LLC | 294 | $375.6K | 0.05% | +33+12.6% | Added |
| JustInvest LLC | 294 | $375.6K | 0.01% | +36+14.0% | Added |
| Quantinno Capital Management LP | 297 | $379.0K | 0.03% | +8+2.8% | Added |
| Canal Capital Management, LLC | 297 | $379.3K | 0.08% | +34+12.9% | Added |
| Rathbone Brothers plc | 298 | $380.7K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 298 | $380.7K | 0.05% | +298 | New |
| First Citizens Bank & Trust Co | 302 | $385.8K | 0.01% | +18+6.3% | Added |
| Bay Rivers Group | 310 | $396.0K | 0.35% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 311 | $397.3K | 0.49% | +311 | New |
| Cadent Capital Advisors, LLC | 313 | $399.8K | 0.24% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 317 | $404.9K | 0.14% | 00.0% | Unchanged |
| Vestcor Inc | 319 | $407.0K | 0.01% | −2−0.6% | Reduced |
| Opal Wealth Advisors, LLC | 321 | $410.0K | 0.24% | −7−2.1% | Reduced |
| Winthrop Advisory Group LLC | 327 | $417.7K | 0.07% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 330 | $421.5K | 0.00% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 331 | $423.3K | 0.02% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 333 | $425.4K | 0.09% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 333 | $425.4K | 0.23% | +21+6.7% | Added |
| Desjardins Global Asset Management Inc. | 338 | $432.0K | 0.05% | −58−14.6% | Reduced |
| Jump Financial, LLC | 339 | $433.0K | 0.02% | +339 | New |
| Wallace Advisory Group, LLC | 344 | $439.4K | 0.33% | −2−0.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 350 | $442.0K | 0.12% | +6+1.7% | Added |
| Baxter Bros Inc | 346 | $442.0K | 0.07% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 346 | $442.0K | 0.03% | +1+0.3% | Added |
| Wealthfront Advisers LLC | 355 | $453.5K | 0.00% | −1,057−74.9% | Reduced |
| Erste Asset Management GmbH | 360 | $454.6K | 0.01% | +160+80.0% | Added |
| Synovus Financial Corp | 358 | $457.3K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 360 | $460.0K | 0.01% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 360 | $460.0K | 0.32% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 365 | $466.3K | 0.39% | +160+78.0% | Added |
| Jacobsen Capital Management | 368 | $470.1K | 0.25% | −917−71.4% | Reduced |
| Hudson Value Partners, LLC | 370 | $472.6K | 0.27% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 370 | $472.6K | 0.47% | 00.0% | Unchanged |
| Old National Bancorp | 374 | $477.8K | 0.01% | −28−7.0% | Reduced |
| Lincoln National Corp | 375 | $479.0K | 0.01% | +75+25.0% | Added |
| MML Investors Services, LLC | 377 | $482.0K | 0.00% | −64−14.5% | Reduced |
| Pecaut & Co. | 378 | $482.9K | 0.22% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 379 | $483.0K | 0.00% | +60+18.8% | Added |
| Metis Global Partners, LLC | 379 | $484.1K | 0.03% | −137−26.6% | Reduced |
| DuPont Capital Management Corp | 380 | $485.4K | 0.02% | −160−29.6% | Reduced |
| Corton Capital Inc. | 384 | $490.5K | 0.34% | +384 | New |
| Elgethun Capital Management | 379 | $491.0K | 0.16% | −30−7.3% | Reduced |
| Vinva Investment Management Ltd | 398 | $502.6K | 0.04% | +398 | New |
| MetLife Investment Management | 396 | $505.9K | 0.00% | −2−0.5% | Reduced |
| Alberta Investment Management Corp | 400 | $511.0K | 0.00% | −1,614−80.1% | Reduced |
| Baird Financial Group, Inc. | 403 | $514.8K | 0.00% | −49−10.8% | Reduced |
| Cresset Asset Management, LLC | 404 | $516.1K | 0.01% | −34−7.8% | Reduced |
| Insigneo Advisory Services, LLC | 412 | $526.3K | 0.17% | +4+1.0% | Added |
| Integrated Wealth Concepts LLC | 418 | $534.0K | 0.01% | +120+40.3% | Added |
| Procyon Private Wealth Partners, LLC | 420 | $536.5K | 0.09% | 00.0% | Unchanged |
| Centiva Capital, LP | 420 | $536.5K | 0.03% | +420 | New |
| Cary Street Partner Investment Advisory LLC | 426 | $544.2K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 429 | $548.0K | 0.02% | −8−1.8% | Reduced |
| GWM Advisors LLC | 430 | $549.3K | 0.01% | −58−11.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 433 | $553.1K | 0.00% | +433 | New |
| Intellectus Partners, LLC | 439 | $560.8K | 0.18% | −33−7.0% | Reduced |
| Gilbert & Cook, Inc. | 440 | $562.1K | 0.10% | +15+3.5% | Added |
| MainStreet Investment Advisors LLC | 444 | $567.2K | 0.06% | −10−2.2% | Reduced |
| Intrinsic Value Partners, LLC | 446 | $569.7K | 0.77% | −12−2.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 448 | $572.3K | 0.00% | −75−14.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 452 | $577.4K | 0.02% | +55+13.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 471 | $601.7K | 0.01% | +471 | New |
| Spire Wealth Management | 477 | $609.3K | 0.02% | +421+751.8% | Added |
| Perigon Wealth Management, LLC | 484 | $618.3K | 0.04% | +52+12.0% | Added |
| Verdence Capital Advisors LLC | 485 | $619.5K | 0.07% | −9−1.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 491 | $627.2K | 0.16% | +6+1.2% | Added |
| Cetera Investment Advisers | 492 | $628.5K | 0.01% | −19−3.7% | Reduced |
| Lakewood Asset Management LLC | 495 | $632.3K | 0.53% | +4+0.8% | Added |
| Calamos Wealth Management LLC | 500 | $638.7K | 0.05% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 510 | $651.5K | 0.10% | 00.0% | Unchanged |