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 |
|---|---|---|---|---|---|
| Parisi Gray Wealth Management | 510 | $651.5K | 0.41% | +17+3.4% | Added |
| RFG Advisory, LLC | 510 | $651.5K | 0.03% | +510 | New |
| Brave Asset Management Inc | 518 | $661.7K | 0.21% | +9+1.8% | Added |
| Ethic Inc. | 522 | $666.8K | 0.03% | +276+112.2% | Added |
| Vident Investment Advisory, LLC | 526 | $671.9K | 0.02% | +142+37.0% | Added |
| Intercontinental Wealth Advisors, LLC | 539 | $688.5K | 0.18% | +2+0.4% | Added |
| Man Group plc | – | $702.6K | 0.00% | – | – |
| Swedbank AB | 550 | $702.6K | 0.00% | −98−15.1% | Reduced |
| Silvercrest Asset Management Group LLC | 562 | $717.9K | 0.01% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 564 | $720.5K | 0.56% | −1−0.2% | Reduced |
| Conestoga Capital Advisors, LLC | 565 | $721.7K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 569 | $726.8K | 0.01% | +48+9.2% | Added |
| Trust Co of Vermont | 570 | $728.1K | 0.05% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 586 | $740.0K | 0.02% | +586 | New |
| Worth Venture Partners, LLC | 581 | $742.2K | 0.36% | +581 | New |
| Cetera Advisor Networks LLC | 582 | $743.5K | 0.01% | +68+13.2% | Added |
| Carmel Capital Partners, LLC | 584 | $746.0K | 0.44% | +49+9.2% | Added |
| CIBC Asset Management Inc | 589 | $752.4K | 0.00% | +25+4.4% | Added |
| Tributary Capital Management, LLC | 591 | $754.9K | 0.07% | +6+1.0% | Added |
| Glenview Trust Co | 597 | $762.6K | 0.02% | +16+2.8% | Added |
| Smithfield Trust Co | 597 | $763.0K | 0.05% | −37−5.8% | Reduced |
| Shelter Ins Retirement Plan | 600 | $766.0K | 0.69% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 600 | $766.4K | 0.26% | 00.0% | Unchanged |
| London Co of Virginia | 607 | $775.4K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 618 | $789.4K | 0.00% | +10+1.6% | Added |
| Ascent Group, LLC | 619 | $790.7K | 0.08% | +324+109.8% | Added |
| Advisory Services Network, LLC | 630 | $804.8K | 0.02% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 635 | $811.2K | 0.09% | −3−0.5% | Reduced |
| Madison Wealth Management | 643 | $821.4K | 0.18% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 668 | $853.3K | 0.08% | +12+1.8% | Added |
| Kestra Advisory Services, LLC | 671 | $857.1K | 0.01% | −585−46.6% | Reduced |
| Avestar Capital, LLC | 674 | $861.0K | 0.17% | −88−11.5% | Reduced |
| Sequoia Financial Advisors, LLC | 677 | $864.8K | 0.02% | +40+6.3% | Added |
| Fruth Investment Management | 685 | $875.0K | 0.25% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 686 | $876.0K | 0.39% | +7+1.0% | Added |
| Founders Capital Management, LLC | 698 | $891.6K | 0.22% | −24−3.3% | Reduced |
| Karpas Strategies, LLC | 698 | $891.6K | 0.31% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 699 | $892.9K | 0.02% | −1,649−70.2% | Reduced |
| Oppenheimer & Co Inc | 707 | $903.1K | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 730 | $932.5K | 0.01% | +221+43.4% | Added |
| Principle Wealth Partners LLC | 737 | $941.5K | 0.10% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 749 | $956.8K | 0.00% | −1,747−70.0% | Reduced |
| Pavion Blue Capital, LLC | 757 | $967.0K | 0.60% | +2+0.3% | Added |
| Daiwa Securities Group Inc. | 770 | $984.0K | 0.01% | +20+2.7% | Added |
| Whittier Trust Co | 776 | $991.3K | 0.02% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 776 | $991.3K | 0.01% | −34−4.2% | Reduced |
| Prudential PLC | 776 | $991.3K | 0.01% | +1+0.1% | Added |
| RKL Wealth Management LLC | 778 | $993.8K | 0.13% | 00.0% | Unchanged |
| Xponance, Inc. | 781 | $997.7K | 0.01% | −1−0.1% | Reduced |
| Salem Investment Counselors Inc | 784 | $1.00M | 0.04% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 796 | $1.02M | 0.11% | −365−31.4% | Reduced |
| Graham Capital Management, L.P. | 807 | $1.03M | 0.04% | +807 | New |
| Keybank National Association | 817 | $1.04M | 0.00% | −11−1.3% | Reduced |
| Aurora Investment Counsel | 825 | $1.05M | 0.69% | +107+14.9% | Added |
| Ostrum Asset Management | 828 | $1.06M | 0.09% | +828 | New |
| Nordea Investment Management AB | 835 | $1.07M | 0.00% | +17+2.1% | Added |
| Canada Pension Plan Investment Board | 840 | $1.07M | 0.00% | −1,927−69.6% | Reduced |
| Macquarie Group Ltd | 842 | $1.08M | 0.00% | −6−0.7% | Reduced |
| Buffington Mohr McNeal | 851 | $1.09M | 0.25% | +29+3.5% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 878 | $1.12M | 0.60% | +1+0.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 880 | $1.12M | 0.02% | 00.0% | Unchanged |
| Scotia Capital Inc. | 887 | $1.13M | 0.01% | +10+1.1% | Added |
| Hills Bank & Trust Co | 889 | $1.14M | 0.16% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 890 | $1.14M | 0.01% | +180+25.4% | Added |
| SYSTM Wealth Solutions LLC | 915 | $1.17M | 0.18% | −323−26.1% | Reduced |
| Jane Street Group, LLC | 939 | $1.20M | 0.00% | +716+321.1% | Added |
| Group One Trading, L.P. | 940 | $1.20M | 0.06% | +830+754.5% | Added |
| Ancora Advisors, LLC | 950 | $1.21M | 0.03% | −35−3.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 950 | $1.21M | 0.00% | +17+1.8% | Added |
| TD Private Client Wealth LLC | 966 | $1.23M | 0.06% | +137+16.5% | Added |
| Main Street Financial Solutions, LLC | 969 | $1.24M | 0.18% | +43+4.6% | Added |
| Harbor Investment Advisory, LLC | 999 | $1.28M | 0.19% | +98+10.9% | Added |
| Pensionfund Sabic | 1,000 | $1.28M | 0.44% | 00.0% | Unchanged |
| Intech Investment Management LLC | 1,010 | $1.29M | 0.01% | +104+11.5% | Added |
| Tower Research Capital LLC (TRC) | 1,028 | $1.31M | 0.04% | +651+172.7% | Added |
| Baker Tilly Wealth Management, LLC | 1,033 | $1.32M | 0.15% | −290−21.9% | Reduced |
| Maryland State Retirement & Pension System | 1,034 | $1.32M | 0.03% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 970 | $1.34M | 0.31% | +970 | New |
| Westpac Banking Corp | 1,057 | $1.35M | 0.02% | +6+0.6% | Added |
| Kathleen S. Wright Associates Inc. | 1,065 | $1.36M | 0.89% | −326−23.4% | Reduced |
| Bank of Montreal | 1,072 | $1.37M | 0.00% | +598+126.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,095 | $1.40M | 0.00% | −68−5.8% | Reduced |
| Horst & Graben Wealth Management LLC | 1,100 | $1.41M | 0.35% | 00.0% | Unchanged |
| Sepio Capital, LP | 1,113 | $1.42M | 0.13% | −47−4.1% | Reduced |
| Guardian Capital LP | 1,144 | $1.46M | 0.05% | +65+6.0% | Added |
| Salvus Wealth Management, LLC | 1,146 | $1.46M | 1.18% | −4−0.3% | Reduced |
| Banco Santander, S.A. | 1,155 | $1.48M | 0.02% | −295−20.3% | Reduced |
| Kensington Investment Counsel, LLC | 1,162 | $1.48M | 1.12% | −106−8.4% | Reduced |
| Lawson Kroeker Investment Management Inc | 1,165 | $1.49M | 0.33% | +1,165 | New |
| First Manhattan Co | 1,179 | $1.51M | 0.01% | −500−29.8% | Reduced |
| British Columbia Investment Management Corp | 1,196 | $1.53M | 0.02% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,200 | $1.53M | 0.42% | 00.0% | Unchanged |
| Shelter Mutual Insurance Co | 1,200 | $1.53M | 0.43% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 1,224 | $1.56M | 0.00% | +84+7.4% | Added |
| Weil Company, Inc. | 1,225 | $1.56M | 0.71% | +1,066+670.4% | Added |
| Sowell Financial Services LLC | 1,239 | $1.58M | 0.12% | +1,239 | New |
| Simplex Trading, LLC | 1,243 | $1.59M | 0.07% | +935+303.6% | Added |
| Shay Capital LLC | 1,250 | $1.60M | 0.66% | +500+66.7% | Added |
| AMG National Trust Bank | 1,275 | $1.63M | 0.06% | −39−3.0% | Reduced |
| Ruffer LLP | 1,300 | $1.66M | 0.06% | 00.0% | Unchanged |