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 |
|---|---|---|---|---|---|
| GoodHaven Capital Management, LLC | 2,924 | $3.74M | 2.40% | +239+8.9% | Added |
| NorthCrest Asset Manangement, LLC | 2,891 | $3.69M | 0.15% | +2,891 | New |
| TownSquare Capital, LLC | 2,866 | $3.66M | 0.08% | −292−9.2% | Reduced |
| Security Asset Management | 2,858 | $3.65M | 2.14% | −42−1.4% | Reduced |
| First Trust Advisors LP | 2,827 | $3.61M | 0.00% | −13,190−82.4% | Reduced |
| Creative Planning | 2,825 | $3.61M | 0.01% | −179−6.0% | Reduced |
| US Bancorp | 2,811 | $3.59M | 0.01% | −72−2.5% | Reduced |
| Millennium Management LLC | 2,807 | $3.59M | 0.00% | +1,812+182.1% | Added |
| Horizon Kinetics Asset Management LLC | 2,773 | $3.54M | 0.07% | −7−0.3% | Reduced |
| National Bank of Canada | 2,741 | $3.51M | 0.01% | −7−0.3% | Reduced |
| Tredje AP-fonden | 2,734 | $3.49M | 0.05% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 2,725 | $3.48M | 1.86% | −10.0% | Reduced |
| Evergreen Wealth Management, LLC | 2,706 | $3.46M | 3.07% | +716+36.0% | Added |
| Voya Investment Management LLC | 2,677 | $3.42M | 0.00% | −285−9.6% | Reduced |
| Clear Harbor Asset Management, LLC | 2,638 | $3.37M | 0.35% | +2,638 | New |
| Annandale Capital, LLC | 2,620 | $3.35M | 1.06% | +220+9.2% | Added |
| Centaurus Financial, Inc. | 2,608 | $3.33M | 0.27% | −419−13.8% | Reduced |
| Telemus Capital, LLC | 2,551 | $3.26M | 0.29% | +655+34.5% | Added |
| Ervin Investment Management, LLC | 2,542 | $3.21M | 2.80% | −29−1.1% | Reduced |
| Standard Life Aberdeen plc | 2,389 | $3.05M | 0.01% | +1,105+86.1% | Added |
| Solidarilty Wealth, LLC | 2,386 | $3.05M | 1.38% | +2,386 | New |
| Brinker Capital Investments, LLC | 2,372 | $3.03M | 0.04% | −125−5.0% | Reduced |
| Orion Portfolio Solutions, LLC | 2,372 | $3.03M | 0.04% | +2,372 | New |
| Utah Retirement Systems | 2,370 | $3.03M | 0.04% | 00.0% | Unchanged |
| Fiduciary Group LLC | 2,367 | $3.02M | 0.39% | −24−1.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 2,343 | $2.99M | 0.02% | −44−1.8% | Reduced |
| IFM Investors Pty Ltd | 2,342 | $2.99M | 0.05% | +161+7.4% | Added |
| Mariner, LLC | 2,339 | $2.99M | 0.01% | +121+5.5% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 2,325 | $2.97M | 0.29% | 00.0% | Unchanged |
| American Century Companies Inc | 2,316 | $2.96M | 0.00% | +453+24.3% | Added |
| First Hawaiian Bank | 2,268 | $2.90M | 0.10% | −42−1.8% | Reduced |
| D.A. Davidson & Co. | 2,263 | $2.89M | 0.03% | +110+5.1% | Added |
| Watchman Group, Inc. | 2,260 | $2.89M | 1.51% | +2,260 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,238 | $2.86M | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 2,206 | $2.82M | 0.05% | +595+36.9% | Added |
| USS Investment Management Ltd | 2,162 | $2.77M | 0.04% | 00.0% | Unchanged |
| Prudential Financial Inc | 2,049 | $2.71M | 0.00% | +61+3.1% | Added |
| Ridgewood Investments LLC | 2,114 | $2.70M | 1.65% | −29−1.4% | Reduced |
| Karani Asset Management LLC | 2,110 | $2.70M | 2.85% | +73+3.6% | Added |
| Henshaw Capital LLC | 2,073 | $2.65M | 0.16% | 00.0% | Unchanged |
| Canal Insurance CO | 2,000 | $2.56M | 0.70% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 1,996 | $2.55M | 0.01% | +197+11.0% | Added |
| Robeco Institutional Asset Management B.V. | 1,995 | $2.55M | 0.01% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 1,970 | $2.52M | 0.03% | −630−24.2% | Reduced |
| Systematic Financial Management LP | 1,940 | $2.48M | 0.08% | −1−0.1% | Reduced |
| Davy Global Fund Management Ltd | 1,876 | $2.40M | 0.46% | 00.0% | Unchanged |
| Epacria Capital Partners, LLC | 1,835 | $2.34M | 1.84% | 00.0% | Unchanged |
| Atria Investments LLC | 1,808 | $2.31M | 0.04% | −6−0.3% | Reduced |
| Regency Capital Management Inc. | 1,803 | $2.30M | 2.79% | +1,803 | New |
| State of Alaska, Department of Revenue | 1,768 | $2.26M | 0.03% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 1,861 | $2.19M | 0.02% | +190+11.4% | Added |
| True North Advisors, LLC | 1,694 | $2.16M | 0.64% | +370+27.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,686 | $2.15M | 0.01% | −143−7.8% | Reduced |
| Chemistry Wealth Management LLC | 1,679 | $2.14M | 0.75% | +27+1.6% | Added |
| Gulf International Bank (UK) Ltd | 1,667 | $2.13M | 0.04% | −750−31.0% | Reduced |
| Parallel Advisors, LLC | 1,658 | $2.12M | 0.07% | +1,548+1,407.3% | Added |
| Allianz Asset Management GmbH | 1,652 | $2.11M | 0.00% | +1,652 | New |
| Public Sector Pension Investment Board | 1,649 | $2.11M | 0.02% | +193+13.3% | Added |
| CM Wealth Advisors LLC | 1,595 | $2.09M | 0.40% | +1,595 | New |
| We Are One Seven, LLC | 1,633 | $2.09M | 0.13% | +30+1.9% | Added |
| Beese Fulmer Investment Management, Inc. | 1,605 | $2.05M | 0.23% | −15−0.9% | Reduced |
| Needham Investment Management LLC | 1,600 | $2.04M | 0.35% | +100+6.7% | Added |
| Public Employees Retirement Association of Colorado | 1,589 | $2.03M | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,585 | $1.98M | 0.00% | −539−25.4% | Reduced |
| Liontrust Investment Partners LLP | 1,500 | $1.92M | 0.03% | +1,500 | New |
| Pathstone Family Office, LLC | 1,496 | $1.91M | 0.03% | −21−1.4% | Reduced |
| Teacher Retirement System of Texas | 1,496 | $1.91M | 0.01% | −159−9.6% | Reduced |
| Amalgamated Bank | 1,481 | $1.89M | 0.02% | −660−30.8% | Reduced |
| Cannell Peter B & Co Inc | 1,475 | $1.88M | 0.07% | −25−1.7% | Reduced |
| Federated Hermes, Inc. | 1,469 | $1.88M | 0.00% | −310−17.4% | Reduced |
| King Luther Capital Management Corp | 1,433 | $1.83M | 0.01% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 1,418 | $1.81M | 0.02% | −73−4.9% | Reduced |
| Freedom Day Solutions, LLC | 1,389 | $1.77M | 0.84% | +2+0.1% | Added |
| Texas Yale Capital Corp. | 1,356 | $1.73M | 0.09% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,315 | $1.73M | 0.08% | 00.0% | Unchanged |
| Schroder Investment Management Group | 1,347 | $1.72M | 0.00% | −391−22.5% | Reduced |
| Ruffer LLP | 1,300 | $1.66M | 0.06% | 00.0% | Unchanged |
| AMG National Trust Bank | 1,275 | $1.63M | 0.06% | −39−3.0% | Reduced |
| Shay Capital LLC | 1,250 | $1.60M | 0.66% | +500+66.7% | Added |
| Simplex Trading, LLC | 1,243 | $1.59M | 0.07% | +935+303.6% | Added |
| Sowell Financial Services LLC | 1,239 | $1.58M | 0.12% | +1,239 | New |
| Weil Company, Inc. | 1,225 | $1.56M | 0.71% | +1,066+670.4% | Added |
| CI Private Wealth, LLC | 1,224 | $1.56M | 0.00% | +84+7.4% | Added |
| Shelter Mutual Insurance Co | 1,200 | $1.53M | 0.43% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,200 | $1.53M | 0.42% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 1,196 | $1.53M | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 1,179 | $1.51M | 0.01% | −500−29.8% | Reduced |
| Lawson Kroeker Investment Management Inc | 1,165 | $1.49M | 0.33% | +1,165 | New |
| Kensington Investment Counsel, LLC | 1,162 | $1.48M | 1.12% | −106−8.4% | Reduced |
| Banco Santander, S.A. | 1,155 | $1.48M | 0.02% | −295−20.3% | Reduced |
| Salvus Wealth Management, LLC | 1,146 | $1.46M | 1.18% | −4−0.3% | Reduced |
| Guardian Capital LP | 1,144 | $1.46M | 0.05% | +65+6.0% | Added |
| Sepio Capital, LP | 1,113 | $1.42M | 0.13% | −47−4.1% | Reduced |
| Horst & Graben Wealth Management LLC | 1,100 | $1.41M | 0.35% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,095 | $1.40M | 0.00% | −68−5.8% | Reduced |
| Bank of Montreal | 1,072 | $1.37M | 0.00% | +598+126.2% | Added |
| Kathleen S. Wright Associates Inc. | 1,065 | $1.36M | 0.89% | −326−23.4% | Reduced |
| Westpac Banking Corp | 1,057 | $1.35M | 0.02% | +6+0.6% | Added |
| NWF Advisory Services Inc. | 970 | $1.34M | 0.31% | +970 | New |
| Maryland State Retirement & Pension System | 1,034 | $1.32M | 0.03% | 00.0% | Unchanged |