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 |
|---|---|---|---|---|---|
| Baker Tilly Wealth Management, LLC | 1,033 | $1.32M | 0.15% | −290−21.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,028 | $1.31M | 0.04% | +651+172.7% | Added |
| Intech Investment Management LLC | 1,010 | $1.29M | 0.01% | +104+11.5% | Added |
| Pensionfund Sabic | 1,000 | $1.28M | 0.44% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 999 | $1.28M | 0.19% | +98+10.9% | Added |
| Main Street Financial Solutions, LLC | 969 | $1.24M | 0.18% | +43+4.6% | Added |
| TD Private Client Wealth LLC | 966 | $1.23M | 0.06% | +137+16.5% | Added |
| Northwestern Mutual Wealth Management Co | 950 | $1.21M | 0.00% | +17+1.8% | Added |
| Ancora Advisors, LLC | 950 | $1.21M | 0.03% | −35−3.6% | Reduced |
| Group One Trading, L.P. | 940 | $1.20M | 0.06% | +830+754.5% | Added |
| Jane Street Group, LLC | 939 | $1.20M | 0.00% | +716+321.1% | Added |
| SYSTM Wealth Solutions LLC | 915 | $1.17M | 0.18% | −323−26.1% | Reduced |
| Nisa Investment Advisors, LLC | 890 | $1.14M | 0.01% | +180+25.4% | Added |
| Hills Bank & Trust Co | 889 | $1.14M | 0.16% | 00.0% | Unchanged |
| Scotia Capital Inc. | 887 | $1.13M | 0.01% | +10+1.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 880 | $1.12M | 0.02% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 878 | $1.12M | 0.60% | +1+0.1% | Added |
| Buffington Mohr McNeal | 851 | $1.09M | 0.25% | +29+3.5% | Added |
| Macquarie Group Ltd | 842 | $1.08M | 0.00% | −6−0.7% | Reduced |
| Canada Pension Plan Investment Board | 840 | $1.07M | 0.00% | −1,927−69.6% | Reduced |
| Nordea Investment Management AB | 835 | $1.07M | 0.00% | +17+2.1% | Added |
| Ostrum Asset Management | 828 | $1.06M | 0.09% | +828 | New |
| Aurora Investment Counsel | 825 | $1.05M | 0.69% | +107+14.9% | Added |
| Keybank National Association | 817 | $1.04M | 0.00% | −11−1.3% | Reduced |
| Graham Capital Management, L.P. | 807 | $1.03M | 0.04% | +807 | New |
| Mount Yale Investment Advisors, LLC | 796 | $1.02M | 0.11% | −365−31.4% | Reduced |
| Salem Investment Counselors Inc | 784 | $1.00M | 0.04% | 00.0% | Unchanged |
| Xponance, Inc. | 781 | $997.7K | 0.01% | −1−0.1% | Reduced |
| RKL Wealth Management LLC | 778 | $993.8K | 0.13% | 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 |
| Whittier Trust Co | 776 | $991.3K | 0.02% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 770 | $984.0K | 0.01% | +20+2.7% | Added |
| Pavion Blue Capital, LLC | 757 | $967.0K | 0.60% | +2+0.3% | Added |
| D. E. Shaw & Co., Inc. | 749 | $956.8K | 0.00% | −1,747−70.0% | Reduced |
| Principle Wealth Partners LLC | 737 | $941.5K | 0.10% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 730 | $932.5K | 0.01% | +221+43.4% | Added |
| Oppenheimer & Co Inc | 707 | $903.1K | 0.02% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 699 | $892.9K | 0.02% | −1,649−70.2% | Reduced |
| Founders Capital Management, LLC | 698 | $891.6K | 0.22% | −24−3.3% | Reduced |
| Karpas Strategies, LLC | 698 | $891.6K | 0.31% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 686 | $876.0K | 0.39% | +7+1.0% | Added |
| Fruth Investment Management | 685 | $875.0K | 0.25% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 677 | $864.8K | 0.02% | +40+6.3% | Added |
| Avestar Capital, LLC | 674 | $861.0K | 0.17% | −88−11.5% | Reduced |
| Kestra Advisory Services, LLC | 671 | $857.1K | 0.01% | −585−46.6% | Reduced |
| Spears Abacus Advisors LLC | 668 | $853.3K | 0.08% | +12+1.8% | Added |
| Madison Wealth Management | 643 | $821.4K | 0.18% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 635 | $811.2K | 0.09% | −3−0.5% | Reduced |
| Advisory Services Network, LLC | 630 | $804.8K | 0.02% | 00.0% | Unchanged |
| Ascent Group, LLC | 619 | $790.7K | 0.08% | +324+109.8% | Added |
| Neuberger Berman Group LLC | 618 | $789.4K | 0.00% | +10+1.6% | Added |
| London Co of Virginia | 607 | $775.4K | 0.00% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 600 | $766.4K | 0.26% | 00.0% | Unchanged |
| Shelter Ins Retirement Plan | 600 | $766.0K | 0.69% | 00.0% | Unchanged |
| Smithfield Trust Co | 597 | $763.0K | 0.05% | −37−5.8% | Reduced |
| Glenview Trust Co | 597 | $762.6K | 0.02% | +16+2.8% | Added |
| Tributary Capital Management, LLC | 591 | $754.9K | 0.07% | +6+1.0% | Added |
| CIBC Asset Management Inc | 589 | $752.4K | 0.00% | +25+4.4% | Added |
| Carmel Capital Partners, LLC | 584 | $746.0K | 0.44% | +49+9.2% | Added |
| Cetera Advisor Networks LLC | 582 | $743.5K | 0.01% | +68+13.2% | Added |
| Worth Venture Partners, LLC | 581 | $742.2K | 0.36% | +581 | New |
| Wolverine Trading, LLC | 586 | $740.0K | 0.02% | +586 | New |
| Trust Co of Vermont | 570 | $728.1K | 0.05% | 00.0% | Unchanged |
| Commerce Bank | 569 | $726.8K | 0.01% | +48+9.2% | Added |
| Conestoga Capital Advisors, LLC | 565 | $721.7K | 0.01% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 564 | $720.5K | 0.56% | −1−0.2% | Reduced |
| Silvercrest Asset Management Group LLC | 562 | $717.9K | 0.01% | 00.0% | Unchanged |
| Man Group plc | – | $702.6K | 0.00% | – | – |
| Swedbank AB | 550 | $702.6K | 0.00% | −98−15.1% | Reduced |
| Intercontinental Wealth Advisors, LLC | 539 | $688.5K | 0.18% | +2+0.4% | Added |
| Vident Investment Advisory, LLC | 526 | $671.9K | 0.02% | +142+37.0% | Added |
| Ethic Inc. | 522 | $666.8K | 0.03% | +276+112.2% | Added |
| Brave Asset Management Inc | 518 | $661.7K | 0.21% | +9+1.8% | Added |
| Royal Fund Management, LLC | 510 | $651.5K | 0.10% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 510 | $651.5K | 0.41% | +17+3.4% | Added |
| RFG Advisory, LLC | 510 | $651.5K | 0.03% | +510 | New |
| Calamos Wealth Management LLC | 500 | $638.7K | 0.05% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 495 | $632.3K | 0.53% | +4+0.8% | Added |
| Cetera Investment Advisers | 492 | $628.5K | 0.01% | −19−3.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 491 | $627.2K | 0.16% | +6+1.2% | Added |
| Verdence Capital Advisors LLC | 485 | $619.5K | 0.07% | −9−1.8% | Reduced |
| Perigon Wealth Management, LLC | 484 | $618.3K | 0.04% | +52+12.0% | Added |
| Spire Wealth Management | 477 | $609.3K | 0.02% | +421+751.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 471 | $601.7K | 0.01% | +471 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 452 | $577.4K | 0.02% | +55+13.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 448 | $572.3K | 0.00% | −75−14.3% | Reduced |
| Intrinsic Value Partners, LLC | 446 | $569.7K | 0.77% | −12−2.6% | Reduced |
| MainStreet Investment Advisors LLC | 444 | $567.2K | 0.06% | −10−2.2% | Reduced |
| Gilbert & Cook, Inc. | 440 | $562.1K | 0.10% | +15+3.5% | Added |
| Intellectus Partners, LLC | 439 | $560.8K | 0.18% | −33−7.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 433 | $553.1K | 0.00% | +433 | New |
| GWM Advisors LLC | 430 | $549.3K | 0.01% | −58−11.9% | Reduced |
| Massmutual Trust Co FSB | 429 | $548.0K | 0.02% | −8−1.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 426 | $544.2K | 0.04% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 420 | $536.5K | 0.09% | 00.0% | Unchanged |
| Centiva Capital, LP | 420 | $536.5K | 0.03% | +420 | New |
| Integrated Wealth Concepts LLC | 418 | $534.0K | 0.01% | +120+40.3% | Added |
| Insigneo Advisory Services, LLC | 412 | $526.3K | 0.17% | +4+1.0% | Added |
| Cresset Asset Management, LLC | 404 | $516.1K | 0.01% | −34−7.8% | Reduced |