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 |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 403 | $514.8K | 0.00% | −49−10.8% | Reduced |
| Alberta Investment Management Corp | 400 | $511.0K | 0.00% | −1,614−80.1% | Reduced |
| MetLife Investment Management | 396 | $505.9K | 0.00% | −2−0.5% | Reduced |
| Vinva Investment Management Ltd | 398 | $502.6K | 0.04% | +398 | New |
| Elgethun Capital Management | 379 | $491.0K | 0.16% | −30−7.3% | Reduced |
| Corton Capital Inc. | 384 | $490.5K | 0.34% | +384 | New |
| DuPont Capital Management Corp | 380 | $485.4K | 0.02% | −160−29.6% | Reduced |
| Metis Global Partners, LLC | 379 | $484.1K | 0.03% | −137−26.6% | Reduced |
| Rockefeller Capital Management L.P. | 379 | $483.0K | 0.00% | +60+18.8% | Added |
| Pecaut & Co. | 378 | $482.9K | 0.22% | 00.0% | Unchanged |
| MML Investors Services, LLC | 377 | $482.0K | 0.00% | −64−14.5% | Reduced |
| Lincoln National Corp | 375 | $479.0K | 0.01% | +75+25.0% | Added |
| Old National Bancorp | 374 | $477.8K | 0.01% | −28−7.0% | 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 |
| Jacobsen Capital Management | 368 | $470.1K | 0.25% | −917−71.4% | Reduced |
| Paragon Private Wealth Management, LLC | 365 | $466.3K | 0.39% | +160+78.0% | Added |
| 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 |
| Synovus Financial Corp | 358 | $457.3K | 0.01% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 360 | $454.6K | 0.01% | +160+80.0% | Added |
| Wealthfront Advisers LLC | 355 | $453.5K | 0.00% | −1,057−74.9% | Reduced |
| Baxter Bros Inc | 346 | $442.0K | 0.07% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 346 | $442.0K | 0.03% | +1+0.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 350 | $442.0K | 0.12% | +6+1.7% | Added |
| Wallace Advisory Group, LLC | 344 | $439.4K | 0.33% | −2−0.6% | Reduced |
| Jump Financial, LLC | 339 | $433.0K | 0.02% | +339 | New |
| Desjardins Global Asset Management Inc. | 338 | $432.0K | 0.05% | −58−14.6% | Reduced |
| 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 |
| Linscomb & Williams, Inc. | 331 | $423.3K | 0.02% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 330 | $421.5K | 0.00% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 327 | $417.7K | 0.07% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 321 | $410.0K | 0.24% | −7−2.1% | Reduced |
| Vestcor Inc | 319 | $407.0K | 0.01% | −2−0.6% | Reduced |
| Arcus Capital Partners, LLC | 317 | $404.9K | 0.14% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 313 | $399.8K | 0.24% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 311 | $397.3K | 0.49% | +311 | New |
| Bay Rivers Group | 310 | $396.0K | 0.35% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 302 | $385.8K | 0.01% | +18+6.3% | Added |
| Rathbone Brothers plc | 298 | $380.7K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 298 | $380.7K | 0.05% | +298 | New |
| Canal Capital Management, LLC | 297 | $379.3K | 0.08% | +34+12.9% | Added |
| Quantinno Capital Management LP | 297 | $379.0K | 0.03% | +8+2.8% | Added |
| CWM Advisors, LLC | 294 | $375.6K | 0.05% | +33+12.6% | Added |
| JustInvest LLC | 294 | $375.6K | 0.01% | +36+14.0% | Added |
| Kestra Private Wealth Services, LLC | 294 | $375.6K | 0.01% | −10−3.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 288 | $367.9K | 0.03% | +64+28.6% | Added |
| Balentine LLC | 286 | $365.3K | 0.01% | −20−6.5% | Reduced |
| Keating Investment Counselors Inc | 286 | $365.3K | 0.14% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 285 | $364.1K | 0.24% | +42+17.3% | Added |
| Private Advisor Group, LLC | 285 | $364.1K | 0.00% | +285 | New |
| Banque Cantonale Vaudoise | 285 | $364.0K | 0.02% | +12+4.4% | Added |
| Oppenheimer Asset Management Inc. | 283 | $361.5K | 0.01% | −12−4.1% | Reduced |
| Glenmede Trust Co NA | 282 | $360.2K | 0.00% | −490−63.5% | Reduced |
| Marks Group Wealth Management, Inc | 281 | $359.0K | 0.05% | +16+6.0% | Added |
| Yousif Capital Management, LLC | 279 | $356.4K | 0.00% | +15+5.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 277 | $353.8K | 0.01% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 272 | $352.6K | 0.13% | +4+1.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 276 | $352.6K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 276 | $352.6K | 0.17% | 00.0% | Unchanged |
| Walleye Trading LLC | 271 | $346.2K | 0.01% | +271 | New |
| Lodestone Wealth Management LLC | 270 | $345.3K | 0.27% | +270 | New |
| Vestmark Advisory Solutions, Inc. | 270 | $344.9K | 0.01% | +2+0.7% | Added |
| Manchester Financial Inc | 269 | $343.6K | 0.10% | −5−1.8% | Reduced |
| Bank of Nova Scotia | 268 | $342.3K | 0.00% | −139−34.2% | Reduced |
| IHT Wealth Management, LLC | 267 | $341.1K | 0.02% | +267 | New |
| 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 |
| Savant Capital, LLC | 265 | $338.5K | 0.01% | +8+3.1% | Added |
| Buckingham Strategic Wealth, LLC | 256 | $337.3K | 0.01% | 00.0% | Unchanged |
| Allen Investment Management LLC | 262 | $334.7K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 261 | $333.4K | 0.24% | +2+0.8% | Added |
| One Wealth Advisors, LLC | 258 | $329.6K | 0.08% | −2−0.8% | Reduced |
| WealthPlan Investment Management, LLC | 255 | $325.7K | 0.06% | −20−7.3% | Reduced |
| MCF Advisors LLC | 255 | $325.7K | 0.03% | 00.0% | Unchanged |
| Flagstone Financial Management | 254 | $324.5K | 0.16% | 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 |
| Symmetry Partners, LLC | 250 | $319.0K | 0.02% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 248 | $316.8K | 0.01% | +10+4.2% | Added |
| waypoint wealth counsel | 245 | $313.0K | 0.24% | −37−13.1% | Reduced |
| Dakota Wealth Management | 245 | $313.0K | 0.02% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 242 | $309.1K | 0.02% | +9+3.9% | Added |
| Dynamic Technology Lab Private Ltd | 240 | $307.0K | 0.03% | +240 | New |
| Wetherby Asset Management Inc | 236 | $301.5K | 0.02% | +20+9.3% | Added |
| First National Advisers, LLC | 233 | $298.0K | 0.34% | +30+14.8% | Added |
| New York Life Investment Management LLC | 233 | $297.6K | 0.00% | −7−2.9% | Reduced |
| Invictus Private Wealth, LLC | 230 | $293.8K | 0.03% | 00.0% | Unchanged |
| Stephens Inc | 229 | $292.5K | 0.01% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 228 | $291.0K | 0.06% | −2−0.9% | Reduced |
| Hilltop Holdings Inc. | 227 | $290.0K | 0.04% | −2−0.9% | Reduced |
| Atlantic Trust, LLC | 225 | $287.4K | 0.09% | 00.0% | Unchanged |
| Stonnington Group, LLC | 210 | $281.9K | 0.07% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 220 | $280.4K | 0.52% | −2−0.9% | Reduced |
| Sebold Capital Management, Inc. | 218 | $278.5K | 0.22% | 00.0% | Unchanged |
| Wedbush Securities Inc | 216 | $276.0K | 0.01% | −11−4.8% | Reduced |
| Traphagen Investment Advisors LLC | 216 | $275.9K | 0.04% | +216 | New |
| AdvisorNet Financial, Inc | 213 | $272.1K | 0.02% | −7−3.2% | Reduced |