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 |
|---|---|---|---|---|---|
| Summit Global Investments | 212 | $271.0K | 0.02% | 00.0% | Unchanged |
| Sonen Capital LLC | 212 | $270.8K | 0.46% | −107−33.5% | Reduced |
| Avantax Advisory Services, Inc. | 211 | $269.5K | 0.00% | +11+5.5% | Added |
| Parsons Capital Management Inc | 210 | $268.3K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 210 | $268.3K | 0.04% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 210 | $268.3K | 0.01% | +210 | New |
| Epic Trust Investment Advisors, LLC | 209 | $267.0K | 0.34% | −103−33.0% | Reduced |
| Forum Financial Management, LP | 209 | $267.0K | 0.01% | 00.0% | Unchanged |
| Veritable, L.P. | 208 | $265.7K | 0.00% | −1−0.5% | Reduced |
| Boyar Asset Management Inc. | 208 | $265.7K | 0.20% | +10+5.1% | Added |
| Evergreen Capital Management LLC | 199 | $254.2K | 0.01% | +14+7.6% | Added |
| Bleakley Financial Group, LLC | 198 | $252.9K | 0.01% | +16+8.8% | Added |
| Sawtooth Solutions, LLC | 198 | $252.9K | 0.01% | +198 | New |
| Cypress Capital Group | 197 | $251.7K | 0.04% | −31−13.6% | Reduced |
| Leavell Investment Management, Inc. | 192 | $245.0K | 0.02% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 191 | $244.0K | 0.07% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 190 | $242.7K | 0.00% | −4−2.1% | Reduced |
| Howland Capital Management LLC | 189 | $241.4K | 0.01% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 180 | $237.0K | 0.01% | +180 | New |
| Greenleaf Trust | 185 | $236.3K | 0.00% | −1−0.5% | Reduced |
| Equitable Trust Co | 184 | $235.0K | 0.02% | 00.0% | Unchanged |
| Oak Thistle LLC | 181 | $231.2K | 0.14% | +181 | New |
| Edgemoor Investment Advisors, Inc. | 179 | $228.7K | 0.03% | 00.0% | Unchanged |
| Trust Co of Virginia | 179 | $228.7K | 0.03% | −12−6.3% | Reduced |
| Virginia Wealth Management Group, Inc. | 175 | $223.5K | 0.15% | +5+2.9% | Added |
| Quantbot Technologies LP | 173 | $221.0K | 0.02% | +173 | New |
| Petrus Trust Company, LTA | 171 | $218.4K | 0.03% | +171 | New |
| Tocqueville Asset Management L.P. | 170 | $217.2K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 170 | $217.2K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 168 | $214.6K | 0.00% | −49−22.6% | Reduced |
| Bridgeworth, LLC | 166 | $212.1K | 0.03% | +166 | New |
| Level Four Advisory Services, LLC | 166 | $212.1K | 0.01% | +166 | New |
| Heartwood Wealth Advisors LLC | 166 | $212.1K | 0.03% | +166 | New |
| Proficio Capital Partners LLC | 165 | $210.8K | 0.03% | +1+0.6% | Added |
| Nicholas Hoffman & Company, LLC. | 163 | $208.2K | 0.02% | +163 | New |
| Fund Management at Engine No. 1 LLC | 163 | $208.2K | 0.04% | +163 | New |
| Dimension Capital Management LLC | 162 | $206.9K | 0.05% | 00.0% | Unchanged |
| Credit Agricole S A | 162 | $206.9K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 162 | $206.9K | 0.05% | +100+161.3% | Added |
| MQS Management LLC | 162 | $206.9K | 0.13% | +162 | New |
| Marcum Wealth, LLC | 160 | $204.4K | 0.03% | −3−1.8% | Reduced |
| Toroso Investments, LLC | 160 | $204.0K | 0.01% | +160 | New |
| Allworth Financial LP | 159 | $203.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 159 | $203.1K | 0.00% | +39+32.5% | Added |
| Wills Financial Group, Inc. | 157 | $200.6K | 0.11% | 00.0% | Unchanged |
| Somerset Trust Co | 157 | $200.6K | 0.09% | +4+2.6% | Added |
| Arlington Partners LLC | 153 | $195.4K | 0.03% | +12+8.5% | Added |
| American International Group, Inc. | 150 | $191.6K | 0.00% | −3−2.0% | Reduced |
| Signaturefd, LLC | 144 | $183.9K | 0.01% | +27+23.1% | Added |
| AIA Group Ltd | 140 | $178.8K | 0.01% | −22−13.6% | Reduced |
| Punch & Associates Investment Management, Inc. | 137 | $175.0K | 0.01% | +137 | New |
| Tucker Asset Management LLC | 130 | $166.1K | 0.05% | −5−3.7% | Reduced |
| Ossiam | 127 | $162.2K | 0.00% | +42+49.4% | Added |
| SG Americas Securities, LLC | 123 | $157.0K | 0.00% | +26+26.8% | Added |
| Lazard Asset Management LLC | 115 | $146.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 112 | $143.1K | 0.04% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 111 | $141.8K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 109 | $139.2K | 0.02% | −2−1.8% | Reduced |
| Natixis | 103 | $131.6K | 0.00% | +40+63.5% | Added |
| M&R Capital Management Inc | 100 | $127.7K | 0.04% | +100 | New |
| Column Capital Advisors, LLC | 96 | $122.6K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 85 | $108.6K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 81 | $103.0K | 0.00% | +20+32.8% | Added |
| Creative Financial Designs Inc | 75 | $95.2K | 0.01% | −14−15.7% | Reduced |
| Tradition Wealth Management, LLC | 74 | $95.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 74 | $94.5K | 0.00% | −35−32.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 70 | $90.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 101 | $86.2K | 0.00% | −74−42.3% | Reduced |
| Tobam | 67 | $86.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 66 | $84.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 62 | $82.0K | 0.00% | +32+106.7% | Added |
| Glassman Wealth Services | 62 | $79.2K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 61 | $78.0K | 0.00% | −1−1.6% | Reduced |
| TD Waterhouse Canada Inc. | 58 | $75.2K | 0.00% | +1+1.8% | Added |
| Capital Analysts, LLC | 57 | $73.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 57 | $72.8K | 0.01% | +1+1.8% | Added |
| Quent Capital, LLC | 55 | $69.6K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 54 | $69.0K | 0.00% | +14+35.0% | Added |
| South State Corp. | 52 | $66.4K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 50 | $64.0K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $63.9K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 49 | $62.7K | 0.00% | +49 | New |
| Pinnacle Bancorp, Inc. | 47 | $60.0K | 0.02% | −1−2.1% | Reduced |
| Ellevest, Inc. | 46 | $58.8K | 0.00% | +10+27.8% | Added |
| Ahrens Investment Partners LLC | 45 | $57.5K | 0.03% | +45 | New |
| Barrett & Company, Inc. | 42 | $53.7K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 42 | $53.7K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 40 | $51.1K | 0.03% | 00.0% | Unchanged |
| Centennial Bank | 40 | $51.1K | 0.03% | 00.0% | Unchanged |
| Rational Advisors LLC | 38 | $48.5K | 0.00% | +1+2.7% | Added |
| Bogart Wealth, LLC | 36 | $46.0K | 0.00% | +6+20.0% | Added |
| Lindbrook Capital, LLC | 35 | $44.7K | 0.01% | +3+9.4% | Added |
| North Star Investment Management Corp. | 34 | $43.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 33 | $42.2K | 0.01% | +5+17.9% | Added |
| Community Bank, N.A. | 33 | $42.2K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 32 | $40.9K | 0.04% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 31 | $40.0K | 0.03% | +1+3.3% | Added |
| Oakworth Capital, Inc. | 29 | $37.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 28 | $35.8K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 27 | $34.5K | 0.00% | +27 | New |