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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27 | $34.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $31.9K | 0.01% | −6−19.4% | Reduced |
| Clearstead Advisors, LLC | 25 | $31.9K | 0.00% | +25 | New |
| Belpointe Asset Management LLC | 25 | $31.9K | 0.00% | +2+8.7% | Added |
| Global Retirement Partners, LLC | 23 | $30.9K | 0.00% | +1+4.5% | Added |
| Deseret Mutual Benefit Administrators | 24 | $30.7K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 22 | $28.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 22 | $28.1K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 32 | $27.2K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 20 | $25.5K | 0.00% | −255−92.7% | Reduced |
| JFS Wealth Advisors, LLC | 17 | $21.7K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 16 | $20.4K | 0.03% | −15−48.4% | Reduced |
| Horan Securities, Inc. | 16 | $20.4K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 16 | $20.4K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 16 | $20.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 15 | $19.2K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 15 | $19.2K | 0.00% | +15 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 14 | $18.0K | 0.00% | −18−56.3% | Reduced |
| Castleview Partners, LLC | 13 | $16.6K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 12 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 12 | $15.3K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 12 | $15.0K | 0.00% | +7+140.0% | Added |
| Riverview Trust Co | 11 | $14.1K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 11 | $14.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $13.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 10 | $12.8K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 10 | $12.8K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 10 | $12.8K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 10 | $12.8K | 0.00% | +10 | New |
| Covestor Ltd | 9 | $12.0K | 0.01% | −23−71.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 9 | $11.5K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 9 | $11.5K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 9 | $11.5K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 8 | $10.2K | 0.00% | −61−88.4% | Reduced |
| Carolinas Wealth Consulting LLC | 8 | $10.2K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 7 | $8.94K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 7 | $8.94K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 7 | $8.94K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 7 | $8.94K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 7 | $8.94K | 0.00% | +1+16.7% | Added |
| Pacifica Partners Inc. | 6 | $7.87K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 6 | $7.67K | 0.00% | −54−90.0% | Reduced |
| Schubert & Co | 6 | $7.67K | 0.01% | +1+20.0% | Added |
| West Branch Capital LLC | 5 | $6.39K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $6.39K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $6.39K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 5 | $6.39K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 5 | $6.39K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $6.39K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5 | $6.39K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 5 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 5 | $6.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5 | $6.00K | 0.00% | +5 | New |
| Grey Fox Wealth Advisors, LLC | 4 | $5.11K | 0.00% | +4 | New |
| 1832 Asset Management L.P. | 4 | $5.11K | 0.00% | +4 | New |
| Sunbelt Securities, Inc. | 4 | $5.05K | 0.00% | +4 | New |
| Vigilant Capital Management, LLC | 4 | $5.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 3 | $3.83K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3 | $3.83K | 0.00% | +3 | New |
| Cape Investment Advisory, Inc. | 3 | $3.83K | 0.00% | +3 | New |
| Mechanics Financial Corp | 2 | $2.56K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2 | $2.56K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2 | $2.56K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $2.56K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2 | $2.56K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $2.56K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $2.56K | 0.00% | +2 | New |
| Proequities, Inc. | 2 | $2.55K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2 | $2.55K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 2 | $2.55K | 0.00% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 2 | $2.50K | 0.00% | +2 | New |
| TCI Wealth Advisors, Inc. | 1 | $1.28K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1 | $1.28K | 0.00% | −6,111−100.0% | Reduced |
| Raffa Wealth Management, LLC | 1 | $1.28K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1 | $1.28K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1 | $1.00K | 0.00% | +1 | New |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −10,457−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −8,274−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −8,201−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −7,860−100.0% | Sold out |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −7,801−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −5,699−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −4,688−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −4,474−100.0% | Sold out |
| New England Asset Management Inc | 0 | $0 | 0.00% | −4,050−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −2,658−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −1,028−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −622−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −584−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −567−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −518−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −410−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −406−100.0% | Sold out |
| Robotti Robert | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −378−100.0% | Sold out |
| Grant/GrossMendelsohn, LLC | 0 | $0 | 0.00% | −355−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −339−100.0% | Sold out |
| Cresta Advisors, Ltd. | 0 | $0 | 0.00% | −316−100.0% | Sold out |