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, Q2 2023
Institutional positions in Markel Group Inc. as of Jun 30, 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
- 700
- +28 vs. Q1 2023
- Shares held
- 10.3M
- −54.3K (−0.5%) vs. Q1 2023
- Total value
- $14.2B
- +$1.01B (+7.6%) vs. Q1 2023
- New holders
- 67
- 187 more added
- Sold out
- 39
- 254 more reduced
4 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Markel Group Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 1,198,029 | $1.66B | 0.04% | −22,330−1.8% | Reduced |
| BlackRock Inc. | 634,407 | $877.5M | 0.02% | −27,776−4.2% | Reduced |
| Principal Financial Group Inc | 571,814 | $790.9M | 0.54% | −13,631−2.3% | Reduced |
| Morgan Stanley | 522,610 | $722.9M | 0.07% | +532+0.1% | Added |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 471,661 | $652.4M | 0.19% | 00.0% | Unchanged |
| Davenport & Co LLC | 322,646 | $445.3M | 3.33% | −2,817−0.9% | Reduced |
| Baillie Gifford & Co | 309,298 | $427.8M | 0.36% | −8,136−2.6% | Reduced |
| State Street Corp | 288,646 | $399.2M | 0.02% | −10,637−3.6% | Reduced |
| Wellington Management Group LLP | 286,550 | $396.4M | 0.08% | −5,023−1.7% | Reduced |
| Davis Selected Advisers | 265,233 | $366.9M | 2.24% | +19,577+8.0% | Added |
| Geode Capital Management, LLC | 180,873 | $249.8M | 0.03% | +2,081+1.2% | Added |
| Norges Bank | 143,044 | $197.9M | 0.04% | +2,090+1.5% | Added |
| Mackenzie Financial Corp | 142,660 | $195.4M | 0.30% | −9,195−6.1% | Reduced |
| Bank of America Corp | 126,286 | $174.7M | 0.02% | −5,520−4.2% | Reduced |
| Scharf Investments, LLC | 125,682 | $173.8M | 5.22% | +782+0.6% | Added |
| DF Dent & Co Inc | 103,991 | $143.8M | 1.95% | −4,713−4.3% | Reduced |
| Polar Capital Holdings Plc | 101,250 | $140.0M | 0.96% | −12,500−11.0% | Reduced |
| Wells Fargo & Company | 94,805 | $131.1M | 0.04% | −469−0.5% | Reduced |
| Dimensional Fund Advisors LP | 92,485 | $127.9M | 0.04% | +2,500+2.8% | Added |
| Legal & General Group Plc | 92,045 | $127.3M | 0.04% | −2,662−2.8% | Reduced |
| Fenimore Asset Management Inc | 89,120 | $123.3M | 3.08% | −252−0.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 88,672 | $122.6M | 2.93% | +165+0.2% | Added |
| Avenir Corp | 87,648 | $121.2M | 10.64% | −175−0.2% | Reduced |
| Northern Trust Corp | 86,572 | $119.7M | 0.02% | −6,572−7.1% | Reduced |
| California Public Employees Retirement System | 86,435 | $119.6M | 0.10% | −2,222−2.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 84,550 | $116.9M | 0.27% | −4,552−5.1% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 83,806 | $115.9M | 6.10% | +4,210+5.3% | Added |
| Echo Street Capital Management LLC | 81,943 | $113.3M | 0.97% | −4,050−4.7% | Reduced |
| Victory Capital Management Inc | 79,375 | $109.8M | 0.12% | −1,140−1.4% | Reduced |
| Barr E S & Co | 77,258 | $106.9M | 8.06% | +419+0.5% | Added |
| Mar Vista Investment Partners LLC | 76,705 | $106.1M | 4.44% | −5,778−7.0% | Reduced |
| Fort Washington Investment Advisors Inc | 74,959 | $103.7M | 0.75% | −552−0.7% | Reduced |
| Great West Life Assurance Co | 72,110 | $100.4M | 0.24% | +824+1.2% | Added |
| Check Capital Management Inc | 71,999 | $99.6M | 8.36% | +3,532+5.2% | Added |
| HighTower Advisors, LLC | 69,134 | $95.7M | 0.19% | +1,709+2.5% | Added |
| T. Rowe Price Investment Management, Inc. | 67,048 | $92.7M | 0.06% | −117−0.2% | Reduced |
| UBS Asset Management Americas Inc | 68,394 | $87.4M | 0.04% | 00.0% | Unchanged |
| Graham Holdings Co Master Retirement Trust | 58,008 | $80.2M | 15.75% | +58,008 | New |
| Thompson Siegel & Walmsley LLC | 57,866 | $80.0M | 1.27% | −637−1.1% | Reduced |
| Graham Holdings Co | 55,430 | $76.7M | 11.82% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 54,567 | $75.5M | 0.02% | −2,820−4.9% | Reduced |
| Anchor Capital Advisors LLC | 52,872 | $73.1M | 1.90% | −1,653−3.0% | Reduced |
| Jennison Associates LLC | 52,757 | $73.0M | 0.06% | +14,927+39.5% | Added |
| Broad Run Investment Management, LLC | 51,782 | $71.6M | 8.47% | −4,676−8.3% | Reduced |
| APG Asset Management N.V. | 55,701 | $70.6M | 0.14% | −2,066−3.6% | Reduced |
| Charles Schwab Investment Management Inc | 50,623 | $70.0M | 0.02% | +567+1.1% | Added |
| Kempen Capital Management N.V. | 50,040 | $69.2M | 1.25% | +14,240+39.8% | Added |
| Royal Bank of Canada | 48,717 | $67.4M | 0.02% | −991−2.0% | Reduced |
| Marathon Asset Mgmt Ltd | 47,700 | $66.0M | 1.85% | −5,100−9.7% | Reduced |
| Cooke & Bieler LP | 46,054 | $63.7M | 0.59% | −756−1.6% | Reduced |
| Swiss National Bank | 45,910 | $63.5M | 0.04% | −7,470−14.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 45,672 | $63.2M | 0.38% | −82−0.2% | Reduced |
| Confluence Investment Management LLC | 43,294 | $59.9M | 0.87% | −1,600−3.6% | Reduced |
| Goldman Sachs Group Inc | 39,693 | $54.9M | 0.01% | −2,279−5.4% | Reduced |
| Epoch Investment Partners, Inc. | 39,593 | $54.8M | 0.32% | −1,359−3.3% | Reduced |
| Madison Asset Management, LLC | 38,958 | $53.9M | 0.79% | −77−0.2% | Reduced |
| Steginsky Capital LLC | 36,682 | $50.7M | 15.85% | −686−1.8% | Reduced |
| Beck Mack & Oliver LLC | 33,793 | $46.7M | 1.22% | −1,337−3.8% | Reduced |
| Invesco Ltd. | 33,057 | $45.7M | 0.01% | −1,111−3.3% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 32,860 | $45.5M | 2.42% | −130−0.4% | Reduced |
| Boston Partners | 32,560 | $45.1M | 0.06% | −2,635−7.5% | Reduced |
| Zurich Insurance Group Ltd | 32,116 | $44.4M | 0.46% | +3,210+11.1% | Added |
| Alta Capital Management LLC | 31,153 | $43.1M | 2.96% | −703−2.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 30,872 | $42.7M | 0.03% | −6,165−16.6% | Reduced |
| Capco Asset Management, LLC | 29,287 | $40.5M | 10.43% | −219−0.7% | Reduced |
| STRS Ohio | 28,921 | $40.0M | 0.17% | +5,143+21.6% | Added |
| Greenbrier Partners Capital Management, LLC | 28,737 | $39.7M | 4.35% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 28,670 | $39.7M | 0.01% | −729−2.5% | Reduced |
| Country Trust Bank | 26,073 | $36.1M | 0.98% | −1,046−3.9% | Reduced |
| Sather Financial Group Inc | 25,394 | $35.1M | 2.81% | +980+4.0% | Added |
| Envestnet Asset Management Inc | 25,251 | $34.9M | 0.02% | −100−0.4% | Reduced |
| Davis Asset Management, L.P. | 25,000 | $34.6M | 2.07% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 24,706 | $34.2M | 0.07% | −107−0.4% | Reduced |
| Greenlea Lane Capital Management, LLC | 24,125 | $33.4M | 12.17% | +17,895+287.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 23,956 | $33.1M | 0.06% | +229+1.0% | Added |
| Raymond James & Associates | 23,742 | $32.8M | 0.03% | −1,190−4.8% | Reduced |
| FMR LLC | 23,574 | $32.6M | 0.00% | −123−0.5% | Reduced |
| California State Teachers Retirement System | 20,710 | $28.6M | 0.04% | −1,513−6.8% | Reduced |
| Lafayette Investments, Inc. | 20,101 | $27.8M | 7.30% | −18−0.1% | Reduced |
| UBS Group AG | 19,599 | $27.1M | 0.01% | +3,114+18.9% | Added |
| National Pension Service | 19,503 | $26.8M | 0.04% | −476−2.4% | Reduced |
| Credit Suisse AG | 19,124 | $26.5M | 0.03% | −616−3.1% | Reduced |
| Rhumbline Advisers | 18,782 | $26.0M | 0.03% | +3,551+23.3% | Added |
| Truist Financial Corp | 18,776 | $26.0M | 0.04% | −859−4.4% | Reduced |
| Cobblestone Capital Advisors LLC | 18,510 | $25.6M | 1.81% | −169−0.9% | Reduced |
| Martingale Asset Management L P | 18,386 | $25.4M | 0.50% | −1,270−6.5% | Reduced |
| Janus Henderson Group PLC | 18,092 | $25.0M | 0.02% | +7,625+72.8% | Added |
| Wedge Capital Management L L P | 18,009 | $24.9M | 0.40% | −5,321−22.8% | Reduced |
| Lincoln Capital LLC | 17,729 | $24.5M | 6.31% | +81+0.5% | Added |
| Mraz, Amerine & Associates, Inc. | 17,448 | $24.1M | 5.67% | +27+0.2% | Added |
| Pinnacle Associates Ltd | 16,439 | $22.7M | 0.39% | +5,221+46.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 16,205 | $22.4M | 0.10% | +271+1.7% | Added |
| Heritage Wealth Advisors | 16,154 | $22.3M | 1.18% | −1,002−5.8% | Reduced |
| HSBC Holdings PLC | 15,973 | $22.1M | 0.02% | −6,433−28.7% | Reduced |
| Citadel Investment Advisory, Inc. | 15,846 | $21.9M | 14.18% | −207−1.3% | Reduced |
| JPMorgan Chase & Co | 15,839 | $21.9M | 0.00% | +1,449+10.1% | Added |
| Deutsche Bank AG | 15,594 | $21.6M | 0.01% | +1,873+13.7% | Added |
| New York State Common Retirement Fund | 15,371 | $21.3M | 0.03% | −494−3.1% | Reduced |
| Seizert Capital Partners, LLC | 15,028 | $20.8M | 1.11% | −697−4.4% | Reduced |
| State Board of Administration of Florida Retirement System | 14,630 | $20.2M | 0.04% | −4,141−22.1% | Reduced |