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 |
|---|---|---|---|---|---|
| JTC Employer Solutions Trusteee Ltd | 70 | $96.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 69 | $96.0K | 0.07% | +38+122.6% | Added |
| Mendota Financial Group, LLC | 71 | $98.2K | 0.11% | +71 | New |
| Creative Financial Designs Inc | 72 | $98.9K | 0.01% | −3−4.0% | Reduced |
| Tradition Wealth Management, LLC | 74 | $102.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 78 | $107.9K | 0.01% | +50+178.6% | Added |
| Brown Brothers Harriman & Co | 80 | $110.7K | 0.00% | +6+8.1% | Added |
| Colonial Trust Advisors | 85 | $117.6K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 88 | $121.7K | 0.01% | +88 | New |
| BOK Financial Private Wealth, Inc. | 91 | $125.9K | 0.01% | +91 | New |
| Tobam | 93 | $129.0K | 0.01% | +26+38.8% | Added |
| SG Americas Securities, LLC | 94 | $130.0K | 0.00% | −29−23.6% | Reduced |
| Column Capital Advisors, LLC | 96 | $132.8K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 100 | $138.3K | 0.04% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 100 | $138.3K | 0.04% | +100 | New |
| UniSuper Management Pty Ltd | 100 | $138.3K | 0.00% | +100 | New |
| Huntington National Bank | 106 | $146.6K | 0.00% | +52+96.3% | Added |
| Signaturefd, LLC | 109 | $150.8K | 0.00% | −35−24.3% | Reduced |
| SRS Capital Advisors, Inc. | 109 | $150.8K | 0.02% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 112 | $154.9K | 0.05% | −143−56.1% | Reduced |
| Hexagon Capital Partners LLC | 112 | $154.9K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 114 | $158.0K | 0.00% | +33+40.7% | Added |
| Lazard Asset Management LLC | 115 | $159.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 117 | $161.8K | 0.00% | −33−22.0% | Reduced |
| Tucker Asset Management LLC | 133 | $184.0K | 0.05% | +3+2.3% | Added |
| Ironwood Investment Counsel, LLC | 146 | $201.9K | 0.05% | +146 | New |
| Checchi Capital Advisers, LLC | 146 | $201.9K | 0.02% | +146 | New |
| Vident Investment Advisory, LLC | 148 | $204.7K | 0.01% | −378−71.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 148 | $204.7K | 0.01% | −15−9.2% | Reduced |
| CWS Financial Advisors, LLC | 148 | $204.7K | 0.08% | +148 | New |
| Silverlake Wealth Management LLC | 148 | $204.7K | 0.11% | +148 | New |
| AE Wealth Management LLC | 149 | $206.1K | 0.00% | +149 | New |
| Delphia (USA) Inc. | 150 | $207.5K | 0.33% | −161−51.8% | Reduced |
| Arlington Partners LLC | 153 | $211.6K | 0.03% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 153 | $211.6K | 0.00% | +153 | New |
| Flossbach Von Storch AG | 154 | $213.0K | 0.00% | +154 | New |
| Allworth Financial LP | 155 | $214.4K | 0.00% | −4−2.5% | Reduced |
| Bremer Bank National Association | 155 | $214.4K | 0.04% | +155 | New |
| Advisor Partners II, LLC | 155 | $214.4K | 0.01% | +155 | New |
| Bridgeworth, LLC | 156 | $215.8K | 0.02% | −10−6.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 157 | $217.2K | 0.00% | −2−1.3% | Reduced |
| Wills Financial Group, Inc. | 157 | $217.2K | 0.11% | 00.0% | Unchanged |
| Somerset Trust Co | 157 | $217.2K | 0.09% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 157 | $217.2K | 0.01% | +157 | New |
| Marcum Wealth, LLC | 161 | $222.7K | 0.03% | +1+0.6% | Added |
| HB Wealth Management, LLC | 161 | $222.7K | 0.00% | +161 | New |
| Dimension Capital Management LLC | 162 | $224.1K | 0.05% | 00.0% | Unchanged |
| Credit Agricole S A | 162 | $224.1K | 0.01% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 163 | $225.5K | 0.02% | +163 | New |
| Level Four Advisory Services, LLC | 165 | $228.2K | 0.01% | −1−0.6% | Reduced |
| Epic Trust Investment Advisors, LLC | 166 | $229.6K | 0.33% | −43−20.6% | Reduced |
| State of Wyoming | 168 | $232.4K | 0.07% | +161+2,300.0% | Added |
| Tocqueville Asset Management L.P. | 170 | $235.1K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 170 | $235.1K | 0.02% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 163 | $235.9K | 0.08% | −1,432−89.8% | Reduced |
| Fidelis Capital Partners, LLC | 172 | $237.9K | 0.09% | +172 | New |
| Toroso Investments, LLC | 173 | $239.0K | 0.01% | +13+8.1% | Added |
| Fund Management at Engine No. 1 LLC | 174 | $240.7K | 0.04% | +11+6.7% | Added |
| Kapitalo Investimentos Ltda | 174 | $240.7K | 0.04% | +174 | New |
| Paragon Private Wealth Management, LLC | 175 | $242.1K | 0.19% | −190−52.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 175 | $242.1K | 0.01% | −101−36.6% | Reduced |
| AXA S.A. | 178 | $246.2K | 0.00% | +178 | New |
| Trust Co of Virginia | 179 | $247.6K | 0.03% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 179 | $247.6K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 181 | $250.4K | 0.00% | +13+7.7% | Added |
| Laurion Capital Management LP | 182 | $251.7K | 0.01% | +182 | New |
| Daymark Wealth Partners, LLC | 182 | $251.7K | 0.02% | +182 | New |
| Heartwood Wealth Advisors LLC | 183 | $253.1K | 0.04% | +17+10.2% | Added |
| Schonfeld Strategic Advisors LLC | 184 | $254.5K | 0.00% | +184 | New |
| Equitable Trust Co | 184 | $254.5K | 0.02% | 00.0% | Unchanged |
| Financial Architects, Inc | 186 | $257.3K | 0.04% | +186 | New |
| Howland Capital Management LLC | 189 | $261.4K | 0.02% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 191 | $264.2K | 0.07% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 192 | $266.0K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Group | 193 | $267.0K | 0.04% | −4−2.0% | Reduced |
| Lido Advisors, LLC | 195 | $269.7K | 0.00% | +195 | New |
| Greenleaf Trust | 197 | $272.5K | 0.00% | +12+6.5% | Added |
| Evergreen Capital Management LLC | 197 | $272.5K | 0.01% | −2−1.0% | Reduced |
| Petrus Trust Company, LTA | 198 | $273.9K | 0.03% | +27+15.8% | Added |
| AMG National Trust Bank | 200 | $276.6K | 0.01% | −1,075−84.3% | Reduced |
| First National Advisers, LLC | 201 | $278.0K | 0.26% | −32−13.7% | Reduced |
| Resurgent Financial Advisors LLC | 201 | $278.0K | 0.18% | +201 | New |
| Graham Capital Management, L.P. | 204 | $282.2K | 0.01% | −603−74.7% | Reduced |
| Sebold Capital Management, Inc. | 207 | $286.3K | 0.23% | −11−5.0% | Reduced |
| Veritable, L.P. | 208 | $287.7K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 208 | $287.7K | 0.04% | −2−1.0% | Reduced |
| Avantax Advisory Services, Inc. | 209 | $289.1K | 0.00% | −2−0.9% | Reduced |
| Forum Financial Management, LP | 209 | $289.1K | 0.01% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 210 | $290.5K | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 211 | $291.9K | 0.01% | −18−7.9% | Reduced |
| Summit Global Investments | 212 | $293.0K | 0.02% | 00.0% | Unchanged |
| Sonen Capital LLC | 212 | $293.2K | 0.49% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 214 | $296.0K | 0.04% | −13−5.7% | Reduced |
| Traphagen Investment Advisors LLC | 216 | $298.8K | 0.04% | 00.0% | Unchanged |
| Wedbush Securities Inc | 219 | $303.0K | 0.01% | +3+1.4% | Added |
| IHT Wealth Management, LLC | 221 | $305.7K | 0.02% | −46−17.2% | Reduced |
| AdvisorNet Financial, Inc | 222 | $307.1K | 0.03% | +9+4.2% | Added |
| LGT Financial Advisors LLC | 224 | $309.1K | 0.33% | +4+1.8% | Added |
| Group One Trading, L.P. | 226 | $312.6K | 0.01% | −714−76.0% | Reduced |
| Sawtooth Solutions, LLC | 229 | $316.7K | 0.01% | +31+15.7% | Added |