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 |
|---|---|---|---|---|---|
| Bleakley Financial Group, LLC | 229 | $316.7K | 0.01% | +31+15.7% | Added |
| New York Life Investment Management LLC | 230 | $318.1K | 0.00% | −3−1.3% | Reduced |
| Invictus Private Wealth, LLC | 230 | $318.1K | 0.03% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 232 | $320.9K | 0.02% | −4−1.7% | Reduced |
| J.W. Cole Advisors, Inc. | 233 | $322.3K | 0.02% | −9−3.7% | Reduced |
| FineMark National Bank & Trust | 240 | $332.0K | 0.01% | −8−3.2% | Reduced |
| waypoint wealth counsel | 243 | $336.1K | 0.30% | −2−0.8% | Reduced |
| Wambolt & Associates, LLC | 245 | $338.9K | 0.12% | −27−9.9% | Reduced |
| Yousif Capital Management, LLC | 249 | $344.4K | 0.00% | −30−10.8% | Reduced |
| Trustmark National Bank Trust Department | 250 | $345.8K | 0.03% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 250 | $345.8K | 0.01% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 250 | $346.0K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 251 | $347.2K | 0.01% | +1+0.4% | Added |
| Private Advisor Group, LLC | 252 | $348.6K | 0.00% | −33−11.6% | Reduced |
| Aigen Investment Management, LP | 253 | $349.9K | 0.05% | −45−15.1% | Reduced |
| Bank of Nova Scotia | 253 | $351.3K | 0.00% | −15−5.6% | Reduced |
| Flagstone Financial Management | 254 | $351.3K | 0.16% | 00.0% | Unchanged |
| MCF Advisors LLC | 255 | $352.7K | 0.03% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 255 | $352.7K | 0.26% | +47+22.6% | Added |
| Buckingham Strategic Wealth, LLC | 256 | $354.1K | 0.01% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 257 | $355.6K | 0.02% | −74−22.4% | Reduced |
| Manchester Financial Inc | 259 | $358.2K | 0.10% | −10−3.7% | Reduced |
| One Wealth Advisors, LLC | 259 | $358.2K | 0.08% | +1+0.4% | Added |
| Glenmede Trust Co NA | 282 | $360.2K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 261 | $361.0K | 0.00% | −135−34.1% | Reduced |
| Allen Investment Management LLC | 262 | $362.4K | 0.01% | 00.0% | Unchanged |
| Ossiam | 262 | $362.4K | 0.01% | +135+106.3% | Added |
| MML Investors Services, LLC | 264 | $365.0K | 0.00% | −113−30.0% | Reduced |
| Savant Capital, LLC | 264 | $365.2K | 0.01% | −1−0.4% | Reduced |
| Salomon & Ludwin, LLC | 266 | $367.9K | 0.04% | −1−0.4% | Reduced |
| Beacon Investment Advisors LLC | 266 | $367.9K | 0.25% | +5+1.9% | Added |
| Dark Forest Capital Management LP | 266 | $367.9K | 0.04% | +266 | New |
| Sterling Investment Counsel, LLC | 267 | $369.3K | 0.20% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 269 | $372.5K | 0.26% | −1−0.4% | Reduced |
| First Trust Advisors LP | 271 | $374.8K | 0.00% | −2,556−90.4% | Reduced |
| Acima Private Wealth, LLC | 276 | $381.8K | 0.18% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 276 | $381.8K | 0.01% | +6+2.2% | Added |
| Centiva Capital, LP | 277 | $383.1K | 0.02% | −143−34.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 277 | $383.1K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 281 | $385.7K | 0.01% | −305−52.0% | Reduced |
| Marks Group Wealth Management, Inc | 279 | $385.9K | 0.05% | −2−0.7% | Reduced |
| Dakota Wealth Management | 281 | $388.7K | 0.02% | +36+14.7% | Added |
| Rathbone Brothers plc | 283 | $391.4K | 0.00% | −15−5.0% | Reduced |
| Banque Cantonale Vaudoise | 283 | $392.0K | 0.02% | −2−0.7% | Reduced |
| First Citizens Bank & Trust Co | 284 | $392.8K | 0.01% | −18−6.0% | Reduced |
| CWM Advisors, LLC | 285 | $394.2K | 0.05% | −9−3.1% | Reduced |
| Keating Investment Counselors Inc | 286 | $395.6K | 0.14% | 00.0% | Unchanged |
| Corton Capital Inc. | 290 | $401.1K | 0.19% | −94−24.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 293 | $405.3K | 0.03% | +5+1.7% | Added |
| Canal Capital Management, LLC | 294 | $406.6K | 0.08% | −3−1.0% | Reduced |
| Balentine LLC | 294 | $406.7K | 0.01% | +8+2.8% | Added |
| Kestra Private Wealth Services, LLC | 295 | $408.0K | 0.01% | +1+0.3% | Added |
| Oppenheimer Asset Management Inc. | 300 | $415.0K | 0.01% | +17+6.0% | Added |
| Quantinno Capital Management LP | 302 | $418.0K | 0.02% | +5+1.7% | Added |
| Seven Eight Capital, LP | 303 | $419.1K | 0.07% | +303 | New |
| Oak Grove Capital LLC | 305 | $421.9K | 0.15% | +305 | New |
| Bay Rivers Group | 310 | $428.8K | 0.32% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 312 | $431.6K | 0.22% | −9−2.8% | Reduced |
| Cadent Capital Advisors, LLC | 313 | $432.9K | 0.27% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 314 | $434.3K | 0.00% | +314 | New |
| United Capital Financial Advisers, LLC | 317 | $438.5K | 0.00% | −413−56.6% | Reduced |
| Crestmont Private Wealth LLC | 317 | $438.5K | 0.26% | +32+11.2% | Added |
| Arcus Capital Partners, LLC | 317 | $438.5K | 0.13% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 344 | $439.4K | 0.33% | 00.0% | Unchanged |
| Vestcor Inc | 319 | $441.0K | 0.02% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 327 | $452.3K | 0.07% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 330 | $456.4K | 0.00% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 333 | $460.6K | 0.09% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 340 | $470.3K | 0.02% | −40−10.5% | Reduced |
| Baxter Bros Inc | 346 | $478.6K | 0.07% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 350 | $484.1K | 0.12% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 353 | $484.5K | 0.04% | −45−11.3% | Reduced |
| Grant/GrossMendelsohn, LLC | 355 | $493.6K | 0.20% | +355 | New |
| Taylor Hoffman Wealth Management | 358 | $495.2K | 0.25% | +25+7.5% | Added |
| Synovus Financial Corp | 358 | $495.2K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 364 | $503.5K | 0.02% | +70+23.8% | Added |
| Wealthfront Advisers LLC | 368 | $509.0K | 0.00% | +13+3.7% | Added |
| Cross Staff Investments Inc | 370 | $511.8K | 0.47% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 370 | $511.8K | 0.04% | +370 | New |
| Old National Bancorp | 374 | $517.3K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 374 | $517.3K | 0.06% | +36+10.7% | Added |
| Pecaut & Co. | 378 | $522.8K | 0.22% | 00.0% | Unchanged |
| Elgethun Capital Management | 379 | $524.2K | 0.16% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 381 | $527.0K | 0.02% | +21+5.8% | Added |
| Lincoln National Corp | 388 | $536.7K | 0.01% | +13+3.5% | Added |
| Alberta Investment Management Corp | 400 | $553.3K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 405 | $560.2K | 0.01% | −13−3.1% | Reduced |
| Insigneo Advisory Services, LLC | 408 | $564.3K | 0.11% | −4−1.0% | Reduced |
| Massmutual Trust Co FSB | 416 | $575.4K | 0.02% | −13−3.0% | Reduced |
| Brave Asset Management Inc | 418 | $578.2K | 0.17% | −100−19.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 424 | $586.5K | 0.01% | +214+101.9% | Added |
| Cary Street Partner Investment Advisory LLC | 426 | $589.2K | 0.04% | 00.0% | Unchanged |
| Axq Capital, LP | 429 | $593.4K | 0.73% | +429 | New |
| GWM Advisors LLC | 430 | $594.8K | 0.01% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 433 | $598.9K | 0.07% | −52−10.7% | Reduced |
| MainStreet Investment Advisors LLC | 439 | $607.2K | 0.07% | −5−1.1% | Reduced |
| Intellectus Partners, LLC | 439 | $607.2K | 0.18% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 440 | $608.6K | 0.00% | −8−1.8% | Reduced |
| XTX Topco Ltd | 440 | $608.6K | 0.11% | +440 | New |
| Metis Global Partners, LLC | 441 | $610.0K | 0.03% | +62+16.4% | Added |