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 |
|---|---|---|---|---|---|
| Polen Capital Management LLC | 443 | $612.7K | 0.00% | +443 | New |
| Quantamental Technologies LLC | 443 | $612.7K | 0.26% | +443 | New |
| Intrinsic Value Partners, LLC | 445 | $615.5K | 0.78% | −1−0.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 450 | $622.0K | 0.00% | −645−58.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 452 | $625.2K | 0.02% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 452 | $625.2K | 0.47% | +452 | New |
| Quantbot Technologies LP | 453 | $626.6K | 0.04% | +280+161.8% | Added |
| Gilbert & Cook, Inc. | 457 | $632.1K | 0.10% | +17+3.9% | Added |
| Spire Wealth Management | 460 | $636.1K | 0.02% | −17−3.6% | Reduced |
| Conestoga Capital Advisors, LLC | 465 | $643.2K | 0.01% | −100−17.7% | Reduced |
| Xponance, Inc. | 468 | $647.3K | 0.01% | −313−40.1% | Reduced |
| Parisi Gray Wealth Management | 510 | $651.5K | 0.30% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 485 | $670.8K | 0.03% | +1+0.2% | Added |
| Linden Thomas Advisory Services, LLC | 486 | $672.3K | 0.15% | −5−1.0% | Reduced |
| Cetera Investment Advisers | 493 | $681.9K | 0.01% | +1+0.2% | Added |
| RFG Advisory, LLC | 495 | $684.7K | 0.03% | −15−2.9% | Reduced |
| Calamos Wealth Management LLC | 500 | $691.6K | 0.05% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 501 | $693.0K | 0.01% | +311+163.7% | Added |
| Lakewood Asset Management LLC | 508 | $702.7K | 0.55% | +13+2.6% | Added |
| Royal Fund Management, LLC | 510 | $705.4K | 0.10% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 512 | $708.0K | 0.01% | +512 | New |
| Aviva PLC | 513 | $709.6K | 0.00% | −2,622−83.6% | Reduced |
| Ethic Inc. | 531 | $734.5K | 0.03% | +9+1.7% | Added |
| Man Group plc | 535 | $740.0K | 0.00% | – | – |
| Intercontinental Wealth Advisors, LLC | 539 | $745.5K | 0.18% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 548 | $758.0K | 0.01% | −34−5.8% | Reduced |
| Swedbank AB | 555 | $767.7K | 0.00% | +5+0.9% | Added |
| Tributary Capital Management, LLC | 560 | $774.6K | 0.07% | −31−5.2% | Reduced |
| Buttonwood Financial Advisors Inc. | 564 | $780.1K | 0.49% | 00.0% | Unchanged |
| Trust Co of Vermont | 570 | $788.4K | 0.05% | 00.0% | Unchanged |
| Commerce Bank | 573 | $792.6K | 0.01% | +4+0.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 573 | $792.6K | 0.01% | +102+21.7% | Added |
| Carmel Capital Partners, LLC | 584 | $807.8K | 0.42% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 590 | $816.1K | 0.00% | +1+0.2% | Added |
| Axxcess Wealth Management, LLC | 596 | $824.4K | 0.06% | +250+72.3% | Added |
| Smithfield Trust Co | 597 | $825.0K | 0.05% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 600 | $829.9K | 0.27% | 00.0% | Unchanged |
| Shelter Ins Retirement Plan | 600 | $829.9K | 0.78% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 602 | $832.7K | 0.09% | −194−24.4% | Reduced |
| Virtu Financial LLC | 606 | $837.0K | 0.06% | +606 | New |
| London Co of Virginia | 607 | $839.6K | 0.00% | 00.0% | Unchanged |
| Glenview Trust Co | 609 | $842.4K | 0.02% | +12+2.0% | Added |
| Kestra Advisory Services, LLC | 613 | $847.9K | 0.01% | −58−8.6% | Reduced |
| Simplex Trading, LLC | 614 | $849.0K | 0.04% | −629−50.6% | Reduced |
| Advisory Services Network, LLC | 614 | $849.3K | 0.02% | −16−2.5% | Reduced |
| Ergoteles LLC | 620 | $857.6K | 0.04% | +620 | New |
| Avestar Capital, LLC | 622 | $860.3K | 0.15% | −52−7.7% | Reduced |
| Sequoia Financial Advisors, LLC | 627 | $867.3K | 0.01% | −50−7.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 627 | $867.3K | 0.11% | +207+49.3% | Added |
| Resonant Capital Advisors, LLC | 630 | $871.4K | 0.09% | −5−0.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 630 | $871.4K | 0.00% | +630 | New |
| Neuberger Berman Group LLC | 631 | $872.8K | 0.00% | +13+2.1% | Added |
| Colony Group LLC | 637 | $881.0K | 0.01% | −6,766−91.4% | Reduced |
| Madison Wealth Management | 643 | $889.4K | 0.18% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 645 | $892.2K | 0.61% | +470+268.6% | Added |
| Baird Financial Group, Inc. | 659 | $911.5K | 0.00% | +256+63.5% | Added |
| Spears Abacus Advisors LLC | 668 | $924.0K | 0.08% | 00.0% | Unchanged |
| Macquarie Group Ltd | 684 | $946.5K | 0.00% | −158−18.8% | Reduced |
| Fruth Investment Management | 685 | $947.0K | 0.27% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 698 | $965.5K | 0.33% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 698 | $965.5K | 0.22% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 699 | $966.8K | 0.04% | 00.0% | Unchanged |
| Intech Investment Management LLC | 716 | $990.4K | 0.01% | −294−29.1% | Reduced |
| Bessemer Group Inc | 718 | $993.0K | 0.00% | +706+5,883.3% | Added |
| Oppenheimer & Co Inc | 722 | $998.7K | 0.02% | +15+2.1% | Added |
| Principle Wealth Partners LLC | 737 | $1.02M | 0.10% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 759 | $1.05M | 0.61% | +2+0.3% | Added |
| Renaissance Technologies LLC | 761 | $1.05M | 0.00% | −4,786−86.3% | Reduced |
| Daiwa Securities Group Inc. | 770 | $1.06M | 0.01% | 00.0% | Unchanged |
| Prudential PLC | 770 | $1.07M | 0.01% | −6−0.8% | Reduced |
| Whittier Trust Co | 776 | $1.07M | 0.02% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 776 | $1.07M | 0.01% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 778 | $1.08M | 0.13% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 784 | $1.08M | 0.04% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 793 | $1.10M | 0.00% | −2,788−77.9% | Reduced |
| Keybank National Association | 800 | $1.11M | 0.01% | −17−2.1% | Reduced |
| Aurora Investment Counsel | 812 | $1.12M | 0.72% | −13−1.6% | Reduced |
| Ostrum Asset Management | 828 | $1.15M | 0.10% | 00.0% | Unchanged |
| Nordea Investment Management AB | 835 | $1.15M | 0.00% | 00.0% | Unchanged |
| Worth Venture Partners, LLC | 835 | $1.15M | 0.63% | +254+43.7% | Added |
| Canada Pension Plan Investment Board | 840 | $1.16M | 0.00% | 00.0% | Unchanged |
| Ascent Group, LLC | 788 | $1.18M | 0.13% | +169+27.3% | Added |
| Silvercrest Asset Management Group LLC | 857 | $1.19M | 0.01% | +295+52.5% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 863 | $1.19M | 0.62% | −15−1.7% | Reduced |
| Jump Financial, LLC | 870 | $1.20M | 0.04% | +531+156.6% | Added |
| Hills Bank & Trust Co | 889 | $1.23M | 0.16% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 890 | $1.23M | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 892 | $1.23M | 0.17% | −23−2.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 897 | $1.24M | 0.13% | +897 | New |
| Ancora Advisors, LLC | 910 | $1.26M | 0.03% | −40−4.2% | Reduced |
| Scotia Capital Inc. | 914 | $1.26M | 0.01% | +27+3.0% | Added |
| TD Private Client Wealth LLC | 921 | $1.27M | 0.06% | −45−4.7% | Reduced |
| FDx Advisors, Inc. | 936 | $1.29M | 0.07% | −379−28.8% | Reduced |
| Twin Tree Management, LP | 950 | $1.31M | 0.03% | −2,747−74.3% | Reduced |
| Teacher Retirement System of Texas | 961 | $1.33M | 0.01% | −535−35.8% | Reduced |
| Main Street Financial Solutions, LLC | 962 | $1.33M | 0.18% | −7−0.7% | Reduced |
| NWF Advisory Services Inc. | 970 | $1.34M | 0.31% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 995 | $1.38M | 0.02% | +115+13.1% | Added |
| Pensionfund Sabic | 1,000 | $1.38M | 0.46% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 1,003 | $1.39M | 0.03% | −31−3.0% | Reduced |