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 |
|---|---|---|---|---|---|
| RMB Capital Management, LLC | 2,965 | $4.10M | 0.13% | 00.0% | Unchanged |
| Evergreen Wealth Management, LLC | 2,996 | $4.14M | 3.25% | +290+10.7% | Added |
| Court Place Advisors, LLC | 2,998 | $4.15M | 1.45% | −62−2.0% | Reduced |
| CIBC Private Wealth Group, LLC | 3,017 | $4.17M | 0.01% | 00.0% | Unchanged |
| Heartland Advisors Inc | 3,108 | $4.30M | 0.25% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 3,138 | $4.34M | 3.77% | +1,335+74.0% | Added |
| Solidarilty Wealth, LLC | 3,155 | $4.36M | 1.79% | +769+32.2% | Added |
| KBC Group NV | 3,281 | $4.54M | 0.02% | −123−3.6% | Reduced |
| GHP Investment Advisors, Inc. | 3,031 | $4.57M | 0.27% | +93+3.2% | Added |
| First Republic Investment Management, Inc. | 3,342 | $4.62M | 0.02% | −803−19.4% | Reduced |
| Nomura Asset Management Co Ltd | 3,353 | $4.64M | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,359 | $4.65M | 0.01% | +12+0.4% | Added |
| Toronto Dominion Bank | 3,382 | $4.67M | 0.01% | −821−19.5% | Reduced |
| Alpha Omega Wealth Management LLC | 3,417 | $4.73M | 0.80% | −5−0.1% | Reduced |
| Cerity Partners LLC | 3,441 | $4.76M | 0.02% | +318+10.2% | Added |
| Storebrand Asset Management AS | 3,444 | $4.76M | 0.02% | −72−2.0% | Reduced |
| Arizona State Retirement System | 3,469 | $4.80M | 0.04% | −441−11.3% | Reduced |
| TownSquare Capital, LLC | 3,478 | $4.81M | 0.09% | +612+21.4% | Added |
| Neville Rodie & Shaw Inc | 3,489 | $4.83M | 0.42% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 3,548 | $4.91M | 0.06% | 00.0% | Unchanged |
| Creative Planning | 3,629 | $5.02M | 0.01% | +804+28.5% | Added |
| Montag A & Associates Inc | 3,641 | $5.04M | 0.31% | +20+0.6% | Added |
| Clear Harbor Asset Management, LLC | 3,722 | $5.15M | 0.51% | +1,084+41.1% | Added |
| LPL Financial LLC | 3,846 | $5.32M | 0.00% | +563+17.1% | Added |
| SEI Investments Co | 3,869 | $5.35M | 0.01% | +508+15.1% | Added |
| Hantz Financial Services, Inc. | 3,953 | $5.47M | 0.14% | +16+0.4% | Added |
| M&T Bank Corp | 4,155 | $5.75M | 0.02% | −196−4.5% | Reduced |
| Shell Asset Management Co | 4,172 | $5.77M | 0.23% | +468+12.6% | Added |
| Chapman Investment Management, LLC | 4,178 | $5.78M | 4.58% | +4,178 | New |
| Guggenheim Capital LLC | 4,239 | $5.86M | 0.05% | +4,239 | New |
| PGGM Investments | 4,328 | $5.99M | 0.10% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 4,586 | $6.34M | 3.16% | +877+23.6% | Added |
| Commonwealth Equity Services, LLC | 4,590 | $6.35M | 0.01% | +53+1.2% | Added |
| Lowe Brockenbrough & Co Inc | 4,650 | $6.43M | 0.49% | −19−0.4% | Reduced |
| Pictet Asset Management SA | 4,652 | $6.43M | 0.01% | +20+0.4% | Added |
| Ameriprise Financial Inc | 4,654 | $6.44M | 0.00% | −1,563−25.1% | Reduced |
| Lathrop Investment Management Corp | 4,708 | $6.51M | 1.32% | +4,708 | New |
| Illinois Municipal Retirement Fund | 4,820 | $6.67M | 0.13% | +1,190+32.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,849 | $6.71M | 0.01% | +396+8.9% | Added |
| Bank of Montreal | 4,826 | $6.73M | 0.00% | +3,754+350.2% | Added |
| Asset Management One Co.,Ltd. | 4,984 | $6.89M | 0.03% | −495−9.0% | Reduced |
| Janney Montgomery Scott LLC | 5,058 | $7.00M | 0.02% | +82+1.6% | Added |
| Royal London Asset Management Ltd | 5,078 | $7.02M | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 5,360 | $7.41M | 0.03% | +101+1.9% | Added |
| Franklin Resources Inc | 5,455 | $7.55M | 0.00% | −184−3.3% | Reduced |
| Cheviot Value Management, LLC | 5,457 | $7.55M | 1.65% | +384+7.6% | Added |
| Schwartz Investment Counsel Inc | 5,679 | $7.86M | 0.33% | 00.0% | Unchanged |
| Roundview Capital LLC | 5,793 | $8.01M | 0.78% | +506+9.6% | Added |
| Redmond Asset Management, LLC | 5,899 | $8.16M | 2.65% | −131−2.2% | Reduced |
| Public Employees Retirement System of Ohio | 5,947 | $8.23M | 0.03% | −625−9.5% | Reduced |
| Live Oak Private Wealth LLC | 5,948 | $8.23M | 1.64% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 5,952 | $8.23M | 0.08% | +126+2.2% | Added |
| Treasurer of the State of North Carolina | 6,088 | $8.42M | 0.04% | −1,395−18.6% | Reduced |
| Jane Street Group, LLC | 6,186 | $8.56M | 0.01% | +5,247+558.8% | Added |
| Motley Fool Asset Management LLC | 6,257 | $8.65M | 0.77% | +6,257 | New |
| State of Wisconsin Investment Board | 6,619 | $9.16M | 0.03% | −510−7.2% | Reduced |
| Brandywine Global Investment Management, LLC | 6,765 | $9.36M | 0.08% | −487−6.7% | Reduced |
| AQR Capital Management LLC | 6,795 | $9.37M | 0.02% | −1,018−13.0% | Reduced |
| Prospector Partners LLC | 6,852 | $9.48M | 1.32% | +50+0.7% | Added |
| PB Investment Partners, L.P. | 7,179 | $9.93M | 8.49% | +2,077+40.7% | Added |
| Millennium Management LLC | 7,247 | $10.0M | 0.01% | +4,440+158.2% | Added |
| Stifel Financial Corp | 7,250 | $10.0M | 0.01% | +80+1.1% | Added |
| CIBC World Markets Inc. | 7,407 | $10.2M | 0.04% | −162−2.1% | Reduced |
| Rheos Capital Works Inc. | 7,500 | $10.4M | 0.56% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,646 | $10.6M | 0.01% | −113−1.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 7,740 | $10.7M | 0.06% | −8−0.1% | Reduced |
| Price T Rowe Associates Inc | 7,745 | $10.7M | 0.00% | +15+0.2% | Added |
| State of New Jersey Common Pension Fund D | 7,746 | $10.7M | 0.04% | 00.0% | Unchanged |
| Channing Capital Management, LLC | 7,832 | $10.8M | 0.33% | −2,350−23.1% | Reduced |
| Susquehanna International Group, LLP | 7,983 | $11.0M | 0.02% | +1,510+23.3% | Added |
| GAM Holding AG | 8,026 | $11.1M | 0.77% | −10−0.1% | Reduced |
| Van Den Berg Management I, Inc | 8,039 | $11.1M | 4.00% | −39−0.5% | Reduced |
| Kirr Marbach & Co LLC | 8,094 | $11.2M | 3.09% | +61+0.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 8,246 | $11.4M | 0.14% | −1,308−13.7% | Reduced |
| Barclays PLC | 8,320 | $11.5M | 0.01% | +474+6.0% | Added |
| Hutchinson Capital Management | 8,754 | $12.1M | 2.84% | −8,394−49.0% | Reduced |
| Ensign Peak Advisors, Inc | 8,845 | $12.2M | 0.02% | +3,285+59.1% | Added |
| 2Xideas AG | 9,139 | $12.6M | 1.21% | +1,071+13.3% | Added |
| Captrust Financial Advisors | 9,145 | $12.6M | 0.05% | −1,538−14.4% | Reduced |
| Los Angeles Capital Management LLC | 9,331 | $12.9M | 0.05% | −3,886−29.4% | Reduced |
| Snyder Capital Management L P | 9,498 | $13.1M | 0.28% | −425−4.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 9,585 | $13.3M | 0.09% | +7,242+309.1% | Added |
| Blair William & Co | 9,613 | $13.3M | 0.05% | +235+2.5% | Added |
| Citigroup Inc | 9,797 | $13.6M | 0.02% | −2,330−19.2% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 9,919 | $13.7M | 0.14% | +169+1.7% | Added |
| Smith, Salley & Associates | 10,167 | $14.1M | 1.04% | +7+0.1% | Added |
| Poehling Capital Management, LLC | 10,484 | $14.5M | 4.90% | +2,089+24.9% | Added |
| Banyan Capital Management, Inc. | 10,831 | $15.0M | 9.91% | +8+0.1% | Added |
| Quilter Plc | 15,184 | $15.1M | 0.62% | +1,974+14.9% | Added |
| Alliancebernstein L.P. | 10,980 | $15.2M | 0.01% | +703+6.8% | Added |
| Jag Capital Management, LLC | 11,142 | $15.4M | 1.78% | −124−1.1% | Reduced |
| First National Bank of Omaha | 11,194 | $15.5M | 0.89% | −102−0.9% | Reduced |
| PYA Waltman Capital, LLC | 10,344 | $15.6M | 6.71% | −135−1.3% | Reduced |
| TD Asset Management Inc | 11,599 | $16.0M | 0.02% | −185−1.6% | Reduced |
| Natixis Advisors, L.P. | 12,147 | $16.8M | 0.05% | +338+2.9% | Added |
| Sprucegrove Investment Management Ltd | 12,491 | $17.3M | 0.90% | −1,963−13.6% | Reduced |
| Amundi | 12,824 | $17.6M | 0.01% | −1,593−11.0% | Reduced |
| Ci Investments Inc. | 13,181 | $18.2M | 0.09% | +30.0% | Added |
| Motley Fool Wealth Management, LLC | 13,453 | $18.6M | 1.09% | +28+0.2% | Added |
| Manufacturers Life Insurance Company, The | 14,531 | $20.1M | 0.01% | −1,032−6.6% | Reduced |