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