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