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 |
| Group One Trading, L.P. | 226 | $312.6K | 0.01% | −714−76.0% | Reduced |
| LGT Financial Advisors LLC | 224 | $309.1K | 0.33% | +4+1.8% | Added |
| AdvisorNet Financial, Inc | 222 | $307.1K | 0.03% | +9+4.2% | Added |
| IHT Wealth Management, LLC | 221 | $305.7K | 0.02% | −46−17.2% | Reduced |
| Wedbush Securities Inc | 219 | $303.0K | 0.01% | +3+1.4% | Added |
| Traphagen Investment Advisors LLC | 216 | $298.8K | 0.04% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 214 | $296.0K | 0.04% | −13−5.7% | Reduced |
| Sonen Capital LLC | 212 | $293.2K | 0.49% | 00.0% | Unchanged |
| Summit Global Investments | 212 | $293.0K | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 211 | $291.9K | 0.01% | −18−7.9% | Reduced |
| Parsons Capital Management Inc | 210 | $290.5K | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 209 | $289.1K | 0.00% | −2−0.9% | Reduced |
| Forum Financial Management, LP | 209 | $289.1K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 208 | $287.7K | 0.04% | −2−1.0% | Reduced |
| Veritable, L.P. | 208 | $287.7K | 0.00% | 00.0% | Unchanged |
| Sebold Capital Management, Inc. | 207 | $286.3K | 0.23% | −11−5.0% | Reduced |
| Graham Capital Management, L.P. | 204 | $282.2K | 0.01% | −603−74.7% | Reduced |
| Resurgent Financial Advisors LLC | 201 | $278.0K | 0.18% | +201 | New |
| First National Advisers, LLC | 201 | $278.0K | 0.26% | −32−13.7% | Reduced |
| AMG National Trust Bank | 200 | $276.6K | 0.01% | −1,075−84.3% | Reduced |
| Petrus Trust Company, LTA | 198 | $273.9K | 0.03% | +27+15.8% | Added |
| Evergreen Capital Management LLC | 197 | $272.5K | 0.01% | −2−1.0% | Reduced |
| Greenleaf Trust | 197 | $272.5K | 0.00% | +12+6.5% | Added |
| Lido Advisors, LLC | 195 | $269.7K | 0.00% | +195 | New |
| Cypress Capital Group | 193 | $267.0K | 0.04% | −4−2.0% | Reduced |
| Leavell Investment Management, Inc. | 192 | $266.0K | 0.02% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 191 | $264.2K | 0.07% | 00.0% | Unchanged |
| Howland Capital Management LLC | 189 | $261.4K | 0.02% | 00.0% | Unchanged |
| Financial Architects, Inc | 186 | $257.3K | 0.04% | +186 | New |
| Equitable Trust Co | 184 | $254.5K | 0.02% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 184 | $254.5K | 0.00% | +184 | New |
| Heartwood Wealth Advisors LLC | 183 | $253.1K | 0.04% | +17+10.2% | Added |
| Laurion Capital Management LP | 182 | $251.7K | 0.01% | +182 | New |
| Daymark Wealth Partners, LLC | 182 | $251.7K | 0.02% | +182 | New |
| Fifth Third Bancorp | 181 | $250.4K | 0.00% | +13+7.7% | Added |
| Edgemoor Investment Advisors, Inc. | 179 | $247.6K | 0.03% | 00.0% | Unchanged |
| Trust Co of Virginia | 179 | $247.6K | 0.03% | 00.0% | Unchanged |
| AXA S.A. | 178 | $246.2K | 0.00% | +178 | New |
| Paragon Private Wealth Management, LLC | 175 | $242.1K | 0.19% | −190−52.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 175 | $242.1K | 0.01% | −101−36.6% | Reduced |
| Fund Management at Engine No. 1 LLC | 174 | $240.7K | 0.04% | +11+6.7% | Added |
| Kapitalo Investimentos Ltda | 174 | $240.7K | 0.04% | +174 | New |
| Toroso Investments, LLC | 173 | $239.0K | 0.01% | +13+8.1% | Added |
| Fidelis Capital Partners, LLC | 172 | $237.9K | 0.09% | +172 | New |
| CM Wealth Advisors LLC | 163 | $235.9K | 0.08% | −1,432−89.8% | Reduced |
| Tocqueville Asset Management L.P. | 170 | $235.1K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 170 | $235.1K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 168 | $232.4K | 0.07% | +161+2,300.0% | Added |
| Epic Trust Investment Advisors, LLC | 166 | $229.6K | 0.33% | −43−20.6% | Reduced |
| Level Four Advisory Services, LLC | 165 | $228.2K | 0.01% | −1−0.6% | Reduced |
| Occudo Quantitative Strategies LP | 163 | $225.5K | 0.02% | +163 | New |
| Dimension Capital Management LLC | 162 | $224.1K | 0.05% | 00.0% | Unchanged |
| Credit Agricole S A | 162 | $224.1K | 0.01% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 161 | $222.7K | 0.03% | +1+0.6% | Added |
| HB Wealth Management, LLC | 161 | $222.7K | 0.00% | +161 | New |
| Steward Partners Investment Advisory, LLC | 157 | $217.2K | 0.00% | −2−1.3% | Reduced |
| Wills Financial Group, Inc. | 157 | $217.2K | 0.11% | 00.0% | Unchanged |
| Somerset Trust Co | 157 | $217.2K | 0.09% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 157 | $217.2K | 0.01% | +157 | New |
| Bridgeworth, LLC | 156 | $215.8K | 0.02% | −10−6.0% | Reduced |
| Allworth Financial LP | 155 | $214.4K | 0.00% | −4−2.5% | Reduced |
| Bremer Bank National Association | 155 | $214.4K | 0.04% | +155 | New |
| Advisor Partners II, LLC | 155 | $214.4K | 0.01% | +155 | New |
| Flossbach Von Storch AG | 154 | $213.0K | 0.00% | +154 | New |
| Arlington Partners LLC | 153 | $211.6K | 0.03% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 153 | $211.6K | 0.00% | +153 | New |
| Delphia (USA) Inc. | 150 | $207.5K | 0.33% | −161−51.8% | Reduced |
| AE Wealth Management LLC | 149 | $206.1K | 0.00% | +149 | New |
| Nicholas Hoffman & Company, LLC. | 148 | $204.7K | 0.01% | −15−9.2% | Reduced |
| CWS Financial Advisors, LLC | 148 | $204.7K | 0.08% | +148 | New |
| Silverlake Wealth Management LLC | 148 | $204.7K | 0.11% | +148 | New |
| Vident Investment Advisory, LLC | 148 | $204.7K | 0.01% | −378−71.9% | Reduced |
| Ironwood Investment Counsel, LLC | 146 | $201.9K | 0.05% | +146 | New |
| Checchi Capital Advisers, LLC | 146 | $201.9K | 0.02% | +146 | New |
| Tucker Asset Management LLC | 133 | $184.0K | 0.05% | +3+2.3% | Added |
| American International Group, Inc. | 117 | $161.8K | 0.00% | −33−22.0% | Reduced |
| Lazard Asset Management LLC | 115 | $159.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 114 | $158.0K | 0.00% | +33+40.7% | Added |
| WealthPlan Investment Management, LLC | 112 | $154.9K | 0.05% | −143−56.1% | Reduced |
| Hexagon Capital Partners LLC | 112 | $154.9K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 109 | $150.8K | 0.00% | −35−24.3% | Reduced |
| SRS Capital Advisors, Inc. | 109 | $150.8K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 106 | $146.6K | 0.00% | +52+96.3% | Added |
| M&R Capital Management Inc | 100 | $138.3K | 0.04% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 100 | $138.3K | 0.04% | +100 | New |
| UniSuper Management Pty Ltd | 100 | $138.3K | 0.00% | +100 | New |
| Column Capital Advisors, LLC | 96 | $132.8K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 94 | $130.0K | 0.00% | −29−23.6% | Reduced |
| Tobam | 93 | $129.0K | 0.01% | +26+38.8% | Added |
| BOK Financial Private Wealth, Inc. | 91 | $125.9K | 0.01% | +91 | New |
| Johnson Financial Group, Inc. | 88 | $121.7K | 0.01% | +88 | New |
| Colonial Trust Advisors | 85 | $117.6K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 80 | $110.7K | 0.00% | +6+8.1% | Added |
| Private Trust Co NA | 78 | $107.9K | 0.01% | +50+178.6% | Added |
| Tradition Wealth Management, LLC | 74 | $102.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 72 | $98.9K | 0.01% | −3−4.0% | Reduced |
| Mendota Financial Group, LLC | 71 | $98.2K | 0.11% | +71 | New |
| JTC Employer Solutions Trusteee Ltd | 70 | $96.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 69 | $96.0K | 0.07% | +38+122.6% | Added |