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, Q3 2023
Institutional positions in Markel Group Inc. as of Sep 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
- 739
- +45 vs. Q2 2023
- Shares held
- 10.2M
- −117.6K (−1.1%) vs. Q2 2023
- Total value
- $15.0B
- +$767.0M (+5.4%) vs. Q2 2023
- New holders
- 87
- 244 more added
- Sold out
- 42
- 236 more reduced
6 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Markel Group Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 1 | $1.00K | 0.00% | +1 | New |
| Proequities, Inc. | 1 | $1.47K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1 | $1.47K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $1.47K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 2 | $2.94K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2 | $2.94K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $2.94K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2 | $2.94K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2 | $2.94K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 2 | $2.94K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 3 | $4.42K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 3 | $4.42K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 3 | $4.42K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $4.42K | 0.00% | +1+50.0% | Added |
| Bell Investment Advisors, Inc | 4 | $5.89K | 0.00% | −1−20.0% | Reduced |
| Bartlett & Co. LLC | 5 | $7.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 5 | $7.00K | 0.00% | +5 | New |
| Bokf, NA | 5 | $7.35K | 0.00% | +5 | New |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $7.36K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5 | $7.36K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 5 | $7.36K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 5 | $7.36K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 6 | $8.00K | 0.00% | +6 | New |
| Pacifica Partners Inc. | 6 | $8.78K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 6 | $8.84K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 6 | $9.00K | 0.00% | +6 | New |
| City Holding Co | 12 | $10.2K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 7 | $10.3K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 7 | $10.3K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 7 | $10.3K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 8 | $11.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 9 | $12.0K | 0.00% | +9 | New |
| NBC Securities, Inc. | 9 | $13.0K | 0.00% | +9 | New |
| Rosenberg Matthew Hamilton | 9 | $13.3K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 9 | $13.3K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 10 | $14.7K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 10 | $14.7K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 10 | $14.7K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 10 | $14.7K | 0.01% | +10 | New |
| Capital Advisors, Ltd. LLC | 10 | $15.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 11 | $16.2K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 11 | $16.2K | 0.01% | +4+57.1% | Added |
| Leonteq Securities AG | 11 | $16.2K | 0.00% | +11 | New |
| Arlington Partners LLC | 12 | $17.7K | 0.01% | −141−92.2% | Reduced |
| Sittner & Nelson, LLC | 12 | $17.7K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 12 | $17.7K | 0.01% | +12 | New |
| Valley National Advisers Inc | 12 | $18.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 13 | $19.1K | 0.00% | +6+85.7% | Added |
| Assetmark, Inc | 15 | $22.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 16 | $23.6K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 16 | $23.6K | 0.01% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 16 | $23.6K | 0.03% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 16 | $24.0K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $26.5K | 0.00% | +1+5.9% | Added |
| Colonial Trust Co | 19 | $28.0K | 0.01% | +7+58.3% | Added |
| Asset Dedication, LLC | 19 | $28.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 20 | $29.4K | 0.01% | +12+150.0% | Added |
| Westpac Banking Corp | 22 | $32.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 23 | $33.6K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 23 | $33.9K | 0.02% | −1−4.2% | Reduced |
| Clearstead Advisors, LLC | 25 | $36.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $36.8K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27 | $39.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 28 | $41.2K | 0.01% | −50−64.1% | Reduced |
| Oakworth Capital, Inc. | 28 | $41.2K | 0.00% | −1−3.4% | Reduced |
| Delta Asset Management LLC | 28 | $41.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 31 | $46.0K | 0.03% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 32 | $47.1K | 0.04% | 00.0% | Unchanged |
| RVW Wealth, LLC | 32 | $47.1K | 0.01% | +32 | New |
| Community Bank, N.A. | 33 | $48.6K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 34 | $50.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 35 | $51.5K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 39 | $57.4K | 0.00% | +3+8.3% | Added |
| Carmichael Hill & Associates, Inc. | 40 | $58.9K | 0.03% | 00.0% | Unchanged |
| Centennial Bank | 40 | $58.9K | 0.04% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 42 | $61.8K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 47 | $69.2K | 0.02% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 49 | $72.2K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $73.6K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 52 | $76.6K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 53 | $78.0K | 0.00% | +11+26.2% | Added |
| Farther Finance Advisors, LLC | 53 | $78.0K | 0.01% | +16+43.2% | Added |
| Quent Capital, LLC | 56 | $82.5K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 57 | $83.9K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 57 | $84.0K | 0.00% | −2−3.4% | Reduced |
| Capital Analysts, LLC | 57 | $84.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 59 | $86.2K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 62 | $91.3K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 66 | $97.2K | 0.05% | +64+3,200.0% | Added |
| Penserra Capital Management LLC | 67 | $98.0K | 0.00% | +1+1.5% | Added |
| Rogco, LP | 69 | $101.6K | 0.05% | +69 | New |
| Creative Financial Designs Inc | 70 | $102.3K | 0.01% | −2−2.8% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 70 | $104.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 70 | $104.0K | 0.08% | +1+1.4% | Added |
| Mendota Financial Group, LLC | 72 | $106.0K | 0.11% | +1+1.4% | Added |
| Tradition Wealth Management, LLC | 74 | $109.0K | 0.01% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 85 | $125.0K | 0.00% | +85 | New |
| Colonial Trust Advisors | 85 | $125.2K | 0.01% | 00.0% | Unchanged |
| Tobam | 87 | $128.0K | 0.01% | −6−6.5% | Reduced |
| IFP Advisors, Inc | 90 | $132.5K | 0.01% | −2−2.2% | Reduced |