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 |
|---|---|---|---|---|---|
| BOK Financial Private Wealth, Inc. | 91 | $134.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 91 | $134.0K | 0.01% | −192−67.8% | Reduced |
| Brown Brothers Harriman & Co | 96 | $141.4K | 0.00% | +16+20.0% | Added |
| Column Capital Advisors, LLC | 99 | $145.8K | 0.02% | +3+3.1% | Added |
| M&R Capital Management Inc | 100 | $147.2K | 0.04% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 100 | $147.2K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 102 | $150.2K | 0.05% | +101+10,100.0% | Added |
| Allworth Financial LP | 103 | $151.7K | 0.00% | −52−33.5% | Reduced |
| Huntington National Bank | 107 | $157.6K | 0.00% | +1+0.9% | Added |
| CWM, LLC | 110 | $162.0K | 0.00% | −4−3.5% | Reduced |
| American International Group, Inc. | 111 | $163.4K | 0.00% | −6−5.1% | Reduced |
| Hexagon Capital Partners LLC | 112 | $164.9K | 0.04% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 115 | $169.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 133 | $195.8K | 0.04% | −35−20.8% | Reduced |
| Tucker Asset Management LLC | 133 | $195.8K | 0.05% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 136 | $200.3K | 0.04% | +136 | New |
| Punch & Associates Investment Management, Inc. | 137 | $201.7K | 0.01% | +137 | New |
| Evercore Wealth Management, LLC | 137 | $201.7K | 0.00% | +137 | New |
| Cigna Investments Inc | 138 | $203.0K | 0.05% | +138 | New |
| Boston Private Wealth LLC | 138 | $203.2K | 0.00% | +138 | New |
| Silverlake Wealth Management LLC | 138 | $203.2K | 0.11% | −10−6.8% | Reduced |
| MBL Wealth, LLC | 138 | $203.2K | 0.03% | +138 | New |
| Guardian Wealth Advisors, LLC | 138 | $203.2K | 0.03% | +138 | New |
| Meiji Yasuda Asset Management Co Ltd. | 139 | $204.7K | 0.01% | +139 | New |
| Legacy Capital Wealth Partners, LLC | 140 | $206.1K | 0.06% | +140 | New |
| Tiaa Trust, National Association | 142 | $209.1K | 0.00% | +142 | New |
| J.W. Cole Advisors, Inc. | 143 | $210.6K | 0.02% | −90−38.6% | Reduced |
| Warren Averett Asset Management, LLC | 143 | $210.6K | 0.01% | +143 | New |
| Thoroughbred Financial Services, LLC | 144 | $212.0K | 0.02% | +144 | New |
| Checchi Capital Advisers, LLC | 144 | $212.0K | 0.02% | −2−1.4% | Reduced |
| Signaturefd, LLC | 144 | $212.0K | 0.01% | +35+32.1% | Added |
| Wedbush Securities Inc | 147 | $216.0K | 0.01% | −72−32.9% | Reduced |
| MQS Management LLC | 147 | $216.5K | 0.13% | +147 | New |
| Nicholas Hoffman & Company, LLC. | 148 | $217.9K | 0.02% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 148 | $217.9K | 0.09% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 148 | $217.9K | 0.03% | +148 | New |
| Level Four Advisory Services, LLC | 149 | $219.4K | 0.01% | −16−9.7% | Reduced |
| Fidelis Capital Partners, LLC | 152 | $223.8K | 0.08% | −20−11.6% | Reduced |
| Pzena Investment Management LLC | 153 | $225.3K | 0.00% | 00.0% | Unchanged |
| Bremer Bank National Association | 155 | $228.2K | 0.05% | 00.0% | Unchanged |
| Bridgeworth, LLC | 156 | $229.7K | 0.03% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 157 | $231.2K | 0.03% | −4−2.5% | Reduced |
| Wills Financial Group, Inc. | 157 | $231.2K | 0.13% | 00.0% | Unchanged |
| Somerset Trust Co | 157 | $231.2K | 0.11% | 00.0% | Unchanged |
| Natixis | 158 | $232.7K | 0.00% | +124+364.7% | Added |
| Stratos Wealth Partners, LTD. | 158 | $232.7K | 0.01% | +158 | New |
| Kapitalo Investimentos Ltda | 161 | $237.1K | 0.03% | −13−7.5% | Reduced |
| Dynamic Advisor Solutions LLC | 161 | $237.1K | 0.01% | +4+2.5% | Added |
| Sawtooth Solutions, LLC | 162 | $238.5K | 0.01% | −67−29.3% | Reduced |
| Bleakley Financial Group, LLC | 162 | $238.5K | 0.01% | −67−29.3% | Reduced |
| Dimension Capital Management LLC | 162 | $238.5K | 0.06% | 00.0% | Unchanged |
| Credit Agricole S A | 162 | $238.5K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 163 | $240.0K | 0.00% | +2+1.2% | Added |
| Epic Trust Investment Advisors, LLC | 166 | $244.4K | 0.38% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 170 | $250.3K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 170 | $250.3K | 0.02% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 174 | $256.2K | 0.01% | +174 | New |
| MAI Capital Management | 175 | $257.7K | 0.00% | +175 | New |
| AXA S.A. | 176 | $259.2K | 0.00% | −2−1.1% | Reduced |
| XTX Topco Ltd | 178 | $262.1K | 0.04% | −262−59.5% | Reduced |
| Trust Co of Virginia | 179 | $263.6K | 0.03% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 179 | $263.6K | 0.03% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 180 | $265.0K | 0.05% | +180 | New |
| Fifth Third Bancorp | 181 | $266.5K | 0.00% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 181 | $266.5K | 0.00% | +181 | New |
| Gsa Capital Partners LLP | 182 | $268.0K | 0.02% | +182 | New |
| Equitable Trust Co | 184 | $270.9K | 0.02% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 187 | $275.4K | 0.02% | +5+2.7% | Added |
| OLIO Financial Planning | 187 | $275.4K | 0.13% | +187 | New |
| Fund Management at Engine No. 1 LLC | 189 | $278.3K | 0.04% | +15+8.6% | Added |
| Wealthstar Advisors, LLC | 190 | $279.8K | 0.12% | +190 | New |
| Resurgent Financial Advisors LLC | 190 | $279.8K | 0.19% | −11−5.5% | Reduced |
| Greenleaf Trust | 191 | $281.2K | 0.00% | −6−3.0% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 191 | $281.2K | 0.08% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 194 | $285.7K | 0.04% | +11+6.0% | Added |
| Ground Swell Capital, LLC | 194 | $285.7K | 0.48% | +194 | New |
| Leavell Investment Management, Inc. | 194 | $286.0K | 0.02% | +2+1.0% | Added |
| Sunbelt Securities, Inc. | 196 | $288.6K | 0.04% | +190+3,166.7% | Added |
| Cypress Capital Group | 197 | $290.1K | 0.04% | +4+2.1% | Added |
| Evergreen Capital Management LLC | 197 | $290.1K | 0.01% | 00.0% | Unchanged |
| Magnetar Financial LLC | 199 | $293.0K | 0.01% | +199 | New |
| MCF Advisors LLC | 200 | $294.5K | 0.03% | −55−21.6% | Reduced |
| Advisor Partners II, LLC | 200 | $294.5K | 0.01% | +45+29.0% | Added |
| Point72 Asset Management, L.P. | 203 | $298.9K | 0.00% | +175+625.0% | Added |
| Hilltop Holdings Inc. | 204 | $300.4K | 0.04% | −10−4.7% | Reduced |
| New York Life Investment Management LLC | 205 | $301.9K | 0.00% | −25−10.9% | Reduced |
| Stephens Inc | 205 | $301.9K | 0.01% | −6−2.8% | Reduced |
| Sebold Capital Management, Inc. | 205 | $301.9K | 0.25% | −2−1.0% | Reduced |
| Manchester Capital Management LLC | 208 | $306.3K | 0.05% | 00.0% | Unchanged |
| Forum Financial Management, LP | 209 | $307.8K | 0.01% | 00.0% | Unchanged |
| Summit Global Investments | 209 | $308.0K | 0.02% | −3−1.4% | Reduced |
| Parsons Capital Management Inc | 210 | $309.2K | 0.02% | 00.0% | Unchanged |
| waypoint wealth counsel | 211 | $310.7K | 0.29% | −32−13.2% | Reduced |
| Sonen Capital LLC | 212 | $312.2K | 0.61% | 00.0% | Unchanged |
| Lido Advisors, LLC | 212 | $312.2K | 0.00% | +17+8.7% | Added |
| Symmetry Partners, LLC | 213 | $314.0K | 0.02% | −37−14.8% | Reduced |
| Traphagen Investment Advisors LLC | 215 | $316.6K | 0.04% | −1−0.5% | Reduced |
| LGT Financial Advisors LLC | 220 | $323.9K | 0.41% | −4−1.8% | Reduced |
| IHT Wealth Management, LLC | 222 | $326.9K | 0.02% | +1+0.5% | Added |
| AdvisorNet Financial, Inc | 222 | $326.9K | 0.03% | 00.0% | Unchanged |