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 |
|---|---|---|---|---|---|
| Keating Investment Counselors Inc | 225 | $331.3K | 0.11% | −61−21.3% | Reduced |
| Avantax Advisory Services, Inc. | 227 | $334.3K | 0.00% | +18+8.6% | Added |
| Venturi Wealth Management, LLC | 227 | $334.3K | 0.03% | +200+740.7% | Added |
| Invictus Private Wealth, LLC | 229 | $337.2K | 0.04% | −1−0.4% | Reduced |
| Alps Advisors Inc | 230 | $338.7K | 0.00% | +230 | New |
| Wambolt & Associates, LLC | 232 | $338.7K | 0.12% | −13−5.3% | Reduced |
| Ritholtz Wealth Management | 233 | $343.1K | 0.02% | +233 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 235 | $346.0K | 0.01% | +60+34.3% | Added |
| Boothbay Fund Management, LLC | 238 | $350.5K | 0.01% | +238 | New |
| Vestcor Inc | 239 | $352.0K | 0.01% | −80−25.1% | Reduced |
| FineMark National Bank & Trust | 240 | $353.4K | 0.02% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 242 | $356.3K | 0.01% | −42−14.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 246 | $362.2K | 0.06% | −794−76.3% | Reduced |
| Crestmont Private Wealth LLC | 246 | $362.2K | 0.22% | −71−22.4% | Reduced |
| MML Investors Services, LLC | 247 | $364.0K | 0.00% | −17−6.4% | Reduced |
| Park Avenue Securities LLC | 248 | $365.0K | 0.01% | +248 | New |
| CWM Advisors, LLC | 248 | $365.2K | 0.05% | −37−13.0% | Reduced |
| Highlander Capital Management, LLC | 250 | $368.0K | 0.14% | +200+400.0% | Added |
| Worldquant Millennium Advisors LLC | 250 | $368.1K | 0.01% | +250 | New |
| Trustmark National Bank Trust Department | 250 | $368.1K | 0.04% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 250 | $368.1K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 251 | $369.6K | 0.02% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 253 | $372.5K | 0.08% | −6−2.3% | Reduced |
| Flagstone Financial Management | 254 | $374.0K | 0.17% | 00.0% | Unchanged |
| DFPG Investments, LLC | 279 | $374.7K | 0.03% | +279 | New |
| WealthPlan Investment Management, LLC | 255 | $375.5K | 0.07% | +143+127.7% | Added |
| Manchester Financial Inc | 257 | $378.4K | 0.11% | −2−0.8% | Reduced |
| Linscomb & Williams, Inc. | 257 | $378.6K | 0.02% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 259 | $381.4K | 0.00% | +10+4.0% | Added |
| MetLife Investment Management | 261 | $384.3K | 0.00% | 00.0% | Unchanged |
| Allen Investment Management LLC | 262 | $385.8K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 265 | $390.2K | 0.01% | +9+3.5% | Added |
| Salomon & Ludwin, LLC | 266 | $391.7K | 0.04% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 267 | $393.2K | 0.23% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 276 | $406.4K | 0.18% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 276 | $406.4K | 0.10% | +130+89.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 277 | $407.9K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 277 | $407.9K | 0.05% | +168+154.1% | Added |
| Marks Group Wealth Management, Inc | 278 | $409.4K | 0.05% | −1−0.4% | Reduced |
| Dakota Wealth Management | 279 | $410.8K | 0.02% | −2−0.7% | Reduced |
| Two Sigma Securities, LLC | 280 | $412.3K | 0.02% | +280 | New |
| Beacon Investment Advisors LLC | 281 | $413.8K | 0.29% | +15+5.6% | Added |
| Private Advisor Group, LLC | 282 | $414.6K | 0.00% | +30+11.9% | Added |
| Lodestone Wealth Management LLC | 282 | $415.7K | 0.29% | +13+4.8% | Added |
| Oak Grove Capital LLC | 285 | $419.7K | 0.16% | −20−6.6% | Reduced |
| Savant Capital, LLC | 285 | $419.7K | 0.01% | +21+8.0% | Added |
| Canal Capital Management, LLC | 294 | $432.8K | 0.09% | 00.0% | Unchanged |
| Balentine LLC | 294 | $432.9K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 295 | $434.4K | 0.00% | +14+5.0% | Added |
| Glenmede Trust Co NA | 296 | $435.9K | 0.00% | +14+5.0% | Added |
| Oppenheimer Asset Management Inc. | 298 | $438.8K | 0.01% | −2−0.7% | Reduced |
| Bank of Nova Scotia | 299 | $440.3K | 0.00% | +46+18.2% | Added |
| Steward Partners Investment Advisory, LLC | 300 | $441.7K | 0.01% | +143+91.1% | Added |
| Ossiam | 301 | $443.2K | 0.01% | +39+14.9% | Added |
| Wallace Advisory Group, LLC | 328 | $453.7K | 0.33% | −16−4.7% | Reduced |
| Bay Rivers Group | 310 | $456.5K | 0.35% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 310 | $456.5K | 0.36% | +55+21.6% | Added |
| Opal Wealth Advisors, LLC | 311 | $457.9K | 0.27% | −1−0.3% | Reduced |
| Cadent Capital Advisors, LLC | 313 | $460.9K | 0.22% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 314 | $462.4K | 0.03% | +21+7.2% | Added |
| Jefferies Financial Group Inc. | 323 | $475.6K | 0.01% | +323 | New |
| Arcus Capital Partners, LLC | 323 | $475.6K | 0.15% | +6+1.9% | Added |
| Wetherby Asset Management Inc | 323 | $475.6K | 0.03% | +91+39.2% | Added |
| Winthrop Advisory Group LLC | 327 | $481.5K | 0.08% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 329 | $484.4K | 0.02% | +34+11.5% | Added |
| Blue Edge Capital, LLC | 333 | $490.3K | 0.10% | 00.0% | Unchanged |
| GWM Advisors LLC | 336 | $494.7K | 0.01% | −94−21.9% | Reduced |
| Taylor Hoffman Wealth Management | 344 | $506.5K | 0.26% | −14−3.9% | Reduced |
| Baxter Bros Inc | 346 | $509.5K | 0.08% | 00.0% | Unchanged |
| Old National Bancorp | 351 | $516.8K | 0.01% | −23−6.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 354 | $521.3K | 0.13% | +4+1.1% | Added |
| Grant/GrossMendelsohn, LLC | 355 | $522.7K | 0.23% | 00.0% | Unchanged |
| Synovus Financial Corp | 358 | $527.2K | 0.01% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 360 | $530.1K | 0.52% | −10−2.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 370 | $544.8K | 0.04% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 372 | $547.8K | 0.00% | +4+1.1% | Added |
| NBT Bank N A | 374 | $550.7K | 0.05% | +374 | New |
| Vinva Investment Management Ltd | 366 | $551.6K | 0.05% | +13+3.7% | Added |
| Financial Security Advisor, Inc. | 377 | $555.1K | 0.26% | +377 | New |
| Elgethun Capital Management | 379 | $556.2K | 0.17% | 00.0% | Unchanged |
| Pecaut & Co. | 378 | $556.6K | 0.23% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 380 | $559.5K | 0.02% | −1−0.3% | Reduced |
| Front Street Capital Management, Inc. | 386 | $568.0K | 0.12% | +386 | New |
| Mount Yale Investment Advisors, LLC | 392 | $577.2K | 0.06% | −210−34.9% | Reduced |
| Lincoln National Corp | 395 | $581.6K | 0.01% | +7+1.8% | Added |
| Alberta Investment Management Corp | 400 | $589.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 402 | $591.9K | 0.02% | −14−3.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 407 | $599.3K | 0.13% | −79−16.3% | Reduced |
| Integrated Wealth Concepts LLC | 407 | $599.3K | 0.01% | +2+0.5% | Added |
| Insigneo Advisory Services, LLC | 408 | $600.8K | 0.12% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 413 | $608.1K | 0.06% | +413 | New |
| Brave Asset Management Inc | 418 | $615.5K | 0.19% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 421 | $619.9K | 0.20% | −18−4.1% | Reduced |
| MainStreet Investment Advisors LLC | 424 | $624.3K | 0.07% | −15−3.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 426 | $627.3K | 0.03% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 429 | $632.0K | 0.00% | −21−4.7% | Reduced |
| First Trust Advisors LP | 435 | $640.5K | 0.00% | +164+60.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 440 | $647.9K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 440 | $648.0K | 0.02% | +419+1,995.2% | Added |
| Chase Investment Counsel Corp | 444 | $653.0K | 0.33% | +444 | New |