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 |
|---|---|---|---|---|---|
| Intrinsic Value Partners, LLC | 445 | $655.3K | 0.84% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 445 | $655.3K | 0.03% | +4+0.9% | Added |
| Prime Capital Investment Advisors, LLC | 445 | $655.3K | 0.01% | +21+5.0% | Added |
| Verdence Capital Advisors LLC | 447 | $658.2K | 0.07% | +14+3.2% | Added |
| Monograph Wealth Advisors, LLC | 450 | $662.6K | 0.13% | +450 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 452 | $665.6K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 456 | $671.2K | 0.03% | −4−0.9% | Reduced |
| Swedbank AB | 457 | $672.9K | 0.00% | −98−17.7% | Reduced |
| Graham Capital Management, L.P. | 465 | $684.7K | 0.02% | +261+127.9% | Added |
| Engineers Gate Manager LP | 470 | $692.1K | 0.03% | +470 | New |
| Perigon Wealth Management, LLC | 472 | $695.0K | 0.03% | −13−2.7% | Reduced |
| Cetera Investment Advisers | 480 | $706.8K | 0.01% | −13−2.6% | Reduced |
| RFG Advisory, LLC | 488 | $718.6K | 0.03% | −7−1.4% | Reduced |
| Qtron Investments LLC | 494 | $727.4K | 0.14% | +494 | New |
| Gotham Asset Management, LLC | 495 | $728.9K | 0.02% | +495 | New |
| Rathbone Brothers plc | 497 | $731.8K | 0.01% | +214+75.6% | Added |
| Toroso Investments, LLC | 497 | $731.8K | 0.02% | +324+187.3% | Added |
| Walleye Capital LLC | 499 | $734.8K | 0.01% | +499 | New |
| Calamos Wealth Management LLC | 500 | $736.2K | 0.06% | 00.0% | Unchanged |
| Polen Capital Management LLC | 500 | $736.2K | 0.00% | +57+12.9% | Added |
| Gilbert & Cook, Inc. | 501 | $737.7K | 0.12% | +44+9.6% | Added |
| JustInvest LLC | 502 | $739.2K | 0.02% | +138+37.9% | Added |
| Harvest Investment Services, LLC | 506 | $745.1K | 0.48% | +506 | New |
| Royal Fund Management, LLC | 510 | $751.0K | 0.11% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 513 | $755.4K | 0.62% | +5+1.0% | Added |
| Aigen Investment Management, LP | 514 | $756.9K | 0.14% | +261+103.2% | Added |
| Carmel Capital Partners, LLC | 520 | $765.7K | 0.34% | −64−11.0% | Reduced |
| Parisi Gray Wealth Management | 532 | $783.4K | 0.36% | +22+4.3% | Added |
| Arrowstreet Capital, Limited Partnership | 533 | $785.0K | 0.00% | +533 | New |
| Conestoga Capital Advisors, LLC | 535 | $787.8K | 0.01% | +70+15.1% | Added |
| Acadian Asset Management LLC | 543 | $798.0K | 0.00% | +543 | New |
| Xponance, Inc. | 545 | $802.5K | 0.01% | +77+16.5% | Added |
| Quantinno Capital Management LP | 548 | $807.0K | 0.04% | +246+81.5% | Added |
| Sherbrooke Park Advisers LLC | 553 | $814.3K | 0.26% | +553 | New |
| Old Mission Capital LLC | 568 | $836.4K | 0.03% | +568 | New |
| Cetera Advisor Networks LLC | 575 | $846.7K | 0.01% | +27+4.9% | Added |
| Walleye Trading LLC | 578 | $851.1K | 0.02% | +578 | New |
| Smithfield Trust Co | 587 | $866.0K | 0.05% | −10−1.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 589 | $867.3K | 0.00% | +587+29,350.0% | Added |
| CIBC Asset Management Inc | 590 | $868.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 590 | $868.8K | 0.02% | −24−3.9% | Reduced |
| Buttonwood Financial Advisors Inc. | 594 | $875.0K | 0.55% | +30+5.3% | Added |
| Avestar Capital, LLC | 597 | $879.1K | 0.13% | −25−4.0% | Reduced |
| Shelter Ins Retirement Plan | 600 | $883.5K | 0.86% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 600 | $883.5K | 0.29% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 600 | $883.5K | 0.03% | +4+0.7% | Added |
| Trust Co of Vermont | 601 | $885.0K | 0.06% | +31+5.4% | Added |
| London Co of Virginia | 607 | $893.8K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 611 | $899.7K | 0.02% | −16−2.6% | Reduced |
| Kestra Advisory Services, LLC | 619 | $911.5K | 0.01% | +6+1.0% | Added |
| Madison Wealth Management | 619 | $911.5K | 0.19% | −24−3.7% | Reduced |
| Guardian Capital LP | 640 | $942.4K | 0.04% | −595−48.2% | Reduced |
| Resonant Capital Advisors, LLC | 643 | $946.8K | 0.10% | +13+2.1% | Added |
| Southeast Asset Advisors Inc. | 644 | $948.3K | 0.13% | +644 | New |
| Glenview Trust Co | 645 | $949.8K | 0.03% | +36+5.9% | Added |
| Northwestern Mutual Wealth Management Co | 647 | $952.7K | 0.00% | −451−41.1% | Reduced |
| Commerce Bank | 649 | $955.6K | 0.01% | +76+13.3% | Added |
| Spears Abacus Advisors LLC | 659 | $970.4K | 0.08% | −9−1.3% | Reduced |
| Simplex Trading, LLC | 664 | $977.0K | 0.04% | +50+8.1% | Added |
| Tributary Capital Management, LLC | 684 | $1.01M | 0.10% | +124+22.1% | Added |
| Fruth Investment Management | 685 | $1.01M | 0.30% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 687 | $1.01M | 0.04% | −234−25.4% | Reduced |
| Baird Financial Group, Inc. | 690 | $1.02M | 0.00% | +31+4.7% | Added |
| Ethic Inc. | 692 | $1.02M | 0.04% | +161+30.3% | Added |
| Karpas Strategies, LLC | 698 | $1.03M | 0.38% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 698 | $1.03M | 0.23% | 00.0% | Unchanged |
| Bessemer Group Inc | 701 | $1.03M | 0.00% | −17−2.4% | Reduced |
| Oppenheimer & Co Inc | 711 | $1.05M | 0.02% | −11−1.5% | Reduced |
| Prudential Financial Inc | 719 | $1.06M | 0.00% | −678−48.5% | Reduced |
| Ontario Teachers Pension Plan Board | 725 | $1.07M | 0.01% | +725 | New |
| Principle Wealth Partners LLC | 737 | $1.09M | 0.11% | 00.0% | Unchanged |
| Verition Fund Management LLC | 745 | $1.10M | 0.01% | +745 | New |
| Desjardins Global Asset Management Inc. | 747 | $1.10M | 0.12% | +373+99.7% | Added |
| Macquarie Group Ltd | 753 | $1.11M | 0.00% | +69+10.1% | Added |
| Pavion Blue Capital, LLC | 756 | $1.11M | 0.68% | −3−0.4% | Reduced |
| Intech Investment Management LLC | 759 | $1.12M | 0.02% | +43+6.0% | Added |
| Whittier Trust Co | 762 | $1.12M | 0.02% | −14−1.8% | Reduced |
| Panagora Asset Management Inc | 776 | $1.14M | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 779 | $1.15M | 0.03% | −131−14.4% | Reduced |
| RKL Wealth Management LLC | 779 | $1.15M | 0.14% | +1+0.1% | Added |
| Daiwa Securities Group Inc. | 780 | $1.15M | 0.01% | +10+1.3% | Added |
| Salem Investment Counselors Inc | 784 | $1.15M | 0.04% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 795 | $1.17M | 0.79% | +150+23.3% | Added |
| Keybank National Association | 797 | $1.17M | 0.01% | −3−0.4% | Reduced |
| Aurora Investment Counsel | 809 | $1.19M | 0.79% | −3−0.4% | Reduced |
| Tower Research Capital LLC (TRC) | 814 | $1.20M | 0.04% | −626−43.5% | Reduced |
| Point72 Middle East FZE | 818 | $1.20M | 0.07% | −672−45.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 820 | $1.21M | 0.64% | +820 | New |
| Ostrum Asset Management | 823 | $1.21M | 0.11% | −5−0.6% | Reduced |
| Hills Bank & Trust Co | 826 | $1.22M | 0.14% | −63−7.1% | Reduced |
| Worth Venture Partners, LLC | 835 | $1.23M | 0.73% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 836 | $1.23M | 0.01% | −189−18.4% | Reduced |
| Oak Thistle LLC | 836 | $1.23M | 0.36% | +836 | New |
| Canada Pension Plan Investment Board | 840 | $1.24M | 0.00% | 00.0% | Unchanged |
| Nordea Investment Management AB | 835 | $1.25M | 0.00% | 00.0% | Unchanged |
| Wade G W & Inc | 853 | $1.26M | 0.05% | −215−20.1% | Reduced |
| Silvercrest Asset Management Group LLC | 857 | $1.26M | 0.01% | 00.0% | Unchanged |
| Northstar Group, Inc. | 864 | $1.27M | 0.30% | +864 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 868 | $1.28M | 0.69% | +5+0.6% | Added |
| FDx Advisors, Inc. | 888 | $1.31M | 0.11% | −48−5.1% | Reduced |