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 |
|---|---|---|---|---|---|
| Caisse de Depot Et Placement du Quebec | 892 | $1.31M | 0.00% | +892 | New |
| First National Advisers, LLC | 900 | $1.33M | 0.59% | +699+347.8% | Added |
| Main Street Financial Solutions, LLC | 913 | $1.34M | 0.19% | −49−5.1% | Reduced |
| SYSTM Wealth Solutions LLC | 939 | $1.38M | 0.21% | +47+5.3% | Added |
| Strategic Investment Solutions, Inc. | 945 | $1.38M | 0.02% | +930+6,200.0% | Added |
| Scotia Capital Inc. | 980 | $1.44M | 0.01% | +66+7.2% | Added |
| Candriam Luxembourg S.C.A. | 981 | $1.44M | 0.01% | −122−11.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 991 | $1.46M | 0.02% | −4−0.4% | Reduced |
| Pensionfund Sabic | 1,000 | $1.47M | 0.52% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 1,003 | $1.48M | 0.03% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 1,016 | $1.50M | 0.32% | +1,016 | New |
| Envestnet Portfolio Solutions, Inc. | 1,038 | $1.53M | 0.01% | +1,038 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 1,040 | $1.53M | 0.01% | −760−42.2% | Reduced |
| NWF Advisory Services Inc. | 1,045 | $1.54M | 0.36% | +75+7.7% | Added |
| Capstone Investment Advisors, LLC | 1,045 | $1.54M | 0.04% | +1,045 | New |
| Intrepid Capital Management Inc | 1,049 | $1.54M | 1.07% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 1,055 | $1.55M | 0.05% | −420−28.5% | Reduced |
| Versor Investments LP | 1,060 | $1.56M | 0.32% | +1,060 | New |
| Schonfeld Strategic Advisors LLC | 1,063 | $1.57M | 0.01% | +879+477.7% | Added |
| Harbor Investment Advisory, LLC | 1,079 | $1.59M | 0.21% | +47+4.6% | Added |
| Sepio Capital, LP | 1,081 | $1.59M | 0.14% | −9−0.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,092 | $1.61M | 0.02% | +591+118.0% | Added |
| Berkeley, Inc | 1,096 | $1.61M | 1.10% | +66+6.4% | Added |
| Horst & Graben Wealth Management LLC | 1,100 | $1.62M | 0.40% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 1,100 | $1.62M | 0.16% | +1,100 | New |
| Schroder Investment Management Group | 1,104 | $1.63M | 0.00% | −91−7.6% | Reduced |
| Compass Ion Advisors, LLC | 1,113 | $1.64M | 0.28% | +1,113 | New |
| Kensington Investment Counsel, LLC | 1,137 | $1.67M | 1.04% | +35+3.2% | Added |
| British Columbia Investment Management Corp | 1,147 | $1.69M | 0.02% | 00.0% | Unchanged |
| Epacria Capital Partners, LLC | 1,148 | $1.69M | 1.40% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 1,153 | $1.70M | 0.05% | −152−11.6% | Reduced |
| Lawson Kroeker Investment Management Inc | 1,164 | $1.71M | 0.38% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,180 | $1.74M | 0.00% | +1,180 | New |
| Salvus Wealth Management, LLC | 1,185 | $1.74M | 1.38% | +6+0.5% | Added |
| Shelter Mutual Insurance Co | 1,200 | $1.77M | 0.49% | 00.0% | Unchanged |
| Prudential PLC | 1,232 | $1.81M | 0.02% | +462+60.0% | Added |
| Neuberger Berman Group LLC | 1,272 | $1.87M | 0.00% | +641+101.6% | Added |
| Telemus Capital, LLC | 1,279 | $1.88M | 0.17% | −728−36.3% | Reduced |
| Texas Yale Capital Corp. | 1,299 | $1.91M | 0.09% | −57−4.2% | Reduced |
| Federated Hermes, Inc. | 1,319 | $1.94M | 0.01% | −50−3.7% | Reduced |
| Ruffer LLP | 1,300 | $1.96M | 0.11% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,334 | $1.96M | 0.20% | +707+112.8% | Added |
| Nissay Asset Management Corp | 1,360 | $2.00M | 0.02% | +42+3.2% | Added |
| Amalgamated Bank | 1,385 | $2.04M | 0.02% | +113+8.9% | Added |
| Karani Asset Management LLC | 1,396 | $2.06M | 2.96% | −591−29.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,400 | $2.06M | 0.01% | +770+122.2% | Added |
| Freedom Day Solutions, LLC | 1,437 | $2.12M | 0.93% | +29+2.1% | Added |
| King Luther Capital Management Corp | 1,439 | $2.12M | 0.01% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 1,470 | $2.16M | 1.21% | +460+45.5% | Added |
| Aquatic Capital Management LLC | 1,470 | $2.17M | 0.09% | +1,470 | New |
| Adalta Capital Management LLC | 1,511 | $2.22M | 1.52% | +499+49.3% | Added |
| Banco Santander, S.A. | 1,515 | $2.23M | 0.03% | +250+19.8% | Added |
| Virtu Financial LLC | 1,524 | $2.24M | 0.22% | +918+151.5% | Added |
| Fiduciary Alliance LLC | 1,537 | $2.26M | 0.52% | −23−1.5% | Reduced |
| Quantbot Technologies LP | 1,548 | $2.28M | 0.15% | +1,095+241.7% | Added |
| We Are One Seven, LLC | 1,563 | $2.30M | 0.18% | −38−2.4% | Reduced |
| Public Sector Pension Investment Board | 1,579 | $2.33M | 0.02% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 1,580 | $2.33M | 0.03% | +190+13.7% | Added |
| Public Employees Retirement Association of Colorado | 1,589 | $2.34M | 0.01% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 1,597 | $2.35M | 0.27% | 00.0% | Unchanged |
| Weil Company, Inc. | 1,610 | $2.37M | 1.18% | +153+10.5% | Added |
| DekaBank Deutsche Girozentrale | 1,585 | $2.38M | 0.01% | −57−3.5% | Reduced |
| Squarepoint Ops LLC | 1,623 | $2.39M | 0.01% | −1,019−38.6% | Reduced |
| Swiss Life Asset Management Ltd | 1,638 | $2.41M | 0.04% | +1,638 | New |
| Davy Global Fund Management Ltd | 1,661 | $2.45M | 0.50% | −215−11.5% | Reduced |
| Voya Investment Management LLC | 1,665 | $2.45M | 0.00% | −10−0.6% | Reduced |
| SG Americas Securities, LLC | 1,678 | $2.47M | 0.03% | +1,584+1,685.1% | Added |
| Bank of Montreal | 1,638 | $2.50M | 0.00% | −3,188−66.1% | Reduced |
| Needham Investment Management LLC | 1,700 | $2.50M | 0.43% | +100+6.3% | Added |
| Aviva PLC | 1,755 | $2.58M | 0.01% | +1,242+242.1% | Added |
| Allianz Asset Management GmbH | 1,783 | $2.63M | 0.01% | −129−6.7% | Reduced |
| Systematic Financial Management LP | 1,785 | $2.63M | 0.08% | −154−7.9% | Reduced |
| True North Advisors, LLC | 1,817 | $2.68M | 0.82% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 1,827 | $2.69M | 0.01% | +559+44.1% | Added |
| Richard Bernstein Advisors LLC | 1,836 | $2.70M | 0.06% | +1,836 | New |
| Liontrust Investment Partners LLP | 1,854 | $2.73M | 0.04% | +354+23.6% | Added |
| Federation des caisses Desjardins du Quebec | 1,867 | $2.75M | 0.03% | −118−5.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,875 | $2.76M | 0.01% | +111+6.3% | Added |
| KBC Group NV | 1,890 | $2.78M | 0.01% | −1,391−42.4% | Reduced |
| Parallel Advisors, LLC | 1,893 | $2.79M | 0.09% | +135+7.7% | Added |
| Vident Advisory, LLC | 1,928 | $2.84M | 0.09% | +1,928 | New |
| Dark Forest Capital Management LP | 1,945 | $2.86M | 0.24% | +1,679+631.2% | Added |
| Canal Insurance CO | 2,000 | $2.94M | 0.85% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 2,014 | $2.97M | 0.04% | −238−10.6% | Reduced |
| Orion Portfolio Solutions, LLC | 2,014 | $2.97M | 0.04% | −238−10.6% | Reduced |
| D.A. Davidson & Co. | 2,079 | $3.06M | 0.03% | −186−8.2% | Reduced |
| Atria Investments LLC | 2,087 | $3.07M | 0.05% | +183+9.6% | Added |
| Tredje AP-fonden | 2,094 | $3.08M | 0.05% | −200−8.7% | Reduced |
| Pathstone Family Office, LLC | 2,096 | $3.09M | 0.02% | +235+12.6% | Added |
| Ridgewood Investments LLC | 2,102 | $3.09M | 2.03% | −8−0.4% | Reduced |
| First Hawaiian Bank | 2,120 | $3.12M | 0.11% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 2,139 | $3.15M | 1.38% | −607−22.1% | Reduced |
| Chemistry Wealth Management LLC | 2,175 | $3.20M | 1.06% | +287+15.2% | Added |
| Nisa Investment Advisors, LLC | 2,200 | $3.24M | 0.02% | +1,310+147.2% | Added |
| IFM Investors Pty Ltd | 2,218 | $3.27M | 0.04% | +17+0.8% | Added |
| Handelsbanken Fonder AB | 2,234 | $3.29M | 0.02% | +15+0.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,238 | $3.30M | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 2,238 | $3.30M | 0.01% | +110+5.2% | Added |
| Utah Retirement Systems | 2,270 | $3.34M | 0.05% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 2,282 | $3.36M | 0.01% | −56−2.4% | Reduced |