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 |
|---|---|---|---|---|---|
| Thompson Siegel & Walmsley LLC | 60,490 | $89.1M | 1.48% | +2,624+4.5% | Added |
| Kempen Capital Management N.V. | 63,040 | $92.8M | 1.72% | +13,000+26.0% | Added |
| T. Rowe Price Investment Management, Inc. | 66,832 | $98.4M | 0.07% | −216−0.3% | Reduced |
| UBS Asset Management Americas Inc | 68,208 | $100.4M | 0.04% | −186−0.3% | Reduced |
| Invesco Ltd. | 69,272 | $102.0M | 0.03% | +36,215+109.6% | Added |
| Great West Life Assurance Co | 70,554 | $103.8M | 0.25% | −1,556−2.2% | Reduced |
| HighTower Advisors, LLC | 71,251 | $104.5M | 0.20% | +2,117+3.1% | Added |
| Check Capital Management Inc | 72,381 | $106.6M | 8.98% | +382+0.5% | Added |
| Fort Washington Investment Advisors Inc | 74,967 | $110.4M | 0.83% | +80.0% | Added |
| Victory Capital Management Inc | 77,544 | $114.2M | 0.13% | −1,831−2.3% | Reduced |
| Echo Street Capital Management LLC | 79,467 | $117.0M | 1.09% | −2,476−3.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 81,312 | $119.7M | 0.30% | −3,238−3.8% | Reduced |
| Barr E S & Co | 81,404 | $119.9M | 8.68% | +4,146+5.4% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 84,525 | $124.5M | 6.76% | +719+0.9% | Added |
| California Public Employees Retirement System | 85,997 | $126.6M | 0.11% | −438−0.5% | Reduced |
| Avenir Corp | 87,390 | $128.7M | 12.04% | −258−0.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 88,349 | $130.1M | 3.22% | −323−0.4% | Reduced |
| Northern Trust Corp | 88,501 | $130.3M | 0.03% | +1,929+2.2% | Added |
| Fenimore Asset Management Inc | 88,734 | $130.7M | 3.39% | −386−0.4% | Reduced |
| Wells Fargo & Company | 93,661 | $137.9M | 0.04% | −1,144−1.2% | Reduced |
| Dimensional Fund Advisors LP | 93,639 | $137.9M | 0.05% | +1,154+1.2% | Added |
| Polar Capital Holdings Plc | 94,200 | $138.7M | 1.03% | −7,050−7.0% | Reduced |
| Legal & General Group Plc | 94,781 | $139.6M | 0.05% | +2,736+3.0% | Added |
| DF Dent & Co Inc | 100,795 | $148.4M | 2.17% | −3,196−3.1% | Reduced |
| Scharf Investments, LLC | 121,987 | $179.6M | 5.37% | −3,695−2.9% | Reduced |
| Mackenzie Financial Corp | 126,065 | $182.4M | 0.31% | −16,595−11.6% | Reduced |
| Bank of America Corp | 128,126 | $188.7M | 0.02% | +1,840+1.5% | Added |
| Norges Bank | 145,033 | $213.6M | 0.04% | +1,989+1.4% | Added |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 158,715 | $233.7M | 0.07% | −312,946−66.3% | Reduced |
| Geode Capital Management, LLC | 183,305 | $269.6M | 0.03% | +2,432+1.3% | Added |
| Davis Selected Advisers | 262,103 | $386.0M | 2.42% | −3,130−1.2% | Reduced |
| Wellington Management Group LLP | 275,474 | $405.6M | 0.08% | −11,076−3.9% | Reduced |
| State Street Corp | 288,310 | $424.5M | 0.02% | −336−0.1% | Reduced |
| Baillie Gifford & Co | 302,681 | $445.7M | 0.41% | −6,617−2.1% | Reduced |
| Davenport & Co LLC | 308,422 | $456.5M | 3.52% | −14,224−4.4% | Reduced |
| Morgan Stanley | 539,207 | $794.0M | 0.08% | +16,597+3.2% | Added |
| Principal Financial Group Inc | 569,353 | $838.4M | 0.60% | −2,461−0.4% | Reduced |
| BlackRock Inc. | 633,625 | $933.0M | 0.03% | −782−0.1% | Reduced |
| Vanguard Group Inc | 1,182,498 | $1.74B | 0.04% | −15,531−1.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −5,952−100.0% | Sold out |
| NorthCrest Asset Manangement, LLC | 0 | $0 | 0.00% | −2,891−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −2,650−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −897−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −788−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −699−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −620−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −452−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −443−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −429−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| Jarislowsky, Fraser Ltd | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −317−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −303−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −277−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −276−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −226−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −208−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −198−100.0% | Sold out |
| Howland Capital Management LLC | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| Paragon Private Wealth Management, LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| Flossbach Von Storch AG | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Intercontinental Wealth Advisors, LLC | – | – | – | – | Not filed |
| Financial Architects, Inc | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |
| Lumature Wealth Partners, LLC | – | – | – | – | Not filed |
| Vigilant Capital Management, LLC | – | – | – | – | Not filed |