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 |
|---|---|---|---|---|---|
| Texas Yale Capital Corp. | 1,299 | $1.91M | 0.09% | −57−4.2% | Reduced |
| Telemus Capital, LLC | 1,279 | $1.88M | 0.17% | −728−36.3% | Reduced |
| Neuberger Berman Group LLC | 1,272 | $1.87M | 0.00% | +641+101.6% | Added |
| Prudential PLC | 1,232 | $1.81M | 0.02% | +462+60.0% | Added |
| Shelter Mutual Insurance Co | 1,200 | $1.77M | 0.49% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 1,185 | $1.74M | 1.38% | +6+0.5% | Added |
| New York State Teachers Retirement System | 1,180 | $1.74M | 0.00% | +1,180 | New |
| Lawson Kroeker Investment Management Inc | 1,164 | $1.71M | 0.38% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 1,153 | $1.70M | 0.05% | −152−11.6% | Reduced |
| Epacria Capital Partners, LLC | 1,148 | $1.69M | 1.40% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 1,147 | $1.69M | 0.02% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 1,137 | $1.67M | 1.04% | +35+3.2% | Added |
| Compass Ion Advisors, LLC | 1,113 | $1.64M | 0.28% | +1,113 | New |
| Schroder Investment Management Group | 1,104 | $1.63M | 0.00% | −91−7.6% | Reduced |
| 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 |
| Berkeley, Inc | 1,096 | $1.61M | 1.10% | +66+6.4% | Added |
| O'Shaughnessy Asset Management, LLC | 1,092 | $1.61M | 0.02% | +591+118.0% | Added |
| Sepio Capital, LP | 1,081 | $1.59M | 0.14% | −9−0.8% | Reduced |
| Harbor Investment Advisory, LLC | 1,079 | $1.59M | 0.21% | +47+4.6% | Added |
| Schonfeld Strategic Advisors LLC | 1,063 | $1.57M | 0.01% | +879+477.7% | Added |
| Versor Investments LP | 1,060 | $1.56M | 0.32% | +1,060 | New |
| Cannell Peter B & Co Inc | 1,055 | $1.55M | 0.05% | −420−28.5% | Reduced |
| Intrepid Capital Management Inc | 1,049 | $1.54M | 1.07% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,045 | $1.54M | 0.04% | +1,045 | New |
| NWF Advisory Services Inc. | 1,045 | $1.54M | 0.36% | +75+7.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,040 | $1.53M | 0.01% | −760−42.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,038 | $1.53M | 0.01% | +1,038 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 1,016 | $1.50M | 0.32% | +1,016 | New |
| Maryland State Retirement & Pension System | 1,003 | $1.48M | 0.03% | 00.0% | Unchanged |
| Pensionfund Sabic | 1,000 | $1.47M | 0.52% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 991 | $1.46M | 0.02% | −4−0.4% | Reduced |
| Candriam Luxembourg S.C.A. | 981 | $1.44M | 0.01% | −122−11.1% | Reduced |
| Scotia Capital Inc. | 980 | $1.44M | 0.01% | +66+7.2% | Added |
| Strategic Investment Solutions, Inc. | 945 | $1.38M | 0.02% | +930+6,200.0% | Added |
| SYSTM Wealth Solutions LLC | 939 | $1.38M | 0.21% | +47+5.3% | Added |
| Main Street Financial Solutions, LLC | 913 | $1.34M | 0.19% | −49−5.1% | Reduced |
| First National Advisers, LLC | 900 | $1.33M | 0.59% | +699+347.8% | Added |
| Caisse de Depot Et Placement du Quebec | 892 | $1.31M | 0.00% | +892 | New |
| FDx Advisors, Inc. | 888 | $1.31M | 0.11% | −48−5.1% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 868 | $1.28M | 0.69% | +5+0.6% | Added |
| Northstar Group, Inc. | 864 | $1.27M | 0.30% | +864 | New |
| Silvercrest Asset Management Group LLC | 857 | $1.26M | 0.01% | 00.0% | Unchanged |
| Wade G W & Inc | 853 | $1.26M | 0.05% | −215−20.1% | Reduced |
| Nordea Investment Management AB | 835 | $1.25M | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 840 | $1.24M | 0.00% | 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 |
| Worth Venture Partners, LLC | 835 | $1.23M | 0.73% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 826 | $1.22M | 0.14% | −63−7.1% | Reduced |
| Ostrum Asset Management | 823 | $1.21M | 0.11% | −5−0.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 820 | $1.21M | 0.64% | +820 | New |
| Point72 Middle East FZE | 818 | $1.20M | 0.07% | −672−45.1% | Reduced |
| Tower Research Capital LLC (TRC) | 814 | $1.20M | 0.04% | −626−43.5% | Reduced |
| Aurora Investment Counsel | 809 | $1.19M | 0.79% | −3−0.4% | Reduced |
| Keybank National Association | 797 | $1.17M | 0.01% | −3−0.4% | Reduced |
| Virginia Wealth Management Group, Inc. | 795 | $1.17M | 0.79% | +150+23.3% | Added |
| Salem Investment Counselors Inc | 784 | $1.15M | 0.04% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 780 | $1.15M | 0.01% | +10+1.3% | Added |
| 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 |
| Panagora Asset Management Inc | 776 | $1.14M | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 762 | $1.12M | 0.02% | −14−1.8% | Reduced |
| Intech Investment Management LLC | 759 | $1.12M | 0.02% | +43+6.0% | Added |
| Pavion Blue Capital, LLC | 756 | $1.11M | 0.68% | −3−0.4% | Reduced |
| Macquarie Group Ltd | 753 | $1.11M | 0.00% | +69+10.1% | Added |
| Desjardins Global Asset Management Inc. | 747 | $1.10M | 0.12% | +373+99.7% | Added |
| Verition Fund Management LLC | 745 | $1.10M | 0.01% | +745 | New |
| Principle Wealth Partners LLC | 737 | $1.09M | 0.11% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 725 | $1.07M | 0.01% | +725 | New |
| Prudential Financial Inc | 719 | $1.06M | 0.00% | −678−48.5% | Reduced |
| Oppenheimer & Co Inc | 711 | $1.05M | 0.02% | −11−1.5% | Reduced |
| Bessemer Group Inc | 701 | $1.03M | 0.00% | −17−2.4% | Reduced |
| Karpas Strategies, LLC | 698 | $1.03M | 0.38% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 698 | $1.03M | 0.23% | 00.0% | Unchanged |
| Ethic Inc. | 692 | $1.02M | 0.04% | +161+30.3% | Added |
| Baird Financial Group, Inc. | 690 | $1.02M | 0.00% | +31+4.7% | Added |
| TD Private Client Wealth LLC | 687 | $1.01M | 0.04% | −234−25.4% | Reduced |
| Fruth Investment Management | 685 | $1.01M | 0.30% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 684 | $1.01M | 0.10% | +124+22.1% | Added |
| Simplex Trading, LLC | 664 | $977.0K | 0.04% | +50+8.1% | Added |
| Spears Abacus Advisors LLC | 659 | $970.4K | 0.08% | −9−1.3% | Reduced |
| Commerce Bank | 649 | $955.6K | 0.01% | +76+13.3% | Added |
| Northwestern Mutual Wealth Management Co | 647 | $952.7K | 0.00% | −451−41.1% | Reduced |
| Glenview Trust Co | 645 | $949.8K | 0.03% | +36+5.9% | Added |
| Southeast Asset Advisors Inc. | 644 | $948.3K | 0.13% | +644 | New |
| Resonant Capital Advisors, LLC | 643 | $946.8K | 0.10% | +13+2.1% | Added |
| Guardian Capital LP | 640 | $942.4K | 0.04% | −595−48.2% | Reduced |
| Madison Wealth Management | 619 | $911.5K | 0.19% | −24−3.7% | Reduced |
| Kestra Advisory Services, LLC | 619 | $911.5K | 0.01% | +6+1.0% | Added |
| Sequoia Financial Advisors, LLC | 611 | $899.7K | 0.02% | −16−2.6% | Reduced |
| London Co of Virginia | 607 | $893.8K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 601 | $885.0K | 0.06% | +31+5.4% | Added |
| 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 |
| Avestar Capital, LLC | 597 | $879.1K | 0.13% | −25−4.0% | Reduced |
| Buttonwood Financial Advisors Inc. | 594 | $875.0K | 0.55% | +30+5.3% | Added |
| Advisory Services Network, LLC | 590 | $868.8K | 0.02% | −24−3.9% | Reduced |
| CIBC Asset Management Inc | 590 | $868.8K | 0.00% | 00.0% | Unchanged |