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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 589 | $867.3K | 0.00% | +587+29,350.0% | Added |
| Smithfield Trust Co | 587 | $866.0K | 0.05% | −10−1.7% | Reduced |
| Walleye Trading LLC | 578 | $851.1K | 0.02% | +578 | New |
| Cetera Advisor Networks LLC | 575 | $846.7K | 0.01% | +27+4.9% | Added |
| Old Mission Capital LLC | 568 | $836.4K | 0.03% | +568 | New |
| Sherbrooke Park Advisers LLC | 553 | $814.3K | 0.26% | +553 | New |
| Quantinno Capital Management LP | 548 | $807.0K | 0.04% | +246+81.5% | Added |
| Xponance, Inc. | 545 | $802.5K | 0.01% | +77+16.5% | Added |
| Acadian Asset Management LLC | 543 | $798.0K | 0.00% | +543 | New |
| Conestoga Capital Advisors, LLC | 535 | $787.8K | 0.01% | +70+15.1% | Added |
| Arrowstreet Capital, Limited Partnership | 533 | $785.0K | 0.00% | +533 | New |
| Parisi Gray Wealth Management | 532 | $783.4K | 0.36% | +22+4.3% | Added |
| Carmel Capital Partners, LLC | 520 | $765.7K | 0.34% | −64−11.0% | Reduced |
| Aigen Investment Management, LP | 514 | $756.9K | 0.14% | +261+103.2% | Added |
| Lakewood Asset Management LLC | 513 | $755.4K | 0.62% | +5+1.0% | Added |
| Royal Fund Management, LLC | 510 | $751.0K | 0.11% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 506 | $745.1K | 0.48% | +506 | New |
| JustInvest LLC | 502 | $739.2K | 0.02% | +138+37.9% | Added |
| Gilbert & Cook, Inc. | 501 | $737.7K | 0.12% | +44+9.6% | Added |
| 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 |
| Walleye Capital LLC | 499 | $734.8K | 0.01% | +499 | New |
| Toroso Investments, LLC | 497 | $731.8K | 0.02% | +324+187.3% | Added |
| Rathbone Brothers plc | 497 | $731.8K | 0.01% | +214+75.6% | Added |
| Gotham Asset Management, LLC | 495 | $728.9K | 0.02% | +495 | New |
| Qtron Investments LLC | 494 | $727.4K | 0.14% | +494 | New |
| RFG Advisory, LLC | 488 | $718.6K | 0.03% | −7−1.4% | Reduced |
| Cetera Investment Advisers | 480 | $706.8K | 0.01% | −13−2.6% | Reduced |
| Perigon Wealth Management, LLC | 472 | $695.0K | 0.03% | −13−2.7% | Reduced |
| Engineers Gate Manager LP | 470 | $692.1K | 0.03% | +470 | New |
| Graham Capital Management, L.P. | 465 | $684.7K | 0.02% | +261+127.9% | Added |
| Swedbank AB | 457 | $672.9K | 0.00% | −98−17.7% | Reduced |
| Spire Wealth Management | 456 | $671.2K | 0.03% | −4−0.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 452 | $665.6K | 0.02% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 450 | $662.6K | 0.13% | +450 | New |
| Verdence Capital Advisors LLC | 447 | $658.2K | 0.07% | +14+3.2% | Added |
| 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 |
| Chase Investment Counsel Corp | 444 | $653.0K | 0.33% | +444 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 440 | $648.0K | 0.02% | +419+1,995.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 440 | $647.9K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 435 | $640.5K | 0.00% | +164+60.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 429 | $632.0K | 0.00% | −21−4.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 426 | $627.3K | 0.03% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 424 | $624.3K | 0.07% | −15−3.4% | Reduced |
| Intellectus Partners, LLC | 421 | $619.9K | 0.20% | −18−4.1% | Reduced |
| Brave Asset Management Inc | 418 | $615.5K | 0.19% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 413 | $608.1K | 0.06% | +413 | New |
| Insigneo Advisory Services, LLC | 408 | $600.8K | 0.12% | 00.0% | Unchanged |
| 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 |
| Massmutual Trust Co FSB | 402 | $591.9K | 0.02% | −14−3.4% | Reduced |
| Alberta Investment Management Corp | 400 | $589.0K | 0.01% | 00.0% | Unchanged |
| Lincoln National Corp | 395 | $581.6K | 0.01% | +7+1.8% | Added |
| Mount Yale Investment Advisors, LLC | 392 | $577.2K | 0.06% | −210−34.9% | Reduced |
| Front Street Capital Management, Inc. | 386 | $568.0K | 0.12% | +386 | New |
| Raymond James Trust N.A. | 380 | $559.5K | 0.02% | −1−0.3% | Reduced |
| Pecaut & Co. | 378 | $556.6K | 0.23% | 00.0% | Unchanged |
| Elgethun Capital Management | 379 | $556.2K | 0.17% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 377 | $555.1K | 0.26% | +377 | New |
| Vinva Investment Management Ltd | 366 | $551.6K | 0.05% | +13+3.7% | Added |
| NBT Bank N A | 374 | $550.7K | 0.05% | +374 | New |
| Wealthfront Advisers LLC | 372 | $547.8K | 0.00% | +4+1.1% | Added |
| Ashton Thomas Private Wealth, LLC | 370 | $544.8K | 0.04% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 360 | $530.1K | 0.52% | −10−2.7% | Reduced |
| Synovus Financial Corp | 358 | $527.2K | 0.01% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 355 | $522.7K | 0.23% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 354 | $521.3K | 0.13% | +4+1.1% | Added |
| Old National Bancorp | 351 | $516.8K | 0.01% | −23−6.1% | Reduced |
| Baxter Bros Inc | 346 | $509.5K | 0.08% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 344 | $506.5K | 0.26% | −14−3.9% | Reduced |
| GWM Advisors LLC | 336 | $494.7K | 0.01% | −94−21.9% | Reduced |
| Blue Edge Capital, LLC | 333 | $490.3K | 0.10% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 329 | $484.4K | 0.02% | +34+11.5% | Added |
| Winthrop Advisory Group LLC | 327 | $481.5K | 0.08% | 00.0% | Unchanged |
| 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 |
| Jefferies Financial Group Inc. | 323 | $475.6K | 0.01% | +323 | New |
| Tokio Marine Asset Management Co Ltd | 314 | $462.4K | 0.03% | +21+7.2% | Added |
| Cadent Capital Advisors, LLC | 313 | $460.9K | 0.22% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 311 | $457.9K | 0.27% | −1−0.3% | 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 |
| Wallace Advisory Group, LLC | 328 | $453.7K | 0.33% | −16−4.7% | Reduced |
| Ossiam | 301 | $443.2K | 0.01% | +39+14.9% | Added |
| Steward Partners Investment Advisory, LLC | 300 | $441.7K | 0.01% | +143+91.1% | Added |
| Bank of Nova Scotia | 299 | $440.3K | 0.00% | +46+18.2% | Added |
| Oppenheimer Asset Management Inc. | 298 | $438.8K | 0.01% | −2−0.7% | Reduced |
| Glenmede Trust Co NA | 296 | $435.9K | 0.00% | +14+5.0% | Added |
| Wolverine Trading, LLC | 295 | $434.4K | 0.00% | +14+5.0% | Added |
| Balentine LLC | 294 | $432.9K | 0.01% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 294 | $432.8K | 0.09% | 00.0% | Unchanged |
| Savant Capital, LLC | 285 | $419.7K | 0.01% | +21+8.0% | Added |
| Oak Grove Capital LLC | 285 | $419.7K | 0.16% | −20−6.6% | Reduced |
| Lodestone Wealth Management LLC | 282 | $415.7K | 0.29% | +13+4.8% | Added |
| Private Advisor Group, LLC | 282 | $414.6K | 0.00% | +30+11.9% | Added |
| Beacon Investment Advisors LLC | 281 | $413.8K | 0.29% | +15+5.6% | Added |
| Two Sigma Securities, LLC | 280 | $412.3K | 0.02% | +280 | New |
| Dakota Wealth Management | 279 | $410.8K | 0.02% | −2−0.7% | Reduced |