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 |
|---|---|---|---|---|---|
| Marks Group Wealth Management, Inc | 278 | $409.4K | 0.05% | −1−0.4% | Reduced |
| SRS Capital Advisors, Inc. | 277 | $407.9K | 0.05% | +168+154.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 277 | $407.9K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 276 | $406.4K | 0.18% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 276 | $406.4K | 0.10% | +130+89.0% | Added |
| Sterling Investment Counsel, LLC | 267 | $393.2K | 0.23% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 266 | $391.7K | 0.04% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 265 | $390.2K | 0.01% | +9+3.5% | Added |
| Allen Investment Management LLC | 262 | $385.8K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 261 | $384.3K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 259 | $381.4K | 0.00% | +10+4.0% | Added |
| Linscomb & Williams, Inc. | 257 | $378.6K | 0.02% | 00.0% | Unchanged |
| Manchester Financial Inc | 257 | $378.4K | 0.11% | −2−0.8% | Reduced |
| WealthPlan Investment Management, LLC | 255 | $375.5K | 0.07% | +143+127.7% | Added |
| DFPG Investments, LLC | 279 | $374.7K | 0.03% | +279 | New |
| Flagstone Financial Management | 254 | $374.0K | 0.17% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 253 | $372.5K | 0.08% | −6−2.3% | Reduced |
| Snowden Capital Advisors LLC | 251 | $369.6K | 0.02% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 250 | $368.1K | 0.04% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 250 | $368.1K | 0.01% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 250 | $368.1K | 0.01% | +250 | New |
| Highlander Capital Management, LLC | 250 | $368.0K | 0.14% | +200+400.0% | Added |
| CWM Advisors, LLC | 248 | $365.2K | 0.05% | −37−13.0% | Reduced |
| Park Avenue Securities LLC | 248 | $365.0K | 0.01% | +248 | New |
| MML Investors Services, LLC | 247 | $364.0K | 0.00% | −17−6.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 246 | $362.2K | 0.06% | −794−76.3% | Reduced |
| Crestmont Private Wealth LLC | 246 | $362.2K | 0.22% | −71−22.4% | Reduced |
| First Citizens Bank & Trust Co | 242 | $356.3K | 0.01% | −42−14.8% | Reduced |
| FineMark National Bank & Trust | 240 | $353.4K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 239 | $352.0K | 0.01% | −80−25.1% | Reduced |
| Boothbay Fund Management, LLC | 238 | $350.5K | 0.01% | +238 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 235 | $346.0K | 0.01% | +60+34.3% | Added |
| Ritholtz Wealth Management | 233 | $343.1K | 0.02% | +233 | New |
| Wambolt & Associates, LLC | 232 | $338.7K | 0.12% | −13−5.3% | Reduced |
| Alps Advisors Inc | 230 | $338.7K | 0.00% | +230 | New |
| Invictus Private Wealth, LLC | 229 | $337.2K | 0.04% | −1−0.4% | Reduced |
| Venturi Wealth Management, LLC | 227 | $334.3K | 0.03% | +200+740.7% | Added |
| Avantax Advisory Services, Inc. | 227 | $334.3K | 0.00% | +18+8.6% | Added |
| Keating Investment Counselors Inc | 225 | $331.3K | 0.11% | −61−21.3% | Reduced |
| AdvisorNet Financial, Inc | 222 | $326.9K | 0.03% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 222 | $326.9K | 0.02% | +1+0.5% | Added |
| LGT Financial Advisors LLC | 220 | $323.9K | 0.41% | −4−1.8% | Reduced |
| Traphagen Investment Advisors LLC | 215 | $316.6K | 0.04% | −1−0.5% | Reduced |
| Symmetry Partners, LLC | 213 | $314.0K | 0.02% | −37−14.8% | Reduced |
| Sonen Capital LLC | 212 | $312.2K | 0.61% | 00.0% | Unchanged |
| Lido Advisors, LLC | 212 | $312.2K | 0.00% | +17+8.7% | Added |
| waypoint wealth counsel | 211 | $310.7K | 0.29% | −32−13.2% | Reduced |
| Parsons Capital Management Inc | 210 | $309.2K | 0.02% | 00.0% | Unchanged |
| Summit Global Investments | 209 | $308.0K | 0.02% | −3−1.4% | Reduced |
| Forum Financial Management, LP | 209 | $307.8K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 208 | $306.3K | 0.05% | 00.0% | Unchanged |
| Sebold Capital Management, Inc. | 205 | $301.9K | 0.25% | −2−1.0% | Reduced |
| New York Life Investment Management LLC | 205 | $301.9K | 0.00% | −25−10.9% | Reduced |
| Stephens Inc | 205 | $301.9K | 0.01% | −6−2.8% | Reduced |
| Hilltop Holdings Inc. | 204 | $300.4K | 0.04% | −10−4.7% | Reduced |
| Point72 Asset Management, L.P. | 203 | $298.9K | 0.00% | +175+625.0% | Added |
| MCF Advisors LLC | 200 | $294.5K | 0.03% | −55−21.6% | Reduced |
| Advisor Partners II, LLC | 200 | $294.5K | 0.01% | +45+29.0% | Added |
| Magnetar Financial LLC | 199 | $293.0K | 0.01% | +199 | New |
| Evergreen Capital Management LLC | 197 | $290.1K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Group | 197 | $290.1K | 0.04% | +4+2.1% | Added |
| Sunbelt Securities, Inc. | 196 | $288.6K | 0.04% | +190+3,166.7% | Added |
| Leavell Investment Management, Inc. | 194 | $286.0K | 0.02% | +2+1.0% | Added |
| Heartwood Wealth Advisors LLC | 194 | $285.7K | 0.04% | +11+6.0% | Added |
| Ground Swell Capital, LLC | 194 | $285.7K | 0.48% | +194 | New |
| Greenleaf Trust | 191 | $281.2K | 0.00% | −6−3.0% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 191 | $281.2K | 0.08% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 190 | $279.8K | 0.19% | −11−5.5% | Reduced |
| Wealthstar Advisors, LLC | 190 | $279.8K | 0.12% | +190 | New |
| Fund Management at Engine No. 1 LLC | 189 | $278.3K | 0.04% | +15+8.6% | Added |
| Daymark Wealth Partners, LLC | 187 | $275.4K | 0.02% | +5+2.7% | Added |
| OLIO Financial Planning | 187 | $275.4K | 0.13% | +187 | New |
| Equitable Trust Co | 184 | $270.9K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 182 | $268.0K | 0.02% | +182 | New |
| Fifth Third Bancorp | 181 | $266.5K | 0.00% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 181 | $266.5K | 0.00% | +181 | New |
| Arete Wealth Advisors, LLC | 180 | $265.0K | 0.05% | +180 | New |
| Edgemoor Investment Advisors, Inc. | 179 | $263.6K | 0.03% | 00.0% | Unchanged |
| Trust Co of Virginia | 179 | $263.6K | 0.03% | 00.0% | Unchanged |
| XTX Topco Ltd | 178 | $262.1K | 0.04% | −262−59.5% | Reduced |
| AXA S.A. | 176 | $259.2K | 0.00% | −2−1.1% | Reduced |
| MAI Capital Management | 175 | $257.7K | 0.00% | +175 | New |
| Aptus Capital Advisors, LLC | 174 | $256.2K | 0.01% | +174 | New |
| Tocqueville Asset Management L.P. | 170 | $250.3K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 170 | $250.3K | 0.02% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 166 | $244.4K | 0.38% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 163 | $240.0K | 0.00% | +2+1.2% | Added |
| Sawtooth Solutions, LLC | 162 | $238.5K | 0.01% | −67−29.3% | Reduced |
| Bleakley Financial Group, LLC | 162 | $238.5K | 0.01% | −67−29.3% | Reduced |
| Dimension Capital Management LLC | 162 | $238.5K | 0.06% | 00.0% | Unchanged |
| Credit Agricole S A | 162 | $238.5K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 161 | $237.1K | 0.03% | −13−7.5% | Reduced |
| Dynamic Advisor Solutions LLC | 161 | $237.1K | 0.01% | +4+2.5% | Added |
| Natixis | 158 | $232.7K | 0.00% | +124+364.7% | Added |
| Stratos Wealth Partners, LTD. | 158 | $232.7K | 0.01% | +158 | New |
| Marcum Wealth, LLC | 157 | $231.2K | 0.03% | −4−2.5% | Reduced |
| Wills Financial Group, Inc. | 157 | $231.2K | 0.13% | 00.0% | Unchanged |
| Somerset Trust Co | 157 | $231.2K | 0.11% | 00.0% | Unchanged |
| Bridgeworth, LLC | 156 | $229.7K | 0.03% | 00.0% | Unchanged |
| Bremer Bank National Association | 155 | $228.2K | 0.05% | 00.0% | Unchanged |