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 |
|---|---|---|---|---|---|
| Pzena Investment Management LLC | 153 | $225.3K | 0.00% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 152 | $223.8K | 0.08% | −20−11.6% | Reduced |
| Level Four Advisory Services, LLC | 149 | $219.4K | 0.01% | −16−9.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 148 | $217.9K | 0.02% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 148 | $217.9K | 0.09% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 148 | $217.9K | 0.03% | +148 | New |
| MQS Management LLC | 147 | $216.5K | 0.13% | +147 | New |
| Wedbush Securities Inc | 147 | $216.0K | 0.01% | −72−32.9% | Reduced |
| Checchi Capital Advisers, LLC | 144 | $212.0K | 0.02% | −2−1.4% | Reduced |
| Signaturefd, LLC | 144 | $212.0K | 0.01% | +35+32.1% | Added |
| Thoroughbred Financial Services, LLC | 144 | $212.0K | 0.02% | +144 | New |
| J.W. Cole Advisors, Inc. | 143 | $210.6K | 0.02% | −90−38.6% | Reduced |
| Warren Averett Asset Management, LLC | 143 | $210.6K | 0.01% | +143 | New |
| Tiaa Trust, National Association | 142 | $209.1K | 0.00% | +142 | New |
| Legacy Capital Wealth Partners, LLC | 140 | $206.1K | 0.06% | +140 | New |
| Meiji Yasuda Asset Management Co Ltd. | 139 | $204.7K | 0.01% | +139 | New |
| Silverlake Wealth Management LLC | 138 | $203.2K | 0.11% | −10−6.8% | Reduced |
| MBL Wealth, LLC | 138 | $203.2K | 0.03% | +138 | New |
| Guardian Wealth Advisors, LLC | 138 | $203.2K | 0.03% | +138 | New |
| Boston Private Wealth LLC | 138 | $203.2K | 0.00% | +138 | New |
| Cigna Investments Inc | 138 | $203.0K | 0.05% | +138 | New |
| Punch & Associates Investment Management, Inc. | 137 | $201.7K | 0.01% | +137 | New |
| Evercore Wealth Management, LLC | 137 | $201.7K | 0.00% | +137 | New |
| Goldstein Advisors, LLC | 136 | $200.3K | 0.04% | +136 | New |
| State of Wyoming | 133 | $195.8K | 0.04% | −35−20.8% | Reduced |
| Tucker Asset Management LLC | 133 | $195.8K | 0.05% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 115 | $169.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 112 | $164.9K | 0.04% | 00.0% | Unchanged |
| American International Group, Inc. | 111 | $163.4K | 0.00% | −6−5.1% | Reduced |
| CWM, LLC | 110 | $162.0K | 0.00% | −4−3.5% | Reduced |
| Huntington National Bank | 107 | $157.6K | 0.00% | +1+0.9% | Added |
| Allworth Financial LP | 103 | $151.7K | 0.00% | −52−33.5% | Reduced |
| Denali Advisors LLC | 102 | $150.2K | 0.05% | +101+10,100.0% | Added |
| M&R Capital Management Inc | 100 | $147.2K | 0.04% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 100 | $147.2K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 99 | $145.8K | 0.02% | +3+3.1% | Added |
| Brown Brothers Harriman & Co | 96 | $141.4K | 0.00% | +16+20.0% | Added |
| Banque Cantonale Vaudoise | 91 | $134.0K | 0.01% | −192−67.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 91 | $134.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 90 | $132.5K | 0.01% | −2−2.2% | Reduced |
| Tobam | 87 | $128.0K | 0.01% | −6−6.5% | Reduced |
| Colonial Trust Advisors | 85 | $125.2K | 0.01% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 85 | $125.0K | 0.00% | +85 | New |
| Tradition Wealth Management, LLC | 74 | $109.0K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 72 | $106.0K | 0.11% | +1+1.4% | Added |
| JTC Employer Solutions Trusteee Ltd | 70 | $104.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 70 | $104.0K | 0.08% | +1+1.4% | Added |
| Creative Financial Designs Inc | 70 | $102.3K | 0.01% | −2−2.8% | Reduced |
| Rogco, LP | 69 | $101.6K | 0.05% | +69 | New |
| Penserra Capital Management LLC | 67 | $98.0K | 0.00% | +1+1.5% | Added |
| Headlands Technologies LLC | 66 | $97.2K | 0.05% | +64+3,200.0% | Added |
| Glassman Wealth Services | 62 | $91.3K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 59 | $86.2K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 57 | $84.0K | 0.00% | −2−3.4% | Reduced |
| Capital Analysts, LLC | 57 | $84.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 57 | $83.9K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 56 | $82.5K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 53 | $78.0K | 0.00% | +11+26.2% | Added |
| Farther Finance Advisors, LLC | 53 | $78.0K | 0.01% | +16+43.2% | Added |
| South State Corp. | 52 | $76.6K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $73.6K | 0.02% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 49 | $72.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 47 | $69.2K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 42 | $61.8K | 0.04% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 40 | $58.9K | 0.03% | 00.0% | Unchanged |
| Centennial Bank | 40 | $58.9K | 0.04% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 39 | $57.4K | 0.00% | +3+8.3% | Added |
| Lindbrook Capital, LLC | 35 | $51.5K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 34 | $50.1K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 33 | $48.6K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 32 | $47.1K | 0.04% | 00.0% | Unchanged |
| RVW Wealth, LLC | 32 | $47.1K | 0.01% | +32 | New |
| Covestor Ltd | 31 | $46.0K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 28 | $41.2K | 0.01% | −50−64.1% | Reduced |
| Oakworth Capital, Inc. | 28 | $41.2K | 0.00% | −1−3.4% | Reduced |
| Delta Asset Management LLC | 28 | $41.2K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27 | $39.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 25 | $36.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $36.8K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 23 | $33.9K | 0.02% | −1−4.2% | Reduced |
| Global Retirement Partners, LLC | 23 | $33.6K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 22 | $32.4K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 20 | $29.4K | 0.01% | +12+150.0% | Added |
| Asset Dedication, LLC | 19 | $28.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 19 | $28.0K | 0.01% | +7+58.3% | Added |
| JFS Wealth Advisors, LLC | 18 | $26.5K | 0.00% | +1+5.9% | Added |
| Pin Oak Investment Advisors Inc | 16 | $24.0K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 16 | $23.6K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 16 | $23.6K | 0.01% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 16 | $23.6K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 15 | $22.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 13 | $19.1K | 0.00% | +6+85.7% | Added |
| Valley National Advisers Inc | 12 | $18.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 12 | $17.7K | 0.01% | −141−92.2% | Reduced |
| Sittner & Nelson, LLC | 12 | $17.7K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 12 | $17.7K | 0.01% | +12 | New |
| Riverview Trust Co | 11 | $16.2K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 11 | $16.2K | 0.01% | +4+57.1% | Added |
| Leonteq Securities AG | 11 | $16.2K | 0.00% | +11 | New |
| Capital Advisors, Ltd. LLC | 10 | $15.0K | 0.00% | 00.0% | Unchanged |