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, Q4 2023
Institutional positions in Markel Group Inc. as of Dec 31, 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
- 733
- +2 vs. Q3 2023
- Shares held
- 10.2M
- +18.6K (+0.2%) vs. Q3 2023
- Total value
- $14.5B
- −$516.1M (−3.4%) vs. Q3 2023
- New holders
- 77
- 270 more added
- Sold out
- 75
- 237 more reduced
8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Markel Group Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 1,191,714 | $1.69B | 0.04% | +9,216+0.8% | Added |
| BlackRock Inc. | 762,974 | $1.08B | 0.03% | +129,349+20.4% | Added |
| Principal Financial Group Inc | 564,605 | $801.7M | 0.51% | −4,748−0.8% | Reduced |
| Morgan Stanley | 520,018 | $738.4M | 0.07% | −19,189−3.6% | Reduced |
| State Street Corp | 304,352 | $432.1M | 0.02% | +16,042+5.6% | Added |
| Davis Selected Advisers | 300,604 | $426.8M | 2.41% | +38,501+14.7% | Added |
| Baillie Gifford & Co | 290,056 | $411.9M | 0.33% | −12,625−4.2% | Reduced |
| Wellington Management Group LLP | 256,104 | $363.6M | 0.07% | −19,370−7.0% | Reduced |
| Davenport & Co LLC | 250,544 | $355.2M | 2.46% | −57,878−18.8% | Reduced |
| Geode Capital Management, LLC | 190,743 | $270.4M | 0.03% | +7,438+4.1% | Added |
| Boston Partners | 156,872 | $222.8M | 0.30% | +125,507+400.1% | Added |
| T. Rowe Price Investment Management, Inc. | 152,220 | $216.1M | 0.14% | +85,388+127.8% | Added |
| Norges Bank | 150,867 | $214.2M | 0.04% | +5,834+4.0% | Added |
| Bank of America Corp | 141,468 | $200.9M | 0.02% | +13,342+10.4% | Added |
| Mackenzie Financial Corp | 129,541 | $183.9M | 0.28% | +3,476+2.8% | Added |
| Scharf Investments, LLC | 126,920 | $180.2M | 4.94% | +4,933+4.0% | Added |
| DF Dent & Co Inc | 111,881 | $158.9M | 2.11% | +11,086+11.0% | Added |
| Dimensional Fund Advisors LP | 100,339 | $142.5M | 0.04% | +6,700+7.2% | Added |
| Northern Trust Corp | 90,276 | $128.2M | 0.02% | +1,775+2.0% | Added |
| Douglass Winthrop Advisors, LLC | 89,903 | $127.7M | 2.85% | +1,554+1.8% | Added |
| Fenimore Asset Management Inc | 88,203 | $125.2M | 2.91% | −531−0.6% | Reduced |
| Legal & General Group Plc | 87,626 | $124.4M | 0.04% | −7,155−7.5% | Reduced |
| Avenir Corp | 85,935 | $122.0M | 10.55% | −1,455−1.7% | Reduced |
| Polar Capital Holdings Plc | 85,000 | $120.7M | 0.84% | −9,200−9.8% | Reduced |
| California Public Employees Retirement System | 84,212 | $119.6M | 0.09% | −1,785−2.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 81,904 | $116.4M | 0.27% | +592+0.7% | Added |
| Barr E S & Co | 80,303 | $114.0M | 7.74% | −1,101−1.4% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 79,180 | $112.4M | 5.28% | −5,345−6.3% | Reduced |
| Jennison Associates LLC | 77,995 | $110.7M | 0.08% | +41,086+111.3% | Added |
| Wells Fargo & Company | 76,445 | $108.5M | 0.03% | −17,216−18.4% | Reduced |
| Check Capital Management Inc | 76,064 | $108.0M | 8.62% | +3,683+5.1% | Added |
| First Manhattan Co | 75,217 | $106.8M | 0.37% | +20,842+38.3% | Added |
| Fort Washington Investment Advisors Inc | 74,954 | $106.4M | 0.74% | −130.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 74,374 | $105.6M | 0.47% | +22,940+44.6% | Added |
| Kempen Capital Management N.V. | 73,890 | $104.9M | 1.46% | +10,850+17.2% | Added |
| Great West Life Assurance Co | 70,871 | $100.1M | 0.22% | +317+0.4% | Added |
| Invesco Ltd. | 70,444 | $100.0M | 0.02% | +1,172+1.7% | Added |
| UBS Asset Management Americas Inc | 69,539 | $98.7M | 0.04% | +1,331+2.0% | Added |
| HighTower Advisors, LLC | 63,697 | $90.3M | 0.15% | −7,554−10.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 62,455 | $88.7M | 1.43% | +1,965+3.2% | Added |
| Cooke & Bieler LP | 61,750 | $87.7M | 0.77% | +7,988+14.9% | Added |
| Graham Holdings Co Master Retirement Trust | 58,008 | $82.4M | 15.48% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 56,561 | $80.3M | 0.37% | +20,930+58.7% | Added |
| Graham Holdings Co | 55,430 | $78.7M | 11.40% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 54,264 | $77.0M | 0.03% | +2,595+5.0% | Added |
| Bank of New York Mellon Corp | 52,629 | $74.7M | 0.02% | −2,305−4.2% | Reduced |
| Charles Schwab Investment Management Inc | 52,254 | $74.2M | 0.02% | +1,527+3.0% | Added |
| APG Asset Management N.V. | 54,773 | $70.4M | 0.14% | +3,324+6.5% | Added |
| Anchor Capital Advisors LLC | 47,104 | $66.9M | 1.76% | −2,806−5.6% | Reduced |
| Marathon Asset Mgmt Ltd | 44,259 | $62.8M | 1.76% | −1,291−2.8% | Reduced |
| Broad Run Investment Management, LLC | 42,797 | $60.8M | 8.12% | −3,436−7.4% | Reduced |
| Royal Bank of Canada | 42,457 | $60.3M | 0.01% | −9,721−18.6% | Reduced |
| Confluence Investment Management LLC | 40,508 | $57.5M | 0.81% | −1,433−3.4% | Reduced |
| TD Asset Management Inc | 40,277 | $57.2M | 0.06% | +28,711+248.2% | Added |
| Swiss National Bank | 39,400 | $55.9M | 0.04% | −1,350−3.3% | Reduced |
| Steginsky Capital LLC | 37,208 | $52.8M | 14.55% | +837+2.3% | Added |
| Goldman Sachs Group Inc | 36,970 | $52.5M | 0.01% | −5,318−12.6% | Reduced |
| AQR Capital Management LLC | 35,735 | $50.6M | 0.10% | +20,300+131.5% | Added |
| Davis Asset Management, L.P. | 35,000 | $49.7M | 2.41% | +5,000+16.7% | Added |
| Beck Mack & Oliver LLC | 31,386 | $44.6M | 1.04% | −1,940−5.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 30,931 | $43.9M | 0.03% | +682+2.3% | Added |
| Alta Capital Management LLC | 29,931 | $42.5M | 2.74% | −659−2.2% | Reduced |
| Capco Asset Management, LLC | 28,903 | $41.0M | 9.85% | −422−1.4% | Reduced |
| Nuveen Asset Management, LLC | 28,000 | $39.8M | 0.01% | −288−1.0% | Reduced |
| Credit Suisse AG | 27,982 | $39.7M | 0.04% | +8,773+45.7% | Added |
| Greenbrier Partners Capital Management, LLC | 27,603 | $39.2M | 3.96% | −1,134−3.9% | Reduced |
| Sather Financial Group Inc | 25,939 | $36.8M | 2.72% | +209+0.8% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 25,190 | $35.8M | 1.88% | −4,000−13.7% | Reduced |
| Raymond James & Associates | 25,057 | $35.6M | 0.03% | +1,499+6.4% | Added |
| Qube Research & Technologies Ltd | 23,246 | $33.0M | 0.07% | −3,090−11.7% | Reduced |
| Country Trust Bank | 23,034 | $32.7M | 0.91% | −1,968−7.9% | Reduced |
| Los Angeles Capital Management LLC | 22,554 | $32.0M | 0.12% | +6,481+40.3% | Added |
| Greenlea Lane Capital Management, LLC | 22,135 | $31.4M | 9.73% | −10,290−31.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 21,936 | $31.1M | 0.05% | −3,081−12.3% | Reduced |
| Quilter Plc | 20,838 | $29.4M | 0.99% | +4,262+25.7% | Added |
| Lafayette Investments, Inc. | 20,391 | $29.0M | 7.20% | +346+1.7% | Added |
| Martingale Asset Management L P | 20,099 | $28.5M | 0.58% | −91−0.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 18,796 | $26.7M | 0.15% | +1,205+6.9% | Added |
| National Pension Service | 18,549 | $26.3M | 0.04% | 00.0% | Unchanged |
| California State Teachers Retirement System | 18,439 | $26.2M | 0.04% | −544−2.9% | Reduced |
| Cobblestone Capital Advisors LLC | 18,401 | $26.1M | 1.72% | +20+0.1% | Added |
| FMR LLC | 18,283 | $26.0M | 0.00% | −3,608−16.5% | Reduced |
| Mraz, Amerine & Associates, Inc. | 18,057 | $25.6M | 5.37% | +584+3.3% | Added |
| Lincoln Capital LLC | 18,025 | $25.6M | 6.23% | +90.0% | Added |
| Truist Financial Corp | 17,889 | $25.4M | 0.04% | −572−3.1% | Reduced |
| Pinnacle Associates Ltd | 17,656 | $25.1M | 0.42% | +1,167+7.1% | Added |
| Rhumbline Advisers | 17,579 | $25.0M | 0.03% | −716−3.9% | Reduced |
| Zurich Insurance Group Ltd | 17,331 | $24.6M | 0.25% | −14,720−45.9% | Reduced |
| JPMorgan Chase & Co | 17,133 | $24.3M | 0.00% | +260+1.5% | Added |
| UBS Group AG | 17,104 | $24.3M | 0.01% | −4,265−20.0% | Reduced |
| Amundi | 16,259 | $23.0M | 0.01% | +2,742+20.3% | Added |
| Renaissance Technologies LLC | 16,171 | $23.0M | 0.04% | +5,100+46.1% | Added |
| State Board of Administration of Florida Retirement System | 16,065 | $22.8M | 0.05% | +3,673+29.6% | Added |
| Citadel Investment Advisory, Inc. | 15,866 | $22.5M | 13.86% | +26+0.2% | Added |
| Russell Investments Group, Ltd. | 15,245 | $21.6M | 0.04% | −5,597−26.9% | Reduced |
| Barclays PLC | 15,121 | $21.5M | 0.01% | +6,991+86.0% | Added |
| Deutsche Bank AG | 14,776 | $21.0M | 0.01% | +2,186+17.4% | Added |
| HSBC Holdings PLC | 14,558 | $20.7M | 0.02% | +1,389+10.5% | Added |
| Wedge Capital Management L L P | 14,486 | $20.6M | 0.37% | +1,594+12.4% | Added |
| Heritage Wealth Advisors | 14,430 | $20.5M | 1.02% | −959−6.2% | Reduced |