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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.

Institutional holdersQ4 2023: 733 institutions
Q1 2021: 575 institutionsQ2 2021: 589 institutionsQ3 2021: 594 institutionsQ4 2021: 638 institutionsQ1 2022: 639 institutionsQ2 2022: 642 institutionsQ3 2022: 636 institutionsQ4 2022: 675 institutionsQ1 2023: 676 institutionsQ2 2023: 700 institutionsQ3 2023: 739 institutionsQ4 2023: 733 institutionsQ1 2024: 745 institutionsQ2 2024: 812 institutionsQ3 2024: 794 institutionsQ4 2024: 832 institutionsQ1 2025: 852 institutionsQ2 2025: 854 institutionsQ3 2025: 855 institutionsQ4 2025: 924 institutionsQ1 2026: 930 institutionsQ2 2026: 930 institutions
Value heldQ4 2023: $14.5B
Q1 2021: $12.1BQ2 2021: $12.6BQ3 2021: $12.6BQ4 2021: $12.9BQ1 2022: $15.8BQ2 2022: $13.7BQ3 2022: $11.3BQ4 2022: $13.7BQ1 2023: $13.2BQ2 2023: $14.2BQ3 2023: $15.0BQ4 2023: $14.5BQ1 2024: $15.4BQ2 2024: $15.7BQ3 2024: $15.4BQ4 2024: $17.2BQ1 2025: $19.0BQ2 2025: $20.1BQ3 2025: $18.9BQ4 2025: $21.1BQ1 2026: $18.5BQ2 2026: $18.8B
Institutions holding MKL and their total value by quarter
QuarterHoldersValue
Q2 2026930$18.8B
Q1 2026930$18.5B
Q4 2025924$21.1B
Q3 2025855$18.9B
Q2 2025854$20.1B
Q1 2025852$19.0B
Q4 2024832$17.2B
Q3 2024794$15.4B
Q2 2024812$15.7B
Q1 2024745$15.4B
Q4 2023733$14.5B
Q3 2023739$15.0B
Q2 2023700$14.2B
Q1 2023676$13.2B
Q4 2022675$13.7B
Q3 2022636$11.3B
Q2 2022642$13.7B
Q1 2022639$15.8B
Q4 2021638$12.9B
Q3 2021594$12.6B
Q2 2021589$12.6B
Q1 2021575$12.1B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Markel Group Inc.; share changes are against Q3 2023.

Institutions holding MKL in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$30.00%0New
First Horizon Advisors, Inc.1$1.42K0.00%−15−93.8%Reduced
Gradient Investments LLC1$1.42K0.00%00.0%Unchanged
Raffa Wealth Management, LLC1$1.42K0.00%00.0%Unchanged
Lee Financial Co1$1.42K0.00%+1New
Northwest Financial Advisors1$1.42K0.00%+1New
Hobbs Group Advisors, LLC1$1.42K0.00%+1New
Bellevue Asset Management, LLC2$2.84K0.00%00.0%Unchanged
Toth Financial Advisory Corp2$2.84K0.00%00.0%Unchanged
Versant Capital Management, Inc2$2.84K0.00%00.0%Unchanged
Archer Investment Corp2$2.84K0.00%00.0%Unchanged
Mechanics Financial Corp2$2.84K0.00%00.0%Unchanged
Fairman Group, LLC2$2.84K0.00%+2New
Semmax Financial Advisors Inc.2$2.88K0.00%+2New
Loomis Sayles & Co L P3$4.00K0.00%−3−50.0%Reduced
Zions Bancorporation, N.A.3$4.26K0.00%00.0%Unchanged
Park Place Capital Corp3$4.26K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC3$4.26K0.00%+3New
Kiely Wealth Advisory Group, Inc.3$4.40K0.00%+3New
Bell Investment Advisors, Inc4$5.68K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.4$5.68K0.00%+4New
CVA Family Office, LLC4$5.68K0.00%+4New
GW&K Investment Management, LLC5$7.00K0.00%00.0%Unchanged
Bartlett & Co. LLC5$7.00K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.5$7.00K0.00%+5New
Bartlett & Co. Wealth Management LLC5$7.06K0.00%00.0%Unchanged
Bokf, NA5$7.10K0.00%00.0%Unchanged
Main Street Group, LTD5$7.10K0.00%+5New
Rocky Mountain Advisers, LLC5$7.10K0.00%00.0%Unchanged
Harbour Investments, Inc.5$7.10K0.00%+5New
Laffer Tengler Investments5$7.10K0.00%+5New
West Paces Advisors Inc.5$7.10K0.00%+5New
Pacifica Partners Inc.6$8.40K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC6$8.52K0.00%+1+20.0%Added
NBC Securities, Inc.7$9.00K0.00%−2−22.2%Reduced
Creative Financial Designs Inc7$9.94K0.00%−63−90.0%Reduced
Umb Bank N A7$9.94K0.00%−6−46.2%Reduced
Leonteq Securities AG7$9.94K0.00%−4−36.4%Reduced
Cedar Mountain Advisors, LLC7$9.94K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC7$9.94K0.00%+1+16.7%Added
Legacy Bridge, LLC7$9.94K0.01%00.0%Unchanged
Banque Cantonale Vaudoise7$10.0K0.00%−84−92.3%Reduced
City Holding Co12$10.2K0.00%00.0%Unchanged
Colonial Trust Co8$11.4K0.00%−11−57.9%Reduced
Carolinas Wealth Consulting LLC8$11.4K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC8$11.4K0.01%+8New
Rakuten Investment Management, Inc.9$12.7K0.00%+9New
Rosenberg Matthew Hamilton9$12.8K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.9$12.8K0.01%00.0%Unchanged
Criterion Capital Advisors, LLC9$12.8K0.01%+9New
Capital Advisors, Ltd. LLC10$14.0K0.00%00.0%Unchanged
Bangor Savings Bank10$14.2K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt10$14.2K0.00%00.0%Unchanged
Credential Qtrade Securities Inc.10$14.2K0.00%+10New
Adirondack Trust Co10$14.9K0.01%00.0%Unchanged
Whittier Trust Co11$15.6K0.00%−751−98.6%Reduced
Truvestments Capital LLC11$15.6K0.01%00.0%Unchanged
Sittner & Nelson, LLC12$17.0K0.01%00.0%Unchanged
Private Wealth Management Group, LLC12$17.0K0.01%+12New
Valley National Advisers Inc13$18.0K0.00%+1+8.3%Added
State of Wyoming13$18.5K0.00%−120−90.2%Reduced
Parkside Financial Bank & Trust13$18.5K0.00%−12−48.0%Reduced
SJS Investment Consulting Inc.13$18.5K0.00%+10+333.3%Added
Mar Vista Investment Partners LLC14$19.9K0.00%−47,091−100.0%Reduced
Strategic Investment Solutions, Inc.15$21.3K0.00%−930−98.4%Reduced
Assetmark, Inc15$21.3K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC15$21.3K0.02%+15New
Investors Research Corp16$22.7K0.01%00.0%Unchanged
Dougherty Wealth Advisers LLC16$22.7K0.02%00.0%Unchanged
BKM Wealth Management, LLC16$22.7K0.01%+16New
Pin Oak Investment Advisors Inc16$23.0K0.02%00.0%Unchanged
MidAtlantic Capital Management, Inc.17$24.1K0.02%+17New
Deseret Mutual Benefit Administrators18$25.6K0.01%−5−21.7%Reduced
JFS Wealth Advisors, LLC18$25.6K0.00%00.0%Unchanged
Asset Dedication, LLC19$26.0K0.00%00.0%Unchanged
Private Trust Co NA21$29.8K0.00%−7−25.0%Reduced
GAMMA Investing LLC20$29.9K0.01%+20New
Ronald Blue Trust, Inc.21$31.0K0.00%+12+133.3%Added
Westpac Banking Corp22$31.2K0.00%00.0%Unchanged
RFP Financial Group LLC22$31.2K0.01%+22New
Clearstead Advisors, LLC25$35.5K0.00%00.0%Unchanged
Global Retirement Partners, LLC26$37.2K0.00%+3+13.0%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC27$38.3K0.00%00.0%Unchanged
Delta Asset Management LLC28$39.8K0.00%00.0%Unchanged
Oakworth Capital, Inc.28$39.8K0.00%00.0%Unchanged
Planning Capital Management Corp28$39.8K0.03%+28New
Covestor Ltd31$44.0K0.03%00.0%Unchanged
Denali Advisors LLC31$44.0K0.01%−71−69.6%Reduced
Maryland Capital Advisors Inc.32$45.4K0.03%00.0%Unchanged
Community Bank, N.A.33$46.9K0.01%00.0%Unchanged
Lindbrook Capital, LLC37$52.5K0.01%+2+5.7%Added
Bogart Wealth, LLC39$55.4K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.40$56.8K0.03%00.0%Unchanged
Centennial Bank40$56.8K0.03%00.0%Unchanged
Ables, Iannone, Moore & Associates, Inc.40$56.8K0.04%+40New
Glassman Wealth Services41$58.2K0.01%−21−33.9%Reduced
Barrett & Company, Inc.42$59.6K0.03%00.0%Unchanged
Tobam43$61.0K0.01%−44−50.6%Reduced
Pinnacle Bancorp, Inc.47$66.7K0.02%00.0%Unchanged
Prestige Wealth Management Group LLC51$72.4K0.02%+1+2.0%Added