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Livermore
Livermore
ZHEN

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
South State Corp.52$73.8K0.01%00.0%Unchanged
Geneos Wealth Management Inc.53$75.3K0.00%00.0%Unchanged
Rothschild Investment LLC55$78.1K0.01%+55New
Quent Capital, LLC56$79.5K0.01%00.0%Unchanged
Capital Analysts, LLC57$81.0K0.00%00.0%Unchanged
Penserra Capital Management LLC58$82.0K0.00%−9−13.4%Reduced
Quadrant Capital Group LLC58$82.4K0.01%+1+1.8%Added
TD Waterhouse Canada Inc.59$84.7K0.00%00.0%Unchanged
Rogco, LP67$95.1K0.04%−2−2.9%Reduced
JTC Employer Solutions Trusteee Ltd70$100.0K0.01%00.0%Unchanged
Mendota Financial Group, LLC72$102.2K0.08%00.0%Unchanged
Evolution Advisers, Inc.71$103.0K0.07%+1+1.4%Added
Tradition Wealth Management, LLC74$105.0K0.01%00.0%Unchanged
IFP Advisors, Inc74$105.1K0.00%−16−17.8%Reduced
Benjamin F. Edwards & Company, Inc.80$114.0K0.00%+23+40.4%Added
Farther Finance Advisors, LLC82$116.4K0.01%+29+54.7%Added
TCTC Holdings, LLC84$119.3K0.00%+84New
BOK Financial Private Wealth, Inc.91$129.2K0.01%00.0%Unchanged
Colonial Trust Advisors93$132.1K0.01%+8+9.4%Added
M&R Capital Management Inc100$142.0K0.04%00.0%Unchanged
UniSuper Management Pty Ltd100$142.0K0.00%00.0%Unchanged
Fairfield, Bush & Co.100$142.0K0.08%+100New
Allworth Financial LP101$143.4K0.00%−2−1.9%Reduced
American International Group, Inc.108$153.3K0.00%−3−2.7%Reduced
Hexagon Capital Partners LLC112$159.0K0.04%00.0%Unchanged
Lazard Asset Management LLC115$163.0K0.00%00.0%Unchanged
Brown Brothers Harriman & Co117$166.1K0.00%+21+21.9%Added
Huntington National Bank122$173.2K0.00%+15+14.0%Added
Kapitalo Investimentos Ltda127$180.3K0.04%−34−21.1%Reduced
Tucker Asset Management LLC133$188.8K0.05%00.0%Unchanged
Bridgeworth, LLC141$200.2K0.02%−15−9.6%Reduced
MBL Wealth, LLC141$200.2K0.03%+3+2.2%Added
Beacon Financial Group141$200.2K0.02%+141New
Arlington Trust Co LLC142$201.6K0.06%+130+1,083.3%Added
Keating Investment Counselors Inc143$203.0K0.07%−82−36.4%Reduced
Checchi Capital Advisers, LLC143$203.0K0.02%−1−0.7%Reduced
Thoroughbred Financial Services, LLC144$204.0K0.02%00.0%Unchanged
Tiaa Trust, National Association146$207.3K0.00%+4+2.8%Added
HB Wealth Management, LLC148$210.1K0.00%−15−9.2%Reduced
CWS Financial Advisors, LLC148$210.1K0.08%00.0%Unchanged
Empowered Funds, LLC148$210.1K0.01%+148New
Sage Capital Advisors,llc150$213.0K0.07%+150New
Signaturefd, LLC151$214.4K0.00%+7+4.9%Added
Marcum Wealth, LLC153$217.2K0.02%−4−2.5%Reduced
Impact Partnership Wealth, LLC153$217.2K0.08%+153New
Sunbelt Securities, Inc.155$220.1K0.03%−41−20.9%Reduced
Bremer Bank National Association155$220.1K0.04%00.0%Unchanged
Mirabella Financial Services LLP155$220.1K0.03%+155New
Legacy Capital Wealth Partners, LLC156$221.5K0.06%+16+11.4%Added
Canal Capital Management, LLC157$222.9K0.04%−137−46.6%Reduced
Wills Financial Group, Inc.157$222.9K0.11%00.0%Unchanged
Smartleaf Asset Management LLC158$223.0K0.06%+158New
CWM, LLC157$223.0K0.00%+47+42.7%Added
Stratos Wealth Partners, LTD.158$224.3K0.00%00.0%Unchanged
Lido Advisors, LLC159$225.4K0.00%−53−25.0%Reduced
Epic Trust Investment Advisors, LLC162$230.0K0.31%−4−2.4%Reduced
Dimension Capital Management LLC162$230.0K0.05%00.0%Unchanged
HighPoint Advisor Group LLC154$233.0K0.02%+154New
Edgemoor Investment Advisors, Inc.166$235.7K0.02%−13−7.3%Reduced
Aptus Capital Advisors, LLC167$237.1K0.01%−7−4.0%Reduced
Cypress Capital Group168$238.5K0.03%−29−14.7%Reduced
Scientech Research LLC168$238.7K0.24%+168New
Boston Private Wealth LLC169$240.0K0.01%+31+22.5%Added
Capital Investment Advisory Services, LLC170$241.4K0.02%00.0%Unchanged
Fifth Third Bancorp171$242.8K0.00%−10−5.5%Reduced
Tocqueville Asset Management L.P.171$242.8K0.00%+1+0.6%Added
Point72 Europe (London) LLP178$252.7K0.03%+178New
Fidelis Capital Partners, LLC178$252.7K0.06%+26+17.1%Added
AXA S.A.179$254.2K0.00%+3+1.7%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management182$258.4K0.01%−53−22.6%Reduced
Stephens Inc184$261.3K0.00%−21−10.2%Reduced
Sawtooth Solutions, LLC184$261.3K0.01%+22+13.6%Added
Bleakley Financial Group, LLC184$261.3K0.01%+22+13.6%Added
Ironwood Investment Counsel, LLC186$264.1K0.05%−90−32.6%Reduced
Baker Tilly Wealth Management, LLC186$264.1K0.04%−60−24.4%Reduced
RMR Capital Management, LLC186$264.1K0.30%+186New
Daymark Wealth Partners, LLC187$265.5K0.02%00.0%Unchanged
Traphagen Investment Advisors LLC188$266.9K0.03%−27−12.6%Reduced
Greenleaf Trust189$268.4K0.00%−2−1.0%Reduced
GWM Advisors LLC189$268.4K0.00%−147−43.8%Reduced
Linscomb & Williams, Inc.189$268.5K0.01%−68−26.5%Reduced
Northwest Quadrant Wealth Management, LLC191$271.2K0.07%00.0%Unchanged
RIA Advisory Group LLC1,841$273.2K0.13%+1,841New
Leavell Investment Management, Inc.194$275.0K0.02%00.0%Unchanged
Heartwood Wealth Advisors LLC194$275.5K0.04%00.0%Unchanged
Cubist Systematic Strategies, LLC195$276.9K0.00%−13,723−98.6%Reduced
Avantax Advisory Services, Inc.197$279.7K0.00%−30−13.2%Reduced
Sebold Capital Management, Inc.197$279.7K0.21%−8−3.9%Reduced
Evergreen Capital Management LLC197$279.7K0.01%00.0%Unchanged
Equitable Trust Co200$284.0K0.02%+16+8.7%Added
J.W. Cole Advisors, Inc.203$288.2K0.02%+60+42.0%Added
Park Avenue Securities LLC207$294.0K0.00%−41−16.5%Reduced
Manchester Capital Management LLC208$295.3K0.04%00.0%Unchanged
Forum Financial Management, LP209$296.8K0.01%00.0%Unchanged
Summit Global Investments209$297.0K0.02%00.0%Unchanged
Parsons Capital Management Inc210$298.2K0.02%00.0%Unchanged
waypoint wealth counsel211$299.6K0.26%00.0%Unchanged
Symmetry Partners, LLC213$301.0K0.02%00.0%Unchanged
IHT Wealth Management, LLC215$305.3K0.01%−7−3.2%Reduced
Hilltop Holdings Inc.216$306.7K0.03%+12+5.9%Added