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 |
|---|---|---|---|---|---|
| Alps Advisors Inc | 220 | $312.4K | 0.00% | −10−4.3% | Reduced |
| Balentine LLC | 222 | $315.2K | 0.01% | −72−24.5% | Reduced |
| Invictus Private Wealth, LLC | 224 | $318.1K | 0.03% | −5−2.2% | Reduced |
| Jefferies Financial Group Inc. | 225 | $319.5K | 0.01% | −98−30.3% | Reduced |
| Pzena Investment Management LLC | 227 | $322.3K | 0.00% | +74+48.4% | Added |
| MQS Management LLC | 229 | $325.2K | 0.18% | +82+55.8% | Added |
| New York Life Investment Management LLC | 231 | $328.0K | 0.00% | +26+12.7% | Added |
| Wambolt & Associates, LLC | 232 | $329.4K | 0.11% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 233 | $330.8K | 0.02% | −47−16.8% | Reduced |
| Telemus Capital, LLC | 236 | $335.1K | 0.03% | −1,043−81.5% | Reduced |
| Credit Agricole S A | 237 | $336.5K | 0.01% | +75+46.3% | Added |
| Vestcor Inc | 237 | $337.0K | 0.01% | −2−0.8% | Reduced |
| MAI Capital Management | 239 | $339.4K | 0.00% | +64+36.6% | Added |
| Crestmont Private Wealth LLC | 240 | $340.8K | 0.17% | −6−2.4% | Reduced |
| LGT Financial Advisors LLC | 243 | $345.0K | 0.42% | +23+10.5% | Added |
| Manchester Financial Inc | 247 | $350.7K | 0.10% | −10−3.9% | Reduced |
| Resurgent Financial Advisors LLC | 248 | $352.1K | 0.22% | +58+30.5% | Added |
| Trustmark National Bank Trust Department | 250 | $355.0K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 250 | $355.0K | 0.13% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 250 | $355.0K | 0.03% | +250 | New |
| Crestwood Advisors Group LLC | 253 | $359.2K | 0.01% | +3+1.2% | Added |
| Flagstone Financial Management | 254 | $360.7K | 0.15% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 255 | $362.1K | 0.07% | +2+0.8% | Added |
| WealthPlan Investment Management, LLC | 255 | $362.1K | 0.06% | 00.0% | Unchanged |
| MetLife Investment Management | 256 | $363.5K | 0.00% | −5−1.9% | Reduced |
| Yousif Capital Management, LLC | 259 | $367.8K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 261 | $370.6K | 0.01% | −37−12.4% | Reduced |
| Tritonpoint Wealth, LLC | 261 | $370.6K | 0.04% | +261 | New |
| Allen Investment Management LLC | 262 | $372.0K | 0.00% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 266 | $377.7K | 0.00% | −459−63.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 268 | $380.5K | 0.00% | +3+1.1% | Added |
| FineMark National Bank & Trust | 271 | $384.8K | 0.02% | +31+12.9% | Added |
| Coldstream Capital Management Inc | 273 | $387.6K | 0.01% | +273 | New |
| Quest Partners LLC | 275 | $390.5K | 0.08% | +275 | New |
| Salomon & Ludwin, LLC | 266 | $391.7K | 0.04% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 276 | $391.9K | 0.15% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 277 | $393.3K | 0.03% | +97+53.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 277 | $393.3K | 0.01% | 00.0% | Unchanged |
| Old National Bancorp | 278 | $394.7K | 0.01% | −73−20.8% | Reduced |
| AdvisorNet Financial, Inc | 280 | $397.6K | 0.04% | +58+26.1% | Added |
| Beacon Investment Advisors LLC | 281 | $399.0K | 0.25% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 284 | $403.7K | 0.24% | +2+0.7% | Added |
| Quantbot Technologies LP | 289 | $410.4K | 0.02% | −1,259−81.3% | Reduced |
| SRS Capital Advisors, Inc. | 290 | $411.8K | 0.05% | +13+4.7% | Added |
| Wedbush Securities Inc | 291 | $413.0K | 0.02% | +144+98.0% | Added |
| Investment Management Corp of Ontario | 293 | $416.0K | 0.01% | +293 | New |
| Boyar Asset Management Inc. | 295 | $418.9K | 0.31% | −15−4.8% | Reduced |
| Savant Capital, LLC | 295 | $418.9K | 0.01% | +10+3.5% | Added |
| Glenmede Trust Co NA | 297 | $421.7K | 0.00% | +1+0.3% | Added |
| Dakota Wealth Management | 299 | $424.6K | 0.02% | +20+7.2% | Added |
| Ossiam | 301 | $427.4K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 305 | $433.1K | 0.03% | +305 | New |
| Snowden Capital Advisors LLC | 307 | $435.9K | 0.02% | +56+22.3% | Added |
| First Citizens Bank & Trust Co | 307 | $435.9K | 0.01% | +65+26.9% | Added |
| Hara Capital LLC | 307 | $435.9K | 0.31% | +307 | New |
| Bay Rivers Group | 310 | $440.2K | 0.28% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 299 | $440.3K | 0.34% | −29−8.8% | Reduced |
| CWM Advisors, LLC | 312 | $443.0K | 0.05% | +64+25.8% | Added |
| Cadent Capital Advisors, LLC | 313 | $444.4K | 0.22% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 314 | $445.8K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 315 | $447.3K | 0.00% | −1,973−86.2% | Reduced |
| Sentry Investment Management LLC | 317 | $450.0K | 0.19% | +317 | New |
| Opal Wealth Advisors, LLC | 318 | $451.5K | 0.18% | +7+2.3% | Added |
| Venturi Wealth Management, LLC | 322 | $457.2K | 0.03% | +95+41.9% | Added |
| Winthrop Advisory Group LLC | 327 | $464.3K | 0.07% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 331 | $470.0K | 0.01% | −483−59.3% | Reduced |
| Blue Edge Capital, LLC | 333 | $472.8K | 0.09% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 335 | $475.7K | 0.15% | +50+17.5% | Added |
| DFPG Investments, LLC | 335 | $478.5K | 0.04% | +56+20.1% | Added |
| Taylor Hoffman Wealth Management | 344 | $488.4K | 0.22% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 350 | $497.0K | 0.01% | −95−21.3% | Reduced |
| MCF Advisors LLC | 350 | $497.0K | 0.04% | +150+75.0% | Added |
| CIBC World Markets Corp | 351 | $498.4K | 0.00% | +351 | New |
| Graham Capital Management, L.P. | 351 | $498.4K | 0.02% | −114−24.5% | Reduced |
| Kestra Private Wealth Services, LLC | 356 | $505.5K | 0.01% | +27+8.2% | Added |
| Marks Group Wealth Management, Inc | 358 | $508.3K | 0.06% | +80+28.8% | Added |
| Synovus Financial Corp | 358 | $508.3K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 359 | $509.7K | 0.02% | +359 | New |
| Baxter Bros Inc | 366 | $519.7K | 0.07% | +20+5.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 367 | $521.0K | 0.01% | −73−16.6% | Reduced |
| Grant/GrossMendelsohn, LLC | 355 | $523.9K | 0.22% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 369 | $523.9K | 0.00% | −3−0.8% | Reduced |
| Cross Staff Investments Inc | 370 | $525.4K | 0.47% | +10+2.8% | Added |
| Gilliland Jeter Wealth Management LLC | 371 | $526.8K | 0.22% | +371 | New |
| NBT Bank N A | 374 | $531.0K | 0.04% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 375 | $532.5K | 0.10% | +21+5.9% | Added |
| Pecaut & Co. | 378 | $536.7K | 0.22% | 00.0% | Unchanged |
| Elgethun Capital Management | 378 | $536.7K | 0.15% | −1−0.3% | Reduced |
| Ritholtz Wealth Management | 380 | $539.6K | 0.02% | +147+63.1% | Added |
| Lincoln National Corp | 382 | $542.4K | 0.01% | −13−3.3% | Reduced |
| Integrated Wealth Concepts LLC | 384 | $545.2K | 0.01% | −23−5.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 387 | $549.5K | 0.03% | +17+4.6% | Added |
| Mount Yale Investment Advisors, LLC | 389 | $552.3K | 0.05% | −3−0.8% | Reduced |
| BCJ Capital Management, LLC | 391 | $555.2K | 0.05% | −22−5.3% | Reduced |
| Front Street Capital Management, Inc. | 392 | $557.0K | 0.11% | +6+1.6% | Added |
| Massmutual Trust Co FSB | 397 | $563.7K | 0.02% | −5−1.2% | Reduced |
| Burns Matteson Capital Management, LLC | 400 | $567.8K | 0.40% | +400 | New |
| Alberta Investment Management Corp | 400 | $568.0K | 0.01% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 402 | $570.8K | 0.11% | −5−1.2% | Reduced |
| Insigneo Advisory Services, LLC | 408 | $579.3K | 0.08% | 00.0% | Unchanged |