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 |
|---|---|---|---|---|---|
| Cary Street Partner Investment Advisory LLC | 411 | $583.6K | 0.03% | −15−3.5% | Reduced |
| Spire Wealth Management | 406 | $587.6K | 0.02% | −50−11.0% | Reduced |
| Vinva Investment Management Ltd | 420 | $593.0K | 0.04% | +54+14.8% | Added |
| Brave Asset Management Inc | 418 | $593.5K | 0.17% | 00.0% | Unchanged |
| MML Investors Services, LLC | 421 | $598.0K | 0.00% | +174+70.4% | Added |
| Cresset Asset Management, LLC | 422 | $599.2K | 0.00% | −414−49.5% | Reduced |
| MainStreet Investment Advisors LLC | 426 | $604.9K | 0.07% | +2+0.5% | Added |
| Intellectus Partners, LLC | 429 | $609.1K | 0.18% | +8+1.9% | Added |
| AE Wealth Management LLC | 413 | $609.5K | 0.00% | +413 | New |
| Quadcap Wealth Management, LLC | 432 | $613.4K | 0.16% | +432 | New |
| Intrinsic Value Partners, LLC | 433 | $614.8K | 0.72% | −12−2.7% | Reduced |
| CIBC Asset Management Inc | 434 | $616.2K | 0.00% | −156−26.4% | Reduced |
| Metis Global Partners, LLC | 440 | $624.8K | 0.02% | −5−1.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 440 | $624.8K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 440 | $624.8K | 0.03% | +440 | New |
| Chase Investment Counsel Corp | 444 | $630.0K | 0.28% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 444 | $630.4K | 0.02% | +64+16.8% | Added |
| Perigon Wealth Management, LLC | 445 | $631.9K | 0.02% | −27−5.7% | Reduced |
| Wolverine Trading, LLC | 449 | $637.5K | 0.00% | +154+52.2% | Added |
| Steward Partners Investment Advisory, LLC | 451 | $640.4K | 0.01% | +151+50.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 452 | $641.8K | 0.02% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 452 | $641.8K | 0.03% | +129+39.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 454 | $645.0K | 0.00% | +25+5.8% | Added |
| Degroof Petercam Asset Management | 456 | $647.5K | 0.01% | +456 | New |
| Cetera Investment Advisers | 460 | $653.2K | 0.01% | −20−4.2% | Reduced |
| Swedbank AB | 460 | $653.2K | 0.00% | +3+0.7% | Added |
| Financial Security Advisor, Inc. | 466 | $661.7K | 0.26% | +89+23.6% | Added |
| Qtron Investments LLC | 471 | $668.8K | 0.11% | −23−4.7% | Reduced |
| Gotham Asset Management, LLC | 477 | $677.3K | 0.01% | −18−3.6% | Reduced |
| JustInvest LLC | 481 | $683.0K | 0.02% | −21−4.2% | Reduced |
| Edgestream Partners, L.P. | 482 | $684.4K | 0.05% | +482 | New |
| Neuberger Berman Group LLC | 485 | $688.7K | 0.00% | −787−61.9% | Reduced |
| Bank of Nova Scotia | 491 | $697.1K | 0.00% | +192+64.2% | Added |
| Calamos Wealth Management LLC | 500 | $710.0K | 0.04% | 00.0% | Unchanged |
| Rathbone Brothers plc | 500 | $710.0K | 0.00% | +3+0.6% | Added |
| Oregon Public Employees Retirement Fund | 500 | $710.0K | 0.01% | +500 | New |
| Aviva PLC | 503 | $714.2K | 0.00% | −1,252−71.3% | Reduced |
| Conestoga Capital Advisors, LLC | 505 | $717.0K | 0.01% | −30−5.6% | Reduced |
| Harvest Investment Services, LLC | 505 | $717.0K | 0.33% | −1−0.2% | Reduced |
| Royal Fund Management, LLC | 510 | $724.1K | 0.09% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 513 | $728.4K | 0.57% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 515 | $731.0K | 0.01% | −1,163−69.3% | Reduced |
| Private Advisor Group, LLC | 520 | $739.2K | 0.01% | +238+84.4% | Added |
| Alaska Permanent Fund Corp | 522 | $741.2K | 0.01% | +522 | New |
| Shell Asset Management Co | 524 | $744.0K | 0.03% | −3,663−87.5% | Reduced |
| Gilbert & Cook, Inc. | 529 | $751.1K | 0.11% | +28+5.6% | Added |
| RSM US Wealth Management LLC | 529 | $751.1K | 0.02% | +529 | New |
| Versor Investments LP | 541 | $768.2K | 0.16% | −519−49.0% | Reduced |
| Parisi Gray Wealth Management | 541 | $768.2K | 0.31% | +9+1.7% | Added |
| Citadel Advisors LLC | 546 | $775.3K | 0.00% | −14,170−96.3% | Reduced |
| Advisory Services Network, LLC | 546 | $775.3K | 0.02% | −44−7.5% | Reduced |
| Xponance, Inc. | 551 | $782.4K | 0.01% | +6+1.1% | Added |
| Verdence Capital Advisors LLC | 562 | $798.0K | 0.08% | +115+25.7% | Added |
| Warren Averett Asset Management, LLC | 563 | $799.4K | 0.03% | +420+293.7% | Added |
| Avestar Capital, LLC | 579 | $822.1K | 0.10% | −18−3.0% | Reduced |
| Axxcess Wealth Management, LLC | 580 | $823.5K | 0.02% | −20−3.3% | Reduced |
| Carmel Capital Partners, LLC | 582 | $826.4K | 0.42% | +62+11.9% | Added |
| Resonant Capital Advisors, LLC | 586 | $832.1K | 0.08% | −57−8.9% | Reduced |
| Smithfield Trust Co | 587 | $834.0K | 0.05% | 00.0% | Unchanged |
| Shelter Ins Retirement Plan | 600 | $851.9K | 0.83% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 600 | $851.9K | 0.26% | 00.0% | Unchanged |
| London Co of Virginia | 607 | $861.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 607 | $861.9K | 0.00% | −40−6.2% | Reduced |
| Cetera Advisor Networks LLC | 614 | $871.8K | 0.00% | +39+6.8% | Added |
| Trust Co of Vermont | 617 | $876.1K | 0.06% | +16+2.7% | Added |
| Kestra Advisory Services, LLC | 619 | $878.9K | 0.01% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 628 | $891.7K | 0.01% | +447+247.0% | Added |
| Bessemer Group Inc | 643 | $913.0K | 0.00% | −58−8.3% | Reduced |
| Southeast Asset Advisors Inc. | 644 | $914.4K | 0.12% | 00.0% | Unchanged |
| XTX Topco Ltd | 652 | $925.8K | 0.20% | +474+266.3% | Added |
| Quantinno Capital Management LP | 657 | $933.0K | 0.03% | +109+19.9% | Added |
| Spears Abacus Advisors LLC | 659 | $935.7K | 0.07% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 662 | $940.0K | 0.00% | −28−4.1% | Reduced |
| Banco Santander, S.A. | 665 | $944.2K | 0.01% | −850−56.1% | Reduced |
| TD Private Client Wealth LLC | 671 | $952.8K | 0.03% | −16−2.3% | Reduced |
| Seven Eight Capital, LP | 674 | $957.0K | 0.11% | +674 | New |
| Ethic Inc. | 680 | $965.5K | 0.03% | −12−1.7% | Reduced |
| Fruth Investment Management | 685 | $972.0K | 0.27% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 687 | $975.5K | 0.08% | +3+0.4% | Added |
| Aurora Investment Counsel | 809 | $982.2K | 0.64% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 696 | $988.3K | 0.20% | −2−0.3% | Reduced |
| Karpas Strategies, LLC | 698 | $991.1K | 0.33% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 700 | $994.2K | 0.01% | −38,591−98.2% | Reduced |
| Stoneridge Investment Partners LLC | 701 | $995.0K | 0.42% | +701 | New |
| Guardian Capital LP | 715 | $1.02M | 0.04% | +75+11.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 715 | $1.02M | 0.05% | +576+414.4% | Added |
| FDx Advisors, Inc. | 722 | $1.02M | 0.08% | −166−18.7% | Reduced |
| Intech Investment Management LLC | 724 | $1.03M | 0.01% | −35−4.6% | Reduced |
| Principal Securities, Inc. | 727 | $1.03M | 0.04% | +727 | New |
| Oppenheimer & Co Inc | 731 | $1.04M | 0.02% | +20+2.8% | Added |
| Principle Wealth Partners LLC | 737 | $1.05M | 0.09% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 740 | $1.05M | 0.01% | +129+21.1% | Added |
| Ancora Advisors, LLC | 756 | $1.07M | 0.03% | −23−3.0% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 757 | $1.07M | 0.51% | −111−12.8% | Reduced |
| Panagora Asset Management Inc | 776 | $1.10M | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 777 | $1.10M | 0.12% | +30+4.0% | Added |
| RKL Wealth Management LLC | 778 | $1.10M | 0.12% | −1−0.1% | Reduced |
| Daiwa Securities Group Inc. | 780 | $1.11M | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 781 | $1.11M | 0.04% | +293+60.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 794 | $1.13M | 0.50% | −26−3.2% | Reduced |