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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 2,278 | $3.23M | 0.04% | +8+0.4% | Added |
| Liontrust Investment Partners LLP | 2,285 | $3.24M | 0.05% | +431+23.2% | Added |
| Pathstone Holdings, LLC | 2,317 | $3.29M | 0.02% | +2,317 | New |
| First Hawaiian Bank | 2,318 | $3.29M | 0.10% | +198+9.3% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 2,325 | $3.30M | 0.24% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 2,332 | $3.31M | 1.00% | +157+7.2% | Added |
| Chicago Capital, LLC | 2,333 | $3.31M | 0.12% | +2,333 | New |
| Watchman Group, Inc. | 2,355 | $3.34M | 1.10% | +8+0.3% | Added |
| Centaurus Financial, Inc. | 2,359 | $3.35M | 0.25% | +20+0.9% | Added |
| Beacon Pointe Advisors, LLC | 2,370 | $3.37M | 0.04% | +80+3.5% | Added |
| RMB Capital Management, LLC | 2,469 | $3.51M | 0.11% | −221−8.2% | Reduced |
| Henshaw Capital LLC | 2,476 | $3.52M | 0.18% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 2,480 | $3.52M | 1.40% | +56+2.3% | Added |
| State of Alaska, Department of Revenue | 2,513 | $3.57M | 0.04% | +145+6.1% | Added |
| USS Investment Management Ltd | 2,515 | $3.57M | 0.03% | +9+0.4% | Added |
| Mariner, LLC | 2,537 | $3.60M | 0.01% | +299+13.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,577 | $3.66M | 0.04% | −61−2.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 2,604 | $3.70M | 0.08% | −40−1.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 2,624 | $3.73M | 0.29% | −2,054−43.9% | Reduced |
| Ervin Investment Management, LLC | 2,639 | $3.75M | 2.86% | +64+2.5% | Added |
| Federation des caisses Desjardins du Quebec | 2,681 | $3.81M | 0.04% | +814+43.6% | Added |
| US Bancorp | 2,702 | $3.84M | 0.01% | −135−4.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 2,841 | $4.03M | 0.15% | +2,841 | New |
| Hudson Value Partners, LLC | 2,883 | $4.09M | 1.90% | +146+5.3% | Added |
| GoodHaven Capital Management, LLC | 2,929 | $4.16M | 1.80% | +15+0.5% | Added |
| TownSquare Capital, LLC | 2,941 | $4.18M | 0.07% | −578−16.4% | Reduced |
| SEI Investments Co | 3,040 | $4.32M | 0.01% | −1,214−28.5% | Reduced |
| American Century Companies Inc | 3,062 | $4.35M | 0.00% | +233+8.2% | Added |
| Court Place Advisors, LLC | 3,072 | $4.36M | 1.43% | +93+3.1% | Added |
| CIBC Private Wealth Group, LLC | 3,095 | $4.39M | 0.01% | +9+0.3% | Added |
| Annandale Capital, LLC | 3,118 | $4.43M | 1.03% | +500+19.1% | Added |
| Evergreen Wealth Management, LLC | 3,183 | $4.52M | 3.32% | +55+1.8% | Added |
| GHP Investment Advisors, Inc. | 3,198 | $4.54M | 0.25% | +218+7.3% | Added |
| Nomura Asset Management Co Ltd | 3,269 | $4.64M | 0.02% | −11−0.3% | Reduced |
| Man Group plc | 3,274 | $4.65M | 0.01% | – | – |
| Alpha Omega Wealth Management LLC | 3,361 | $4.77M | 0.79% | −6−0.2% | Reduced |
| Cerity Partners LLC | 3,427 | $4.87M | 0.02% | +549+19.1% | Added |
| Neville Rodie & Shaw Inc | 3,449 | $4.90M | 0.40% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 3,449 | $4.90M | 0.02% | +326+10.4% | Added |
| Arizona State Retirement System | 3,463 | $4.92M | 0.04% | +3+0.1% | Added |
| Montag A & Associates Inc | 3,592 | $5.10M | 0.28% | −49−1.3% | Reduced |
| Hantz Financial Services, Inc. | 3,649 | $5.18M | 0.11% | −258−6.6% | Reduced |
| Gateway Investment Advisers LLC | 3,666 | $5.21M | 0.06% | +35+1.0% | Added |
| Arrowstreet Capital, Limited Partnership | 3,742 | $5.31M | 0.01% | +3,209+602.1% | Added |
| Clear Harbor Asset Management, LLC | 3,773 | $5.36M | 0.51% | +34+0.9% | Added |
| LPL Financial LLC | 3,825 | $5.43M | 0.00% | −213−5.3% | Reduced |
| Comerica Bank | 3,921 | $5.57M | 0.03% | +620+18.8% | Added |
| Advisor Group Holdings, Inc. | 3,955 | $5.62M | 0.01% | −258−6.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,002 | $5.68M | 0.02% | −508−11.3% | Reduced |
| Canada Pension Plan Investment Board | 4,040 | $5.74M | 0.01% | +3,200+381.0% | Added |
| Allspring Global Investments Holdings, LLC | 4,219 | $5.99M | 0.01% | +3,630+616.3% | Added |
| Stifel Financial Corp | 4,252 | $6.04M | 0.01% | −2,704−38.9% | Reduced |
| Creative Planning | 4,342 | $6.17M | 0.01% | +530+13.9% | Added |
| Handelsbanken Fonder AB | 4,367 | $6.20M | 0.03% | +2,133+95.5% | Added |
| Robeco Institutional Asset Management B.V. | 4,386 | $6.23M | 0.02% | +1,527+53.4% | Added |
| Janney Montgomery Scott LLC | 4,459 | $6.33M | 0.02% | −511−10.3% | Reduced |
| Standard Life Aberdeen plc | 4,508 | $6.40M | 0.01% | +2,226+97.5% | Added |
| Commonwealth Equity Services, LLC | 4,527 | $6.43M | 0.01% | −45−1.0% | Reduced |
| Solidarilty Wealth, LLC | 4,586 | $6.51M | 2.35% | +721+18.7% | Added |
| Marex Group plc | 4,600 | $6.53M | 0.26% | +4,600 | New |
| CIBC World Markets Inc. | 4,754 | $6.75M | 0.02% | −2,062−30.3% | Reduced |
| Ensign Peak Advisors, Inc | 4,860 | $6.90M | 0.01% | −3,091−38.9% | Reduced |
| Schwartz Investment Counsel Inc | 4,885 | $6.94M | 0.27% | −794−14.0% | Reduced |
| Chapman Investment Management, LLC | 4,998 | $7.10M | 5.41% | +81+1.6% | Added |
| Pictet Asset Management Holding SA | 5,060 | $7.18M | 0.01% | +256+5.3% | Added |
| Asset Management One Co.,Ltd. | 5,151 | $7.27M | 0.03% | +280+5.7% | Added |
| Stony Point Wealth Management Inc. | 5,144 | $7.30M | 3.38% | +458+9.8% | Added |
| National Bank of Canada | 5,164 | $7.41M | 0.01% | +2,461+91.0% | Added |
| Franklin Resources Inc | 5,406 | $7.68M | 0.00% | −57−1.0% | Reduced |
| Royal London Asset Management Ltd | 5,423 | $7.70M | 0.02% | +469+9.5% | Added |
| PGGM Investments | 5,472 | $7.77M | 0.12% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 5,504 | $7.82M | 0.03% | +150+2.8% | Added |
| Ameriprise Financial Inc | 5,675 | $8.06M | 0.00% | +535+10.4% | Added |
| Regency Capital Management Inc. | 5,710 | $8.11M | 5.45% | +2,343+69.6% | Added |
| Cheviot Value Management, LLC | 5,672 | $8.13M | 1.75% | +109+2.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,771 | $8.24M | 0.01% | +533+10.2% | Added |
| BNP Paribas Arbitrage, SA | 5,821 | $8.27M | 0.02% | +2,905+99.6% | Added |
| Mercer Global Advisors Inc | 5,847 | $8.30M | 0.02% | +473+8.8% | Added |
| Redmond Asset Management, LLC | 5,856 | $8.31M | 2.68% | +58+1.0% | Added |
| Brandywine Global Investment Management, LLC | 5,857 | $8.32M | 0.07% | −173−2.9% | Reduced |
| CI Private Wealth, LLC | 5,862 | $8.32M | 0.02% | +4,035+220.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 5,920 | $8.41M | 0.04% | −1,685−22.2% | Reduced |
| Motley Fool Asset Management LLC | 5,937 | $8.43M | 0.63% | −150−2.5% | Reduced |
| Treasurer of the State of North Carolina | 6,178 | $8.77M | 0.04% | +64+1.0% | Added |
| Live Oak Private Wealth LLC | 6,219 | $8.83M | 1.66% | +211+3.5% | Added |
| Roundview Capital LLC | 6,257 | $8.88M | 0.82% | +92+1.5% | Added |
| The PNC Financial Services Group, Inc. | 6,425 | $9.12M | 0.01% | −1,130−15.0% | Reduced |
| State of Wisconsin Investment Board | 6,503 | $9.23M | 0.03% | −243−3.6% | Reduced |
| Victory Capital Management Inc | 6,866 | $9.75M | 0.01% | −70,678−91.1% | Reduced |
| Smith Group Asset Management, LLC | 6,900 | $9.80M | 0.57% | +6,900 | New |
| Caisse de Depot Et Placement du Quebec | 6,987 | $9.92M | 0.03% | +6,095+683.3% | Added |
| Colony Group, LLC | 7,138 | $10.1M | 0.13% | +7,138 | New |
| State of New Jersey Common Pension Fund D | 7,144 | $10.1M | 0.03% | 00.0% | Unchanged |
| 2Xideas AG | 7,343 | $10.4M | 1.12% | −601−7.6% | Reduced |
| Rheos Capital Works Inc. | 7,500 | $10.6M | 0.59% | 00.0% | Unchanged |
| Millennium Management LLC | 7,583 | $10.8M | 0.01% | −7,074−48.3% | Reduced |
| Smith, Salley & Associates | 7,751 | $11.0M | 0.71% | +310+4.2% | Added |
| Lathrop Investment Management Corp | 7,776 | $11.0M | 2.25% | +815+11.7% | Added |
| Van Den Berg Management I, Inc | 7,958 | $11.3M | 3.75% | −40−0.5% | Reduced |
| Price T Rowe Associates Inc | 7,977 | $11.3M | 0.00% | +373+4.9% | Added |