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 |
|---|---|---|---|---|---|
| Fort Washington Investment Advisors Inc | 74,954 | $106.4M | 0.74% | −130.0% | Reduced |
| First Manhattan Co | 75,217 | $106.8M | 0.37% | +20,842+38.3% | Added |
| Check Capital Management Inc | 76,064 | $108.0M | 8.62% | +3,683+5.1% | Added |
| Wells Fargo & Company | 76,445 | $108.5M | 0.03% | −17,216−18.4% | Reduced |
| Jennison Associates LLC | 77,995 | $110.7M | 0.08% | +41,086+111.3% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 79,180 | $112.4M | 5.28% | −5,345−6.3% | Reduced |
| Barr E S & Co | 80,303 | $114.0M | 7.74% | −1,101−1.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 81,904 | $116.4M | 0.27% | +592+0.7% | Added |
| California Public Employees Retirement System | 84,212 | $119.6M | 0.09% | −1,785−2.1% | Reduced |
| Polar Capital Holdings Plc | 85,000 | $120.7M | 0.84% | −9,200−9.8% | Reduced |
| Avenir Corp | 85,935 | $122.0M | 10.55% | −1,455−1.7% | Reduced |
| Legal & General Group Plc | 87,626 | $124.4M | 0.04% | −7,155−7.5% | Reduced |
| Fenimore Asset Management Inc | 88,203 | $125.2M | 2.91% | −531−0.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 89,903 | $127.7M | 2.85% | +1,554+1.8% | Added |
| Northern Trust Corp | 90,276 | $128.2M | 0.02% | +1,775+2.0% | Added |
| Dimensional Fund Advisors LP | 100,339 | $142.5M | 0.04% | +6,700+7.2% | Added |
| DF Dent & Co Inc | 111,881 | $158.9M | 2.11% | +11,086+11.0% | Added |
| Scharf Investments, LLC | 126,920 | $180.2M | 4.94% | +4,933+4.0% | Added |
| Mackenzie Financial Corp | 129,541 | $183.9M | 0.28% | +3,476+2.8% | Added |
| Bank of America Corp | 141,468 | $200.9M | 0.02% | +13,342+10.4% | Added |
| Norges Bank | 150,867 | $214.2M | 0.04% | +5,834+4.0% | Added |
| T. Rowe Price Investment Management, Inc. | 152,220 | $216.1M | 0.14% | +85,388+127.8% | Added |
| Boston Partners | 156,872 | $222.8M | 0.30% | +125,507+400.1% | Added |
| Geode Capital Management, LLC | 190,743 | $270.4M | 0.03% | +7,438+4.1% | Added |
| Davenport & Co LLC | 250,544 | $355.2M | 2.46% | −57,878−18.8% | Reduced |
| Wellington Management Group LLP | 256,104 | $363.6M | 0.07% | −19,370−7.0% | Reduced |
| Baillie Gifford & Co | 290,056 | $411.9M | 0.33% | −12,625−4.2% | Reduced |
| Davis Selected Advisers | 300,604 | $426.8M | 2.41% | +38,501+14.7% | Added |
| State Street Corp | 304,352 | $432.1M | 0.02% | +16,042+5.6% | Added |
| Morgan Stanley | 520,018 | $738.4M | 0.07% | −19,189−3.6% | Reduced |
| Principal Financial Group Inc | 564,605 | $801.7M | 0.51% | −4,748−0.8% | Reduced |
| BlackRock Inc. | 762,974 | $1.08B | 0.03% | +129,349+20.4% | Added |
| Vanguard Group Inc | 1,191,714 | $1.69B | 0.04% | +9,216+0.8% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 0 | $0 | 0.00% | −158,715−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −79,467−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −9,600−100.0% | Sold out |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −7,722−100.0% | Sold out |
| PB Investment Partners, L.P. | 0 | $0 | 0.00% | −7,179−100.0% | Sold out |
| Prospector Partners LLC | 0 | $0 | 0.00% | −6,852−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,869−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,545−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −4,452−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −3,198−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −2,945−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −2,501−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −2,392−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −2,218−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,945−100.0% | Sold out |
| True North Advisors, LLC | 0 | $0 | 0.00% | −1,817−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −1,638−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,524−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,470−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,045−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −1,040−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −836−100.0% | Sold out |
| Worth Venture Partners, LLC | 0 | $0 | 0.00% | −835−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −818−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −745−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −664−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −568−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −553−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −543−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −514−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −499−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| Monograph Wealth Advisors, LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −323−100.0% | Sold out |
| Sterling Investment Counsel, LLC | 0 | $0 | 0.00% | −267−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| Sonen Capital LLC | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −194−100.0% | Sold out |
| Wealthstar Advisors, LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| OLIO Financial Planning | 0 | $0 | 0.00% | −187−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| Trust Co of Virginia | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| Somerset Trust Co | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Nicholas Hoffman & Company, LLC. | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Nilsine Partners, LLC | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Guardian Wealth Advisors, LLC | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Silverlake Wealth Management LLC | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Punch & Associates Investment Management, Inc. | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Evercore Wealth Management, LLC | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Goldstein Advisors, LLC | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| RVW Wealth, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Ritter Daniher Financial Advisory LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |