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 |
|---|---|---|---|---|---|
| GHP Investment Advisors, Inc. | 3,198 | $4.54M | 0.25% | +218+7.3% | Added |
| Evergreen Wealth Management, LLC | 3,183 | $4.52M | 3.32% | +55+1.8% | Added |
| Annandale Capital, LLC | 3,118 | $4.43M | 1.03% | +500+19.1% | Added |
| CIBC Private Wealth Group, LLC | 3,095 | $4.39M | 0.01% | +9+0.3% | Added |
| Court Place Advisors, LLC | 3,072 | $4.36M | 1.43% | +93+3.1% | Added |
| American Century Companies Inc | 3,062 | $4.35M | 0.00% | +233+8.2% | Added |
| SEI Investments Co | 3,040 | $4.32M | 0.01% | −1,214−28.5% | Reduced |
| TownSquare Capital, LLC | 2,941 | $4.18M | 0.07% | −578−16.4% | Reduced |
| GoodHaven Capital Management, LLC | 2,929 | $4.16M | 1.80% | +15+0.5% | Added |
| Hudson Value Partners, LLC | 2,883 | $4.09M | 1.90% | +146+5.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 2,841 | $4.03M | 0.15% | +2,841 | New |
| US Bancorp | 2,702 | $3.84M | 0.01% | −135−4.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,681 | $3.81M | 0.04% | +814+43.6% | Added |
| Ervin Investment Management, LLC | 2,639 | $3.75M | 2.86% | +64+2.5% | Added |
| Lowe Brockenbrough & Co Inc | 2,624 | $3.73M | 0.29% | −2,054−43.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 2,604 | $3.70M | 0.08% | −40−1.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,577 | $3.66M | 0.04% | −61−2.3% | Reduced |
| Mariner, LLC | 2,537 | $3.60M | 0.01% | +299+13.4% | Added |
| USS Investment Management Ltd | 2,515 | $3.57M | 0.03% | +9+0.4% | Added |
| State of Alaska, Department of Revenue | 2,513 | $3.57M | 0.04% | +145+6.1% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 2,480 | $3.52M | 1.40% | +56+2.3% | Added |
| Henshaw Capital LLC | 2,476 | $3.52M | 0.18% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 2,469 | $3.51M | 0.11% | −221−8.2% | Reduced |
| Beacon Pointe Advisors, LLC | 2,370 | $3.37M | 0.04% | +80+3.5% | Added |
| Centaurus Financial, Inc. | 2,359 | $3.35M | 0.25% | +20+0.9% | Added |
| Watchman Group, Inc. | 2,355 | $3.34M | 1.10% | +8+0.3% | Added |
| Chicago Capital, LLC | 2,333 | $3.31M | 0.12% | +2,333 | New |
| Chemistry Wealth Management LLC | 2,332 | $3.31M | 1.00% | +157+7.2% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 2,325 | $3.30M | 0.24% | 00.0% | Unchanged |
| First Hawaiian Bank | 2,318 | $3.29M | 0.10% | +198+9.3% | Added |
| Pathstone Holdings, LLC | 2,317 | $3.29M | 0.02% | +2,317 | New |
| Liontrust Investment Partners LLP | 2,285 | $3.24M | 0.05% | +431+23.2% | Added |
| Utah Retirement Systems | 2,278 | $3.23M | 0.04% | +8+0.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,239 | $3.18M | 0.01% | +10.0% | Added |
| Blue Zone Wealth Advisors, LLC | 2,203 | $3.13M | 1.25% | +64+3.0% | Added |
| Agf Management Ltd | 2,201 | $3.13M | 0.02% | +2,201 | New |
| Needham Investment Management LLC | 2,150 | $3.05M | 0.39% | +450+26.5% | Added |
| Heartland Advisors Inc | 2,146 | $3.05M | 0.16% | −962−31.0% | Reduced |
| D.A. Davidson & Co. | 2,111 | $3.00M | 0.03% | +32+1.5% | Added |
| Fiduciary Group LLC | 2,105 | $2.99M | 0.35% | −214−9.2% | Reduced |
| Ridgewood Investments LLC | 2,090 | $2.97M | 1.76% | −12−0.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,080 | $2.95M | 0.02% | +1,017+95.7% | Added |
| Susquehanna International Group, LLP | 2,054 | $2.92M | 0.00% | −8,393−80.3% | Reduced |
| Berkeley, Inc | 2,054 | $2.92M | 1.83% | +958+87.4% | Added |
| Atria Investments LLC | 2,012 | $2.86M | 0.04% | −75−3.6% | Reduced |
| Vident Advisory, LLC | 2,009 | $2.85M | 0.07% | +81+4.2% | Added |
| Canal Insurance CO | 2,000 | $2.84M | 0.79% | 00.0% | Unchanged |
| Tredje AP-fonden | 1,995 | $2.83M | 0.04% | −99−4.7% | Reduced |
| Buttonwood Financial Advisors Inc. | 1,992 | $2.83M | 1.54% | +1,398+235.4% | Added |
| American Capital Advisory, LLC | 1,961 | $2.78M | 1.99% | +1,961 | New |
| Toronto Dominion Bank | 1,951 | $2.77M | 0.00% | −797−29.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,935 | $2.75M | 0.04% | +843+77.2% | Added |
| Magnetar Financial LLC | 1,909 | $2.71M | 0.07% | +1,710+859.3% | Added |
| English Capital Management LLC | 1,891 | $2.69M | 2.31% | +1,891 | New |
| Parallel Advisors, LLC | 1,872 | $2.66M | 0.08% | −21−1.1% | Reduced |
| Brinker Capital Investments, LLC | 1,859 | $2.64M | 0.03% | −155−7.7% | Reduced |
| Orion Portfolio Solutions, LLC | 1,859 | $2.64M | 0.03% | −155−7.7% | Reduced |
| Systematic Financial Management LP | 1,851 | $2.63M | 0.08% | +66+3.7% | Added |
| Salem Investment Counselors Inc | 1,839 | $2.61M | 0.09% | +1,055+134.6% | Added |
| Richard Bernstein Advisors LLC | 1,838 | $2.61M | 0.06% | +2+0.1% | Added |
| STRS Ohio | 1,822 | $2.59M | 0.01% | −24,962−93.2% | Reduced |
| Fiduciary Alliance LLC | 1,768 | $2.51M | 0.49% | +231+15.0% | Added |
| Glenview Trust Co | 1,721 | $2.44M | 0.06% | +1,076+166.8% | Added |
| KBC Group NV | 1,714 | $2.43M | 0.01% | −176−9.3% | Reduced |
| Adalta Capital Management LLC | 1,691 | $2.40M | 1.45% | +180+11.9% | Added |
| Public Sector Pension Investment Board | 1,683 | $2.39M | 0.02% | +104+6.6% | Added |
| Voya Investment Management LLC | 1,667 | $2.37M | 0.00% | +2+0.1% | Added |
| Silvercrest Asset Management Group LLC | 1,663 | $2.36M | 0.02% | +806+94.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,656 | $2.35M | 0.01% | −219−11.7% | Reduced |
| DekaBank Deutsche Girozentrale | 1,669 | $2.35M | 0.00% | +84+5.3% | Added |
| Davy Global Fund Management Ltd | 1,636 | $2.32M | 0.27% | −25−1.5% | Reduced |
| Forsta Ap-Fonden | 1,630 | $2.31M | 0.02% | +50+3.2% | Added |
| Amalgamated Bank | 1,627 | $2.31M | 0.02% | +242+17.5% | Added |
| Beese Fulmer Investment Management, Inc. | 1,597 | $2.27M | 0.23% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 1,581 | $2.24M | 0.31% | +642+68.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 1,576 | $2.24M | 0.43% | +560+55.1% | Added |
| Public Employees Retirement Association of Colorado | 1,546 | $2.19M | 0.01% | −43−2.7% | Reduced |
| NWF Advisory Services Inc. | 1,527 | $2.17M | 0.43% | +482+46.1% | Added |
| Squarepoint Ops LLC | 1,495 | $2.12M | 0.01% | −128−7.9% | Reduced |
| We Are One Seven, LLC | 1,495 | $2.12M | 0.12% | −68−4.4% | Reduced |
| Toroso Investments, LLC | 1,474 | $2.09M | 0.05% | +977+196.6% | Added |
| British Columbia Investment Management Corp | 1,450 | $2.06M | 0.02% | +303+26.4% | Added |
| Northstar Group, Inc. | 1,438 | $2.04M | 0.44% | +574+66.4% | Added |
| King Luther Capital Management Corp | 1,433 | $2.03M | 0.01% | −6−0.4% | Reduced |
| Kathleen S. Wright Associates Inc. | 1,422 | $2.02M | 1.03% | −48−3.3% | Reduced |
| Nissay Asset Management Corp | 1,422 | $2.02M | 0.02% | +62+4.6% | Added |
| Keystone Investors Pte Ltd | 1,420 | $2.02M | 0.17% | +1,420 | New |
| Freedom Day Solutions, LLC | 1,413 | $2.01M | 0.79% | −24−1.7% | Reduced |
| Commerce Bank | 1,356 | $1.93M | 0.01% | +707+108.9% | Added |
| Procyon Private Wealth Partners, LLC | 1,340 | $1.90M | 0.16% | +6+0.4% | Added |
| Texas Yale Capital Corp. | 1,326 | $1.88M | 0.09% | +27+2.1% | Added |
| Federated Hermes, Inc. | 1,319 | $1.87M | 0.00% | 00.0% | Unchanged |
| Ruffer LLP | 1,300 | $1.85M | 0.07% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 1,300 | $1.85M | 0.00% | −483−27.1% | Reduced |
| Nisa Investment Advisors, LLC | 1,291 | $1.83M | 0.01% | −909−41.3% | Reduced |
| Prudential PLC | 1,261 | $1.79M | 0.02% | +29+2.4% | Added |
| Gold Investment Management Ltd. | 1,227 | $1.74M | 0.75% | +1,227 | New |
| Harbor Investment Advisory, LLC | 1,215 | $1.72M | 0.20% | +136+12.6% | Added |
| M&T Bank Corp | 1,210 | $1.72M | 0.01% | −1,800−59.8% | Reduced |
| Shelter Mutual Insurance Co | 1,200 | $1.70M | 0.47% | 00.0% | Unchanged |