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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 1,180 | $1.68M | 0.01% | +142+13.7% | Added |
| New York State Teachers Retirement System | 1,180 | $1.68M | 0.00% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 1,179 | $1.67M | 1.19% | −6−0.5% | Reduced |
| Walleye Trading LLC | 1,171 | $1.66M | 0.02% | +593+102.6% | Added |
| Lawson Kroeker Investment Management Inc | 1,164 | $1.65M | 0.34% | 00.0% | Unchanged |
| Scotia Capital Inc. | 1,157 | $1.64M | 0.01% | +177+18.1% | Added |
| Epacria Capital Partners, LLC | 1,148 | $1.63M | 1.31% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 1,146 | $1.63M | 0.85% | +9+0.8% | Added |
| Schroder Investment Management Group | 1,143 | $1.62M | 0.00% | +39+3.5% | Added |
| Compass Ion Advisors, LLC | 1,113 | $1.58M | 0.25% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 1,110 | $1.58M | 0.87% | +354+46.8% | Added |
| Horst & Graben Wealth Management LLC | 1,100 | $1.56M | 0.34% | 00.0% | Unchanged |
| Weil Company, Inc. | 1,094 | $1.55M | 0.68% | −516−32.0% | Reduced |
| Sepio Capital, LP | 1,081 | $1.53M | 0.13% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 1,051 | $1.49M | 0.04% | −102−8.8% | Reduced |
| Intrepid Capital Management Inc | 1,049 | $1.49M | 1.02% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,040 | $1.48M | 0.02% | +49+4.9% | Added |
| Cannell Peter B & Co Inc | 1,035 | $1.47M | 0.05% | −20−1.9% | Reduced |
| Maryland State Retirement & Pension System | 1,003 | $1.42M | 0.03% | 00.0% | Unchanged |
| Pensionfund Sabic | 1,000 | $1.42M | 0.45% | 00.0% | Unchanged |
| Entropy Technologies, LP | 977 | $1.39M | 0.26% | +977 | New |
| First National Advisers, LLC | 950 | $1.35M | 0.39% | +50+5.6% | Added |
| Virginia Wealth Management Group, Inc. | 912 | $1.29M | 1.13% | +117+14.7% | Added |
| Candriam Luxembourg S.C.A. | 909 | $1.29M | 0.01% | −72−7.3% | Reduced |
| Main Street Financial Solutions, LLC | 907 | $1.29M | 0.17% | −6−0.7% | Reduced |
| Wade G W & Inc | 890 | $1.26M | 0.04% | +37+4.3% | Added |
| Macquarie Group Ltd | 886 | $1.26M | 0.00% | +133+17.7% | Added |
| Brown Advisory Inc | 862 | $1.22M | 0.00% | −1,713−66.5% | Reduced |
| Nordea Investment Management AB | 835 | $1.18M | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 827 | $1.17M | 0.10% | +4+0.5% | Added |
| Prudential Financial Inc | 824 | $1.17M | 0.00% | +105+14.6% | Added |
| Keybank National Association | 816 | $1.16M | 0.01% | +19+2.4% | Added |
| Hills Bank & Trust Co | 801 | $1.14M | 0.11% | −25−3.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 794 | $1.13M | 0.50% | −26−3.2% | Reduced |
| RFG Advisory, LLC | 781 | $1.11M | 0.04% | +293+60.0% | Added |
| Daiwa Securities Group Inc. | 780 | $1.11M | 0.01% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 778 | $1.10M | 0.12% | −1−0.1% | Reduced |
| Desjardins Global Asset Management Inc. | 777 | $1.10M | 0.12% | +30+4.0% | Added |
| Panagora Asset Management Inc | 776 | $1.10M | 0.01% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 757 | $1.07M | 0.51% | −111−12.8% | Reduced |
| Ancora Advisors, LLC | 756 | $1.07M | 0.03% | −23−3.0% | Reduced |
| Sequoia Financial Advisors, LLC | 740 | $1.05M | 0.01% | +129+21.1% | Added |
| Principle Wealth Partners LLC | 737 | $1.05M | 0.09% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 731 | $1.04M | 0.02% | +20+2.8% | Added |
| Principal Securities, Inc. | 727 | $1.03M | 0.04% | +727 | New |
| Intech Investment Management LLC | 724 | $1.03M | 0.01% | −35−4.6% | Reduced |
| FDx Advisors, Inc. | 722 | $1.02M | 0.08% | −166−18.7% | Reduced |
| 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 |
| Stoneridge Investment Partners LLC | 701 | $995.0K | 0.42% | +701 | New |
| Madison Asset Management, LLC | 700 | $994.2K | 0.01% | −38,591−98.2% | Reduced |
| Karpas Strategies, LLC | 698 | $991.1K | 0.33% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 696 | $988.3K | 0.20% | −2−0.3% | Reduced |
| Aurora Investment Counsel | 809 | $982.2K | 0.64% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 687 | $975.5K | 0.08% | +3+0.4% | Added |
| Fruth Investment Management | 685 | $972.0K | 0.27% | 00.0% | Unchanged |
| Ethic Inc. | 680 | $965.5K | 0.03% | −12−1.7% | Reduced |
| Seven Eight Capital, LP | 674 | $957.0K | 0.11% | +674 | New |
| TD Private Client Wealth LLC | 671 | $952.8K | 0.03% | −16−2.3% | Reduced |
| Banco Santander, S.A. | 665 | $944.2K | 0.01% | −850−56.1% | Reduced |
| Baird Financial Group, Inc. | 662 | $940.0K | 0.00% | −28−4.1% | Reduced |
| Spears Abacus Advisors LLC | 659 | $935.7K | 0.07% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 657 | $933.0K | 0.03% | +109+19.9% | Added |
| XTX Topco Ltd | 652 | $925.8K | 0.20% | +474+266.3% | Added |
| Southeast Asset Advisors Inc. | 644 | $914.4K | 0.12% | 00.0% | Unchanged |
| Bessemer Group Inc | 643 | $913.0K | 0.00% | −58−8.3% | Reduced |
| QRG Capital Management, Inc. | 628 | $891.7K | 0.01% | +447+247.0% | Added |
| Kestra Advisory Services, LLC | 619 | $878.9K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 617 | $876.1K | 0.06% | +16+2.7% | Added |
| Cetera Advisor Networks LLC | 614 | $871.8K | 0.00% | +39+6.8% | Added |
| Northwestern Mutual Wealth Management Co | 607 | $861.9K | 0.00% | −40−6.2% | Reduced |
| London Co of Virginia | 607 | $861.9K | 0.00% | 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 |
| Smithfield Trust Co | 587 | $834.0K | 0.05% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 586 | $832.1K | 0.08% | −57−8.9% | Reduced |
| Carmel Capital Partners, LLC | 582 | $826.4K | 0.42% | +62+11.9% | Added |
| Axxcess Wealth Management, LLC | 580 | $823.5K | 0.02% | −20−3.3% | Reduced |
| Avestar Capital, LLC | 579 | $822.1K | 0.10% | −18−3.0% | Reduced |
| Warren Averett Asset Management, LLC | 563 | $799.4K | 0.03% | +420+293.7% | Added |
| Verdence Capital Advisors LLC | 562 | $798.0K | 0.08% | +115+25.7% | Added |
| Xponance, Inc. | 551 | $782.4K | 0.01% | +6+1.1% | 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 |
| 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 |
| Gilbert & Cook, Inc. | 529 | $751.1K | 0.11% | +28+5.6% | Added |
| RSM US Wealth Management LLC | 529 | $751.1K | 0.02% | +529 | New |
| Shell Asset Management Co | 524 | $744.0K | 0.03% | −3,663−87.5% | Reduced |
| Alaska Permanent Fund Corp | 522 | $741.2K | 0.01% | +522 | New |
| Private Advisor Group, LLC | 520 | $739.2K | 0.01% | +238+84.4% | Added |
| SG Americas Securities, LLC | 515 | $731.0K | 0.01% | −1,163−69.3% | Reduced |
| Lakewood Asset Management LLC | 513 | $728.4K | 0.57% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 510 | $724.1K | 0.09% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 505 | $717.0K | 0.33% | −1−0.2% | Reduced |
| Conestoga Capital Advisors, LLC | 505 | $717.0K | 0.01% | −30−5.6% | Reduced |
| Aviva PLC | 503 | $714.2K | 0.00% | −1,252−71.3% | Reduced |
| 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 |