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 |
|---|---|---|---|---|---|
| Bank of Nova Scotia | 491 | $697.1K | 0.00% | +192+64.2% | Added |
| Neuberger Berman Group LLC | 485 | $688.7K | 0.00% | −787−61.9% | Reduced |
| Edgestream Partners, L.P. | 482 | $684.4K | 0.05% | +482 | New |
| JustInvest LLC | 481 | $683.0K | 0.02% | −21−4.2% | Reduced |
| Gotham Asset Management, LLC | 477 | $677.3K | 0.01% | −18−3.6% | Reduced |
| Qtron Investments LLC | 471 | $668.8K | 0.11% | −23−4.7% | Reduced |
| Financial Security Advisor, Inc. | 466 | $661.7K | 0.26% | +89+23.6% | Added |
| Cetera Investment Advisers | 460 | $653.2K | 0.01% | −20−4.2% | Reduced |
| Swedbank AB | 460 | $653.2K | 0.00% | +3+0.7% | Added |
| Degroof Petercam Asset Management | 456 | $647.5K | 0.01% | +456 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 454 | $645.0K | 0.00% | +25+5.8% | 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 |
| Steward Partners Investment Advisory, LLC | 451 | $640.4K | 0.01% | +151+50.3% | Added |
| Wolverine Trading, LLC | 449 | $637.5K | 0.00% | +154+52.2% | Added |
| Perigon Wealth Management, LLC | 445 | $631.9K | 0.02% | −27−5.7% | Reduced |
| Raymond James Trust N.A. | 444 | $630.4K | 0.02% | +64+16.8% | Added |
| Chase Investment Counsel Corp | 444 | $630.0K | 0.28% | 00.0% | Unchanged |
| 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 |
| CIBC Asset Management Inc | 434 | $616.2K | 0.00% | −156−26.4% | Reduced |
| Intrinsic Value Partners, LLC | 433 | $614.8K | 0.72% | −12−2.7% | Reduced |
| Quadcap Wealth Management, LLC | 432 | $613.4K | 0.16% | +432 | New |
| AE Wealth Management LLC | 413 | $609.5K | 0.00% | +413 | New |
| Intellectus Partners, LLC | 429 | $609.1K | 0.18% | +8+1.9% | Added |
| MainStreet Investment Advisors LLC | 426 | $604.9K | 0.07% | +2+0.5% | Added |
| Cresset Asset Management, LLC | 422 | $599.2K | 0.00% | −414−49.5% | Reduced |
| MML Investors Services, LLC | 421 | $598.0K | 0.00% | +174+70.4% | Added |
| Brave Asset Management Inc | 418 | $593.5K | 0.17% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 420 | $593.0K | 0.04% | +54+14.8% | Added |
| Spire Wealth Management | 406 | $587.6K | 0.02% | −50−11.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 411 | $583.6K | 0.03% | −15−3.5% | Reduced |
| Insigneo Advisory Services, LLC | 408 | $579.3K | 0.08% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 402 | $570.8K | 0.11% | −5−1.2% | Reduced |
| Alberta Investment Management Corp | 400 | $568.0K | 0.01% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 400 | $567.8K | 0.40% | +400 | New |
| Massmutual Trust Co FSB | 397 | $563.7K | 0.02% | −5−1.2% | Reduced |
| Front Street Capital Management, Inc. | 392 | $557.0K | 0.11% | +6+1.6% | Added |
| BCJ Capital Management, LLC | 391 | $555.2K | 0.05% | −22−5.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 389 | $552.3K | 0.05% | −3−0.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 387 | $549.5K | 0.03% | +17+4.6% | Added |
| Integrated Wealth Concepts LLC | 384 | $545.2K | 0.01% | −23−5.7% | Reduced |
| Lincoln National Corp | 382 | $542.4K | 0.01% | −13−3.3% | Reduced |
| Ritholtz Wealth Management | 380 | $539.6K | 0.02% | +147+63.1% | Added |
| Elgethun Capital Management | 378 | $536.7K | 0.15% | −1−0.3% | Reduced |
| Pecaut & Co. | 378 | $536.7K | 0.22% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 375 | $532.5K | 0.10% | +21+5.9% | Added |
| NBT Bank N A | 374 | $531.0K | 0.04% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 371 | $526.8K | 0.22% | +371 | New |
| Cross Staff Investments Inc | 370 | $525.4K | 0.47% | +10+2.8% | Added |
| Wealthfront Advisers LLC | 369 | $523.9K | 0.00% | −3−0.8% | Reduced |
| Grant/GrossMendelsohn, LLC | 355 | $523.9K | 0.22% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 367 | $521.0K | 0.01% | −73−16.6% | Reduced |
| Baxter Bros Inc | 366 | $519.7K | 0.07% | +20+5.8% | Added |
| Apollon Wealth Management, LLC | 359 | $509.7K | 0.02% | +359 | New |
| Synovus Financial Corp | 358 | $508.3K | 0.01% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 358 | $508.3K | 0.06% | +80+28.8% | Added |
| Kestra Private Wealth Services, LLC | 356 | $505.5K | 0.01% | +27+8.2% | Added |
| Graham Capital Management, L.P. | 351 | $498.4K | 0.02% | −114−24.5% | Reduced |
| CIBC World Markets Corp | 351 | $498.4K | 0.00% | +351 | New |
| Prime Capital Investment Advisors, LLC | 350 | $497.0K | 0.01% | −95−21.3% | Reduced |
| MCF Advisors LLC | 350 | $497.0K | 0.04% | +150+75.0% | Added |
| Taylor Hoffman Wealth Management | 344 | $488.4K | 0.22% | 00.0% | Unchanged |
| DFPG Investments, LLC | 335 | $478.5K | 0.04% | +56+20.1% | Added |
| Oak Grove Capital LLC | 335 | $475.7K | 0.15% | +50+17.5% | Added |
| Blue Edge Capital, LLC | 333 | $472.8K | 0.09% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 331 | $470.0K | 0.01% | −483−59.3% | Reduced |
| Winthrop Advisory Group LLC | 327 | $464.3K | 0.07% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 322 | $457.2K | 0.03% | +95+41.9% | Added |
| Opal Wealth Advisors, LLC | 318 | $451.5K | 0.18% | +7+2.3% | Added |
| Sentry Investment Management LLC | 317 | $450.0K | 0.19% | +317 | New |
| Jane Street Group, LLC | 315 | $447.3K | 0.00% | −1,973−86.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 314 | $445.8K | 0.02% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 313 | $444.4K | 0.22% | 00.0% | Unchanged |
| CWM Advisors, LLC | 312 | $443.0K | 0.05% | +64+25.8% | Added |
| Wallace Advisory Group, LLC | 299 | $440.3K | 0.34% | −29−8.8% | Reduced |
| Bay Rivers Group | 310 | $440.2K | 0.28% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 307 | $435.9K | 0.02% | +56+22.3% | Added |
| First Citizens Bank & Trust Co | 307 | $435.9K | 0.01% | +65+26.9% | Added |
| Hara Capital LLC | 307 | $435.9K | 0.31% | +307 | New |
| Centiva Capital, LP | 305 | $433.1K | 0.03% | +305 | New |
| Ossiam | 301 | $427.4K | 0.01% | 00.0% | Unchanged |
| Dakota Wealth Management | 299 | $424.6K | 0.02% | +20+7.2% | Added |
| Glenmede Trust Co NA | 297 | $421.7K | 0.00% | +1+0.3% | Added |
| Savant Capital, LLC | 295 | $418.9K | 0.01% | +10+3.5% | Added |
| Boyar Asset Management Inc. | 295 | $418.9K | 0.31% | −15−4.8% | Reduced |
| Investment Management Corp of Ontario | 293 | $416.0K | 0.01% | +293 | New |
| Wedbush Securities Inc | 291 | $413.0K | 0.02% | +144+98.0% | Added |
| SRS Capital Advisors, Inc. | 290 | $411.8K | 0.05% | +13+4.7% | Added |
| Quantbot Technologies LP | 289 | $410.4K | 0.02% | −1,259−81.3% | Reduced |
| Lodestone Wealth Management LLC | 284 | $403.7K | 0.24% | +2+0.7% | Added |
| Beacon Investment Advisors LLC | 281 | $399.0K | 0.25% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 280 | $397.6K | 0.04% | +58+26.1% | Added |
| Old National Bancorp | 278 | $394.7K | 0.01% | −73−20.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 277 | $393.3K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 277 | $393.3K | 0.03% | +97+53.9% | Added |
| Acima Private Wealth, LLC | 276 | $391.9K | 0.15% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 266 | $391.7K | 0.04% | 00.0% | Unchanged |
| Quest Partners LLC | 275 | $390.5K | 0.08% | +275 | New |