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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 273 | $387.6K | 0.01% | +273 | New |
| FineMark National Bank & Trust | 271 | $384.8K | 0.02% | +31+12.9% | Added |
| Buckingham Strategic Wealth, LLC | 268 | $380.5K | 0.00% | +3+1.1% | Added |
| Ontario Teachers Pension Plan Board | 266 | $377.7K | 0.00% | −459−63.3% | Reduced |
| Allen Investment Management LLC | 262 | $372.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 261 | $370.6K | 0.01% | −37−12.4% | Reduced |
| Tritonpoint Wealth, LLC | 261 | $370.6K | 0.04% | +261 | New |
| Yousif Capital Management, LLC | 259 | $367.8K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 256 | $363.5K | 0.00% | −5−1.9% | Reduced |
| WealthPlan Investment Management, LLC | 255 | $362.1K | 0.06% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 255 | $362.1K | 0.07% | +2+0.8% | Added |
| Flagstone Financial Management | 254 | $360.7K | 0.15% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 253 | $359.2K | 0.01% | +3+1.2% | Added |
| Trustmark National Bank Trust Department | 250 | $355.0K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 250 | $355.0K | 0.13% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 250 | $355.0K | 0.03% | +250 | New |
| Resurgent Financial Advisors LLC | 248 | $352.1K | 0.22% | +58+30.5% | Added |
| Manchester Financial Inc | 247 | $350.7K | 0.10% | −10−3.9% | Reduced |
| LGT Financial Advisors LLC | 243 | $345.0K | 0.42% | +23+10.5% | Added |
| Crestmont Private Wealth LLC | 240 | $340.8K | 0.17% | −6−2.4% | Reduced |
| MAI Capital Management | 239 | $339.4K | 0.00% | +64+36.6% | Added |
| Vestcor Inc | 237 | $337.0K | 0.01% | −2−0.8% | Reduced |
| Credit Agricole S A | 237 | $336.5K | 0.01% | +75+46.3% | Added |
| Telemus Capital, LLC | 236 | $335.1K | 0.03% | −1,043−81.5% | Reduced |
| Two Sigma Securities, LLC | 233 | $330.8K | 0.02% | −47−16.8% | Reduced |
| Wambolt & Associates, LLC | 232 | $329.4K | 0.11% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 231 | $328.0K | 0.00% | +26+12.7% | Added |
| MQS Management LLC | 229 | $325.2K | 0.18% | +82+55.8% | Added |
| Pzena Investment Management LLC | 227 | $322.3K | 0.00% | +74+48.4% | Added |
| Jefferies Financial Group Inc. | 225 | $319.5K | 0.01% | −98−30.3% | Reduced |
| Invictus Private Wealth, LLC | 224 | $318.1K | 0.03% | −5−2.2% | Reduced |
| Balentine LLC | 222 | $315.2K | 0.01% | −72−24.5% | Reduced |
| Alps Advisors Inc | 220 | $312.4K | 0.00% | −10−4.3% | Reduced |
| Hilltop Holdings Inc. | 216 | $306.7K | 0.03% | +12+5.9% | Added |
| IHT Wealth Management, LLC | 215 | $305.3K | 0.01% | −7−3.2% | Reduced |
| Symmetry Partners, LLC | 213 | $301.0K | 0.02% | 00.0% | Unchanged |
| waypoint wealth counsel | 211 | $299.6K | 0.26% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 210 | $298.2K | 0.02% | 00.0% | Unchanged |
| Summit Global Investments | 209 | $297.0K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 209 | $296.8K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 208 | $295.3K | 0.04% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 207 | $294.0K | 0.00% | −41−16.5% | Reduced |
| J.W. Cole Advisors, Inc. | 203 | $288.2K | 0.02% | +60+42.0% | Added |
| Equitable Trust Co | 200 | $284.0K | 0.02% | +16+8.7% | Added |
| Sebold Capital Management, Inc. | 197 | $279.7K | 0.21% | −8−3.9% | Reduced |
| Evergreen Capital Management LLC | 197 | $279.7K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 197 | $279.7K | 0.00% | −30−13.2% | Reduced |
| Cubist Systematic Strategies, LLC | 195 | $276.9K | 0.00% | −13,723−98.6% | Reduced |
| Heartwood Wealth Advisors LLC | 194 | $275.5K | 0.04% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 194 | $275.0K | 0.02% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 1,841 | $273.2K | 0.13% | +1,841 | New |
| Northwest Quadrant Wealth Management, LLC | 191 | $271.2K | 0.07% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 189 | $268.5K | 0.01% | −68−26.5% | Reduced |
| GWM Advisors LLC | 189 | $268.4K | 0.00% | −147−43.8% | Reduced |
| Greenleaf Trust | 189 | $268.4K | 0.00% | −2−1.0% | Reduced |
| Traphagen Investment Advisors LLC | 188 | $266.9K | 0.03% | −27−12.6% | Reduced |
| Daymark Wealth Partners, LLC | 187 | $265.5K | 0.02% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 186 | $264.1K | 0.05% | −90−32.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 186 | $264.1K | 0.04% | −60−24.4% | Reduced |
| RMR Capital Management, LLC | 186 | $264.1K | 0.30% | +186 | New |
| Stephens Inc | 184 | $261.3K | 0.00% | −21−10.2% | Reduced |
| Sawtooth Solutions, LLC | 184 | $261.3K | 0.01% | +22+13.6% | Added |
| Bleakley Financial Group, LLC | 184 | $261.3K | 0.01% | +22+13.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 182 | $258.4K | 0.01% | −53−22.6% | Reduced |
| AXA S.A. | 179 | $254.2K | 0.00% | +3+1.7% | Added |
| Fidelis Capital Partners, LLC | 178 | $252.7K | 0.06% | +26+17.1% | Added |
| Point72 Europe (London) LLP | 178 | $252.7K | 0.03% | +178 | New |
| Fifth Third Bancorp | 171 | $242.8K | 0.00% | −10−5.5% | Reduced |
| Tocqueville Asset Management L.P. | 171 | $242.8K | 0.00% | +1+0.6% | Added |
| Capital Investment Advisory Services, LLC | 170 | $241.4K | 0.02% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 169 | $240.0K | 0.01% | +31+22.5% | Added |
| Scientech Research LLC | 168 | $238.7K | 0.24% | +168 | New |
| Cypress Capital Group | 168 | $238.5K | 0.03% | −29−14.7% | Reduced |
| Aptus Capital Advisors, LLC | 167 | $237.1K | 0.01% | −7−4.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 166 | $235.7K | 0.02% | −13−7.3% | Reduced |
| HighPoint Advisor Group LLC | 154 | $233.0K | 0.02% | +154 | New |
| Epic Trust Investment Advisors, LLC | 162 | $230.0K | 0.31% | −4−2.4% | Reduced |
| Dimension Capital Management LLC | 162 | $230.0K | 0.05% | 00.0% | Unchanged |
| Lido Advisors, LLC | 159 | $225.4K | 0.00% | −53−25.0% | Reduced |
| Stratos Wealth Partners, LTD. | 158 | $224.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 157 | $223.0K | 0.00% | +47+42.7% | Added |
| Smartleaf Asset Management LLC | 158 | $223.0K | 0.06% | +158 | New |
| Canal Capital Management, LLC | 157 | $222.9K | 0.04% | −137−46.6% | Reduced |
| Wills Financial Group, Inc. | 157 | $222.9K | 0.11% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 156 | $221.5K | 0.06% | +16+11.4% | Added |
| Mirabella Financial Services LLP | 155 | $220.1K | 0.03% | +155 | New |
| Bremer Bank National Association | 155 | $220.1K | 0.04% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 155 | $220.1K | 0.03% | −41−20.9% | Reduced |
| Marcum Wealth, LLC | 153 | $217.2K | 0.02% | −4−2.5% | Reduced |
| Impact Partnership Wealth, LLC | 153 | $217.2K | 0.08% | +153 | New |
| Signaturefd, LLC | 151 | $214.4K | 0.00% | +7+4.9% | Added |
| Sage Capital Advisors,llc | 150 | $213.0K | 0.07% | +150 | New |
| HB Wealth Management, LLC | 148 | $210.1K | 0.00% | −15−9.2% | Reduced |
| CWS Financial Advisors, LLC | 148 | $210.1K | 0.08% | 00.0% | Unchanged |
| Empowered Funds, LLC | 148 | $210.1K | 0.01% | +148 | New |
| Tiaa Trust, National Association | 146 | $207.3K | 0.00% | +4+2.8% | Added |
| Thoroughbred Financial Services, LLC | 144 | $204.0K | 0.02% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 143 | $203.0K | 0.07% | −82−36.4% | Reduced |
| Checchi Capital Advisers, LLC | 143 | $203.0K | 0.02% | −1−0.7% | Reduced |
| Arlington Trust Co LLC | 142 | $201.6K | 0.06% | +130+1,083.3% | Added |