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 |
|---|---|---|---|---|---|
| Bridgeworth, LLC | 141 | $200.2K | 0.02% | −15−9.6% | Reduced |
| MBL Wealth, LLC | 141 | $200.2K | 0.03% | +3+2.2% | Added |
| Beacon Financial Group | 141 | $200.2K | 0.02% | +141 | New |
| Tucker Asset Management LLC | 133 | $188.8K | 0.05% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 127 | $180.3K | 0.04% | −34−21.1% | Reduced |
| Huntington National Bank | 122 | $173.2K | 0.00% | +15+14.0% | Added |
| Brown Brothers Harriman & Co | 117 | $166.1K | 0.00% | +21+21.9% | Added |
| Lazard Asset Management LLC | 115 | $163.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 112 | $159.0K | 0.04% | 00.0% | Unchanged |
| American International Group, Inc. | 108 | $153.3K | 0.00% | −3−2.7% | Reduced |
| Allworth Financial LP | 101 | $143.4K | 0.00% | −2−1.9% | Reduced |
| M&R Capital Management Inc | 100 | $142.0K | 0.04% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 100 | $142.0K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 100 | $142.0K | 0.08% | +100 | New |
| Colonial Trust Advisors | 93 | $132.1K | 0.01% | +8+9.4% | Added |
| BOK Financial Private Wealth, Inc. | 91 | $129.2K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 84 | $119.3K | 0.00% | +84 | New |
| Farther Finance Advisors, LLC | 82 | $116.4K | 0.01% | +29+54.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 80 | $114.0K | 0.00% | +23+40.4% | Added |
| IFP Advisors, Inc | 74 | $105.1K | 0.00% | −16−17.8% | Reduced |
| Tradition Wealth Management, LLC | 74 | $105.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 71 | $103.0K | 0.07% | +1+1.4% | Added |
| Mendota Financial Group, LLC | 72 | $102.2K | 0.08% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 70 | $100.0K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 67 | $95.1K | 0.04% | −2−2.9% | Reduced |
| TD Waterhouse Canada Inc. | 59 | $84.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 58 | $82.4K | 0.01% | +1+1.8% | Added |
| Penserra Capital Management LLC | 58 | $82.0K | 0.00% | −9−13.4% | Reduced |
| Capital Analysts, LLC | 57 | $81.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 56 | $79.5K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 55 | $78.1K | 0.01% | +55 | New |
| Geneos Wealth Management Inc. | 53 | $75.3K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 52 | $73.8K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 51 | $72.4K | 0.02% | +1+2.0% | Added |
| Pinnacle Bancorp, Inc. | 47 | $66.7K | 0.02% | 00.0% | Unchanged |
| Tobam | 43 | $61.0K | 0.01% | −44−50.6% | Reduced |
| Barrett & Company, Inc. | 42 | $59.6K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 41 | $58.2K | 0.01% | −21−33.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 40 | $56.8K | 0.03% | 00.0% | Unchanged |
| Centennial Bank | 40 | $56.8K | 0.03% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 40 | $56.8K | 0.04% | +40 | New |
| Bogart Wealth, LLC | 39 | $55.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 37 | $52.5K | 0.01% | +2+5.7% | Added |
| Community Bank, N.A. | 33 | $46.9K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 32 | $45.4K | 0.03% | 00.0% | Unchanged |
| Denali Advisors LLC | 31 | $44.0K | 0.01% | −71−69.6% | Reduced |
| Covestor Ltd | 31 | $44.0K | 0.03% | 00.0% | Unchanged |
| Planning Capital Management Corp | 28 | $39.8K | 0.03% | +28 | New |
| Delta Asset Management LLC | 28 | $39.8K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 28 | $39.8K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27 | $38.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 26 | $37.2K | 0.00% | +3+13.0% | Added |
| Clearstead Advisors, LLC | 25 | $35.5K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 22 | $31.2K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 22 | $31.2K | 0.01% | +22 | New |
| Ronald Blue Trust, Inc. | 21 | $31.0K | 0.00% | +12+133.3% | Added |
| GAMMA Investing LLC | 20 | $29.9K | 0.01% | +20 | New |
| Private Trust Co NA | 21 | $29.8K | 0.00% | −7−25.0% | Reduced |
| Asset Dedication, LLC | 19 | $26.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $25.6K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 18 | $25.6K | 0.01% | −5−21.7% | Reduced |
| MidAtlantic Capital Management, Inc. | 17 | $24.1K | 0.02% | +17 | New |
| Pin Oak Investment Advisors Inc | 16 | $23.0K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 16 | $22.7K | 0.01% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 16 | $22.7K | 0.02% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 16 | $22.7K | 0.01% | +16 | New |
| Assetmark, Inc | 15 | $21.3K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 15 | $21.3K | 0.02% | +15 | New |
| Strategic Investment Solutions, Inc. | 15 | $21.3K | 0.00% | −930−98.4% | Reduced |
| Mar Vista Investment Partners LLC | 14 | $19.9K | 0.00% | −47,091−100.0% | Reduced |
| State of Wyoming | 13 | $18.5K | 0.00% | −120−90.2% | Reduced |
| Parkside Financial Bank & Trust | 13 | $18.5K | 0.00% | −12−48.0% | Reduced |
| SJS Investment Consulting Inc. | 13 | $18.5K | 0.00% | +10+333.3% | Added |
| Valley National Advisers Inc | 13 | $18.0K | 0.00% | +1+8.3% | Added |
| Sittner & Nelson, LLC | 12 | $17.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 12 | $17.0K | 0.01% | +12 | New |
| Truvestments Capital LLC | 11 | $15.6K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 11 | $15.6K | 0.00% | −751−98.6% | Reduced |
| Adirondack Trust Co | 10 | $14.9K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 10 | $14.2K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 10 | $14.2K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 10 | $14.2K | 0.00% | +10 | New |
| Capital Advisors, Ltd. LLC | 10 | $14.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 9 | $12.8K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 9 | $12.8K | 0.01% | +9 | New |
| Rosenberg Matthew Hamilton | 9 | $12.8K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 9 | $12.7K | 0.00% | +9 | New |
| Frazier Financial Advisors, LLC | 8 | $11.4K | 0.01% | +8 | New |
| Colonial Trust Co | 8 | $11.4K | 0.00% | −11−57.9% | Reduced |
| Carolinas Wealth Consulting LLC | 8 | $11.4K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 12 | $10.2K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 7 | $10.0K | 0.00% | −84−92.3% | Reduced |
| Legacy Bridge, LLC | 7 | $9.94K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7 | $9.94K | 0.00% | −63−90.0% | Reduced |
| Umb Bank N A | 7 | $9.94K | 0.00% | −6−46.2% | Reduced |
| Leonteq Securities AG | 7 | $9.94K | 0.00% | −4−36.4% | Reduced |
| Cedar Mountain Advisors, LLC | 7 | $9.94K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 7 | $9.94K | 0.00% | +1+16.7% | Added |
| NBC Securities, Inc. | 7 | $9.00K | 0.00% | −2−22.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $8.52K | 0.00% | +1+20.0% | Added |