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, Q1 2024
Institutional positions in Markel Group Inc. as of Mar 31, 2024. 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
- 745
- +22 vs. Q4 2023
- Shares held
- 10.2M
- +22.7K (+0.2%) vs. Q4 2023
- Total value
- $15.4B
- +$937.6M (+6.5%) vs. Q4 2023
- New holders
- 92
- 271 more added
- Sold out
- 70
- 239 more reduced
10 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Markel Group Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 1,171,123 | $1.78B | 0.04% | −20,591−1.7% | Reduced |
| BlackRock Inc. | 749,204 | $1.14B | 0.03% | −13,770−1.8% | Reduced |
| Principal Financial Group Inc | 561,492 | $854.3M | 0.50% | −3,113−0.6% | Reduced |
| Morgan Stanley | 523,037 | $795.8M | 0.06% | +3,019+0.6% | Added |
| State Street Corp | 307,264 | $467.5M | 0.02% | +2,912+1.0% | Added |
| Davis Selected Advisers | 286,091 | $435.3M | 2.44% | −14,513−4.8% | Reduced |
| Baillie Gifford & Co | 272,713 | $414.9M | 0.32% | −17,343−6.0% | Reduced |
| Wellington Management Group LLP | 246,689 | $375.3M | 0.07% | −9,415−3.7% | Reduced |
| Boston Partners | 214,400 | $326.1M | 0.39% | +57,528+36.7% | Added |
| Davenport & Co LLC | 203,870 | $310.3M | 1.93% | −46,674−18.6% | Reduced |
| Geode Capital Management, LLC | 197,492 | $300.0M | 0.03% | +6,749+3.5% | Added |
| T. Rowe Price Investment Management, Inc. | 153,711 | $233.9M | 0.14% | +1,491+1.0% | Added |
| Norges Bank | 150,638 | $229.2M | 0.04% | −229−0.2% | Reduced |
| Bank of America Corp | 139,768 | $212.7M | 0.02% | −1,700−1.2% | Reduced |
| Mackenzie Financial Corp | 131,342 | $199.8M | 0.29% | +1,801+1.4% | Added |
| Scharf Investments, LLC | 122,999 | $187.1M | 5.07% | −3,921−3.1% | Reduced |
| DF Dent & Co Inc | 115,881 | $176.3M | 2.15% | +4,000+3.6% | Added |
| First Manhattan Co | 110,095 | $167.5M | 0.54% | +34,878+46.4% | Added |
| Dimensional Fund Advisors LP | 108,246 | $164.7M | 0.04% | +7,907+7.9% | Added |
| Douglass Winthrop Advisors, LLC | 91,449 | $139.1M | 2.86% | +1,546+1.7% | Added |
| Fenimore Asset Management Inc | 88,414 | $134.5M | 2.84% | +211+0.2% | Added |
| Legal & General Group Plc | 87,131 | $132.6M | 0.04% | −495−0.6% | Reduced |
| Northern Trust Corp | 85,433 | $130.0M | 0.02% | −4,843−5.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 85,464 | $129.4M | 0.30% | +3,560+4.3% | Added |
| California Public Employees Retirement System | 81,532 | $124.0M | 0.09% | −2,680−3.2% | Reduced |
| Avenir Corp | 80,841 | $123.0M | 10.53% | −5,094−5.9% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 80,549 | $122.6M | 4.98% | +1,369+1.7% | Added |
| Barr E S & Co | 79,605 | $121.1M | 7.89% | −698−0.9% | Reduced |
| Polar Capital Holdings Plc | 79,500 | $121.0M | 0.73% | −5,500−6.5% | Reduced |
| Fort Washington Investment Advisors Inc | 78,131 | $118.9M | 0.77% | +3,177+4.2% | Added |
| Check Capital Management Inc | 77,207 | $117.5M | 8.61% | +1,143+1.5% | Added |
| Jennison Associates LLC | 76,256 | $116.0M | 0.08% | −1,739−2.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 75,335 | $114.8M | 0.44% | +961+1.3% | Added |
| Kempen Capital Management N.V. | 73,890 | $112.4M | 1.40% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 69,808 | $106.2M | 0.04% | +269+0.4% | Added |
| HighTower Advisors, LLC | 69,033 | $105.6M | 0.17% | +5,336+8.4% | Added |
| Great West Life Assurance Co | 67,793 | $103.2M | 0.21% | −3,078−4.3% | Reduced |
| Wells Fargo & Company | 67,645 | $102.9M | 0.03% | −8,800−11.5% | Reduced |
| Epoch Investment Partners, Inc. | 61,338 | $93.3M | 0.41% | +4,777+8.4% | Added |
| Thompson Siegel & Walmsley LLC | 59,624 | $90.7M | 1.40% | −2,831−4.5% | Reduced |
| Graham Holdings Co Master Retirement Trust | 58,008 | $88.3M | 14.37% | 00.0% | Unchanged |
| Cooke & Bieler LP | 57,530 | $87.5M | 0.81% | −4,220−6.8% | Reduced |
| Graham Holdings Co | 55,430 | $84.3M | 10.62% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 54,055 | $82.2M | 0.03% | −209−0.4% | Reduced |
| Charles Schwab Investment Management Inc | 53,353 | $81.2M | 0.02% | +1,099+2.1% | Added |
| Select Equity Group, L.P. | 52,788 | $80.3M | 0.29% | +52,788 | New |
| APG Asset Management N.V. | 55,509 | $78.2M | 0.14% | +736+1.3% | Added |
| Bank of New York Mellon Corp | 48,253 | $73.4M | 0.01% | −4,376−8.3% | Reduced |
| Anchor Capital Advisors LLC | 45,119 | $68.6M | 1.80% | −1,985−4.2% | Reduced |
| TD Asset Management Inc | 43,300 | $65.9M | 0.06% | +3,023+7.5% | Added |
| Marathon Asset Mgmt Ltd | 42,506 | $64.7M | 1.73% | −1,753−4.0% | Reduced |
| Broad Run Investment Management, LLC | 41,551 | $63.2M | 7.77% | −1,246−2.9% | Reduced |
| Confluence Investment Management LLC | 40,051 | $60.9M | 0.82% | −457−1.1% | Reduced |
| Swiss National Bank | 39,590 | $60.2M | 0.04% | +190+0.5% | Added |
| Royal Bank of Canada | 39,580 | $60.2M | 0.01% | −2,877−6.8% | Reduced |
| Steginsky Capital LLC | 38,407 | $58.4M | 14.07% | +1,199+3.2% | Added |
| AQR Capital Management LLC | 37,888 | $57.6M | 0.10% | +2,153+6.0% | Added |
| Davis Asset Management, L.P. | 35,000 | $53.3M | 2.33% | 00.0% | Unchanged |
| UBS Group AG | 34,689 | $52.8M | 0.02% | +17,585+102.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 31,819 | $48.4M | 0.03% | +888+2.9% | Added |
| Beck Mack & Oliver LLC | 31,350 | $47.7M | 0.97% | −36−0.1% | Reduced |
| Alta Capital Management LLC | 30,287 | $46.1M | 2.84% | +356+1.2% | Added |
| Goldman Sachs Group Inc | 29,665 | $45.1M | 0.01% | −7,305−19.8% | Reduced |
| Capco Asset Management, LLC | 28,332 | $43.1M | 10.34% | −571−2.0% | Reduced |
| Nuveen Asset Management, LLC | 27,761 | $42.2M | 0.01% | −239−0.9% | Reduced |
| Greenbrier Partners Capital Management, LLC | 27,456 | $41.8M | 3.86% | −147−0.5% | Reduced |
| Raymond James & Associates | 27,343 | $41.6M | 0.03% | +2,286+9.1% | Added |
| JPMorgan Chase & Co | 27,174 | $41.3M | 0.00% | +10,041+58.6% | Added |
| Qube Research & Technologies Ltd | 26,211 | $39.9M | 0.07% | +2,965+12.8% | Added |
| Sather Financial Group Inc | 26,208 | $39.9M | 2.86% | +269+1.0% | Added |
| Credit Suisse AG | 25,238 | $38.4M | 0.04% | −2,744−9.8% | Reduced |
| Quilter Plc | 24,793 | $37.7M | 0.89% | +3,955+19.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 22,265 | $33.9M | 0.05% | +329+1.5% | Added |
| Greenlea Lane Capital Management, LLC | 22,135 | $33.7M | 9.54% | 00.0% | Unchanged |
| Deutsche Bank AG | 22,047 | $33.5M | 0.02% | +7,271+49.2% | Added |
| Country Trust Bank | 21,250 | $32.3M | 0.84% | −1,784−7.7% | Reduced |
| Barclays PLC | 21,122 | $32.1M | 0.01% | +6,001+39.7% | Added |
| Lafayette Investments, Inc. | 20,425 | $31.1M | 6.98% | +34+0.2% | Added |
| National Pension Service | 19,577 | $29.8M | 0.04% | +1,028+5.5% | Added |
| Pinnacle Associates Ltd | 19,304 | $29.4M | 0.46% | +1,648+9.3% | Added |
| First Trust Advisors LP | 19,005 | $28.9M | 0.03% | +5,528+41.0% | Added |
| California State Teachers Retirement System | 18,754 | $28.5M | 0.04% | +315+1.7% | Added |
| FMR LLC | 18,620 | $28.3M | 0.00% | +337+1.8% | Added |
| Martingale Asset Management L P | 18,394 | $28.0M | 0.56% | −1,705−8.5% | Reduced |
| Mraz, Amerine & Associates, Inc. | 18,252 | $27.8M | 5.25% | +195+1.1% | Added |
| Cobblestone Capital Advisors LLC | 18,230 | $27.7M | 1.75% | −171−0.9% | Reduced |
| Lincoln Capital LLC | 18,180 | $27.7M | 6.15% | +155+0.9% | Added |
| Truist Financial Corp | 18,070 | $27.5M | 0.04% | +181+1.0% | Added |
| Sprucegrove Investment Management Ltd | 18,017 | $27.4M | 1.11% | +6,051+50.6% | Added |
| Invesco Ltd. | 17,734 | $27.0M | 0.01% | −52,710−74.8% | Reduced |
| Russell Investments Group, Ltd. | 17,414 | $26.5M | 0.04% | +2,169+14.2% | Added |
| Rhumbline Advisers | 17,335 | $26.4M | 0.03% | −244−1.4% | Reduced |
| Amundi | 17,074 | $24.5M | 0.01% | +815+5.0% | Added |
| HSBC Holdings PLC | 16,061 | $24.4M | 0.02% | +1,503+10.3% | Added |
| State Board of Administration of Florida Retirement System | 18,771 | $24.0M | 0.06% | +2,706+16.8% | Added |
| Citadel Investment Advisory, Inc. | 15,741 | $23.9M | 13.49% | −125−0.8% | Reduced |
| Los Angeles Capital Management LLC | 15,722 | $23.9M | 0.08% | −6,832−30.3% | Reduced |
| Heritage Wealth Advisors | 14,050 | $21.4M | 0.98% | −380−2.6% | Reduced |
| Janus Henderson Group PLC | 13,955 | $21.2M | 0.01% | +98+0.7% | Added |
| Natixis Advisors, L.P. | 13,868 | $21.1M | 0.05% | +1,028+8.0% | Added |