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 |
|---|---|---|---|---|---|
| Carmichael Hill & Associates, Inc. | 40 | $60.9K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 47 | $71.5K | 0.00% | +20+74.1% | Added |
| Pinnacle Bancorp, Inc. | 47 | $71.5K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 49 | $74.6K | 0.01% | +49 | New |
| M&R Capital Management Inc | 50 | $76.4K | 0.02% | −50−50.0% | Reduced |
| Prestige Wealth Management Group LLC | 51 | $77.6K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 52 | $79.1K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 52 | $79.1K | 0.04% | +10+23.8% | Added |
| Crewe Advisors LLC | 53 | $80.6K | 0.01% | +53 | New |
| Rothschild Investment LLC | 55 | $83.7K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 56 | $85.2K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 58 | $88.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 58 | $88.2K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 60 | $91.0K | 0.00% | +3+5.3% | Added |
| Brown Brothers Harriman & Co | 67 | $101.9K | 0.00% | −50−42.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 70 | $106.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 71 | $106.6K | 0.00% | +12+20.3% | Added |
| Mendota Financial Group, LLC | 72 | $109.5K | 0.06% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 73 | $110.0K | 0.06% | +2+2.8% | Added |
| IFP Advisors, Inc | 75 | $114.1K | 0.01% | +1+1.4% | Added |
| Geneos Wealth Management Inc. | 76 | $115.6K | 0.01% | +23+43.4% | Added |
| Jones Financial Companies LLLP | 76 | $115.6K | 0.00% | +76 | New |
| TCTC Holdings, LLC | 84 | $127.8K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 91 | $138.5K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 93 | $141.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 96 | $144.8K | 0.01% | +14+17.1% | Added |
| Allworth Financial LP | 98 | $149.1K | 0.00% | −3−3.0% | Reduced |
| Walleye Capital LLC | 107 | $162.8K | 0.00% | +107 | New |
| American International Group, Inc. | 108 | $164.3K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 112 | $170.4K | 0.04% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 114 | $173.4K | 0.00% | +105+1,166.7% | Added |
| Motco | 115 | $175.0K | 0.01% | +115 | New |
| Huntington National Bank | 130 | $197.8K | 0.00% | +8+6.6% | Added |
| Tucker Asset Management LLC | 130 | $197.8K | 0.05% | −3−2.3% | Reduced |
| Ironwood Investment Counsel, LLC | 133 | $202.4K | 0.04% | −53−28.5% | Reduced |
| Moneta Group Investment Advisors LLC | 134 | $203.9K | 0.00% | +134 | New |
| Checchi Capital Advisers, LLC | 135 | $205.4K | 0.02% | −8−5.6% | Reduced |
| Balentine LLC | 136 | $206.9K | 0.01% | −86−38.7% | Reduced |
| Tiaa Trust, National Association | 138 | $210.0K | 0.00% | −8−5.5% | Reduced |
| Trust Co of Virginia | 138 | $210.0K | 0.02% | +138 | New |
| Guardian Wealth Advisors, LLC | 138 | $210.0K | 0.03% | +138 | New |
| Silverlake Wealth Management LLC | 138 | $210.0K | 0.11% | +138 | New |
| Oak Thistle LLC | 138 | $210.0K | 0.19% | +138 | New |
| Benjamin F. Edwards & Company, Inc. | 138 | $210.0K | 0.00% | +58+72.5% | Added |
| Cypress Capital Group | 139 | $211.5K | 0.03% | −29−17.3% | Reduced |
| Arlington Trust Co LLC | 141 | $214.5K | 0.06% | −1−0.7% | Reduced |
| Beacon Financial Group | 141 | $214.5K | 0.02% | 00.0% | Unchanged |
| MBL Wealth, LLC | 141 | $214.5K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 141 | $215.0K | 0.04% | +141 | New |
| Crossmark Global Holdings, Inc. | 141 | $215.0K | 0.00% | +141 | New |
| Thoroughbred Financial Services, LLC | 144 | $219.0K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 145 | $220.6K | 0.02% | −25−14.7% | Reduced |
| Schechter Investment Advisors, LLC | 147 | $223.7K | 0.02% | +147 | New |
| Accretive Wealth Partners, LLC | 143 | $226.1K | 0.10% | +143 | New |
| Alhambra Investment Partners LLC | 149 | $226.7K | 0.12% | +149 | New |
| Marcum Wealth, LLC | 151 | $229.7K | 0.02% | −2−1.3% | Reduced |
| Signaturefd, LLC | 151 | $229.7K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 153 | $232.8K | 0.03% | −2−1.3% | Reduced |
| Atria Wealth Solutions, Inc. | 153 | $232.8K | 0.00% | +153 | New |
| Bremer Bank National Association | 155 | $235.8K | 0.04% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 158 | $238.5K | 0.01% | +158 | New |
| Wills Financial Group, Inc. | 157 | $238.9K | 0.11% | 00.0% | Unchanged |
| Lido Advisors, LLC | 158 | $240.6K | 0.00% | −1−0.6% | Reduced |
| Boston Private Wealth LLC | 159 | $241.9K | 0.01% | −10−5.9% | Reduced |
| AE Wealth Management LLC | 161 | $245.0K | 0.00% | −252−61.0% | Reduced |
| Dimension Capital Management LLC | 162 | $246.5K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 163 | $248.0K | 0.01% | −168−50.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 164 | $249.5K | 0.00% | +164 | New |
| waypoint wealth counsel | 166 | $252.6K | 0.19% | −45−21.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 166 | $252.6K | 0.02% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 167 | $254.1K | 0.01% | −17−9.2% | Reduced |
| Simplicity Wealth,LLC | 167 | $254.1K | 0.01% | +167 | New |
| Culbertson A N & Co Inc | 170 | $258.7K | 0.04% | +170 | New |
| Tocqueville Asset Management L.P. | 171 | $260.2K | 0.00% | 00.0% | Unchanged |
| Hunting Hill Global Capital, LLC | 172 | $261.7K | 0.15% | +172 | New |
| Snowden Capital Advisors LLC | 173 | $263.2K | 0.01% | −134−43.6% | Reduced |
| Epic Trust Investment Advisors, LLC | 173 | $263.2K | 0.32% | +11+6.8% | Added |
| Am Investment Strategies LLC | 175 | $266.0K | 0.07% | +175 | New |
| AXA S.A. | 175 | $266.3K | 0.00% | −4−2.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 177 | $269.3K | 0.01% | −5−2.7% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 181 | $275.4K | 0.07% | −10−5.2% | Reduced |
| Studio Investment Management LLC | 181 | $275.4K | 0.07% | +181 | New |
| Covestor Ltd | 181 | $276.0K | 0.18% | +150+483.9% | Added |
| GWM Advisors LLC | 182 | $276.9K | 0.00% | −7−3.7% | Reduced |
| Capital Asset Advisory Services LLC | 184 | $277.7K | 0.02% | +184 | New |
| RMR Capital Management, LLC | 186 | $283.0K | 0.28% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 177 | $285.9K | 0.08% | +177 | New |
| Baker Tilly Wealth Management, LLC | 188 | $286.0K | 0.05% | +2+1.1% | Added |
| Traphagen Investment Advisors LLC | 188 | $286.3K | 0.03% | 00.0% | Unchanged |
| Howland Capital Management LLC | 189 | $287.6K | 0.01% | +189 | New |
| HighPoint Advisor Group LLC | 176 | $288.0K | 0.02% | +22+14.3% | Added |
| UniSuper Management Pty Ltd | 190 | $289.1K | 0.00% | +90+90.0% | Added |
| Avantax Advisory Services, Inc. | 191 | $290.6K | 0.00% | −6−3.0% | Reduced |
| Inlet Private Wealth, LLC | 191 | $290.6K | 0.08% | +191 | New |
| Leavell Investment Management, Inc. | 192 | $292.0K | 0.02% | −2−1.0% | Reduced |
| Greenleaf Trust | 192 | $292.1K | 0.00% | +3+1.6% | Added |
| Daymark Wealth Partners, LLC | 192 | $292.1K | 0.02% | +5+2.7% | Added |
| Fifth Third Bancorp | 192 | $292.1K | 0.00% | +21+12.3% | Added |
| Cresset Asset Management, LLC | 193 | $293.6K | 0.00% | −229−54.3% | Reduced |
| Heartwood Wealth Advisors LLC | 194 | $295.2K | 0.04% | 00.0% | Unchanged |