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 |
|---|---|---|---|---|---|
| Stratos Wealth Partners, LTD. | 195 | $296.7K | 0.00% | +37+23.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 195 | $297.0K | 0.01% | −172−46.9% | Reduced |
| Fidelis Capital Partners, LLC | 200 | $304.3K | 0.05% | +22+12.4% | Added |
| Aptus Capital Advisors, LLC | 200 | $304.3K | 0.01% | +33+19.8% | Added |
| Mirabella Financial Services LLP | 203 | $308.6K | 0.02% | +48+31.0% | Added |
| Motley Fool Asset Management LLC | 203 | $308.9K | 0.02% | −5,734−96.6% | Reduced |
| Invictus Private Wealth, LLC | 205 | $311.9K | 0.03% | −19−8.5% | Reduced |
| Dakota Wealth Management | 206 | $313.4K | 0.01% | −93−31.1% | Reduced |
| Evergreen Capital Management LLC | 206 | $313.4K | 0.01% | +9+4.6% | Added |
| Manchester Capital Management LLC | 208 | $316.5K | 0.04% | 00.0% | Unchanged |
| Inceptionr LLC | 208 | $316.5K | 0.08% | +208 | New |
| RAM Investment Partners, LLC | 208 | $316.5K | 0.10% | +208 | New |
| Equitable Trust Co | 209 | $318.0K | 0.02% | +9+4.5% | Added |
| Evercore Wealth Management, LLC | 209 | $318.0K | 0.00% | +209 | New |
| Forum Financial Management, LP | 209 | $318.0K | 0.01% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 210 | $319.5K | 0.02% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 213 | $324.0K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 214 | $326.0K | 0.00% | +57+36.3% | Added |
| Isthmus Partners, LLC | 216 | $328.6K | 0.04% | +216 | New |
| Ossiam | 218 | $331.7K | 0.01% | −83−27.6% | Reduced |
| LGT Financial Advisors LLC | 220 | $334.7K | 0.39% | −23−9.5% | Reduced |
| IHT Wealth Management, LLC | 220 | $334.7K | 0.01% | +5+2.3% | Added |
| Credit Agricole S A | 237 | $340.4K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 224 | $340.8K | 0.02% | +21+10.3% | Added |
| Moors & Cabot, Inc. | 230 | $349.9K | 0.02% | +230 | New |
| Manchester Financial Inc | 231 | $351.5K | 0.09% | −16−6.5% | Reduced |
| New York Life Investment Management LLC | 232 | $353.0K | 0.00% | +1+0.4% | Added |
| Vestcor Inc | 234 | $356.0K | 0.01% | −3−1.3% | Reduced |
| WealthPlan Investment Management, LLC | 234 | $356.0K | 0.05% | −21−8.2% | Reduced |
| Wambolt & Associates, LLC | 240 | $362.1K | 0.11% | +8+3.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 241 | $366.7K | 0.02% | −474−66.3% | Reduced |
| Tritonpoint Wealth, LLC | 265 | $370.6K | 0.04% | +4+1.5% | Added |
| FineMark National Bank & Trust | 245 | $372.8K | 0.01% | −26−9.6% | Reduced |
| Financial Advocates Investment Management | 245 | $372.8K | 0.02% | +245 | New |
| Park Avenue Securities LLC | 246 | $374.0K | 0.00% | +39+18.8% | Added |
| Sebold Capital Management, Inc. | 246 | $374.3K | 0.25% | +49+24.9% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 250 | $380.0K | 0.14% | −2,230−89.9% | Reduced |
| Trustmark National Bank Trust Department | 250 | $380.4K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 250 | $380.4K | 0.13% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 251 | $382.0K | 0.06% | −471−65.2% | Reduced |
| Gilliland Jeter Wealth Management LLC | 253 | $384.9K | 0.13% | −118−31.8% | Reduced |
| Oppenheimer Asset Management Inc. | 254 | $386.5K | 0.01% | −7−2.7% | Reduced |
| Flagstone Financial Management | 254 | $386.5K | 0.15% | 00.0% | Unchanged |
| MCF Advisors LLC | 255 | $388.0K | 0.03% | −95−27.1% | Reduced |
| MetLife Investment Management | 257 | $391.0K | 0.00% | +1+0.4% | Added |
| Crestwood Advisors Group LLC | 258 | $392.5K | 0.01% | +5+2.0% | Added |
| Coldstream Capital Management Inc | 260 | $395.6K | 0.01% | −13−4.8% | Reduced |
| Allen Investment Management LLC | 262 | $398.6K | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 264 | $401.7K | 0.00% | +5+1.9% | Added |
| Wallace Advisory Group, LLC | 285 | $404.7K | 0.30% | −14−4.7% | Reduced |
| One Wealth Advisors, LLC | 266 | $404.7K | 0.07% | +11+4.3% | Added |
| Cadent Capital Advisors, LLC | 269 | $409.3K | 0.16% | −44−14.1% | Reduced |
| Dover Advisors, LLC | 272 | $413.8K | 0.28% | +272 | New |
| Crestmont Private Wealth LLC | 273 | $415.4K | 0.21% | +33+13.8% | Added |
| Lodestone Wealth Management LLC | 273 | $415.8K | 0.22% | −11−3.9% | Reduced |
| Resurgent Financial Advisors LLC | 275 | $418.4K | 0.22% | +27+10.9% | Added |
| Acima Private Wealth, LLC | 276 | $419.9K | 0.15% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 277 | $421.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 279 | $424.5K | 0.04% | −1−0.4% | Reduced |
| Old National Bancorp | 280 | $426.0K | 0.01% | +2+0.7% | Added |
| Hunter Associates Investment Management LLC | 282 | $428.0K | 0.07% | +282 | New |
| Gsa Capital Partners LLP | 287 | $437.0K | 0.03% | +287 | New |
| Lecap Asset Management Ltd | 289 | $439.7K | 0.09% | +289 | New |
| Walleye Trading LLC | 290 | $441.2K | 0.01% | −881−75.2% | Reduced |
| Wedbush Securities Inc | 291 | $443.0K | 0.02% | 00.0% | Unchanged |
| CWM Advisors, LLC | 292 | $444.3K | 0.05% | −20−6.4% | Reduced |
| Savant Capital, LLC | 293 | $445.8K | 0.01% | −2−0.7% | Reduced |
| Beacon Investment Advisors LLC | 299 | $454.9K | 0.26% | +18+6.4% | Added |
| Aquatic Capital Management LLC | 300 | $456.4K | 0.01% | +300 | New |
| Siemens Fonds Invest GmbH | 301 | $458.0K | 0.04% | +301 | New |
| Glenmede Trust Co NA | 304 | $462.5K | 0.00% | +7+2.4% | Added |
| Empowered Funds, LLC | 309 | $470.1K | 0.01% | +161+108.8% | Added |
| Bay Rivers Group | 310 | $471.7K | 0.26% | 00.0% | Unchanged |
| Hara Capital LLC | 311 | $473.2K | 0.28% | +4+1.3% | Added |
| Sentry Investment Management LLC | 317 | $482.0K | 0.19% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 308 | $485.0K | 0.09% | −84−21.4% | Reduced |
| Taylor Hoffman Wealth Management | 320 | $486.9K | 0.21% | −24−7.0% | Reduced |
| Boyar Asset Management Inc. | 325 | $494.5K | 0.32% | +30+10.2% | Added |
| Opal Wealth Advisors, LLC | 326 | $496.0K | 0.17% | +8+2.5% | Added |
| Winthrop Advisory Group LLC | 327 | $497.5K | 0.07% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 333 | $506.7K | 0.08% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 335 | $509.7K | 0.14% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 336 | $511.2K | 0.03% | +22+7.0% | Added |
| Venturi Wealth Management, LLC | 339 | $515.8K | 0.03% | +17+5.3% | Added |
| Marks Group Wealth Management, Inc | 340 | $517.3K | 0.05% | −18−5.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 344 | $523.4K | 0.01% | +76+28.4% | Added |
| Prime Capital Investment Advisors, LLC | 353 | $537.1K | 0.01% | +3+0.9% | Added |
| Apollon Wealth Management, LLC | 357 | $543.2K | 0.02% | −2−0.6% | Reduced |
| Synovus Financial Corp | 358 | $544.7K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 364 | $553.8K | 0.01% | −1,645−81.9% | Reduced |
| Cross Staff Investments Inc | 370 | $562.9K | 0.47% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 371 | $564.5K | 0.03% | −16−4.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 372 | $566.0K | 0.10% | −3−0.8% | Reduced |
| Kestra Private Wealth Services, LLC | 372 | $566.0K | 0.01% | +16+4.5% | Added |
| Hartline Investment Corp | 372 | $566.0K | 0.10% | +372 | New |
| Diversify Advisory Services, LLC | 377 | $568.8K | 0.03% | +377 | New |
| NBT Bank N A | 374 | $569.0K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 377 | $573.6K | 0.02% | −20−5.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 377 | $573.6K | 0.04% | −12−3.1% | Reduced |
| Elgethun Capital Management | 378 | $573.9K | 0.14% | 00.0% | Unchanged |