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 |
|---|---|---|---|---|---|
| Blueshift Asset Management, LLC | 378 | $575.1K | 0.30% | +378 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 404 | $583.3K | 0.11% | −1,172−74.4% | Reduced |
| Salomon & Ludwin, LLC | 384 | $584.2K | 0.05% | +118+44.4% | Added |
| Integrated Wealth Concepts LLC | 394 | $599.5K | 0.01% | +10+2.6% | Added |
| Spire Wealth Management | 395 | $600.8K | 0.02% | −11−2.7% | Reduced |
| Ritholtz Wealth Management | 395 | $601.0K | 0.02% | +15+3.9% | Added |
| Lincoln National Corp | 396 | $602.5K | 0.01% | +14+3.7% | Added |
| Alberta Investment Management Corp | 400 | $608.6K | 0.01% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 401 | $610.1K | 0.10% | −1−0.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 405 | $616.2K | 0.03% | −6−1.5% | Reduced |
| MainStreet Investment Advisors LLC | 408 | $620.8K | 0.07% | −18−4.2% | Reduced |
| Insigneo Advisory Services, LLC | 408 | $620.8K | 0.07% | 00.0% | Unchanged |
| Baxter Bros Inc | 416 | $632.9K | 0.08% | +50+13.7% | Added |
| Intrinsic Value Partners, LLC | 422 | $642.1K | 0.68% | −11−2.5% | Reduced |
| Intellectus Partners, LLC | 426 | $648.1K | 0.17% | −3−0.7% | Reduced |
| CIBC Asset Management Inc | 435 | $661.8K | 0.00% | +1+0.2% | Added |
| Quadcap Wealth Management, LLC | 437 | $664.9K | 0.15% | +5+1.2% | Added |
| Brave Asset Management Inc | 439 | $667.9K | 0.17% | +21+5.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 441 | $671.0K | 0.00% | +1+0.2% | Added |
| Perigon Wealth Management, LLC | 445 | $677.1K | 0.02% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 448 | $681.6K | 0.03% | −4−0.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 452 | $687.7K | 0.02% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 452 | $687.7K | 0.02% | +12+2.7% | Added |
| Private Advisor Group, LLC | 454 | $690.8K | 0.00% | −66−12.7% | Reduced |
| Raymond James Trust N.A. | 455 | $692.3K | 0.02% | +11+2.5% | Added |
| Conestoga Capital Advisors, LLC | 455 | $692.3K | 0.01% | −50−9.9% | Reduced |
| Degroof Petercam Asset Management | 456 | $693.8K | 0.01% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 464 | $705.7K | 0.02% | +464 | New |
| Qtron Investments LLC | 471 | $716.6K | 0.10% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 486 | $739.4K | 0.30% | −19−3.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 486 | $739.4K | 0.05% | +486 | New |
| Financial Security Advisor, Inc. | 499 | $759.2K | 0.27% | +33+7.1% | Added |
| Calamos Wealth Management LLC | 500 | $760.7K | 0.04% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 500 | $760.7K | 0.22% | +350+233.3% | Added |
| Avalon Trust Co | 500 | $760.7K | 0.06% | +500 | New |
| SRS Capital Advisors, Inc. | 501 | $762.3K | 0.08% | +211+72.8% | Added |
| Aviva PLC | 502 | $763.8K | 0.00% | −1−0.2% | Reduced |
| Neuberger Berman Group LLC | 508 | $772.9K | 0.00% | +23+4.7% | Added |
| Gilbert & Cook, Inc. | 509 | $774.4K | 0.11% | −20−3.8% | Reduced |
| Central Pacific Bank - Trust Division | 514 | $775.5K | 0.10% | +514 | New |
| HB Wealth Management, LLC | 511 | $777.5K | 0.01% | +363+245.3% | Added |
| Royal Fund Management, LLC | 516 | $785.1K | 0.09% | +6+1.2% | Added |
| Gotham Asset Management, LLC | 517 | $786.6K | 0.01% | +40+8.4% | Added |
| Warren Averett Asset Management, LLC | 519 | $789.6K | 0.02% | −44−7.8% | Reduced |
| Lakewood Asset Management LLC | 523 | $795.7K | 0.54% | +10+1.9% | Added |
| JustInvest LLC | 525 | $798.8K | 0.02% | +44+9.1% | Added |
| Grey Street Capital, LLC | 532 | $809.4K | 0.11% | +532 | New |
| Madison Asset Management, LLC | 538 | $819.3K | 0.01% | −162−23.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 539 | $820.1K | 0.00% | −3,847−87.7% | Reduced |
| RSM US Wealth Management LLC | 539 | $820.1K | 0.02% | +10+1.9% | Added |
| CIBC World Markets Corp | 541 | $823.1K | 0.01% | +190+54.1% | Added |
| Parisi Gray Wealth Management | 543 | $826.2K | 0.31% | +2+0.4% | Added |
| Tsai Capital Corp | 549 | $835.3K | 0.86% | +549 | New |
| Advisory Services Network, LLC | 551 | $838.3K | 0.02% | +5+0.9% | Added |
| Stephens Inc | 557 | $847.5K | 0.01% | +373+202.7% | Added |
| Atlanta Consulting Group Advisors, LLC | 558 | $849.0K | 0.29% | +558 | New |
| Tributary Capital Management, LLC | 570 | $867.2K | 0.07% | −117−17.0% | Reduced |
| Entropy Technologies, LP | 574 | $873.3K | 0.09% | −403−41.2% | Reduced |
| Verdence Capital Advisors LLC | 576 | $876.4K | 0.08% | +14+2.5% | Added |
| Northwestern Mutual Wealth Management Co | 583 | $887.0K | 0.00% | −24−4.0% | Reduced |
| Smithfield Trust Co | 584 | $888.0K | 0.05% | −3−0.5% | Reduced |
| Carmel Capital Partners, LLC | 584 | $888.5K | 0.37% | +2+0.3% | Added |
| Resonant Capital Advisors, LLC | 597 | $908.3K | 0.08% | +11+1.9% | Added |
| Shelter Ins Retirement Plan | 600 | $912.9K | 1.25% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 600 | $912.9K | 0.24% | 00.0% | Unchanged |
| London Co of Virginia | 607 | $923.5K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 612 | $930.0K | 0.07% | +612 | New |
| Trust Co of Vermont | 617 | $938.8K | 0.05% | 00.0% | Unchanged |
| Bessemer Group Inc | 628 | $956.0K | 0.00% | −15−2.3% | Reduced |
| Kestra Advisory Services, LLC | 639 | $972.2K | 0.01% | +20+3.2% | Added |
| Founders Capital Management, LLC | 646 | $982.9K | 0.18% | −50−7.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 653 | $993.5K | 0.01% | +202+44.8% | Added |
| Quantinno Capital Management LP | 653 | $994.0K | 0.02% | −4−0.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 657 | $999.6K | 0.00% | −6,330−90.6% | Reduced |
| Rathbone Brothers plc | 657 | $999.6K | 0.01% | +157+31.4% | Added |
| Tobam | 657 | $1.00M | 0.09% | +614+1,427.9% | Added |
| Karpas Strategies, LLC | 658 | $1.00M | 0.31% | −40−5.7% | Reduced |
| PEAK6 Investments LLC | 671 | $1.02M | 0.05% | +671 | New |
| Avestar Capital, LLC | 672 | $1.02M | 0.12% | +93+16.1% | Added |
| Horst & Graben Wealth Management LLC | 676 | $1.03M | 0.21% | −424−38.5% | Reduced |
| Alaska Permanent Fund Corp | 679 | $1.03M | 0.02% | +157+30.1% | Added |
| Fruth Investment Management | 685 | $1.04M | 0.27% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 690 | $1.05M | 0.01% | +62+9.9% | Added |
| Wealthfront Advisers LLC | 703 | $1.07M | 0.00% | +334+90.5% | Added |
| MAI Capital Management | 712 | $1.08M | 0.01% | +473+197.9% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 690 | $1.09M | 0.50% | −67−8.9% | Reduced |
| Oppenheimer & Co Inc | 729 | $1.11M | 0.02% | −2−0.3% | Reduced |
| Nisa Investment Advisors, LLC | 730 | $1.11M | 0.01% | −561−43.5% | Reduced |
| Principal Securities, Inc. | 734 | $1.12M | 0.03% | +7+1.0% | Added |
| Ethic Inc. | 736 | $1.12M | 0.03% | +56+8.2% | Added |
| Principle Wealth Partners LLC | 737 | $1.12M | 0.09% | 00.0% | Unchanged |
| Amalgamated Bank | 740 | $1.13M | 0.01% | −887−54.5% | Reduced |
| Shell Asset Management Co | 717 | $1.13M | 0.05% | +193+36.8% | Added |
| Macquarie Group Ltd | 745 | $1.13M | 0.00% | −141−15.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 750 | $1.14M | 0.41% | −44−5.5% | Reduced |
| Intech Investment Management LLC | 758 | $1.15M | 0.02% | +34+4.7% | Added |
| Prudential Financial Inc | 758 | $1.15M | 0.00% | −66−8.0% | Reduced |
| Ancora Advisors, LLC | 758 | $1.15M | 0.03% | +2+0.3% | Added |
| Guardian Capital LP | 760 | $1.16M | 0.04% | +45+6.3% | Added |
| Panagora Asset Management Inc | 776 | $1.18M | 0.01% | 00.0% | Unchanged |