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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 2,007 | $3.05M | 0.04% | −5−0.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,011 | $3.06M | 0.00% | −2,208−52.3% | Reduced |
| D.A. Davidson & Co. | 2,048 | $3.12M | 0.03% | −63−3.0% | Reduced |
| Fiduciary Group LLC | 2,057 | $3.13M | 0.34% | −48−2.3% | Reduced |
| Forsta Ap-Fonden | 2,070 | $3.15M | 0.03% | +440+27.0% | Added |
| Ridgewood Investments LLC | 2,079 | $3.16M | 1.68% | −11−0.5% | Reduced |
| Parallel Advisors, LLC | 2,091 | $3.18M | 0.09% | +219+11.7% | Added |
| Tredje AP-fonden | 2,111 | $3.21M | 0.03% | +116+5.8% | Added |
| NWF Advisory Services Inc. | 2,138 | $3.25M | 0.54% | +611+40.0% | Added |
| Systematic Financial Management LP | 2,152 | $3.27M | 0.09% | +301+16.3% | Added |
| Needham Investment Management LLC | 2,200 | $3.35M | 0.31% | +50+2.3% | Added |
| Liontrust Investment Partners LLP | 2,215 | $3.37M | 0.05% | −70−3.1% | Reduced |
| Beacon Pointe Advisors, LLC | 2,216 | $3.37M | 0.04% | −154−6.5% | Reduced |
| Blue Zone Wealth Advisors, LLC | 2,268 | $3.45M | 1.19% | +65+3.0% | Added |
| DnB Asset Management AS | 2,269 | $3.45M | 0.02% | +2,269 | New |
| Utah Retirement Systems | 2,278 | $3.47M | 0.04% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 2,278 | $3.47M | 0.10% | +1,985+677.5% | Added |
| Centaurus Financial, Inc. | 2,281 | $3.47M | 0.24% | −78−3.3% | Reduced |
| USS Investment Management Ltd | 2,318 | $3.52M | 0.03% | −197−7.8% | Reduced |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 2,325 | $3.54M | 0.24% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 2,351 | $3.58M | 1.30% | +2,351 | New |
| IFM Investors Pty Ltd | 2,351 | $3.58M | 0.04% | +2,351 | New |
| Baird Financial Group, Inc. | 2,351 | $3.58M | 0.01% | +1,689+255.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,358 | $3.59M | 0.02% | +2,358 | New |
| Squarepoint Ops LLC | 2,363 | $3.60M | 0.01% | +868+58.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,367 | $3.60M | 0.01% | +128+5.7% | Added |
| US Bancorp | 2,390 | $3.64M | 0.01% | −312−11.5% | Reduced |
| Berkeley, Inc | 2,414 | $3.67M | 2.22% | +360+17.5% | Added |
| Pathstone Holdings, LLC | 2,430 | $3.70M | 0.02% | +113+4.9% | Added |
| Chemistry Wealth Management LLC | 2,460 | $3.74M | 1.01% | +128+5.5% | Added |
| Watchman Group, Inc. | 2,475 | $3.77M | 1.14% | +120+5.1% | Added |
| Henshaw Capital LLC | 2,476 | $3.77M | 0.18% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 2,480 | $3.77M | 0.09% | +11+0.4% | Added |
| Schwartz Investment Counsel Inc | 2,485 | $3.78M | 0.14% | −2,400−49.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,529 | $3.85M | 0.04% | −48−1.9% | Reduced |
| National Bank of Canada | 2,333 | $3.85M | 0.01% | −2,831−54.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 2,553 | $3.88M | 0.07% | −51−2.0% | Reduced |
| Buttonwood Financial Advisors Inc. | 2,562 | $3.90M | 1.83% | +570+28.6% | Added |
| Mariner, LLC | 2,570 | $3.91M | 0.01% | +33+1.3% | Added |
| Ellsworth Advisors, LLC | 2,814 | $4.03M | 1.16% | +2,814 | New |
| Ervin Investment Management, LLC | 2,658 | $4.04M | 2.83% | +19+0.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 2,826 | $4.30M | 0.15% | −15−0.5% | Reduced |
| CI Private Wealth, LLC | 2,901 | $4.41M | 0.01% | −2,961−50.5% | Reduced |
| TownSquare Capital, LLC | 2,920 | $4.44M | 0.07% | −21−0.7% | Reduced |
| Hudson Value Partners, LLC | 2,924 | $4.45M | 1.89% | +41+1.4% | Added |
| GoodHaven Capital Management, LLC | 2,925 | $4.45M | 1.67% | −4−0.1% | Reduced |
| Annandale Capital, LLC | 3,118 | $4.74M | 1.08% | 00.0% | Unchanged |
| Evergreen Wealth Management, LLC | 3,183 | $4.84M | 3.28% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 3,279 | $4.99M | 0.25% | +81+2.5% | Added |
| Alpha Omega Wealth Management LLC | 3,292 | $5.01M | 0.93% | −69−2.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,530 | $5.11M | 0.04% | +849+31.7% | Added |
| Neville Rodie & Shaw Inc | 3,370 | $5.13M | 0.39% | −79−2.3% | Reduced |
| Court Place Advisors, LLC | 3,448 | $5.25M | 1.69% | +376+12.2% | Added |
| Andra AP-fonden | 3,510 | $5.34M | 0.09% | +3,510 | New |
| Montag A & Associates Inc | 3,562 | $5.42M | 0.27% | −30−0.8% | Reduced |
| Nomura Asset Management Co Ltd | 3,610 | $5.49M | 0.02% | +341+10.4% | Added |
| Hantz Financial Services, Inc. | 3,634 | $5.53M | 0.11% | −15−0.4% | Reduced |
| Arizona State Retirement System | 3,636 | $5.53M | 0.04% | +173+5.0% | Added |
| Bank of Montreal | 3,662 | $5.59M | 0.00% | −5,294−59.1% | Reduced |
| Comerica Bank | 3,733 | $5.68M | 0.02% | −188−4.8% | Reduced |
| Gateway Investment Advisers LLC | 3,746 | $5.70M | 0.06% | +80+2.2% | Added |
| Clear Harbor Asset Management, LLC | 3,798 | $5.78M | 0.51% | +25+0.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,013 | $6.11M | 0.02% | +11+0.3% | Added |
| Marex Group plc | 4,094 | $6.23M | 0.20% | −506−11.0% | Reduced |
| Korea Investment CORP | 4,102 | $6.24M | 0.02% | −9,154−69.1% | Reduced |
| American Century Companies Inc | 4,124 | $6.27M | 0.00% | +1,062+34.7% | Added |
| Commonwealth Equity Services, LLC | 4,229 | $6.43M | 0.01% | −298−6.6% | Reduced |
| Stifel Financial Corp | 4,278 | $6.51M | 0.01% | +26+0.6% | Added |
| Lowe Brockenbrough & Co Inc | 4,296 | $6.54M | 0.44% | +1,672+63.7% | Added |
| SEI Investments Co | 4,308 | $6.55M | 0.01% | +1,268+41.7% | Added |
| Janney Montgomery Scott LLC | 4,485 | $6.82M | 0.02% | +26+0.6% | Added |
| Arrowstreet Capital, Limited Partnership | 4,512 | $6.87M | 0.01% | +770+20.6% | Added |
| Handelsbanken Fonder AB | 4,542 | $6.91M | 0.03% | +175+4.0% | Added |
| Standard Life Aberdeen plc | 4,592 | $6.99M | 0.01% | +84+1.9% | Added |
| Cerity Partners LLC | 4,804 | $7.22M | 0.02% | +1,377+40.2% | Added |
| Holocene Advisors, LP | 4,782 | $7.28M | 0.03% | +4,782 | New |
| Creative Planning | 4,811 | $7.32M | 0.01% | +469+10.8% | Added |
| LPL Financial LLC | 4,824 | $7.34M | 0.00% | +999+26.1% | Added |
| Asset Management One Co.,Ltd. | 4,881 | $7.43M | 0.03% | −270−5.2% | Reduced |
| Chapman Investment Management, LLC | 4,964 | $7.55M | 5.57% | −34−0.7% | Reduced |
| Public Employees Retirement System of Ohio | 5,030 | $7.65M | 0.03% | −474−8.6% | Reduced |
| Solidarilty Wealth, LLC | 5,038 | $7.67M | 2.40% | +452+9.9% | Added |
| Franklin Resources Inc | 5,076 | $7.72M | 0.00% | −330−6.1% | Reduced |
| Storebrand Asset Management AS | 5,095 | $7.75M | 0.03% | +1,646+47.7% | Added |
| Resona Asset Management Co.,Ltd. | 5,182 | $7.88M | 0.05% | +5,182 | New |
| Royal London Asset Management Ltd | 5,183 | $7.89M | 0.02% | −240−4.4% | Reduced |
| Ensign Peak Advisors, Inc | 5,362 | $8.16M | 0.01% | +502+10.3% | Added |
| Mercer Global Advisors Inc | 5,371 | $8.17M | 0.02% | −476−8.1% | Reduced |
| Stony Point Wealth Management Inc. | 5,465 | $8.31M | 3.62% | +321+6.2% | Added |
| PGGM Investments | 5,472 | $8.33M | 0.12% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 5,481 | $8.34M | 0.01% | +421+8.3% | Added |
| CIBC World Markets Inc. | 5,542 | $8.43M | 0.02% | +788+16.6% | Added |
| Redmond Asset Management, LLC | 5,581 | $8.49M | 2.70% | −275−4.7% | Reduced |
| Victory Capital Management Inc | 5,598 | $8.52M | 0.01% | −1,268−18.5% | Reduced |
| Man Group plc | 5,987 | $9.11M | 0.02% | +2,713+82.9% | Added |
| Regency Capital Management Inc. | 5,998 | $9.13M | 5.81% | +288+5.0% | Added |
| Brandywine Global Investment Management, LLC | 6,030 | $9.17M | 0.07% | +173+3.0% | Added |
| Live Oak Private Wealth LLC | 6,221 | $9.47M | 1.64% | +20.0% | Added |
| Cheviot Value Management, LLC | 6,227 | $9.47M | 2.08% | +555+9.8% | Added |
| Danske Bank A/S | 6,234 | $9.48M | 0.03% | +6,234 | New |