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 |
|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 53,353 | $81.2M | 0.02% | +1,099+2.1% | Added |
| Envestnet Asset Management Inc | 54,055 | $82.2M | 0.03% | −209−0.4% | Reduced |
| Graham Holdings Co | 55,430 | $84.3M | 10.62% | 00.0% | Unchanged |
| Cooke & Bieler LP | 57,530 | $87.5M | 0.81% | −4,220−6.8% | Reduced |
| Graham Holdings Co Master Retirement Trust | 58,008 | $88.3M | 14.37% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 59,624 | $90.7M | 1.40% | −2,831−4.5% | Reduced |
| Epoch Investment Partners, Inc. | 61,338 | $93.3M | 0.41% | +4,777+8.4% | Added |
| Wells Fargo & Company | 67,645 | $102.9M | 0.03% | −8,800−11.5% | Reduced |
| Great West Life Assurance Co | 67,793 | $103.2M | 0.21% | −3,078−4.3% | Reduced |
| HighTower Advisors, LLC | 69,033 | $105.6M | 0.17% | +5,336+8.4% | Added |
| UBS Asset Management Americas Inc | 69,808 | $106.2M | 0.04% | +269+0.4% | Added |
| Kempen Capital Management N.V. | 73,890 | $112.4M | 1.40% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 75,335 | $114.8M | 0.44% | +961+1.3% | Added |
| Jennison Associates LLC | 76,256 | $116.0M | 0.08% | −1,739−2.2% | Reduced |
| Check Capital Management Inc | 77,207 | $117.5M | 8.61% | +1,143+1.5% | Added |
| Fort Washington Investment Advisors Inc | 78,131 | $118.9M | 0.77% | +3,177+4.2% | Added |
| Polar Capital Holdings Plc | 79,500 | $121.0M | 0.73% | −5,500−6.5% | Reduced |
| Barr E S & Co | 79,605 | $121.1M | 7.89% | −698−0.9% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 80,549 | $122.6M | 4.98% | +1,369+1.7% | Added |
| Avenir Corp | 80,841 | $123.0M | 10.53% | −5,094−5.9% | Reduced |
| California Public Employees Retirement System | 81,532 | $124.0M | 0.09% | −2,680−3.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 85,464 | $129.4M | 0.30% | +3,560+4.3% | Added |
| Northern Trust Corp | 85,433 | $130.0M | 0.02% | −4,843−5.4% | Reduced |
| Legal & General Group Plc | 87,131 | $132.6M | 0.04% | −495−0.6% | Reduced |
| Fenimore Asset Management Inc | 88,414 | $134.5M | 2.84% | +211+0.2% | Added |
| Douglass Winthrop Advisors, LLC | 91,449 | $139.1M | 2.86% | +1,546+1.7% | Added |
| Dimensional Fund Advisors LP | 108,246 | $164.7M | 0.04% | +7,907+7.9% | Added |
| First Manhattan Co | 110,095 | $167.5M | 0.54% | +34,878+46.4% | Added |
| DF Dent & Co Inc | 115,881 | $176.3M | 2.15% | +4,000+3.6% | Added |
| Scharf Investments, LLC | 122,999 | $187.1M | 5.07% | −3,921−3.1% | Reduced |
| Mackenzie Financial Corp | 131,342 | $199.8M | 0.29% | +1,801+1.4% | Added |
| Bank of America Corp | 139,768 | $212.7M | 0.02% | −1,700−1.2% | Reduced |
| Norges Bank | 150,638 | $229.2M | 0.04% | −229−0.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 153,711 | $233.9M | 0.14% | +1,491+1.0% | Added |
| Geode Capital Management, LLC | 197,492 | $300.0M | 0.03% | +6,749+3.5% | Added |
| Davenport & Co LLC | 203,870 | $310.3M | 1.93% | −46,674−18.6% | Reduced |
| Boston Partners | 214,400 | $326.1M | 0.39% | +57,528+36.7% | Added |
| Wellington Management Group LLP | 246,689 | $375.3M | 0.07% | −9,415−3.7% | Reduced |
| Baillie Gifford & Co | 272,713 | $414.9M | 0.32% | −17,343−6.0% | Reduced |
| Davis Selected Advisers | 286,091 | $435.3M | 2.44% | −14,513−4.8% | Reduced |
| State Street Corp | 307,264 | $467.5M | 0.02% | +2,912+1.0% | Added |
| Morgan Stanley | 523,037 | $795.8M | 0.06% | +3,019+0.6% | Added |
| Principal Financial Group Inc | 561,492 | $854.3M | 0.50% | −3,113−0.6% | Reduced |
| BlackRock Inc. | 749,204 | $1.14B | 0.03% | −13,770−1.8% | Reduced |
| Vanguard Group Inc | 1,171,123 | $1.78B | 0.04% | −20,591−1.7% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 0 | $0 | 0.00% | −25,190−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −17,331−100.0% | Sold out |
| Jag Capital Management, LLC | 0 | $0 | 0.00% | −11,479−100.0% | Sold out |
| Van Den Berg Management I, Inc | 0 | $0 | 0.00% | −7,958−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −7,583−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| Chicago Capital, LLC | 0 | $0 | 0.00% | −2,333−100.0% | Sold out |
| Heartland Advisors Inc | 0 | $0 | 0.00% | −2,146−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −2,080−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −1,909−100.0% | Sold out |
| Keystone Investors Pte Ltd | 0 | $0 | 0.00% | −1,420−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −701−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −674−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −665−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −652−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −614−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −546−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −541−100.0% | Sold out |
| Oregon Public Employees Retirement Fund | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −449−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −444−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −391−100.0% | Sold out |
| Pecaut & Co. | 0 | $0 | 0.00% | −378−100.0% | Sold out |
| Grant/GrossMendelsohn, LLC | 0 | $0 | 0.00% | −355−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −351−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −307−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −289−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −277−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −233−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −229−100.0% | Sold out |
| Pzena Investment Management LLC | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −209−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| RIA Advisory Group LLC | 0 | $0 | 0.00% | −1,841−100.0% | Sold out |
| Linscomb & Williams, Inc. | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Canal Capital Management, LLC | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| CWS Financial Advisors, LLC | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Keating Investment Counselors Inc | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Ables, Iannone, Moore & Associates, Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |