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 |
|---|---|---|---|---|---|
| Lakewood Asset Management LLC | 523 | $795.7K | 0.54% | +10+1.9% | Added |
| Warren Averett Asset Management, LLC | 519 | $789.6K | 0.02% | −44−7.8% | Reduced |
| Gotham Asset Management, LLC | 517 | $786.6K | 0.01% | +40+8.4% | Added |
| Royal Fund Management, LLC | 516 | $785.1K | 0.09% | +6+1.2% | Added |
| HB Wealth Management, LLC | 511 | $777.5K | 0.01% | +363+245.3% | Added |
| Central Pacific Bank - Trust Division | 514 | $775.5K | 0.10% | +514 | New |
| Gilbert & Cook, Inc. | 509 | $774.4K | 0.11% | −20−3.8% | Reduced |
| Neuberger Berman Group LLC | 508 | $772.9K | 0.00% | +23+4.7% | Added |
| Aviva PLC | 502 | $763.8K | 0.00% | −1−0.2% | Reduced |
| SRS Capital Advisors, Inc. | 501 | $762.3K | 0.08% | +211+72.8% | 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 |
| Financial Security Advisor, Inc. | 499 | $759.2K | 0.27% | +33+7.1% | Added |
| 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 |
| Qtron Investments LLC | 471 | $716.6K | 0.10% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 464 | $705.7K | 0.02% | +464 | New |
| Degroof Petercam Asset Management | 456 | $693.8K | 0.01% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 455 | $692.3K | 0.01% | −50−9.9% | Reduced |
| Raymond James Trust N.A. | 455 | $692.3K | 0.02% | +11+2.5% | Added |
| Private Advisor Group, LLC | 454 | $690.8K | 0.00% | −66−12.7% | 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 |
| Wetherby Asset Management Inc | 448 | $681.6K | 0.03% | −4−0.9% | Reduced |
| Perigon Wealth Management, LLC | 445 | $677.1K | 0.02% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 441 | $671.0K | 0.00% | +1+0.2% | Added |
| Brave Asset Management Inc | 439 | $667.9K | 0.17% | +21+5.0% | Added |
| Quadcap Wealth Management, LLC | 437 | $664.9K | 0.15% | +5+1.2% | Added |
| CIBC Asset Management Inc | 435 | $661.8K | 0.00% | +1+0.2% | Added |
| Intellectus Partners, LLC | 426 | $648.1K | 0.17% | −3−0.7% | Reduced |
| Intrinsic Value Partners, LLC | 422 | $642.1K | 0.68% | −11−2.5% | Reduced |
| Baxter Bros Inc | 416 | $632.9K | 0.08% | +50+13.7% | Added |
| 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 |
| Cary Street Partner Investment Advisory LLC | 405 | $616.2K | 0.03% | −6−1.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 401 | $610.1K | 0.10% | −1−0.2% | Reduced |
| Alberta Investment Management Corp | 400 | $608.6K | 0.01% | 00.0% | Unchanged |
| Lincoln National Corp | 396 | $602.5K | 0.01% | +14+3.7% | Added |
| Ritholtz Wealth Management | 395 | $601.0K | 0.02% | +15+3.9% | Added |
| Spire Wealth Management | 395 | $600.8K | 0.02% | −11−2.7% | Reduced |
| Integrated Wealth Concepts LLC | 394 | $599.5K | 0.01% | +10+2.6% | Added |
| Salomon & Ludwin, LLC | 384 | $584.2K | 0.05% | +118+44.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 404 | $583.3K | 0.11% | −1,172−74.4% | Reduced |
| Blueshift Asset Management, LLC | 378 | $575.1K | 0.30% | +378 | New |
| Elgethun Capital Management | 378 | $573.9K | 0.14% | 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 |
| NBT Bank N A | 374 | $569.0K | 0.04% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 377 | $568.8K | 0.03% | +377 | New |
| 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 |
| Ashton Thomas Private Wealth, LLC | 371 | $564.5K | 0.03% | −16−4.1% | Reduced |
| Cross Staff Investments Inc | 370 | $562.9K | 0.47% | 00.0% | Unchanged |
| Vident Advisory, LLC | 364 | $553.8K | 0.01% | −1,645−81.9% | Reduced |
| Synovus Financial Corp | 358 | $544.7K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 357 | $543.2K | 0.02% | −2−0.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 353 | $537.1K | 0.01% | +3+0.9% | Added |
| Buckingham Strategic Wealth, LLC | 344 | $523.4K | 0.01% | +76+28.4% | Added |
| Marks Group Wealth Management, Inc | 340 | $517.3K | 0.05% | −18−5.0% | Reduced |
| Venturi Wealth Management, LLC | 339 | $515.8K | 0.03% | +17+5.3% | Added |
| Tokio Marine Asset Management Co Ltd | 336 | $511.2K | 0.03% | +22+7.0% | Added |
| Oak Grove Capital LLC | 335 | $509.7K | 0.14% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 333 | $506.7K | 0.08% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 327 | $497.5K | 0.07% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 326 | $496.0K | 0.17% | +8+2.5% | Added |
| Boyar Asset Management Inc. | 325 | $494.5K | 0.32% | +30+10.2% | Added |
| Taylor Hoffman Wealth Management | 320 | $486.9K | 0.21% | −24−7.0% | Reduced |
| Front Street Capital Management, Inc. | 308 | $485.0K | 0.09% | −84−21.4% | Reduced |
| Sentry Investment Management LLC | 317 | $482.0K | 0.19% | 00.0% | Unchanged |
| Hara Capital LLC | 311 | $473.2K | 0.28% | +4+1.3% | Added |
| Bay Rivers Group | 310 | $471.7K | 0.26% | 00.0% | Unchanged |
| Empowered Funds, LLC | 309 | $470.1K | 0.01% | +161+108.8% | Added |
| Glenmede Trust Co NA | 304 | $462.5K | 0.00% | +7+2.4% | Added |
| Siemens Fonds Invest GmbH | 301 | $458.0K | 0.04% | +301 | New |
| Aquatic Capital Management LLC | 300 | $456.4K | 0.01% | +300 | New |
| Beacon Investment Advisors LLC | 299 | $454.9K | 0.26% | +18+6.4% | Added |
| Savant Capital, LLC | 293 | $445.8K | 0.01% | −2−0.7% | Reduced |
| CWM Advisors, LLC | 292 | $444.3K | 0.05% | −20−6.4% | Reduced |
| Wedbush Securities Inc | 291 | $443.0K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 290 | $441.2K | 0.01% | −881−75.2% | Reduced |
| Lecap Asset Management Ltd | 289 | $439.7K | 0.09% | +289 | New |
| Gsa Capital Partners LLP | 287 | $437.0K | 0.03% | +287 | New |
| Hunter Associates Investment Management LLC | 282 | $428.0K | 0.07% | +282 | New |
| Old National Bancorp | 280 | $426.0K | 0.01% | +2+0.7% | Added |
| AdvisorNet Financial, Inc | 279 | $424.5K | 0.04% | −1−0.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 277 | $421.4K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 276 | $419.9K | 0.15% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 275 | $418.4K | 0.22% | +27+10.9% | Added |
| Lodestone Wealth Management LLC | 273 | $415.8K | 0.22% | −11−3.9% | Reduced |
| Crestmont Private Wealth LLC | 273 | $415.4K | 0.21% | +33+13.8% | Added |
| Dover Advisors, LLC | 272 | $413.8K | 0.28% | +272 | New |
| Cadent Capital Advisors, LLC | 269 | $409.3K | 0.16% | −44−14.1% | Reduced |
| One Wealth Advisors, LLC | 266 | $404.7K | 0.07% | +11+4.3% | Added |
| Wallace Advisory Group, LLC | 285 | $404.7K | 0.30% | −14−4.7% | Reduced |
| Yousif Capital Management, LLC | 264 | $401.7K | 0.00% | +5+1.9% | Added |
| Allen Investment Management LLC | 262 | $398.6K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 260 | $395.6K | 0.01% | −13−4.8% | Reduced |
| Crestwood Advisors Group LLC | 258 | $392.5K | 0.01% | +5+2.0% | Added |