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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 257 | $391.0K | 0.00% | +1+0.4% | Added |
| MCF Advisors LLC | 255 | $388.0K | 0.03% | −95−27.1% | 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 |
| Gilliland Jeter Wealth Management LLC | 253 | $384.9K | 0.13% | −118−31.8% | Reduced |
| FDx Advisors, Inc. | 251 | $382.0K | 0.06% | −471−65.2% | 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 |
| Norman Fields, Gottscho Capital Management, LLC | 250 | $380.0K | 0.14% | −2,230−89.9% | Reduced |
| Sebold Capital Management, Inc. | 246 | $374.3K | 0.25% | +49+24.9% | Added |
| Park Avenue Securities LLC | 246 | $374.0K | 0.00% | +39+18.8% | 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 |
| Tritonpoint Wealth, LLC | 265 | $370.6K | 0.04% | +4+1.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 241 | $366.7K | 0.02% | −474−66.3% | Reduced |
| Wambolt & Associates, LLC | 240 | $362.1K | 0.11% | +8+3.4% | Added |
| WealthPlan Investment Management, LLC | 234 | $356.0K | 0.05% | −21−8.2% | Reduced |
| Vestcor Inc | 234 | $356.0K | 0.01% | −3−1.3% | Reduced |
| New York Life Investment Management LLC | 232 | $353.0K | 0.00% | +1+0.4% | Added |
| Manchester Financial Inc | 231 | $351.5K | 0.09% | −16−6.5% | Reduced |
| Moors & Cabot, Inc. | 230 | $349.9K | 0.02% | +230 | New |
| J.W. Cole Advisors, Inc. | 224 | $340.8K | 0.02% | +21+10.3% | Added |
| Credit Agricole S A | 237 | $340.4K | 0.01% | 00.0% | Unchanged |
| 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 |
| Ossiam | 218 | $331.7K | 0.01% | −83−27.6% | Reduced |
| Isthmus Partners, LLC | 216 | $328.6K | 0.04% | +216 | New |
| CWM, LLC | 214 | $326.0K | 0.00% | +57+36.3% | Added |
| Symmetry Partners, LLC | 213 | $324.0K | 0.03% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 210 | $319.5K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 209 | $318.0K | 0.01% | 00.0% | Unchanged |
| Equitable Trust Co | 209 | $318.0K | 0.02% | +9+4.5% | Added |
| Evercore Wealth Management, LLC | 209 | $318.0K | 0.00% | +209 | New |
| 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 |
| Evergreen Capital Management LLC | 206 | $313.4K | 0.01% | +9+4.6% | Added |
| Dakota Wealth Management | 206 | $313.4K | 0.01% | −93−31.1% | Reduced |
| Invictus Private Wealth, LLC | 205 | $311.9K | 0.03% | −19−8.5% | Reduced |
| Motley Fool Asset Management LLC | 203 | $308.9K | 0.02% | −5,734−96.6% | Reduced |
| Mirabella Financial Services LLP | 203 | $308.6K | 0.02% | +48+31.0% | Added |
| 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 |
| BI Asset Management Fondsmaeglerselskab A/S | 195 | $297.0K | 0.01% | −172−46.9% | Reduced |
| Stratos Wealth Partners, LTD. | 195 | $296.7K | 0.00% | +37+23.4% | Added |
| Heartwood Wealth Advisors LLC | 194 | $295.2K | 0.04% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 193 | $293.6K | 0.00% | −229−54.3% | Reduced |
| Greenleaf Trust | 192 | $292.1K | 0.00% | +3+1.6% | Added |
| Daymark Wealth Partners, LLC | 192 | $292.1K | 0.02% | +5+2.7% | Added |
| Fifth Third Bancorp | 192 | $292.1K | 0.00% | +21+12.3% | Added |
| Leavell Investment Management, Inc. | 192 | $292.0K | 0.02% | −2−1.0% | Reduced |
| Avantax Advisory Services, Inc. | 191 | $290.6K | 0.00% | −6−3.0% | Reduced |
| Inlet Private Wealth, LLC | 191 | $290.6K | 0.08% | +191 | New |
| UniSuper Management Pty Ltd | 190 | $289.1K | 0.00% | +90+90.0% | Added |
| HighPoint Advisor Group LLC | 176 | $288.0K | 0.02% | +22+14.3% | Added |
| Howland Capital Management LLC | 189 | $287.6K | 0.01% | +189 | New |
| Traphagen Investment Advisors LLC | 188 | $286.3K | 0.03% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 188 | $286.0K | 0.05% | +2+1.1% | Added |
| CM Wealth Advisors LLC | 177 | $285.9K | 0.08% | +177 | New |
| RMR Capital Management, LLC | 186 | $283.0K | 0.28% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 184 | $277.7K | 0.02% | +184 | New |
| GWM Advisors LLC | 182 | $276.9K | 0.00% | −7−3.7% | Reduced |
| Covestor Ltd | 181 | $276.0K | 0.18% | +150+483.9% | Added |
| Northwest Quadrant Wealth Management, LLC | 181 | $275.4K | 0.07% | −10−5.2% | Reduced |
| Studio Investment Management LLC | 181 | $275.4K | 0.07% | +181 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 177 | $269.3K | 0.01% | −5−2.7% | Reduced |
| AXA S.A. | 175 | $266.3K | 0.00% | −4−2.2% | Reduced |
| Am Investment Strategies LLC | 175 | $266.0K | 0.07% | +175 | New |
| Snowden Capital Advisors LLC | 173 | $263.2K | 0.01% | −134−43.6% | Reduced |
| Epic Trust Investment Advisors, LLC | 173 | $263.2K | 0.32% | +11+6.8% | Added |
| Hunting Hill Global Capital, LLC | 172 | $261.7K | 0.15% | +172 | New |
| Tocqueville Asset Management L.P. | 171 | $260.2K | 0.00% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 170 | $258.7K | 0.04% | +170 | New |
| Bleakley Financial Group, LLC | 167 | $254.1K | 0.01% | −17−9.2% | Reduced |
| Simplicity Wealth,LLC | 167 | $254.1K | 0.01% | +167 | New |
| waypoint wealth counsel | 166 | $252.6K | 0.19% | −45−21.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 166 | $252.6K | 0.02% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 164 | $249.5K | 0.00% | +164 | New |
| Tower Research Capital LLC (TRC) | 163 | $248.0K | 0.01% | −168−50.8% | Reduced |
| Dimension Capital Management LLC | 162 | $246.5K | 0.05% | 00.0% | Unchanged |
| AE Wealth Management LLC | 161 | $245.0K | 0.00% | −252−61.0% | Reduced |
| Boston Private Wealth LLC | 159 | $241.9K | 0.01% | −10−5.9% | Reduced |
| Lido Advisors, LLC | 158 | $240.6K | 0.00% | −1−0.6% | Reduced |
| Wills Financial Group, Inc. | 157 | $238.9K | 0.11% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 158 | $238.5K | 0.01% | +158 | New |
| Bremer Bank National Association | 155 | $235.8K | 0.04% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 153 | $232.8K | 0.03% | −2−1.3% | Reduced |
| Atria Wealth Solutions, Inc. | 153 | $232.8K | 0.00% | +153 | New |
| Marcum Wealth, LLC | 151 | $229.7K | 0.02% | −2−1.3% | Reduced |
| Signaturefd, LLC | 151 | $229.7K | 0.00% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 149 | $226.7K | 0.12% | +149 | New |
| Accretive Wealth Partners, LLC | 143 | $226.1K | 0.10% | +143 | New |
| Schechter Investment Advisors, LLC | 147 | $223.7K | 0.02% | +147 | New |
| Capital Investment Advisory Services, LLC | 145 | $220.6K | 0.02% | −25−14.7% | Reduced |
| Thoroughbred Financial Services, LLC | 144 | $219.0K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 141 | $215.0K | 0.04% | +141 | New |
| Crossmark Global Holdings, Inc. | 141 | $215.0K | 0.00% | +141 | New |
| Arlington Trust Co LLC | 141 | $214.5K | 0.06% | −1−0.7% | Reduced |
| Beacon Financial Group | 141 | $214.5K | 0.02% | 00.0% | Unchanged |
| MBL Wealth, LLC | 141 | $214.5K | 0.02% | 00.0% | Unchanged |