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 |
|---|---|---|---|---|---|
| Cypress Capital Group | 139 | $211.5K | 0.03% | −29−17.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 138 | $210.0K | 0.00% | +58+72.5% | Added |
| Oak Thistle LLC | 138 | $210.0K | 0.19% | +138 | New |
| Tiaa Trust, National Association | 138 | $210.0K | 0.00% | −8−5.5% | Reduced |
| Trust Co of Virginia | 138 | $210.0K | 0.02% | +138 | New |
| Guardian Wealth Advisors, LLC | 138 | $210.0K | 0.03% | +138 | New |
| Silverlake Wealth Management LLC | 138 | $210.0K | 0.11% | +138 | New |
| Balentine LLC | 136 | $206.9K | 0.01% | −86−38.7% | Reduced |
| Checchi Capital Advisers, LLC | 135 | $205.4K | 0.02% | −8−5.6% | Reduced |
| Moneta Group Investment Advisors LLC | 134 | $203.9K | 0.00% | +134 | New |
| Ironwood Investment Counsel, LLC | 133 | $202.4K | 0.04% | −53−28.5% | Reduced |
| Tucker Asset Management LLC | 130 | $197.8K | 0.05% | −3−2.3% | Reduced |
| Huntington National Bank | 130 | $197.8K | 0.00% | +8+6.6% | Added |
| Motco | 115 | $175.0K | 0.01% | +115 | New |
| Rakuten Investment Management, Inc. | 114 | $173.4K | 0.00% | +105+1,166.7% | Added |
| Hexagon Capital Partners LLC | 112 | $170.4K | 0.04% | 00.0% | Unchanged |
| American International Group, Inc. | 108 | $164.3K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 107 | $162.8K | 0.00% | +107 | New |
| Allworth Financial LP | 98 | $149.1K | 0.00% | −3−3.0% | Reduced |
| Farther Finance Advisors, LLC | 96 | $144.8K | 0.01% | +14+17.1% | Added |
| Colonial Trust Advisors | 93 | $141.5K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 91 | $138.5K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 84 | $127.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 76 | $115.6K | 0.01% | +23+43.4% | Added |
| Jones Financial Companies LLLP | 76 | $115.6K | 0.00% | +76 | New |
| IFP Advisors, Inc | 75 | $114.1K | 0.01% | +1+1.4% | Added |
| Evolution Advisers, Inc. | 73 | $110.0K | 0.06% | +2+2.8% | Added |
| Mendota Financial Group, LLC | 72 | $109.5K | 0.06% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 71 | $106.6K | 0.00% | +12+20.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 70 | $106.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 67 | $101.9K | 0.00% | −50−42.7% | Reduced |
| Capital Analysts, LLC | 60 | $91.0K | 0.00% | +3+5.3% | Added |
| Quadrant Capital Group LLC | 58 | $88.2K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 58 | $88.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 56 | $85.2K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 55 | $83.7K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 53 | $80.6K | 0.01% | +53 | New |
| South State Corp. | 52 | $79.1K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 52 | $79.1K | 0.04% | +10+23.8% | Added |
| Prestige Wealth Management Group LLC | 51 | $77.6K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 50 | $76.4K | 0.02% | −50−50.0% | Reduced |
| Evermay Wealth Management LLC | 49 | $74.6K | 0.01% | +49 | New |
| Pinnacle Bancorp, Inc. | 47 | $71.5K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 47 | $71.5K | 0.00% | +20+74.1% | Added |
| Carmichael Hill & Associates, Inc. | 40 | $60.9K | 0.03% | 00.0% | Unchanged |
| Centennial Bank | 40 | $60.9K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 40 | $60.9K | 0.01% | +3+8.1% | Added |
| Westpac Banking Corp | 40 | $60.9K | 0.00% | +18+81.8% | Added |
| Bogart Wealth, LLC | 39 | $59.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 38 | $57.8K | 0.01% | +18+90.0% | Added |
| Maryland Capital Advisors Inc. | 32 | $48.7K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $48.7K | 0.01% | +31+3,100.0% | Added |
| Denali Advisors LLC | 30 | $45.6K | 0.01% | −1−3.2% | Reduced |
| Planning Capital Management Corp | 28 | $42.6K | 0.03% | 00.0% | Unchanged |
| Delta Asset Management LLC | 28 | $42.6K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 28 | $42.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 25 | $40.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 26 | $39.6K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 22 | $33.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 22 | $33.5K | 0.00% | +1+4.8% | Added |
| Private Trust Co NA | 21 | $32.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $27.4K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 18 | $27.4K | 0.01% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 17 | $25.9K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 16 | $24.3K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 16 | $24.3K | 0.01% | +16 | New |
| Pin Oak Investment Advisors Inc | 16 | $24.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 15 | $22.8K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 15 | $22.8K | 0.00% | +2+15.4% | Added |
| SJS Investment Consulting Inc. | 13 | $19.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 13 | $19.8K | 0.01% | +1+8.3% | Added |
| Bruce G. Allen Investments, LLC | 13 | $19.8K | 0.02% | −2−13.3% | Reduced |
| Valley National Advisers Inc | 13 | $19.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 12 | $18.3K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 12 | $18.3K | 0.00% | +12 | New |
| Adirondack Trust Co | 12 | $18.3K | 0.01% | +2+20.0% | Added |
| Asset Dedication, LLC | 11 | $17.0K | 0.00% | −8−42.1% | Reduced |
| Truvestments Capital LLC | 11 | $16.7K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 11 | $16.7K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 11 | $16.7K | 0.01% | +11 | New |
| Bangor Savings Bank | 10 | $15.2K | 0.00% | 00.0% | Unchanged |
| Trust Co | 10 | $15.2K | 0.00% | +10 | New |
| Credential Qtrade Securities Inc. | 10 | $15.2K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 10 | $15.2K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $15.0K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 9 | $13.7K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 9 | $13.7K | 0.01% | +1+12.5% | Added |
| Leonteq Securities AG | 9 | $13.7K | 0.00% | +2+28.6% | Added |
| Rosenberg Matthew Hamilton | 9 | $13.6K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 8 | $12.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 8 | $12.2K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 8 | $11.5K | 0.01% | +3+60.0% | Added |
| NBC Securities, Inc. | 7 | $11.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7 | $10.7K | 0.00% | −6−46.2% | Reduced |
| Legacy Bridge, LLC | 7 | $10.7K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 7 | $10.7K | 0.00% | −60−89.6% | Reduced |
| Creative Financial Designs Inc | 7 | $10.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 7 | $10.7K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 7 | $10.7K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 7 | $10.7K | 0.01% | +7 | New |