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, Q2 2024
Institutional positions in Markel Group Inc. as of Jun 30, 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
- 812
- +75 vs. Q1 2024
- Shares held
- 9.99M
- −187.1K (−1.8%) vs. Q1 2024
- Total value
- $15.7B
- +$401.8M (+2.6%) vs. Q1 2024
- New holders
- 116
- 238 more added
- Sold out
- 41
- 280 more reduced
8 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Markel Group Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Marcum Wealth, LLC | 165 | $260.0K | 0.03% | +14+9.3% | Added |
| waypoint wealth counsel | 166 | $261.6K | 0.20% | 00.0% | Unchanged |
| CWM Advisors, LLC | 167 | $263.1K | 0.03% | −125−42.8% | Reduced |
| Diversify Advisory Services, LLC | 170 | $264.0K | 0.01% | −207−54.9% | Reduced |
| Culbertson A N & Co Inc | 170 | $267.9K | 0.05% | 00.0% | Unchanged |
| Fifth Third Bancorp | 171 | $269.4K | 0.00% | −21−10.9% | Reduced |
| Tocqueville Asset Management L.P. | 171 | $269.4K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 172 | $271.0K | 0.00% | −137−44.3% | Reduced |
| Hunting Hill Global Capital, LLC | 172 | $271.0K | 0.13% | 00.0% | Unchanged |
| Entropy Technologies, LP | 174 | $274.2K | 0.03% | −400−69.7% | Reduced |
| Snowden Capital Advisors LLC | 175 | $275.7K | 0.01% | +2+1.2% | Added |
| Am Investment Strategies LLC | 175 | $276.0K | 0.07% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 176 | $277.0K | 0.01% | −37−17.4% | Reduced |
| Stratos Wealth Partners, LTD. | 176 | $277.3K | 0.00% | −19−9.7% | Reduced |
| American Trust | 176 | $277.3K | 0.02% | +176 | New |
| GWM Advisors LLC | 176 | $277.3K | 0.00% | −6−3.3% | Reduced |
| Invictus Private Wealth, LLC | 178 | $280.5K | 0.02% | −27−13.2% | Reduced |
| Studio Investment Management LLC | 179 | $282.0K | 0.06% | −2−1.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 179 | $282.0K | 0.01% | +2+1.1% | Added |
| AXA S.A. | 180 | $283.6K | 0.00% | +5+2.9% | Added |
| Rakuten Investment Management, Inc. | 180 | $284.2K | 0.00% | +66+57.9% | Added |
| Northwest Quadrant Wealth Management, LLC | 181 | $285.2K | 0.07% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 181 | $285.2K | 0.31% | +8+4.6% | Added |
| Capital Asset Advisory Services LLC | 184 | $285.7K | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 182 | $286.8K | 0.00% | −8,582−97.9% | Reduced |
| Act Two Investors LLC | 182 | $286.8K | 0.06% | +182 | New |
| Fidelis Capital Partners, LLC | 192 | $287.0K | 0.04% | −8−4.0% | Reduced |
| Centiva Capital, LP | 183 | $288.3K | 0.01% | +183 | New |
| ORG Partners LLC | 184 | $289.9K | 0.04% | +184 | New |
| HighPoint Advisor Group LLC | 176 | $290.0K | 0.02% | 00.0% | Unchanged |
| RMR Capital Management, LLC | 186 | $293.1K | 0.27% | 00.0% | Unchanged |
| Qtron Investments LLC | 188 | $296.2K | 0.04% | −283−60.1% | Reduced |
| Traphagen Investment Advisors LLC | 188 | $296.2K | 0.03% | 00.0% | Unchanged |
| Howland Capital Management LLC | 189 | $297.8K | 0.01% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 189 | $297.8K | 0.01% | +22+13.2% | Added |
| Bleakley Financial Group, LLC | 189 | $297.8K | 0.01% | +22+13.2% | Added |
| Jackson Hole Capital Partners, LLC | 190 | $299.4K | 0.07% | +190 | New |
| Salomon & Ludwin, LLC | 191 | $301.0K | 0.03% | −193−50.3% | Reduced |
| Greenleaf Trust | 191 | $301.0K | 0.00% | −1−0.5% | Reduced |
| Inlet Private Wealth, LLC | 191 | $301.0K | 0.08% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 192 | $302.5K | 0.17% | +43+28.9% | Added |
| Lido Advisors, LLC | 192 | $303.0K | 0.00% | +34+21.5% | Added |
| Motley Fool Asset Management LLC | 194 | $305.6K | 0.02% | −9−4.4% | Reduced |
| Heartwood Wealth Advisors LLC | 194 | $305.7K | 0.04% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 194 | $305.7K | 0.08% | +194 | New |
| AE Wealth Management LLC | 194 | $305.7K | 0.00% | +33+20.5% | Added |
| Thompson Davis & Co., Inc. | 196 | $308.8K | 0.27% | +196 | New |
| Cresset Asset Management, LLC | 197 | $310.4K | 0.00% | +4+2.1% | Added |
| Baker Tilly Wealth Management, LLC | 198 | $312.0K | 0.13% | +10+5.3% | Added |
| Aptus Capital Advisors, LLC | 200 | $315.1K | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 200 | $315.1K | 0.02% | +200 | New |
| Equitable Trust Co | 206 | $324.6K | 0.02% | −3−1.4% | Reduced |
| Evergreen Capital Management LLC | 206 | $324.6K | 0.01% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 209 | $329.3K | 0.01% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 210 | $330.9K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 210 | $330.9K | 0.01% | +1+0.5% | Added |
| J.W. Cole Advisors, Inc. | 211 | $332.5K | 0.02% | −13−5.8% | Reduced |
| Fiduciary Financial Group, LLC | 207 | $333.4K | 0.08% | +207 | New |
| Daymark Wealth Partners, LLC | 212 | $334.0K | 0.02% | +20+10.4% | Added |
| Avestar Capital, LLC | 214 | $337.2K | 0.04% | −458−68.2% | Reduced |
| CWM, LLC | 215 | $339.0K | 0.00% | +1+0.5% | Added |
| Isthmus Partners, LLC | 216 | $340.3K | 0.04% | 00.0% | Unchanged |
| Simplex Trading, LLC | 217 | $341.0K | 0.01% | +217 | New |
| nVerses Capital, LLC | 220 | $346.6K | 0.21% | +220 | New |
| IHT Wealth Management, LLC | 221 | $348.2K | 0.01% | +1+0.5% | Added |
| Manchester Financial Inc | 221 | $348.2K | 0.09% | −10−4.3% | Reduced |
| Versor Investments LP | 221 | $348.2K | 0.06% | +221 | New |
| Acadian Asset Management LLC | 225 | $353.0K | 0.00% | +225 | New |
| Independent Financial Group, LLC | 225 | $354.5K | 0.01% | +225 | New |
| Ossiam | 226 | $356.1K | 0.01% | +8+3.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 229 | $361.0K | 0.01% | +91+65.9% | Added |
| One Wealth Advisors, LLC | 238 | $362.2K | 0.08% | −28−10.5% | Reduced |
| Manchester Capital Management LLC | 233 | $367.1K | 0.04% | +25+12.0% | Added |
| Haverford Trust Co | 233 | $367.1K | 0.00% | +233 | New |
| Worldquant Millennium Advisors LLC | 234 | $368.7K | 0.00% | +234 | New |
| Vestcor Inc | 234 | $369.0K | 0.01% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 235 | $370.3K | 0.01% | −10−4.1% | Reduced |
| Dakota Wealth Management | 236 | $371.9K | 0.01% | +30+14.6% | Added |
| Wambolt & Associates, LLC | 240 | $378.1K | 0.11% | 00.0% | Unchanged |
| Virtu Financial LLC | 241 | $379.0K | 0.03% | −371−60.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 243 | $382.9K | 0.02% | +2+0.8% | Added |
| Park Avenue Securities LLC | 246 | $388.0K | 0.00% | 00.0% | Unchanged |
| Sebold Capital Management, Inc. | 247 | $389.2K | 0.27% | +1+0.4% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 250 | $390.0K | 0.14% | 00.0% | Unchanged |
| Old National Bancorp | 249 | $392.3K | 0.01% | −31−11.1% | Reduced |
| Trustmark National Bank Trust Department | 250 | $393.9K | 0.03% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 251 | $395.5K | 0.02% | +6+2.4% | Added |
| Gilliland Jeter Wealth Management LLC | 253 | $398.6K | 0.13% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 254 | $400.2K | 0.00% | −436−63.2% | Reduced |
| Opal Wealth Advisors, LLC | 254 | $400.2K | 0.13% | −72−22.1% | Reduced |
| Flagstone Financial Management | 254 | $400.2K | 0.15% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 255 | $401.8K | 0.02% | +255 | New |
| MCF Advisors LLC | 255 | $401.8K | 0.03% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 256 | $403.4K | 0.01% | −2−0.8% | Reduced |
| Yousif Capital Management, LLC | 258 | $406.5K | 0.00% | −6−2.3% | Reduced |
| Oppenheimer Asset Management Inc. | 258 | $406.5K | 0.01% | +4+1.6% | Added |
| Hara Capital LLC | 261 | $411.2K | 0.26% | −50−16.1% | Reduced |
| Allen Investment Management LLC | 262 | $412.8K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 263 | $414.0K | 0.18% | −54−17.0% | Reduced |
| Coldstream Capital Management Inc | 263 | $414.4K | 0.01% | +3+1.2% | Added |