Skip to main content

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.

Institutional holdersQ2 2024: 812 institutions
Q1 2021: 575 institutionsQ2 2021: 589 institutionsQ3 2021: 594 institutionsQ4 2021: 638 institutionsQ1 2022: 639 institutionsQ2 2022: 642 institutionsQ3 2022: 636 institutionsQ4 2022: 675 institutionsQ1 2023: 676 institutionsQ2 2023: 700 institutionsQ3 2023: 739 institutionsQ4 2023: 733 institutionsQ1 2024: 745 institutionsQ2 2024: 812 institutionsQ3 2024: 794 institutionsQ4 2024: 832 institutionsQ1 2025: 852 institutionsQ2 2025: 854 institutionsQ3 2025: 855 institutionsQ4 2025: 924 institutionsQ1 2026: 930 institutionsQ2 2026: 930 institutions
Value heldQ2 2024: $15.7B
Q1 2021: $12.1BQ2 2021: $12.6BQ3 2021: $12.6BQ4 2021: $12.9BQ1 2022: $15.8BQ2 2022: $13.7BQ3 2022: $11.3BQ4 2022: $13.7BQ1 2023: $13.2BQ2 2023: $14.2BQ3 2023: $15.0BQ4 2023: $14.5BQ1 2024: $15.4BQ2 2024: $15.7BQ3 2024: $15.4BQ4 2024: $17.2BQ1 2025: $19.0BQ2 2025: $20.1BQ3 2025: $18.9BQ4 2025: $21.1BQ1 2026: $18.5BQ2 2026: $18.8B
Institutions holding MKL and their total value by quarter
QuarterHoldersValue
Q2 2026930$18.8B
Q1 2026930$18.5B
Q4 2025924$21.1B
Q3 2025855$18.9B
Q2 2025854$20.1B
Q1 2025852$19.0B
Q4 2024832$17.2B
Q3 2024794$15.4B
Q2 2024812$15.7B
Q1 2024745$15.4B
Q4 2023733$14.5B
Q3 2023739$15.0B
Q2 2023700$14.2B
Q1 2023676$13.2B
Q4 2022675$13.7B
Q3 2022636$11.3B
Q2 2022642$13.7B
Q1 2022639$15.8B
Q4 2021638$12.9B
Q3 2021594$12.6B
Q2 2021589$12.6B
Q1 2021575$12.1B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Markel Group Inc.; share changes are against Q1 2024.

Institutions holding MKL in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Marcum Wealth, LLC165$260.0K0.03%+14+9.3%Added
waypoint wealth counsel166$261.6K0.20%00.0%Unchanged
CWM Advisors, LLC167$263.1K0.03%−125−42.8%Reduced
Diversify Advisory Services, LLC170$264.0K0.01%−207−54.9%Reduced
Culbertson A N & Co Inc170$267.9K0.05%00.0%Unchanged
Fifth Third Bancorp171$269.4K0.00%−21−10.9%Reduced
Tocqueville Asset Management L.P.171$269.4K0.00%00.0%Unchanged
Empowered Funds, LLC172$271.0K0.00%−137−44.3%Reduced
Hunting Hill Global Capital, LLC172$271.0K0.13%00.0%Unchanged
Entropy Technologies, LP174$274.2K0.03%−400−69.7%Reduced
Snowden Capital Advisors LLC175$275.7K0.01%+2+1.2%Added
Am Investment Strategies LLC175$276.0K0.07%00.0%Unchanged
Symmetry Partners, LLC176$277.0K0.01%−37−17.4%Reduced
Stratos Wealth Partners, LTD.176$277.3K0.00%−19−9.7%Reduced
American Trust176$277.3K0.02%+176New
GWM Advisors LLC176$277.3K0.00%−6−3.3%Reduced
Invictus Private Wealth, LLC178$280.5K0.02%−27−13.2%Reduced
Studio Investment Management LLC179$282.0K0.06%−2−1.1%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management179$282.0K0.01%+2+1.1%Added
AXA S.A.180$283.6K0.00%+5+2.9%Added
Rakuten Investment Management, Inc.180$284.2K0.00%+66+57.9%Added
Northwest Quadrant Wealth Management, LLC181$285.2K0.07%00.0%Unchanged
Epic Trust Investment Advisors, LLC181$285.2K0.31%+8+4.6%Added
Capital Asset Advisory Services LLC184$285.7K0.02%00.0%Unchanged
Guggenheim Capital LLC182$286.8K0.00%−8,582−97.9%Reduced
Act Two Investors LLC182$286.8K0.06%+182New
Fidelis Capital Partners, LLC192$287.0K0.04%−8−4.0%Reduced
Centiva Capital, LP183$288.3K0.01%+183New
ORG Partners LLC184$289.9K0.04%+184New
HighPoint Advisor Group LLC176$290.0K0.02%00.0%Unchanged
RMR Capital Management, LLC186$293.1K0.27%00.0%Unchanged
Qtron Investments LLC188$296.2K0.04%−283−60.1%Reduced
Traphagen Investment Advisors LLC188$296.2K0.03%00.0%Unchanged
Howland Capital Management LLC189$297.8K0.01%00.0%Unchanged
Simplicity Wealth,LLC189$297.8K0.01%+22+13.2%Added
Bleakley Financial Group, LLC189$297.8K0.01%+22+13.2%Added
Jackson Hole Capital Partners, LLC190$299.4K0.07%+190New
Salomon & Ludwin, LLC191$301.0K0.03%−193−50.3%Reduced
Greenleaf Trust191$301.0K0.00%−1−0.5%Reduced
Inlet Private Wealth, LLC191$301.0K0.08%00.0%Unchanged
Alhambra Investment Partners LLC192$302.5K0.17%+43+28.9%Added
Lido Advisors, LLC192$303.0K0.00%+34+21.5%Added
Motley Fool Asset Management LLC194$305.6K0.02%−9−4.4%Reduced
Heartwood Wealth Advisors LLC194$305.7K0.04%00.0%Unchanged
Legacy Capital Wealth Partners, LLC194$305.7K0.08%+194New
AE Wealth Management LLC194$305.7K0.00%+33+20.5%Added
Thompson Davis & Co., Inc.196$308.8K0.27%+196New
Cresset Asset Management, LLC197$310.4K0.00%+4+2.1%Added
Baker Tilly Wealth Management, LLC198$312.0K0.13%+10+5.3%Added
Aptus Capital Advisors, LLC200$315.1K0.01%00.0%Unchanged
Frank, Rimerman Advisors LLC200$315.1K0.02%+200New
Equitable Trust Co206$324.6K0.02%−3−1.4%Reduced
Evergreen Capital Management LLC206$324.6K0.01%00.0%Unchanged
Evercore Wealth Management, LLC209$329.3K0.01%00.0%Unchanged
Parsons Capital Management Inc210$330.9K0.02%00.0%Unchanged
Forum Financial Management, LP210$330.9K0.01%+1+0.5%Added
J.W. Cole Advisors, Inc.211$332.5K0.02%−13−5.8%Reduced
Fiduciary Financial Group, LLC207$333.4K0.08%+207New
Daymark Wealth Partners, LLC212$334.0K0.02%+20+10.4%Added
Avestar Capital, LLC214$337.2K0.04%−458−68.2%Reduced
CWM, LLC215$339.0K0.00%+1+0.5%Added
Isthmus Partners, LLC216$340.3K0.04%00.0%Unchanged
Simplex Trading, LLC217$341.0K0.01%+217New
nVerses Capital, LLC220$346.6K0.21%+220New
IHT Wealth Management, LLC221$348.2K0.01%+1+0.5%Added
Manchester Financial Inc221$348.2K0.09%−10−4.3%Reduced
Versor Investments LP221$348.2K0.06%+221New
Acadian Asset Management LLC225$353.0K0.00%+225New
Independent Financial Group, LLC225$354.5K0.01%+225New
Ossiam226$356.1K0.01%+8+3.7%Added
Benjamin F. Edwards & Company, Inc.229$361.0K0.01%+91+65.9%Added
One Wealth Advisors, LLC238$362.2K0.08%−28−10.5%Reduced
Manchester Capital Management LLC233$367.1K0.04%+25+12.0%Added
Haverford Trust Co233$367.1K0.00%+233New
Worldquant Millennium Advisors LLC234$368.7K0.00%+234New
Vestcor Inc234$369.0K0.01%00.0%Unchanged
FineMark National Bank & Trust235$370.3K0.01%−10−4.1%Reduced
Dakota Wealth Management236$371.9K0.01%+30+14.6%Added
Wambolt & Associates, LLC240$378.1K0.11%00.0%Unchanged
Virtu Financial LLC241$379.0K0.03%−371−60.6%Reduced
Meiji Yasuda Asset Management Co Ltd.243$382.9K0.02%+2+0.8%Added
Park Avenue Securities LLC246$388.0K0.00%00.0%Unchanged
Sebold Capital Management, Inc.247$389.2K0.27%+1+0.4%Added
Norman Fields, Gottscho Capital Management, LLC250$390.0K0.14%00.0%Unchanged
Old National Bancorp249$392.3K0.01%−31−11.1%Reduced
Trustmark National Bank Trust Department250$393.9K0.03%00.0%Unchanged
Financial Advocates Investment Management251$395.5K0.02%+6+2.4%Added
Gilliland Jeter Wealth Management LLC253$398.6K0.13%00.0%Unchanged
QRG Capital Management, Inc.254$400.2K0.00%−436−63.2%Reduced
Opal Wealth Advisors, LLC254$400.2K0.13%−72−22.1%Reduced
Flagstone Financial Management254$400.2K0.15%00.0%Unchanged
Wiley Bros.-Aintree Capital, LLC255$401.8K0.02%+255New
MCF Advisors LLC255$401.8K0.03%00.0%Unchanged
Crestwood Advisors Group LLC256$403.4K0.01%−2−0.8%Reduced
Yousif Capital Management, LLC258$406.5K0.00%−6−2.3%Reduced
Oppenheimer Asset Management Inc.258$406.5K0.01%+4+1.6%Added
Hara Capital LLC261$411.2K0.26%−50−16.1%Reduced
Allen Investment Management LLC262$412.8K0.01%00.0%Unchanged
Sentry Investment Management LLC263$414.0K0.18%−54−17.0%Reduced
Coldstream Capital Management Inc263$414.4K0.01%+3+1.2%Added