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 |
|---|---|---|---|---|---|
| Point72 Hong Kong Ltd | 264 | $416.0K | 0.03% | +264 | New |
| Tritonpoint Wealth, LLC | 265 | $416.8K | 0.04% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 265 | $417.6K | 0.20% | −8−2.9% | Reduced |
| Cadent Capital Advisors, LLC | 269 | $423.9K | 0.17% | 00.0% | Unchanged |
| Wedbush Securities Inc | 269 | $424.0K | 0.02% | −22−7.6% | Reduced |
| Lodestone Wealth Management LLC | 269 | $424.3K | 0.23% | −4−1.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 271 | $427.0K | 0.00% | −4,241−94.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 272 | $428.6K | 0.00% | −72−20.9% | Reduced |
| Avantax Advisory Services, Inc. | 273 | $430.2K | 0.00% | +82+42.9% | Added |
| Dover Advisors, LLC | 275 | $433.3K | 0.27% | +3+1.1% | Added |
| Acima Private Wealth, LLC | 276 | $434.9K | 0.16% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 276 | $434.9K | 0.01% | +113+69.3% | Added |
| Leavell Investment Management, Inc. | 276 | $435.0K | 0.02% | +84+43.8% | Added |
| Wallace Advisory Group, LLC | 280 | $441.2K | 0.32% | −5−1.8% | Reduced |
| Bay Rivers Group | 285 | $449.1K | 0.23% | −25−8.1% | Reduced |
| Verition Fund Management LLC | 287 | $452.2K | 0.00% | +287 | New |
| Aigen Investment Management, LP | 291 | $458.5K | 0.09% | +291 | New |
| Ashton Thomas Private Wealth, LLC | 292 | $460.1K | 0.03% | −79−21.3% | Reduced |
| Oxford Asset Management LLP | 297 | $468.0K | 0.46% | +297 | New |
| Scientech Research LLC | 300 | $472.7K | 0.10% | +300 | New |
| Siemens Fonds Invest GmbH | 301 | $474.3K | 0.04% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 303 | $477.4K | 0.30% | +28+10.2% | Added |
| NBT Bank N A | 304 | $479.0K | 0.03% | −70−18.7% | Reduced |
| Beacon Investment Advisors LLC | 304 | $479.0K | 0.25% | +5+1.7% | Added |
| AdvisorNet Financial, Inc | 307 | $483.7K | 0.04% | +28+10.0% | Added |
| Citizens Financial Group Inc | 309 | $486.9K | 0.01% | +309 | New |
| Coastal Investment Advisors, Inc. | 309 | $486.9K | 0.10% | +309 | New |
| UniSuper Management Pty Ltd | 310 | $488.5K | 0.00% | +120+63.2% | Added |
| Taylor Hoffman Wealth Management | 320 | $504.1K | 0.21% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 320 | $504.2K | 0.01% | −74−18.8% | Reduced |
| Marks Group Wealth Management, Inc | 321 | $505.8K | 0.05% | −19−5.6% | Reduced |
| Apollon Wealth Management, LLC | 325 | $512.1K | 0.02% | −32−9.0% | Reduced |
| Winthrop Advisory Group LLC | 327 | $515.2K | 0.07% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 333 | $524.7K | 0.09% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 333 | $524.7K | 0.03% | −6−1.8% | Reduced |
| Gsa Capital Partners LLP | 333 | $525.0K | 0.04% | +46+16.0% | Added |
| Conestoga Capital Advisors, LLC | 335 | $527.8K | 0.01% | −120−26.4% | Reduced |
| Front Street Capital Management, Inc. | 348 | $532.0K | 0.10% | +40+13.0% | Added |
| Boyar Asset Management Inc. | 338 | $532.6K | 0.37% | +13+4.0% | Added |
| Madison Asset Management, LLC | 341 | $538.0K | 0.01% | −197−36.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 342 | $538.9K | 0.03% | +6+1.8% | Added |
| Dark Forest Capital Management LP | 343 | $540.5K | 0.10% | +343 | New |
| Glenmede Trust Co NA | 344 | $542.0K | 0.00% | +40+13.2% | Added |
| Kestra Private Wealth Services, LLC | 350 | $551.5K | 0.01% | −22−5.9% | Reduced |
| Cumberland Partners Ltd | 350 | $551.5K | 0.04% | +350 | New |
| Prime Capital Investment Advisors, LLC | 351 | $553.1K | 0.01% | −2−0.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 351 | $553.1K | 0.01% | +74+26.7% | Added |
| Massmutual Trust Co FSB | 354 | $557.8K | 0.02% | −23−6.1% | Reduced |
| Ritholtz Wealth Management | 357 | $562.5K | 0.02% | −38−9.6% | Reduced |
| Synovus Financial Corp | 358 | $564.1K | 0.01% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 360 | $567.2K | 0.15% | −66−15.5% | Reduced |
| Diversify Wealth Management, LLC | 376 | $568.4K | 0.07% | +376 | New |
| Baxter Bros Inc | 366 | $576.7K | 0.08% | −50−12.0% | Reduced |
| Cross Staff Investments Inc | 370 | $583.0K | 0.49% | 00.0% | Unchanged |
| MetLife Investment Management | 371 | $584.6K | 0.00% | +114+44.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 372 | $586.1K | 0.10% | 00.0% | Unchanged |
| Vident Advisory, LLC | 373 | $587.8K | 0.02% | +9+2.5% | Added |
| Mount Yale Investment Advisors, LLC | 377 | $594.0K | 0.05% | 00.0% | Unchanged |
| Elgethun Capital Management | 378 | $595.6K | 0.15% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 381 | $600.3K | 0.01% | +381 | New |
| Spire Wealth Management | 389 | $612.7K | 0.02% | −6−1.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 389 | $612.9K | 0.00% | −268−40.8% | Reduced |
| WealthPlan Investment Management, LLC | 393 | $619.2K | 0.09% | +159+67.9% | Added |
| Cary Street Partner Investment Advisory LLC | 398 | $627.1K | 0.03% | −7−1.7% | Reduced |
| Calamos Wealth Management LLC | 400 | $630.3K | 0.03% | −100−20.0% | Reduced |
| Harvest Investment Services, LLC | 401 | $631.8K | 0.25% | −85−17.5% | Reduced |
| ExodusPoint Capital Management, LP | 404 | $637.0K | 0.01% | +404 | New |
| Linden Thomas Advisory Services, LLC | 405 | $638.1K | 0.10% | +4+1.0% | Added |
| MainStreet Investment Advisors LLC | 407 | $641.3K | 0.08% | −1−0.2% | Reduced |
| Oak Grove Capital LLC | 410 | $646.0K | 0.17% | +75+22.4% | Added |
| SG Americas Securities, LLC | 418 | $659.0K | 0.00% | −726−63.5% | Reduced |
| Y.D. More Investments Ltd | 420 | $661.8K | 0.07% | +420 | New |
| Intrinsic Value Partners, LLC | 422 | $664.9K | 0.69% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 424 | $668.1K | 0.12% | −13−3.0% | Reduced |
| Private Advisor Group, LLC | 429 | $676.0K | 0.00% | −25−5.5% | Reduced |
| Brave Asset Management Inc | 439 | $691.7K | 0.18% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 440 | $693.3K | 0.10% | −69−13.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 441 | $694.9K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 445 | $701.2K | 0.02% | −390−46.7% | Reduced |
| CIBC Asset Management Inc | 446 | $702.7K | 0.00% | +11+2.5% | Added |
| Perigon Wealth Management, LLC | 447 | $704.3K | 0.02% | +2+0.4% | Added |
| Wetherby Asset Management Inc | 450 | $709.0K | 0.03% | +2+0.4% | Added |
| Raymond James Trust N.A. | 453 | $713.8K | 0.02% | −2−0.4% | Reduced |
| Omers Administration Corp | 457 | $720.1K | 0.01% | +457 | New |
| Vinva Investment Management Ltd | 459 | $724.8K | 0.04% | +459 | New |
| Mission Wealth Management, LP | 461 | $726.1K | 0.02% | −3−0.6% | Reduced |
| Metis Global Partners, LLC | 466 | $734.3K | 0.03% | +14+3.1% | Added |
| Financial Security Advisor, Inc. | 466 | $734.3K | 0.25% | −33−6.6% | Reduced |
| Sage Capital Advisors,llc | 500 | $787.8K | 0.23% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $787.8K | 0.06% | 00.0% | Unchanged |
| Ruffer LLP | 500 | $788.0K | 0.03% | −400−44.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 503 | $792.6K | 0.07% | +503 | New |
| Neuberger Berman Group LLC | 508 | $800.4K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 509 | $802.0K | 0.00% | −30−5.6% | Reduced |
| Royal Fund Management, LLC | 510 | $803.6K | 0.11% | −6−1.2% | Reduced |
| Bessemer Group Inc | 511 | $805.0K | 0.00% | −117−18.6% | Reduced |
| Central Pacific Bank - Trust Division | 514 | $809.9K | 0.10% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 521 | $820.9K | 0.02% | +2+0.4% | Added |
| Arete Wealth Advisors, LLC | 530 | $831.0K | 0.07% | +530 | New |
| Lakewood Asset Management LLC | 528 | $831.9K | 0.58% | +5+1.0% | Added |