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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 551 | $868.2K | 0.02% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 558 | $879.2K | 0.19% | 00.0% | Unchanged |
| Stephens Inc | 558 | $879.2K | 0.01% | +1+0.2% | Added |
| Tributary Capital Management, LLC | 561 | $883.9K | 0.07% | −9−1.6% | Reduced |
| Verdence Capital Advisors LLC | 562 | $885.5K | 0.08% | −14−2.4% | Reduced |
| CAPROCK Group, Inc. | 567 | $893.4K | 0.04% | +567 | New |
| Founders Capital Management, LLC | 568 | $895.0K | 0.16% | −78−12.1% | Reduced |
| Parisi Gray Wealth Management | 572 | $901.3K | 0.32% | +29+5.3% | Added |
| Virtus ETF Advisers LLC | 572 | $901.3K | 0.44% | +572 | New |
| Clearstead Advisors, LLC | 577 | $909.2K | 0.02% | +552+2,208.0% | Added |
| Smithfield Trust Co | 582 | $918.0K | 0.05% | −2−0.3% | Reduced |
| HB Wealth Management, LLC | 584 | $920.2K | 0.01% | +73+14.3% | Added |
| SRS Capital Advisors, Inc. | 585 | $921.8K | 0.09% | +84+16.8% | Added |
| Northwestern Mutual Wealth Management Co | 587 | $924.9K | 0.00% | +4+0.7% | Added |
| Carmel Capital Partners, LLC | 589 | $928.1K | 0.39% | +5+0.9% | Added |
| Kestra Advisory Services, LLC | 623 | $932.8K | 0.01% | −16−2.5% | Reduced |
| Shelter Ins Retirement Plan | 600 | $945.4K | 1.26% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 600 | $945.4K | 0.25% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 601 | $947.0K | 0.03% | −1,677−73.6% | Reduced |
| London Co of Virginia | 607 | $956.4K | 0.01% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 620 | $976.9K | 0.31% | −38−5.8% | Reduced |
| Brevan Howard Capital Management LP | 623 | $981.6K | 0.06% | +623 | New |
| Machina Capital S.A.S. | 628 | $989.5K | 0.44% | +628 | New |
| Resonant Capital Advisors, LLC | 641 | $1.01M | 0.08% | +44+7.4% | Added |
| JustInvest LLC | 648 | $1.02M | 0.02% | +123+23.4% | Added |
| Savant Capital, LLC | 651 | $1.03M | 0.01% | +358+122.2% | Added |
| Quantinno Capital Management LP | 673 | $1.06M | 0.02% | +20+3.1% | Added |
| Horst & Graben Wealth Management LLC | 676 | $1.07M | 0.20% | 00.0% | Unchanged |
| Fruth Investment Management | 685 | $1.08M | 0.29% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 687 | $1.08M | 0.48% | −3−0.4% | Reduced |
| Principal Securities, Inc. | 690 | $1.09M | 0.03% | −44−6.0% | Reduced |
| Credit Agricole S A | 699 | $1.10M | 0.01% | +462+194.9% | Added |
| Trust Co of Vermont | 701 | $1.10M | 0.06% | +84+13.6% | Added |
| Candriam Luxembourg S.C.A. | 703 | $1.11M | 0.01% | −203−22.4% | Reduced |
| CIBC World Markets Corp | 707 | $1.11M | 0.01% | +166+30.7% | Added |
| Alaska Permanent Fund Corp | 683 | $1.12M | 0.02% | +4+0.6% | Added |
| Hi-Line Capital Management, LLC | 722 | $1.14M | 0.48% | +722 | New |
| Intech Investment Management LLC | 728 | $1.15M | 0.01% | −30−4.0% | Reduced |
| Prudential Financial Inc | 729 | $1.15M | 0.00% | −29−3.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 729 | $1.15M | 0.00% | +729 | New |
| Nisa Investment Advisors, LLC | 730 | $1.15M | 0.01% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 737 | $1.16M | 0.09% | 00.0% | Unchanged |
| Prudential PLC | 738 | $1.16M | 0.01% | −44−5.6% | Reduced |
| Hunter Associates Investment Management LLC | 737 | $1.16M | 0.20% | +455+161.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 739 | $1.16M | 0.33% | −11−1.5% | Reduced |
| Aurora Investment Counsel | 746 | $1.18M | 0.69% | −87−10.4% | Reduced |
| Main Street Financial Solutions, LLC | 749 | $1.18M | 0.11% | −116−13.4% | Reduced |
| Solitude Financial Services | 750 | $1.18M | 0.55% | +750 | New |
| Ancora Advisors, LLC | 751 | $1.18M | 0.03% | −7−0.9% | Reduced |
| Compass Ion Advisors, LLC | 778 | $1.18M | 0.17% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 755 | $1.19M | 0.04% | −35−4.4% | Reduced |
| MAI Capital Management | 760 | $1.20M | 0.01% | +48+6.7% | Added |
| Rathbone Brothers plc | 761 | $1.20M | 0.01% | +104+15.8% | Added |
| Ostrum Asset Management | 769 | $1.21M | 0.11% | −58−7.0% | Reduced |
| Oppenheimer & Co Inc | 770 | $1.21M | 0.02% | +41+5.6% | Added |
| Hills Bank & Trust Co | 772 | $1.22M | 0.10% | −46−5.6% | Reduced |
| Panagora Asset Management Inc | 776 | $1.22M | 0.01% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 778 | $1.23M | 0.12% | 00.0% | Unchanged |
| RFG Advisory, LLC | 778 | $1.23M | 0.04% | 00.0% | Unchanged |
| Keybank National Association | 791 | $1.25M | 0.01% | −10−1.2% | Reduced |
| Tsai Capital Corp | 803 | $1.27M | 1.25% | +254+46.3% | Added |
| MML Investors Services, LLC | 811 | $1.28M | 0.01% | −12−1.5% | Reduced |
| Prana Capital Management, LP | 813 | $1.28M | 0.06% | +813 | New |
| Macquarie Group Ltd | 819 | $1.29M | 0.00% | +74+9.9% | Added |
| Ethic Inc. | 837 | $1.32M | 0.03% | +101+13.7% | Added |
| Redwood Investment Management, LLC | 885 | $1.32M | 0.11% | +885 | New |
| Pensionfund Sabic | 850 | $1.34M | 0.39% | 00.0% | Unchanged |
| Bank of Nova Scotia | 859 | $1.35M | 0.00% | −17−1.9% | Reduced |
| We Are One Seven, LLC | 864 | $1.36M | 0.06% | −145−14.4% | Reduced |
| Lecap Asset Management Ltd | 872 | $1.37M | 0.30% | +583+201.7% | Added |
| RSM US Wealth Management LLC | 873 | $1.38M | 0.02% | +334+62.0% | Added |
| Daiwa Securities Group Inc. | 880 | $1.39M | 0.01% | +10+1.1% | Added |
| Axxcess Wealth Management, LLC | 884 | $1.39M | 0.04% | −2−0.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 889 | $1.40M | 0.00% | −21−2.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 896 | $1.41M | 0.00% | −1,115−55.4% | Reduced |
| MBB Public Markets I LLC | 899 | $1.42M | 0.03% | +899 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 910 | $1.43M | 0.00% | +10+1.1% | Added |
| Nordea Investment Management AB | 919 | $1.45M | 0.00% | +62+7.2% | Added |
| Aviva PLC | 930 | $1.47M | 0.00% | +428+85.3% | Added |
| Allianz Asset Management GmbH | 951 | $1.50M | 0.00% | −359−27.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 956 | $1.51M | 0.02% | +303+46.4% | Added |
| Sequoia Financial Advisors, LLC | 959 | $1.51M | 0.02% | +15+1.6% | Added |
| Epacria Capital Partners, LLC | 961 | $1.51M | 1.11% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 1,003 | $1.58M | 0.03% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 1,010 | $1.59M | 0.01% | −423−29.5% | Reduced |
| Bayesian Capital Management, LP | 1,013 | $1.60M | 0.18% | +1,013 | New |
| Holocene Advisors, LP | 1,018 | $1.60M | 0.01% | −3,764−78.7% | Reduced |
| M&T Bank Corp | 1,029 | $1.62M | 0.01% | −42−3.9% | Reduced |
| First Hawaiian Bank | 1,031 | $1.62M | 0.05% | −36−3.4% | Reduced |
| Gulf International Bank (UK) Ltd | 1,069 | $1.68M | 0.04% | +18+1.7% | Added |
| Lawson Kroeker Investment Management Inc | 1,098 | $1.73M | 0.33% | −20−1.8% | Reduced |
| Gotham Asset Management, LLC | 1,101 | $1.73M | 0.02% | +584+113.0% | Added |
| Wealthfront Advisers LLC | 1,130 | $1.78M | 0.01% | +427+60.7% | Added |
| Sepio Capital, LP | 1,137 | $1.79M | 0.16% | −15−1.3% | Reduced |
| Schroder Investment Management Group | 1,139 | $1.79M | 0.00% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 1,147 | $1.81M | 1.24% | −24−2.0% | Reduced |
| Southeast Asset Advisors Inc. | 1,156 | $1.82M | 0.22% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,155 | $1.82M | 0.00% | −203−14.9% | Reduced |
| Virginia Wealth Management Group, Inc. | 1,172 | $1.85M | 1.51% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 1,185 | $1.87M | 1.19% | +37+3.2% | Added |