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 |
|---|---|---|---|---|---|
| Evergreen Wealth Management, LLC | 3,183 | $5.01M | 3.32% | 00.0% | Unchanged |
| Annandale Capital, LLC | 3,118 | $4.91M | 1.03% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,113 | $4.83M | 0.01% | −5,668−64.5% | Reduced |
| Weil Company, Inc. | 3,049 | $4.80M | 1.75% | +1,855+155.4% | Added |
| TownSquare Capital, LLC | 2,970 | $4.68M | 0.06% | +50+1.7% | Added |
| GoodHaven Capital Management, LLC | 2,940 | $4.63M | 1.70% | +15+0.5% | Added |
| Neville Rodie & Shaw Inc | 2,925 | $4.61M | 0.35% | −445−13.2% | Reduced |
| Berkeley, Inc | 2,908 | $4.58M | 2.85% | +494+20.5% | Added |
| CI Private Wealth, LLC | 2,904 | $4.58M | 0.01% | +3+0.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,902 | $4.57M | 0.05% | +373+14.7% | Added |
| Ellsworth Advisors, LLC | 2,896 | $4.56M | 1.27% | +82+2.9% | Added |
| Hudson Value Partners, LLC | 2,872 | $4.53M | 1.91% | −52−1.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 2,797 | $4.41M | 0.15% | −29−1.0% | Reduced |
| Mariner, LLC | 2,739 | $4.32M | 0.01% | +169+6.6% | Added |
| Handelsbanken Fonder AB | 2,664 | $4.20M | 0.02% | −1,878−41.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,652 | $4.18M | 0.01% | +285+12.0% | Added |
| Needham Investment Management LLC | 2,650 | $4.18M | 0.34% | +450+20.5% | Added |
| Buttonwood Financial Advisors Inc. | 2,639 | $4.16M | 1.96% | +77+3.0% | Added |
| Ervin Investment Management, LLC | 2,578 | $4.06M | 2.82% | −80−3.0% | Reduced |
| CenterBook Partners LP | 2,555 | $4.03M | 0.25% | +2,555 | New |
| Greenline Partners, LLC | 2,554 | $4.02M | 0.61% | +2,554 | New |
| Horizon Kinetics Asset Management LLC | 2,551 | $4.02M | 0.07% | −2−0.1% | Reduced |
| Chemistry Wealth Management LLC | 2,529 | $3.98M | 1.03% | +69+2.8% | Added |
| British Columbia Investment Management Corp | 2,511 | $3.96M | 0.02% | +933+59.1% | Added |
| Watchman Group, Inc. | 2,496 | $3.93M | 1.26% | +21+0.8% | Added |
| Pathstone Holdings, LLC | 2,487 | $3.92M | 0.02% | +57+2.3% | Added |
| Schwartz Investment Counsel Inc | 2,485 | $3.92M | 0.15% | 00.0% | Unchanged |
| Henshaw Capital LLC | 2,476 | $3.90M | 0.18% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 2,469 | $3.89M | 0.09% | −11−0.4% | Reduced |
| Baird Financial Group, Inc. | 2,439 | $3.84M | 0.01% | +88+3.7% | Added |
| O'Shaughnessy Asset Management, LLC | 2,435 | $3.84M | 0.04% | +429+21.4% | Added |
| USS Investment Management Ltd | 2,434 | $3.84M | 0.03% | +116+5.0% | Added |
| Parallel Advisors, LLC | 2,428 | $3.83M | 0.10% | +337+16.1% | Added |
| US Bancorp | 2,404 | $3.79M | 0.01% | +14+0.6% | Added |
| IFM Investors Pty Ltd | 2,351 | $3.70M | 0.04% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 2,337 | $3.68M | 1.34% | −14−0.6% | Reduced |
| Korea Investment CORP | 2,331 | $3.67M | 0.01% | −1,771−43.2% | Reduced |
| DnB Asset Management AS | 2,310 | $3.64M | 0.02% | +41+1.8% | Added |
| Centaurus Financial, Inc. | 2,263 | $3.56M | 0.24% | −18−0.8% | Reduced |
| Blue Zone Wealth Advisors, LLC | 2,228 | $3.51M | 1.21% | −40−1.8% | Reduced |
| Liontrust Investment Partners LLP | 2,215 | $3.49M | 0.05% | 00.0% | Unchanged |
| National Bank of Canada | 2,218 | $3.49M | 0.01% | −115−4.9% | Reduced |
| NWF Advisory Services Inc. | 2,184 | $3.44M | 0.55% | +46+2.2% | Added |
| Systematic Financial Management LP | 2,139 | $3.37M | 0.10% | −13−0.6% | Reduced |
| Utah Retirement Systems | 2,133 | $3.36M | 0.04% | −145−6.4% | Reduced |
| Tredje AP-fonden | 2,079 | $3.28M | 0.03% | −32−1.5% | Reduced |
| Beacon Pointe Advisors, LLC | 2,067 | $3.26M | 0.04% | −149−6.7% | Reduced |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 2,050 | $3.23M | 0.20% | −275−11.8% | Reduced |
| Ridgewood Investments LLC | 2,033 | $3.20M | 1.61% | −46−2.2% | Reduced |
| True North Advisors, LLC | 2,020 | $3.18M | 0.85% | +203+11.2% | Added |
| Canal Insurance CO | 2,000 | $3.15M | 0.83% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 1,995 | $3.15M | 0.05% | +1,995 | New |
| Fiduciary Group LLC | 1,995 | $3.14M | 0.34% | −62−3.0% | Reduced |
| Leuthold Group, LLC | 1,985 | $3.13M | 0.36% | −17−0.8% | Reduced |
| Atria Investments LLC | 1,964 | $3.09M | 0.04% | −43−2.1% | Reduced |
| D.A. Davidson & Co. | 1,958 | $3.09M | 0.03% | −90−4.4% | Reduced |
| Stansberry Asset Management, LLC | 1,935 | $3.05M | 0.40% | +23+1.2% | Added |
| Swedbank AB | 1,932 | $3.04M | 0.00% | +314+19.4% | Added |
| Standard Life Aberdeen plc | 1,930 | $3.04M | 0.01% | −2,662−58.0% | Reduced |
| English Capital Management LLC | 1,891 | $2.98M | 2.49% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 1,872 | $2.95M | 0.02% | +1,872 | New |
| Ashton Thomas Securities, LLC | 1,865 | $2.90M | 0.70% | +1,865 | New |
| Richard Bernstein Advisors LLC | 1,838 | $2.90M | 0.06% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,810 | $2.85M | 0.02% | −1,720−48.7% | Reduced |
| Toroso Investments, LLC | 1,807 | $2.85M | 0.04% | −60−3.2% | Reduced |
| Salem Investment Counselors Inc | 1,799 | $2.83M | 0.09% | −18−1.0% | Reduced |
| Adalta Capital Management LLC | 1,793 | $2.83M | 1.54% | +24+1.4% | Added |
| DekaBank Deutsche Girozentrale | 1,786 | $2.82M | 0.01% | +51+2.9% | Added |
| Sanctuary Advisors, LLC | 1,951 | $2.80M | 0.02% | +1,951 | New |
| American Capital Advisory, LLC | 1,961 | $2.78M | 2.00% | +49+2.6% | Added |
| Spears Abacus Advisors LLC | 1,727 | $2.72M | 0.06% | +13+0.8% | Added |
| Public Sector Pension Investment Board | 1,719 | $2.71M | 0.02% | −68−3.8% | Reduced |
| Comerica Bank | 1,706 | $2.69M | 0.01% | −2,027−54.3% | Reduced |
| Davy Global Fund Management Ltd | 1,685 | $2.65M | 0.30% | +201+13.5% | Added |
| STRS Ohio | 1,681 | $2.65M | 0.01% | −12−0.7% | Reduced |
| Silvercrest Asset Management Group LLC | 1,663 | $2.62M | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,653 | $2.60M | 0.01% | −51−3.0% | Reduced |
| Manufacturers Life Insurance Company, The | 1,639 | $2.58M | 0.00% | −131−7.4% | Reduced |
| Glenview Trust Co | 1,621 | $2.55M | 0.05% | −100−5.8% | Reduced |
| Forsta Ap-Fonden | 1,600 | $2.52M | 0.02% | −470−22.7% | Reduced |
| Commerce Bank | 1,587 | $2.50M | 0.02% | +276+21.1% | Added |
| Northstar Group, Inc. | 1,560 | $2.46M | 0.46% | +43+2.8% | Added |
| Nebula Research & Development LLC | 1,539 | $2.42M | 0.39% | +1,539 | New |
| Fiduciary Alliance LLC | 1,535 | $2.42M | 0.39% | −9−0.6% | Reduced |
| Nissay Asset Management Corp | 1,531 | $2.41M | 0.02% | +13+0.9% | Added |
| Amalgamated Bank | 1,527 | $2.41M | 0.02% | +787+106.4% | Added |
| Federated Hermes, Inc. | 1,518 | $2.39M | 0.01% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 1,507 | $2.37M | 0.22% | −90−5.6% | Reduced |
| Brinker Capital Investments, LLC | 1,491 | $2.35M | 0.02% | −320−17.7% | Reduced |
| Orion Portfolio Solutions, LLC | 1,491 | $2.35M | 0.02% | −320−17.7% | Reduced |
| Freedom Day Solutions, LLC | 1,475 | $2.32M | 0.79% | +88+6.3% | Added |
| Xponance, Inc. | 1,463 | $2.31M | 0.02% | +201+15.9% | Added |
| Kathleen S. Wright Associates Inc. | 1,454 | $2.30M | 1.06% | 00.0% | Unchanged |
| First National Advisers, LLC | 1,457 | $2.30M | 0.42% | −187−11.4% | Reduced |
| Cetera Investment Advisers | 1,453 | $2.29M | 0.01% | +200+16.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,436 | $2.26M | 0.12% | +1,436 | New |
| Quest Partners LLC | 1,428 | $2.25M | 0.31% | +1,427+142,700.0% | Added |
| Modern Wealth Management, LLC | 1,421 | $2.24M | 0.17% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 1,401 | $2.21M | 0.01% | −105−7.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,386 | $2.18M | 0.16% | +71+5.4% | Added |