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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 584 | $920.2K | 0.01% | +73+14.3% | Added |
| Smithfield Trust Co | 582 | $918.0K | 0.05% | −2−0.3% | Reduced |
| Clearstead Advisors, LLC | 577 | $909.2K | 0.02% | +552+2,208.0% | Added |
| Parisi Gray Wealth Management | 572 | $901.3K | 0.32% | +29+5.3% | Added |
| Virtus ETF Advisers LLC | 572 | $901.3K | 0.44% | +572 | New |
| Founders Capital Management, LLC | 568 | $895.0K | 0.16% | −78−12.1% | Reduced |
| CAPROCK Group, Inc. | 567 | $893.4K | 0.04% | +567 | New |
| Verdence Capital Advisors LLC | 562 | $885.5K | 0.08% | −14−2.4% | Reduced |
| Tributary Capital Management, LLC | 561 | $883.9K | 0.07% | −9−1.6% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 558 | $879.2K | 0.19% | 00.0% | Unchanged |
| Stephens Inc | 558 | $879.2K | 0.01% | +1+0.2% | Added |
| Advisory Services Network, LLC | 551 | $868.2K | 0.02% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 528 | $831.9K | 0.58% | +5+1.0% | Added |
| Arete Wealth Advisors, LLC | 530 | $831.0K | 0.07% | +530 | New |
| Warren Averett Asset Management, LLC | 521 | $820.9K | 0.02% | +2+0.4% | Added |
| Central Pacific Bank - Trust Division | 514 | $809.9K | 0.10% | 00.0% | Unchanged |
| Bessemer Group Inc | 511 | $805.0K | 0.00% | −117−18.6% | Reduced |
| Royal Fund Management, LLC | 510 | $803.6K | 0.11% | −6−1.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 509 | $802.0K | 0.00% | −30−5.6% | Reduced |
| Neuberger Berman Group LLC | 508 | $800.4K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 503 | $792.6K | 0.07% | +503 | New |
| Ruffer LLP | 500 | $788.0K | 0.03% | −400−44.4% | Reduced |
| Sage Capital Advisors,llc | 500 | $787.8K | 0.23% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $787.8K | 0.06% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 466 | $734.3K | 0.25% | −33−6.6% | Reduced |
| Metis Global Partners, LLC | 466 | $734.3K | 0.03% | +14+3.1% | Added |
| Mission Wealth Management, LP | 461 | $726.1K | 0.02% | −3−0.6% | Reduced |
| Vinva Investment Management Ltd | 459 | $724.8K | 0.04% | +459 | New |
| Omers Administration Corp | 457 | $720.1K | 0.01% | +457 | New |
| Raymond James Trust N.A. | 453 | $713.8K | 0.02% | −2−0.4% | Reduced |
| Wetherby Asset Management Inc | 450 | $709.0K | 0.03% | +2+0.4% | Added |
| Perigon Wealth Management, LLC | 447 | $704.3K | 0.02% | +2+0.4% | Added |
| CIBC Asset Management Inc | 446 | $702.7K | 0.00% | +11+2.5% | Added |
| Concurrent Investment Advisors, LLC | 445 | $701.2K | 0.02% | −390−46.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 441 | $694.9K | 0.00% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 440 | $693.3K | 0.10% | −69−13.6% | Reduced |
| Brave Asset Management Inc | 439 | $691.7K | 0.18% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 429 | $676.0K | 0.00% | −25−5.5% | Reduced |
| Quadcap Wealth Management, LLC | 424 | $668.1K | 0.12% | −13−3.0% | Reduced |
| Intrinsic Value Partners, LLC | 422 | $664.9K | 0.69% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 420 | $661.8K | 0.07% | +420 | New |
| SG Americas Securities, LLC | 418 | $659.0K | 0.00% | −726−63.5% | Reduced |
| Oak Grove Capital LLC | 410 | $646.0K | 0.17% | +75+22.4% | Added |
| MainStreet Investment Advisors LLC | 407 | $641.3K | 0.08% | −1−0.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 405 | $638.1K | 0.10% | +4+1.0% | Added |
| ExodusPoint Capital Management, LP | 404 | $637.0K | 0.01% | +404 | New |
| Harvest Investment Services, LLC | 401 | $631.8K | 0.25% | −85−17.5% | Reduced |
| Calamos Wealth Management LLC | 400 | $630.3K | 0.03% | −100−20.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 398 | $627.1K | 0.03% | −7−1.7% | Reduced |
| WealthPlan Investment Management, LLC | 393 | $619.2K | 0.09% | +159+67.9% | Added |
| Caisse de Depot Et Placement du Quebec | 389 | $612.9K | 0.00% | −268−40.8% | Reduced |
| Spire Wealth Management | 389 | $612.7K | 0.02% | −6−1.5% | Reduced |
| Engineers Gate Manager LP | 381 | $600.3K | 0.01% | +381 | New |
| Elgethun Capital Management | 378 | $595.6K | 0.15% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 377 | $594.0K | 0.05% | 00.0% | Unchanged |
| Vident Advisory, LLC | 373 | $587.8K | 0.02% | +9+2.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 372 | $586.1K | 0.10% | 00.0% | Unchanged |
| MetLife Investment Management | 371 | $584.6K | 0.00% | +114+44.4% | Added |
| Cross Staff Investments Inc | 370 | $583.0K | 0.49% | 00.0% | Unchanged |
| Baxter Bros Inc | 366 | $576.7K | 0.08% | −50−12.0% | Reduced |
| Diversify Wealth Management, LLC | 376 | $568.4K | 0.07% | +376 | New |
| Intellectus Partners, LLC | 360 | $567.2K | 0.15% | −66−15.5% | Reduced |
| Synovus Financial Corp | 358 | $564.1K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 357 | $562.5K | 0.02% | −38−9.6% | Reduced |
| Massmutual Trust Co FSB | 354 | $557.8K | 0.02% | −23−6.1% | Reduced |
| 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 |
| Kestra Private Wealth Services, LLC | 350 | $551.5K | 0.01% | −22−5.9% | Reduced |
| Cumberland Partners Ltd | 350 | $551.5K | 0.04% | +350 | New |
| Glenmede Trust Co NA | 344 | $542.0K | 0.00% | +40+13.2% | Added |
| Dark Forest Capital Management LP | 343 | $540.5K | 0.10% | +343 | New |
| Tokio Marine Asset Management Co Ltd | 342 | $538.9K | 0.03% | +6+1.8% | Added |
| Madison Asset Management, LLC | 341 | $538.0K | 0.01% | −197−36.6% | Reduced |
| Boyar Asset Management Inc. | 338 | $532.6K | 0.37% | +13+4.0% | Added |
| Front Street Capital Management, Inc. | 348 | $532.0K | 0.10% | +40+13.0% | Added |
| Conestoga Capital Advisors, LLC | 335 | $527.8K | 0.01% | −120−26.4% | Reduced |
| Gsa Capital Partners LLP | 333 | $525.0K | 0.04% | +46+16.0% | Added |
| Venturi Wealth Management, LLC | 333 | $524.7K | 0.03% | −6−1.8% | Reduced |
| Blue Edge Capital, LLC | 333 | $524.7K | 0.09% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 327 | $515.2K | 0.07% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 325 | $512.1K | 0.02% | −32−9.0% | Reduced |
| Marks Group Wealth Management, Inc | 321 | $505.8K | 0.05% | −19−5.6% | Reduced |
| Integrated Wealth Concepts LLC | 320 | $504.2K | 0.01% | −74−18.8% | Reduced |
| Taylor Hoffman Wealth Management | 320 | $504.1K | 0.21% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 310 | $488.5K | 0.00% | +120+63.2% | Added |
| Citizens Financial Group Inc | 309 | $486.9K | 0.01% | +309 | New |
| Coastal Investment Advisors, Inc. | 309 | $486.9K | 0.10% | +309 | New |
| AdvisorNet Financial, Inc | 307 | $483.7K | 0.04% | +28+10.0% | Added |
| Beacon Investment Advisors LLC | 304 | $479.0K | 0.25% | +5+1.7% | Added |
| NBT Bank N A | 304 | $479.0K | 0.03% | −70−18.7% | Reduced |
| Resurgent Financial Advisors LLC | 303 | $477.4K | 0.30% | +28+10.2% | Added |
| Siemens Fonds Invest GmbH | 301 | $474.3K | 0.04% | 00.0% | Unchanged |
| Scientech Research LLC | 300 | $472.7K | 0.10% | +300 | New |
| Oxford Asset Management LLP | 297 | $468.0K | 0.46% | +297 | New |
| Ashton Thomas Private Wealth, LLC | 292 | $460.1K | 0.03% | −79−21.3% | Reduced |
| Aigen Investment Management, LP | 291 | $458.5K | 0.09% | +291 | New |
| Verition Fund Management LLC | 287 | $452.2K | 0.00% | +287 | New |
| Bay Rivers Group | 285 | $449.1K | 0.23% | −25−8.1% | Reduced |
| Wallace Advisory Group, LLC | 280 | $441.2K | 0.32% | −5−1.8% | Reduced |
| Leavell Investment Management, Inc. | 276 | $435.0K | 0.02% | +84+43.8% | Added |