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 |
|---|---|---|---|---|---|
| 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 |
| Dover Advisors, LLC | 275 | $433.3K | 0.27% | +3+1.1% | Added |
| Avantax Advisory Services, Inc. | 273 | $430.2K | 0.00% | +82+42.9% | Added |
| Buckingham Strategic Wealth, LLC | 272 | $428.6K | 0.00% | −72−20.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 271 | $427.0K | 0.00% | −4,241−94.0% | Reduced |
| Lodestone Wealth Management LLC | 269 | $424.3K | 0.23% | −4−1.5% | Reduced |
| Wedbush Securities Inc | 269 | $424.0K | 0.02% | −22−7.6% | Reduced |
| Cadent Capital Advisors, LLC | 269 | $423.9K | 0.17% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 265 | $417.6K | 0.20% | −8−2.9% | Reduced |
| Tritonpoint Wealth, LLC | 265 | $416.8K | 0.04% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 264 | $416.0K | 0.03% | +264 | New |
| Coldstream Capital Management Inc | 263 | $414.4K | 0.01% | +3+1.2% | Added |
| Sentry Investment Management LLC | 263 | $414.0K | 0.18% | −54−17.0% | Reduced |
| Allen Investment Management LLC | 262 | $412.8K | 0.01% | 00.0% | Unchanged |
| Hara Capital LLC | 261 | $411.2K | 0.26% | −50−16.1% | Reduced |
| Yousif Capital Management, LLC | 258 | $406.5K | 0.00% | −6−2.3% | Reduced |
| Oppenheimer Asset Management Inc. | 258 | $406.5K | 0.01% | +4+1.6% | Added |
| Crestwood Advisors Group LLC | 256 | $403.4K | 0.01% | −2−0.8% | Reduced |
| MCF Advisors LLC | 255 | $401.8K | 0.03% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 255 | $401.8K | 0.02% | +255 | New |
| QRG Capital Management, Inc. | 254 | $400.2K | 0.00% | −436−63.2% | Reduced |
| Opal Wealth Advisors, LLC | 254 | $400.2K | 0.13% | −72−22.1% | Reduced |
| Flagstone Financial Management | 254 | $400.2K | 0.15% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 253 | $398.6K | 0.13% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 251 | $395.5K | 0.02% | +6+2.4% | Added |
| Trustmark National Bank Trust Department | 250 | $393.9K | 0.03% | 00.0% | Unchanged |
| Old National Bancorp | 249 | $392.3K | 0.01% | −31−11.1% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 250 | $390.0K | 0.14% | 00.0% | Unchanged |
| Sebold Capital Management, Inc. | 247 | $389.2K | 0.27% | +1+0.4% | Added |
| Park Avenue Securities LLC | 246 | $388.0K | 0.00% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 243 | $382.9K | 0.02% | +2+0.8% | Added |
| Virtu Financial LLC | 241 | $379.0K | 0.03% | −371−60.6% | Reduced |
| Wambolt & Associates, LLC | 240 | $378.1K | 0.11% | 00.0% | Unchanged |
| Dakota Wealth Management | 236 | $371.9K | 0.01% | +30+14.6% | Added |
| FineMark National Bank & Trust | 235 | $370.3K | 0.01% | −10−4.1% | Reduced |
| Vestcor Inc | 234 | $369.0K | 0.01% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 234 | $368.7K | 0.00% | +234 | New |
| Manchester Capital Management LLC | 233 | $367.1K | 0.04% | +25+12.0% | Added |
| Haverford Trust Co | 233 | $367.1K | 0.00% | +233 | New |
| One Wealth Advisors, LLC | 238 | $362.2K | 0.08% | −28−10.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 229 | $361.0K | 0.01% | +91+65.9% | Added |
| Ossiam | 226 | $356.1K | 0.01% | +8+3.7% | Added |
| Independent Financial Group, LLC | 225 | $354.5K | 0.01% | +225 | New |
| Acadian Asset Management LLC | 225 | $353.0K | 0.00% | +225 | New |
| Manchester Financial Inc | 221 | $348.2K | 0.09% | −10−4.3% | Reduced |
| Versor Investments LP | 221 | $348.2K | 0.06% | +221 | New |
| IHT Wealth Management, LLC | 221 | $348.2K | 0.01% | +1+0.5% | Added |
| nVerses Capital, LLC | 220 | $346.6K | 0.21% | +220 | New |
| Simplex Trading, LLC | 217 | $341.0K | 0.01% | +217 | New |
| Isthmus Partners, LLC | 216 | $340.3K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 215 | $339.0K | 0.00% | +1+0.5% | Added |
| Avestar Capital, LLC | 214 | $337.2K | 0.04% | −458−68.2% | Reduced |
| Daymark Wealth Partners, LLC | 212 | $334.0K | 0.02% | +20+10.4% | Added |
| Fiduciary Financial Group, LLC | 207 | $333.4K | 0.08% | +207 | New |
| J.W. Cole Advisors, Inc. | 211 | $332.5K | 0.02% | −13−5.8% | Reduced |
| Parsons Capital Management Inc | 210 | $330.9K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 210 | $330.9K | 0.01% | +1+0.5% | Added |
| Evercore Wealth Management, LLC | 209 | $329.3K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 206 | $324.6K | 0.01% | 00.0% | Unchanged |
| Equitable Trust Co | 206 | $324.6K | 0.02% | −3−1.4% | Reduced |
| Aptus Capital Advisors, LLC | 200 | $315.1K | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 200 | $315.1K | 0.02% | +200 | New |
| Baker Tilly Wealth Management, LLC | 198 | $312.0K | 0.13% | +10+5.3% | Added |
| Cresset Asset Management, LLC | 197 | $310.4K | 0.00% | +4+2.1% | Added |
| Thompson Davis & Co., Inc. | 196 | $308.8K | 0.27% | +196 | New |
| AE Wealth Management LLC | 194 | $305.7K | 0.00% | +33+20.5% | Added |
| Heartwood Wealth Advisors LLC | 194 | $305.7K | 0.04% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 194 | $305.7K | 0.08% | +194 | New |
| Motley Fool Asset Management LLC | 194 | $305.6K | 0.02% | −9−4.4% | Reduced |
| Lido Advisors, LLC | 192 | $303.0K | 0.00% | +34+21.5% | Added |
| Alhambra Investment Partners LLC | 192 | $302.5K | 0.17% | +43+28.9% | Added |
| Salomon & Ludwin, LLC | 191 | $301.0K | 0.03% | −193−50.3% | Reduced |
| Greenleaf Trust | 191 | $301.0K | 0.00% | −1−0.5% | Reduced |
| Inlet Private Wealth, LLC | 191 | $301.0K | 0.08% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 190 | $299.4K | 0.07% | +190 | New |
| Howland Capital Management LLC | 189 | $297.8K | 0.01% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 189 | $297.8K | 0.01% | +22+13.2% | Added |
| Bleakley Financial Group, LLC | 189 | $297.8K | 0.01% | +22+13.2% | Added |
| Qtron Investments LLC | 188 | $296.2K | 0.04% | −283−60.1% | Reduced |
| Traphagen Investment Advisors LLC | 188 | $296.2K | 0.03% | 00.0% | Unchanged |
| RMR Capital Management, LLC | 186 | $293.1K | 0.27% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 176 | $290.0K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 184 | $289.9K | 0.04% | +184 | New |
| Centiva Capital, LP | 183 | $288.3K | 0.01% | +183 | New |
| Fidelis Capital Partners, LLC | 192 | $287.0K | 0.04% | −8−4.0% | Reduced |
| Guggenheim Capital LLC | 182 | $286.8K | 0.00% | −8,582−97.9% | Reduced |
| Act Two Investors LLC | 182 | $286.8K | 0.06% | +182 | New |
| Capital Asset Advisory Services LLC | 184 | $285.7K | 0.02% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 181 | $285.2K | 0.07% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 181 | $285.2K | 0.31% | +8+4.6% | Added |
| Rakuten Investment Management, Inc. | 180 | $284.2K | 0.00% | +66+57.9% | Added |
| AXA S.A. | 180 | $283.6K | 0.00% | +5+2.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 179 | $282.0K | 0.01% | +2+1.1% | Added |
| Studio Investment Management LLC | 179 | $282.0K | 0.06% | −2−1.1% | Reduced |
| Invictus Private Wealth, LLC | 178 | $280.5K | 0.02% | −27−13.2% | Reduced |
| GWM Advisors LLC | 176 | $277.3K | 0.00% | −6−3.3% | Reduced |
| Stratos Wealth Partners, LTD. | 176 | $277.3K | 0.00% | −19−9.7% | Reduced |
| American Trust | 176 | $277.3K | 0.02% | +176 | New |
| Symmetry Partners, LLC | 176 | $277.0K | 0.01% | −37−17.4% | Reduced |