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, Q3 2024
Institutional positions in Markel Group Inc. as of Sep 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
- 794
- −7 vs. Q2 2024
- Shares held
- 9.85M
- +615.7K (+6.7%) vs. Q2 2024
- Total value
- $15.4B
- +$888.5M (+6.1%) vs. Q2 2024
- New holders
- 69
- 302 more added
- Sold out
- 76
- 244 more reduced
11 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Markel Group Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Raffa Wealth Management, LLC | 1 | $1.57K | 0.00% | −31−96.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $1.57K | 0.00% | −5−83.3% | Reduced |
| Sachetta, LLC | 1 | $1.57K | 0.00% | −1−50.0% | Reduced |
| Tortoise Investment Management, LLC | 1 | $1.57K | 0.00% | −1−50.0% | Reduced |
| First Horizon Advisors, Inc. | 1 | $1.57K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 2 | $3.14K | 0.00% | −62−96.9% | Reduced |
| PEAK6 Investments LLC | 2 | $3.14K | 0.00% | −14−87.5% | Reduced |
| Fairscale Capital, LLC | 2 | $3.14K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2 | $3.14K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 2 | $3.14K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2 | $3.14K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 2 | $3.14K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2 | $3.14K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 2 | $3.14K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 2 | $3.14K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2 | $3.14K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 2 | $3.14K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2 | $3.14K | 0.00% | +2 | New |
| MV Capital Management, Inc. | 2 | $3.14K | 0.00% | +1+100.0% | Added |
| Johnson Financial Group, Inc. | 2 | $3.14K | 0.00% | +2 | New |
| Continuum Advisory, LLC | 2 | $3.42K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 3 | $4.71K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3 | $4.71K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3 | $4.71K | 0.00% | +3 | New |
| Kiely Wealth Advisory Group, Inc. | 3 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 4 | $6.27K | 0.00% | +4 | New |
| Carolina Wealth Advisors, LLC | 4 | $6.27K | 0.00% | +4 | New |
| Concord Wealth Partners | 4 | $6.27K | 0.00% | +4 | New |
| Bell Investment Advisors, Inc | 4 | $6.28K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 10,980 | $7.00K | 0.00% | +10,973+156,757.1% | Added |
| Rogco, LP | 5 | $7.84K | 0.00% | −1−16.7% | Reduced |
| St Germain D J Co Inc | 5 | $7.84K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 5 | $7.84K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $7.84K | 0.00% | +1+25.0% | Added |
| Cranbrook Wealth Management, LLC | 5 | $7.84K | 0.00% | +5 | New |
| GW&K Investment Management, LLC | 5 | $8.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 6 | $9.00K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 6 | $9.41K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 6 | $9.41K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 6 | $9.41K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 6 | $9.41K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6 | $9.41K | 0.00% | +6 | New |
| FinTrust Capital Advisors, LLC | 6 | $9.41K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 12 | $10.2K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 7 | $11.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 7 | $11.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8 | $12.5K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 9 | $14.1K | 0.00% | −30−76.9% | Reduced |
| Rosenberg Matthew Hamilton | 9 | $14.1K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 9 | $14.1K | 0.00% | +9 | New |
| Frazier Financial Advisors, LLC | 9 | $14.1K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 9 | $14.2K | 0.01% | 00.0% | Unchanged |
| Aviso Financial Inc. | 10 | $15.7K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $15.7K | 0.01% | +10 | New |
| Parkside Financial Bank & Trust | 10 | $15.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 11 | $16.0K | 0.00% | +11 | New |
| Simplex Trading, LLC | 11 | $17.0K | 0.00% | −206−94.9% | Reduced |
| Whittier Trust Co | 11 | $17.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 11 | $17.3K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 11 | $17.3K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 11 | $17.3K | 0.01% | +11 | New |
| Asset Dedication, LLC | 11 | $17.3K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 12 | $18.0K | 0.00% | −1−7.7% | Reduced |
| Adirondack Trust Co | 12 | $18.8K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 12 | $18.8K | 0.01% | −45−78.9% | Reduced |
| Citizens National Bank Trust Department | 12 | $18.8K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 12 | $18.8K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $18.8K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 12 | $18.8K | 0.01% | +12 | New |
| SJS Investment Consulting Inc. | 12 | $18.8K | 0.00% | −1−7.7% | Reduced |
| Anfield Capital Management, LLC | 13 | $20.4K | 0.01% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 15 | $23.5K | 0.02% | −2−11.8% | Reduced |
| Assetmark, Inc | 15 | $23.5K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 15 | $23.5K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 16 | $25.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 16 | $25.1K | 0.00% | +1+6.7% | Added |
| SIMA Wealth Partners, LLC | 16 | $25.1K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 18 | $28.2K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $28.2K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 19 | $29.8K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 20 | $31.4K | 0.01% | +20 | New |
| Oarsman Capital, Inc. | 21 | $32.9K | 0.01% | +21 | New |
| Close Asset Management Ltd | 22 | $34.0K | 0.00% | +5+29.4% | Added |
| Toth Financial Advisory Corp | 22 | $34.5K | 0.00% | +20+1,000.0% | Added |
| Larson Financial Group LLC | 23 | $36.1K | 0.00% | +23 | New |
| LGT Financial Advisors LLC | 25 | $39.2K | 0.10% | −21−45.7% | Reduced |
| Private Trust Co NA | 26 | $40.8K | 0.00% | −2−7.1% | Reduced |
| Global Retirement Partners, LLC | 26 | $40.8K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 27 | $42.4K | 0.00% | +27 | New |
| Spire Wealth Management | 28 | $43.9K | 0.00% | −361−92.8% | Reduced |
| Delta Asset Management LLC | 28 | $43.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 28 | $43.9K | 0.00% | +25+833.3% | Added |
| Quarry LP | 31 | $48.6K | 0.01% | +30+3,000.0% | Added |
| Maryland Capital Advisors Inc. | 32 | $50.2K | 0.02% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 34 | $53.3K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 35 | $54.9K | 0.02% | 00.0% | Unchanged |
| Westpac Banking Corp | 40 | $62.7K | 0.00% | 00.0% | Unchanged |