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 |
|---|---|---|---|---|---|
| Carmichael Hill & Associates, Inc. | 40 | $62.7K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 44 | $69.0K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 44 | $69.0K | 0.01% | +2+4.8% | Added |
| Quintet Private Bank (Europe) S.A. | 45 | $70.6K | 0.00% | +6+15.4% | Added |
| Lindbrook Capital, LLC | 45 | $70.6K | 0.01% | +2+4.7% | Added |
| EverSource Wealth Advisors, LLC | 47 | $73.7K | 0.00% | −16−25.4% | Reduced |
| Financial Network Wealth Advisors LLC | 47 | $73.7K | 0.06% | −15−24.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 47 | $73.7K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 49 | $76.9K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $78.4K | 0.02% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 50 | $78.4K | 0.04% | 00.0% | Unchanged |
| M&R Capital Management Inc | 51 | $80.0K | 0.02% | +1+2.0% | Added |
| Rothschild Investment LLC | 55 | $86.3K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 56 | $87.8K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 58 | $91.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 59 | $92.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 60 | $94.0K | 0.01% | +50+500.0% | Added |
| Capital Analysts, LLC | 60 | $94.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 61 | $95.7K | 0.01% | +60+6,000.0% | Added |
| Godsey & Gibb Associates | 65 | $102.0K | 0.01% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 67 | $105.0K | 0.01% | −47−41.2% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 70 | $110.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 72 | $112.9K | 0.00% | −5−6.5% | Reduced |
| Evolution Advisers, Inc. | 73 | $115.0K | 0.06% | +1+1.4% | Added |
| Natixis | 76 | $119.2K | 0.00% | +76 | New |
| Geneos Wealth Management Inc. | 77 | $120.8K | 0.00% | +1+1.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 83 | $130.2K | 0.00% | +4+5.1% | Added |
| TCTC Holdings, LLC | 84 | $131.8K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 87 | $136.5K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 88 | $138.0K | 0.02% | +80+1,000.0% | Added |
| Colonial Trust Advisors | 89 | $139.6K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 91 | $142.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 92 | $144.3K | 0.01% | −5−5.2% | Reduced |
| Motco | 96 | $150.6K | 0.02% | −22−18.6% | Reduced |
| Walleye Capital LLC | 96 | $150.6K | 0.00% | +17+21.5% | Added |
| GeoWealth Management, LLC | 98 | $153.7K | 0.01% | +98 | New |
| Smartleaf Asset Management LLC | 99 | $155.3K | 0.02% | +92+1,314.3% | Added |
| Hexagon Capital Partners LLC | 112 | $175.7K | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 115 | $180.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 119 | $186.9K | 0.00% | +27+29.3% | Added |
| Farmers & Merchants Investments Inc | 125 | $196.1K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 126 | $197.6K | 0.00% | +57+82.6% | Added |
| Graypoint LLC | 130 | $203.9K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 130 | $203.9K | 0.05% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 130 | $203.9K | 0.02% | +130 | New |
| Allworth Financial LP | 130 | $204.6K | 0.00% | +4+3.2% | Added |
| Wedbush Securities Inc | 131 | $205.0K | 0.01% | −138−51.3% | Reduced |
| Corebridge Financial, Inc. | 131 | $205.5K | 0.00% | −4−3.0% | Reduced |
| Fox Run Management, L.L.C. | 131 | $205.5K | 0.05% | +131 | New |
| Cigna Investments Inc | 132 | $207.0K | 0.04% | −6−4.3% | Reduced |
| Buckingham Strategic Partners | 134 | $210.2K | 0.00% | −8−5.6% | Reduced |
| Cypress Capital Group | 134 | $210.2K | 0.02% | −5−3.6% | Reduced |
| Jump Financial, LLC | 134 | $210.2K | 0.00% | +134 | New |
| Jones Financial Companies LLLP | 134 | $210.3K | 0.00% | +54+67.5% | Added |
| Beacon Financial Group | 135 | $211.8K | 0.02% | −2−1.5% | Reduced |
| Maple Capital Management, Inc. | 135 | $211.8K | 0.02% | +135 | New |
| Signaturefd, LLC | 137 | $215.3K | 0.00% | −5−3.5% | Reduced |
| Guardian Wealth Advisors, LLC | 138 | $216.5K | 0.02% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 138 | $216.5K | 0.08% | 00.0% | Unchanged |
| MBL Wealth, LLC | 139 | $218.0K | 0.02% | +1+0.7% | Added |
| Wellington Shields & Co., LLC | 139 | $218.0K | 0.07% | +3+2.2% | Added |
| Arlington Trust Co LLC | 141 | $221.2K | 0.05% | 00.0% | Unchanged |
| Wills Financial Group, Inc. | 142 | $222.7K | 0.09% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 143 | $224.3K | 0.09% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 144 | $225.0K | 0.01% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 145 | $227.4K | 0.00% | −190−56.7% | Reduced |
| Schechter Investment Advisors, LLC | 146 | $229.0K | 0.02% | +4+2.8% | Added |
| Hengehold Capital Management LLC | 146 | $229.0K | 0.02% | +146 | New |
| RAM Investment Partners, LLC | 147 | $230.6K | 0.06% | −1−0.7% | Reduced |
| Resources Investment Advisors, LLC. | 147 | $230.6K | 0.00% | +5+3.5% | Added |
| Kovitz Investment Group Partners, LLC | 177 | $230.6K | 0.00% | +177 | New |
| Y-Intercept (Hong Kong) Ltd | 148 | $232.2K | 0.01% | −1,288−89.7% | Reduced |
| Virtue Capital Management, LLC | 148 | $232.2K | 0.05% | −15−9.2% | Reduced |
| Covestor Ltd | 150 | $235.0K | 0.15% | +1+0.7% | Added |
| ORG Partners LLC | 150 | $235.3K | 0.04% | −34−18.5% | Reduced |
| Huntington National Bank | 151 | $236.9K | 0.00% | +12+8.6% | Added |
| Edgemoor Investment Advisors, Inc. | 154 | $241.6K | 0.02% | 00.0% | Unchanged |
| Bremer Bank National Association | 155 | $243.1K | 0.05% | 00.0% | Unchanged |
| Equitable Trust Co | 157 | $246.3K | 0.02% | −49−23.8% | Reduced |
| Prudential PLC | 159 | $249.4K | 0.00% | −579−78.5% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 161 | $252.5K | 0.06% | −20−11.0% | Reduced |
| Lodestone Wealth Management LLC | 161 | $252.8K | 0.13% | −108−40.1% | Reduced |
| Dimension Capital Management LLC | 162 | $254.1K | 0.05% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 162 | $254.1K | 0.00% | +34+26.6% | Added |
| waypoint wealth counsel | 167 | $262.0K | 0.18% | +1+0.6% | Added |
| Park Avenue Securities LLC | 169 | $265.0K | 0.00% | −77−31.3% | Reduced |
| American Trust | 169 | $265.1K | 0.02% | −7−4.0% | Reduced |
| Tocqueville Asset Management L.P. | 171 | $268.2K | 0.00% | 00.0% | Unchanged |
| Hunting Hill Global Capital, LLC | 172 | $269.8K | 0.38% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 172 | $269.8K | 0.03% | +19+12.4% | Added |
| Hamilton Capital, LLC | 175 | $269.9K | 0.02% | +175 | New |
| EP Wealth Advisors, LLC | 173 | $271.4K | 0.00% | +19+12.3% | Added |
| Veriti Management LLC | 173 | $271.4K | 0.01% | +173 | New |
| Prosperity Consulting Group, LLC | 174 | $272.9K | 0.02% | +174 | New |
| Am Investment Strategies LLC | 175 | $275.0K | 0.07% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 176 | $276.1K | 0.01% | +1+0.6% | Added |
| Marcum Wealth, LLC | 177 | $277.6K | 0.03% | +12+7.3% | Added |
| Motley Fool Asset Management LLC | 177 | $278.4K | 0.02% | −17−8.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 179 | $280.8K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 180 | $282.3K | 0.02% | +180 | New |