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 |
|---|---|---|---|---|---|
| Level Four Advisory Services, LLC | 184 | $283.7K | 0.01% | +51+38.3% | Added |
| Seven Eight Capital, LP | 181 | $283.9K | 0.03% | +181 | New |
| Act Two Investors LLC | 182 | $285.5K | 0.05% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 184 | $286.9K | 0.01% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 185 | $290.0K | 0.03% | −7−3.6% | Reduced |
| RMR Capital Management, LLC | 186 | $291.8K | 0.25% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 188 | $294.9K | 0.01% | −88−31.9% | Reduced |
| Qtron Investments LLC | 188 | $294.9K | 0.04% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 188 | $294.9K | 0.03% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 188 | $294.9K | 0.17% | +188 | New |
| Howland Capital Management LLC | 189 | $296.5K | 0.01% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 190 | $298.0K | 0.06% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 419 | $298.2K | 0.02% | +118+39.2% | Added |
| Inlet Private Wealth, LLC | 191 | $299.6K | 0.08% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 191 | $299.6K | 0.03% | 00.0% | Unchanged |
| Choate Investment Advisors | 192 | $301.2K | 0.01% | +192 | New |
| Heartwood Wealth Advisors LLC | 194 | $304.3K | 0.03% | 00.0% | Unchanged |
| Inceptionr LLC | 194 | $304.3K | 0.07% | +194 | New |
| Ronald Blue Trust, Inc. | 195 | $307.3K | 0.00% | +86+78.9% | Added |
| Studio Investment Management LLC | 196 | $307.4K | 0.06% | +17+9.5% | Added |
| Mills Wealth Advisors LLC | 196 | $307.4K | 0.21% | +196 | New |
| Fifth Third Bancorp | 197 | $309.0K | 0.00% | +26+15.2% | Added |
| Lido Advisors, LLC | 198 | $311.1K | 0.00% | +6+3.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 202 | $317.0K | 0.01% | +202 | New |
| Evercore Wealth Management, LLC | 203 | $318.4K | 0.00% | −6−2.9% | Reduced |
| Evergreen Capital Management LLC | 203 | $318.4K | 0.01% | −3−1.5% | Reduced |
| Greenleaf Trust | 206 | $323.1K | 0.00% | +15+7.9% | Added |
| Parsons Capital Management Inc | 210 | $329.4K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 211 | $331.0K | 0.00% | +211 | New |
| Cascades Capital Asset Management, LLC | 211 | $331.0K | 0.18% | +211 | New |
| Manchester Financial Inc | 212 | $332.5K | 0.07% | −9−4.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 212 | $333.0K | 0.00% | +212 | New |
| Avestar Capital, LLC | 213 | $334.1K | 0.04% | −1−0.5% | Reduced |
| Isthmus Partners, LLC | 216 | $338.8K | 0.04% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 216 | $338.8K | 0.01% | +16+8.0% | Added |
| Thompson Davis & Co., Inc. | 216 | $338.8K | 0.25% | +20+10.2% | Added |
| Forum Financial Management, LP | 216 | $338.8K | 0.01% | +6+2.9% | Added |
| Daymark Wealth Partners, LLC | 217 | $340.4K | 0.01% | +5+2.4% | Added |
| Legacy Capital Wealth Partners, LLC | 220 | $345.1K | 0.07% | +26+13.4% | Added |
| IHT Wealth Management, LLC | 223 | $349.8K | 0.01% | +2+0.9% | Added |
| Independent Financial Group, LLC | 224 | $351.4K | 0.01% | −1−0.4% | Reduced |
| FineMark National Bank & Trust | 227 | $356.1K | 0.01% | −8−3.4% | Reduced |
| MQS Management LLC | 229 | $359.2K | 0.20% | +229 | New |
| Fiduciary Financial Group, LLC | 232 | $361.7K | 0.08% | +25+12.1% | Added |
| Bleakley Financial Group, LLC | 231 | $362.3K | 0.01% | +42+22.2% | Added |
| Manchester Capital Management LLC | 233 | $365.5K | 0.04% | 00.0% | Unchanged |
| Vestcor Inc | 234 | $367.0K | 0.01% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 234 | $367.0K | 0.00% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 235 | $368.6K | 0.12% | +235 | New |
| One Wealth Advisors, LLC | 238 | $373.3K | 0.06% | 00.0% | Unchanged |
| Ossiam | 238 | $373.3K | 0.01% | +12+5.3% | Added |
| Rakuten Investment Management, Inc. | 238 | $373.4K | 0.00% | +58+32.2% | Added |
| Wambolt & Associates, LLC | 238 | $374.3K | 0.10% | −2−0.8% | Reduced |
| Old National Bancorp | 241 | $378.0K | 0.01% | −8−3.2% | Reduced |
| HighPoint Advisor Group LLC | 246 | $380.1K | 0.02% | +70+39.8% | Added |
| Opal Wealth Advisors, LLC | 243 | $381.2K | 0.12% | −11−4.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 245 | $384.3K | 0.01% | +2+0.8% | Added |
| Baker Tilly Wealth Management, LLC | 246 | $385.9K | 0.17% | +48+24.2% | Added |
| Empowered Funds, LLC | 249 | $390.6K | 0.01% | +77+44.8% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 250 | $392.0K | 0.13% | 00.0% | Unchanged |
| CWM, LLC | 250 | $392.0K | 0.00% | +35+16.3% | Added |
| Carnegie Lake Advisors LLC | 250 | $392.0K | 0.16% | +250 | New |
| Trustmark National Bank Trust Department | 250 | $392.1K | 0.03% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 251 | $393.7K | 0.00% | −7−2.7% | Reduced |
| Sebold Capital Management, Inc. | 251 | $393.7K | 0.26% | +4+1.6% | Added |
| Dakota Wealth Management | 252 | $395.3K | 0.01% | +16+6.8% | Added |
| Gilliland Jeter Wealth Management LLC | 253 | $396.9K | 0.13% | 00.0% | Unchanged |
| Flagstone Financial Management | 254 | $398.4K | 0.13% | 00.0% | Unchanged |
| MCF Advisors LLC | 255 | $400.0K | 0.03% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 259 | $406.3K | 0.02% | +8+3.2% | Added |
| Tritonpoint Wealth, LLC | 260 | $407.2K | 0.04% | −5−1.9% | Reduced |
| Yousif Capital Management, LLC | 260 | $407.8K | 0.00% | +2+0.8% | Added |
| Dover Advisors, LLC | 261 | $409.4K | 0.23% | −14−5.1% | Reduced |
| Allen Investment Management LLC | 262 | $411.0K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 262 | $411.0K | 0.26% | +1+0.4% | Added |
| Stratos Wealth Partners, LTD. | 262 | $411.0K | 0.01% | +86+48.9% | Added |
| Sentry Investment Management LLC | 263 | $413.0K | 0.17% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 267 | $418.8K | 0.00% | −6−2.2% | Reduced |
| AlTi Global, Inc. | 267 | $418.8K | 0.01% | +267 | New |
| QRG Capital Management, Inc. | 269 | $421.9K | 0.00% | +15+5.9% | Added |
| Cadent Capital Advisors, LLC | 269 | $421.9K | 0.14% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 272 | $426.7K | 0.07% | +272 | New |
| Oak Thistle LLC | 273 | $428.2K | 0.14% | +273 | New |
| Atomi Financial Group, Inc. | 273 | $428.2K | 0.03% | +273 | New |
| Coldstream Capital Management Inc | 273 | $429.7K | 0.01% | +10+3.8% | Added |
| Leavell Investment Management, Inc. | 276 | $432.9K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 276 | $432.9K | 0.15% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 279 | $437.6K | 0.26% | −24−7.9% | Reduced |
| Bay Rivers Group | 280 | $439.2K | 0.22% | −5−1.8% | Reduced |
| Wallace Advisory Group, LLC | 280 | $441.2K | 0.32% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 285 | $447.7K | 0.01% | −56−16.4% | Reduced |
| Integrated Wealth Concepts LLC | 286 | $448.6K | 0.01% | −34−10.6% | Reduced |
| Crestmont Private Wealth LLC | 287 | $450.2K | 0.20% | +22+8.3% | Added |
| NBT Bank N A | 289 | $453.3K | 0.03% | −15−4.9% | Reduced |
| Glenmede Trust Co NA | 298 | $467.4K | 0.00% | −46−13.4% | Reduced |
| Apollon Wealth Management, LLC | 298 | $467.4K | 0.01% | −27−8.3% | Reduced |
| GWM Advisors LLC | 300 | $470.6K | 0.00% | +124+70.5% | Added |
| Blueshift Asset Management, LLC | 303 | $475.3K | 0.12% | +303 | New |
| Beacon Investment Advisors LLC | 305 | $478.4K | 0.23% | +1+0.3% | Added |
| UniSuper Management Pty Ltd | 310 | $486.3K | 0.00% | 00.0% | Unchanged |