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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 312 | $489.4K | 0.01% | −38−10.9% | Reduced |
| Marks Group Wealth Management, Inc | 312 | $489.4K | 0.05% | −9−2.8% | Reduced |
| Taylor Hoffman Capital Management LLC | 320 | $493.4K | 0.19% | +320 | New |
| Citizens Financial Group Inc | 315 | $494.1K | 0.01% | +6+1.9% | Added |
| Anson Funds Management LP | 315 | $494.1K | 0.07% | +315 | New |
| Winthrop Advisory Group LLC | 327 | $512.9K | 0.06% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 333 | $522.3K | 0.08% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 336 | $527.0K | 0.02% | −114−25.3% | Reduced |
| Massmutual Trust Co FSB | 337 | $528.6K | 0.02% | −17−4.8% | Reduced |
| Boyar Asset Management Inc. | 339 | $531.7K | 0.34% | +1+0.3% | Added |
| Venturi Wealth Management, LLC | 343 | $538.0K | 0.03% | +10+3.0% | Added |
| Baxter Bros Inc | 346 | $542.7K | 0.07% | −20−5.5% | Reduced |
| AdvisorNet Financial, Inc | 346 | $542.7K | 0.04% | +39+12.7% | Added |
| Ritholtz Wealth Management | 348 | $545.9K | 0.02% | −9−2.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 351 | $550.6K | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 351 | $550.6K | 0.01% | +351 | New |
| Shell Asset Management Co | 351 | $551.0K | 0.02% | +351 | New |
| Tokio Marine Asset Management Co Ltd | 354 | $555.3K | 0.02% | +12+3.5% | Added |
| MainStreet Investment Advisors LLC | 355 | $556.8K | 0.07% | −52−12.8% | Reduced |
| Intellectus Partners, LLC | 360 | $564.7K | 0.14% | 00.0% | Unchanged |
| Walleye Trading LLC | 362 | $567.8K | 0.01% | +349+2,684.6% | Added |
| MetLife Investment Management | 363 | $569.4K | 0.00% | −8−2.2% | Reduced |
| AXA S.A. | 365 | $572.5K | 0.00% | +185+102.8% | Added |
| Mount Yale Investment Advisors, LLC | 368 | $577.2K | 0.06% | −9−2.4% | Reduced |
| Legacy Advisors, LLC | 368 | $577.2K | 0.06% | +368 | New |
| Vident Advisory, LLC | 368 | $577.3K | 0.01% | −5−1.3% | Reduced |
| Magnetar Financial LLC | 369 | $578.8K | 0.01% | +369 | New |
| Cross Staff Investments Inc | 370 | $580.4K | 0.45% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 370 | $580.4K | 0.02% | +370 | New |
| Prime Capital Investment Advisors, LLC | 372 | $583.5K | 0.01% | +21+6.0% | Added |
| Entropy Technologies, LP | 374 | $586.6K | 0.06% | +200+114.9% | Added |
| Elgethun Capital Management | 378 | $592.9K | 0.14% | 00.0% | Unchanged |
| Versor Investments LP | 381 | $597.6K | 0.09% | +160+72.4% | Added |
| Cresset Asset Management, LLC | 390 | $611.7K | 0.00% | +193+98.0% | Added |
| Harvest Investment Services, LLC | 394 | $618.0K | 0.20% | −7−1.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 397 | $622.7K | 0.02% | −1−0.3% | Reduced |
| Calamos Wealth Management LLC | 400 | $627.4K | 0.03% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 402 | $630.6K | 0.09% | −3−0.7% | Reduced |
| Founders Capital Management, LLC | 410 | $643.1K | 0.11% | −158−27.8% | Reduced |
| Oak Grove Capital LLC | 410 | $643.1K | 0.14% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 411 | $644.7K | 0.10% | +39+10.5% | Added |
| WealthPlan Investment Management, LLC | 414 | $649.4K | 0.07% | +21+5.3% | Added |
| J.W. Cole Advisors, Inc. | 418 | $655.7K | 0.03% | +207+98.1% | Added |
| Gilbert & Cook, Inc. | 421 | $660.4K | 0.09% | −19−4.3% | Reduced |
| Intrinsic Value Partners, LLC | 421 | $660.4K | 0.66% | −1−0.2% | Reduced |
| Diversify Wealth Management, LLC | 426 | $667.8K | 0.06% | +50+13.3% | Added |
| Quadcap Wealth Management, LLC | 427 | $669.8K | 0.10% | +3+0.7% | Added |
| SRS Capital Advisors, Inc. | 428 | $671.4K | 0.06% | −157−26.8% | Reduced |
| Synovus Financial Corp | 432 | $677.6K | 0.01% | +74+20.7% | Added |
| Haverford Trust Co | 434 | $680.8K | 0.01% | +201+86.3% | Added |
| Brave Asset Management Inc | 439 | $688.6K | 0.17% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 440 | $690.2K | 0.07% | +20+4.8% | Added |
| Perigon Wealth Management, LLC | 449 | $704.3K | 0.02% | +2+0.4% | Added |
| Financial Security Advisor, Inc. | 452 | $709.0K | 0.18% | −14−3.0% | Reduced |
| Omers Administration Corp | 457 | $716.8K | 0.01% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 461 | $722.9K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 462 | $724.7K | 0.02% | +17+3.8% | Added |
| Summit Global Investments | 463 | $726.0K | 0.05% | +463 | New |
| CIBC Asset Management Inc | 470 | $737.2K | 0.00% | +24+5.4% | Added |
| SpiderRock Advisors, LLC | 473 | $741.9K | 0.02% | +315+199.4% | Added |
| Benjamin Edwards Inc | 486 | $762.3K | 0.01% | +486 | New |
| Lakewood Asset Management LLC | 486 | $762.3K | 0.52% | −42−8.0% | Reduced |
| Aviva PLC | 487 | $763.9K | 0.00% | −443−47.6% | Reduced |
| Sage Capital Advisors,llc | 500 | $784.3K | 0.20% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $784.3K | 0.06% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 501 | $785.9K | 0.00% | −7−1.4% | Reduced |
| Royal Fund Management, LLC | 510 | $800.0K | 0.06% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 513 | $804.7K | 0.03% | +47+10.1% | Added |
| Aigen Investment Management, LP | 513 | $804.7K | 0.16% | +222+76.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 515 | $807.8K | 0.00% | +74+16.8% | Added |
| Arete Wealth Advisors, LLC | 521 | $812.0K | 0.07% | −9−1.7% | Reduced |
| Warren Averett Asset Management, LLC | 521 | $817.2K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 522 | $818.8K | 0.01% | −238−31.3% | Reduced |
| CAPROCK Group, Inc. | 524 | $821.9K | 0.03% | −43−7.6% | Reduced |
| Vinva Investment Management Ltd | 531 | $833.2K | 0.04% | +72+15.7% | Added |
| Carmel Capital Partners, LLC | 538 | $843.9K | 0.33% | −51−8.7% | Reduced |
| Virtus ETF Advisers LLC | 548 | $859.6K | 0.40% | −24−4.2% | Reduced |
| Pinebridge Investments, L.P. | 550 | $862.7K | 0.01% | −2,801−83.6% | Reduced |
| Advisory Services Network, LLC | 551 | $868.2K | 0.02% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 557 | $873.7K | 0.02% | +104+23.0% | Added |
| Two Sigma Investments, LP | 563 | $883.1K | 0.00% | +563 | New |
| Tributary Capital Management, LLC | 566 | $887.8K | 0.07% | +5+0.9% | Added |
| Atlanta Consulting Group Advisors, LLC | 568 | $891.0K | 0.22% | +10+1.8% | Added |
| Northwestern Mutual Wealth Management Co | 571 | $895.7K | 0.00% | −16−2.7% | Reduced |
| Kestra Advisory Services, LLC | 572 | $897.2K | 0.00% | −51−8.2% | Reduced |
| Front Street Capital Management, Inc. | 578 | $907.0K | 0.15% | +230+66.1% | Added |
| Smithfield Trust Co | 582 | $912.0K | 0.04% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 589 | $923.6K | 0.30% | +17+3.0% | Added |
| HB Wealth Management, LLC | 592 | $928.6K | 0.01% | +8+1.4% | Added |
| Verdence Capital Advisors LLC | 594 | $931.7K | 0.07% | +32+5.7% | Added |
| Private Advisor Group, LLC | 597 | $936.4K | 0.01% | +168+39.2% | Added |
| Encompass Wealth Advisors, LLC | 600 | $941.1K | 0.24% | 00.0% | Unchanged |
| Stephens Inc | 600 | $941.1K | 0.01% | +42+7.5% | Added |
| Values Added Financial LLC | 603 | $945.9K | 0.60% | +603 | New |
| London Co of Virginia | 607 | $952.1K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 611 | $958.4K | 0.00% | −118−16.2% | Reduced |
| Culbertson A N & Co Inc | 618 | $969.4K | 0.16% | +448+263.5% | Added |
| Shelter Ins Retirement Plan | 600 | $981.7K | 1.22% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 630 | $987.7K | 0.02% | −1,365−68.4% | Reduced |
| Nisa Investment Advisors, LLC | 630 | $988.2K | 0.01% | −100−13.7% | Reduced |