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 |
|---|---|---|---|---|---|
| Evergreen Wealth Management, LLC | 3,523 | $5.53M | 3.33% | +340+10.7% | Added |
| Montag A & Associates Inc | 3,529 | $5.54M | 0.26% | −33−0.9% | Reduced |
| Gateway Investment Advisers LLC | 3,563 | $5.59M | 0.06% | −923−20.6% | Reduced |
| Squarepoint Ops LLC | 3,656 | $5.73M | 0.02% | +255+7.5% | Added |
| Richard Bernstein Advisors LLC | 3,688 | $5.78M | 0.12% | +1,850+100.7% | Added |
| Bank of Montreal | 3,697 | $5.80M | 0.00% | +66+1.8% | Added |
| Arizona State Retirement System | 3,725 | $5.84M | 0.04% | +123+3.4% | Added |
| Nomura Asset Management Co Ltd | 3,824 | $6.00M | 0.02% | +208+5.8% | Added |
| Clear Harbor Asset Management, LLC | 3,919 | $6.15M | 0.50% | +70+1.8% | Added |
| Commonwealth Equity Services, LLC | 4,036 | $6.33M | 0.01% | −233−5.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,052 | $6.36M | 0.01% | +53+1.3% | Added |
| Marex Group plc | 4,094 | $6.42M | 0.15% | 00.0% | Unchanged |
| Twinbeech Capital LP | 4,216 | $6.61M | 0.13% | +4,216 | New |
| Roundview Capital LLC | 4,327 | $6.79M | 0.49% | −2,123−32.9% | Reduced |
| Andra AP-fonden | 4,340 | $6.81M | 0.10% | +310+7.7% | Added |
| Voloridge Investment Management, LLC | 4,455 | $6.99M | 0.03% | +4,455 | New |
| Cerity Partners LLC | 4,540 | $7.12M | 0.02% | +625+16.0% | Added |
| Stifel Financial Corp | 4,567 | $7.16M | 0.01% | +38+0.8% | Added |
| State of New Jersey Common Pension Fund D | 4,619 | $7.25M | 0.03% | −344−6.9% | Reduced |
| Public Employees Retirement System of Ohio | 4,663 | $7.31M | 0.03% | −233−4.8% | Reduced |
| Chapman Investment Management, LLC | 4,773 | $7.49M | 5.47% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 4,785 | $7.51M | 0.04% | −105−2.1% | Reduced |
| Storebrand Asset Management AS | 4,876 | $7.65M | 0.02% | −262−5.1% | Reduced |
| Needham Investment Management LLC | 4,950 | $7.76M | 0.60% | +2,300+86.8% | Added |
| Janney Montgomery Scott LLC | 4,964 | $7.79M | 0.02% | −136−2.7% | Reduced |
| Prana Capital Management, LP | 4,991 | $7.83M | 0.36% | +4,178+513.9% | Added |
| Asset Management One Co.,Ltd. | 5,084 | $7.97M | 0.03% | +404+8.6% | Added |
| Royal London Asset Management Ltd | 5,205 | $8.16M | 0.02% | +114+2.2% | Added |
| Redmond Asset Management, LLC | 5,225 | $8.20M | 2.57% | −104−2.0% | Reduced |
| CIBC World Markets Inc. | 5,271 | $8.27M | 0.02% | +108+2.1% | Added |
| Edgestream Partners, L.P. | 5,363 | $8.41M | 0.37% | +5,363 | New |
| Frontier Capital Management Co LLC | 5,381 | $8.44M | 0.08% | −574−9.6% | Reduced |
| PGGM Investments | 5,472 | $8.58M | 0.11% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 5,477 | $8.59M | 2.33% | +238+4.5% | Added |
| Franklin Resources Inc | 5,571 | $8.74M | 0.00% | +527+10.4% | Added |
| Creative Planning | 5,584 | $8.76M | 0.01% | +549+10.9% | Added |
| BNP Paribas Arbitrage, SA | 5,585 | $8.76M | 0.01% | −395−6.6% | Reduced |
| Pictet Asset Management Holding SA | 5,615 | $8.81M | 0.01% | +569+11.3% | Added |
| LPL Financial LLC | 5,711 | $8.96M | 0.00% | +353+6.6% | Added |
| Danske Bank A/S | 5,739 | $9.00M | 0.03% | +115+2.0% | Added |
| Victory Capital Management Inc | 5,845 | $9.17M | 0.01% | +300+5.4% | Added |
| Berkeley, Inc | 5,932 | $9.30M | 2.71% | +3,024+104.0% | Added |
| Ci Investments Inc. | 6,032 | $9.46M | 0.04% | −3,287−35.3% | Reduced |
| Stony Point Wealth Management Inc. | 6,096 | $9.56M | 4.03% | +377+6.6% | Added |
| The PNC Financial Services Group, Inc. | 6,161 | $9.66M | 0.01% | +67+1.1% | Added |
| Live Oak Private Wealth LLC | 6,284 | $9.86M | 1.60% | +72+1.2% | Added |
| Brandywine Global Investment Management, LLC | 6,430 | $10.1M | 0.07% | +406+6.7% | Added |
| Cheviot Value Management, LLC | 6,429 | $10.1M | 1.90% | −62−1.0% | Reduced |
| Ameriprise Financial Inc | 6,557 | $10.3M | 0.00% | −80−1.2% | Reduced |
| Regency Capital Management Inc. | 6,623 | $10.4M | 5.71% | +319+5.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 6,733 | $10.6M | 0.04% | −1,257−15.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 6,795 | $10.7M | 0.11% | +6,795 | New |
| SEI Investments Co | 7,004 | $11.0M | 0.01% | −129−1.8% | Reduced |
| Ensign Peak Advisors, Inc | 7,317 | $11.5M | 0.02% | +1,570+27.3% | Added |
| Brown Advisory Inc | 7,324 | $11.5M | 0.01% | +459+6.7% | Added |
| Rheos Capital Works Inc. | 7,500 | $11.8M | 0.61% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 7,532 | $11.8M | 0.15% | +7,532 | New |
| Lathrop Investment Management Corp | 7,577 | $11.9M | 2.21% | −91−1.2% | Reduced |
| FMR LLC | 7,744 | $12.1M | 0.00% | −5,080−39.6% | Reduced |
| Truist Financial Corp | 7,796 | $12.2M | 0.02% | −7,624−49.4% | Reduced |
| Los Angeles Capital Management LLC | 7,823 | $12.3M | 0.05% | −7,928−50.3% | Reduced |
| Mercer Global Advisors Inc | 7,915 | $12.4M | 0.03% | −67−0.8% | Reduced |
| Kirr Marbach & Co LLC | 7,989 | $12.5M | 2.80% | +12+0.2% | Added |
| GAM Holding AG | 8,049 | $12.6M | 1.01% | +23+0.3% | Added |
| Korea Investment CORP | 8,092 | $12.7M | 0.03% | +5,761+247.1% | Added |
| Treasurer of the State of North Carolina | 8,212 | $12.9M | 0.05% | +31+0.4% | Added |
| Colony Group, LLC | 8,291 | $13.0M | 0.04% | −9,273−52.8% | Reduced |
| First National Bank of Omaha | 8,370 | $13.1M | 0.84% | −28−0.3% | Reduced |
| Assenagon Asset Management S.A. | 8,389 | $13.2M | 0.03% | −1,495−15.1% | Reduced |
| State of Wisconsin Investment Board | 8,420 | $13.2M | 0.03% | +1,230+17.1% | Added |
| Price T Rowe Associates Inc | 8,555 | $13.4M | 0.00% | +173+2.1% | Added |
| Hutchinson Capital Management | 8,589 | $13.5M | 2.55% | −93−1.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 8,605 | $13.5M | 0.01% | +416+5.1% | Added |
| Canada Pension Plan Investment Board | 8,789 | $13.8M | 0.01% | −385−4.2% | Reduced |
| Illinois Municipal Retirement Fund | 8,810 | $13.8M | 0.20% | 00.0% | Unchanged |
| Citigroup Inc | 8,920 | $14.0M | 0.01% | −595−6.3% | Reduced |
| Captrust Financial Advisors | 8,993 | $14.1M | 0.04% | +1,218+15.7% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 9,016 | $14.1M | 0.15% | −603−6.3% | Reduced |
| Motley Fool Wealth Management, LLC | 9,047 | $14.2M | 0.71% | −30−0.3% | Reduced |
| Smith, Salley & Associates | 9,055 | $14.2M | 0.93% | +200+2.3% | Added |
| Blair William & Co | 9,295 | $14.6M | 0.04% | +593+6.8% | Added |
| Alliancebernstein L.P. | 9,304 | $14.6M | 0.00% | −835−8.2% | Reduced |
| Snyder Capital Management L P | 9,403 | $14.7M | 0.31% | +1,112+13.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 9,409 | $14.8M | 0.05% | −756−7.4% | Reduced |
| New York State Common Retirement Fund | 9,641 | $15.1M | 0.02% | +147+1.5% | Added |
| Susquehanna International Group, LLP | 9,820 | $15.4M | 0.03% | +5,355+119.9% | Added |
| Tudor Investment Corp Et Al | 9,956 | $15.6M | 0.17% | +949+10.5% | Added |
| Wedge Capital Management L L P | 10,314 | $16.2M | 0.28% | +46+0.4% | Added |
| Banyan Capital Management, Inc. | 10,721 | $16.8M | 9.74% | −67−0.6% | Reduced |
| PYA Waltman Capital, LLC | 10,879 | $17.1M | 5.58% | +420+4.0% | Added |
| Seizert Capital Partners, LLC | 11,285 | $17.7M | 0.80% | +12+0.1% | Added |
| Poehling Capital Management, LLC | 12,615 | $19.8M | 5.06% | +351+2.9% | Added |
| Natixis Advisors, L.P. | 12,623 | $19.8M | 0.04% | −271−2.1% | Reduced |
| Man Group plc | 12,755 | $20.0M | 0.06% | +7,361+136.5% | Added |
| American Century Companies Inc | 13,084 | $20.5M | 0.01% | +4,189+47.1% | Added |
| Amundi | 13,334 | $20.8M | 0.01% | −12,408−48.2% | Reduced |
| HSBC Holdings PLC | 13,929 | $21.8M | 0.01% | +218+1.6% | Added |
| Heritage Wealth Advisors | 13,900 | $21.8M | 1.02% | +53+0.4% | Added |
| Janus Henderson Group PLC | 13,954 | $21.9M | 0.01% | −1,513−9.8% | Reduced |
| State Board of Administration of Florida Retirement System | 14,883 | $23.3M | 0.04% | +618+4.3% | Added |