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 |
|---|---|---|---|---|---|
| Values Added Financial LLC | 603 | $945.9K | 0.60% | +603 | New |
| Encompass Wealth Advisors, LLC | 600 | $941.1K | 0.24% | 00.0% | Unchanged |
| Stephens Inc | 600 | $941.1K | 0.01% | +42+7.5% | Added |
| Private Advisor Group, LLC | 597 | $936.4K | 0.01% | +168+39.2% | Added |
| Verdence Capital Advisors LLC | 594 | $931.7K | 0.07% | +32+5.7% | Added |
| HB Wealth Management, LLC | 592 | $928.6K | 0.01% | +8+1.4% | Added |
| Parisi Gray Wealth Management | 589 | $923.6K | 0.30% | +17+3.0% | Added |
| Smithfield Trust Co | 582 | $912.0K | 0.04% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 578 | $907.0K | 0.15% | +230+66.1% | Added |
| Kestra Advisory Services, LLC | 572 | $897.2K | 0.00% | −51−8.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 571 | $895.7K | 0.00% | −16−2.7% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 568 | $891.0K | 0.22% | +10+1.8% | Added |
| Tributary Capital Management, LLC | 566 | $887.8K | 0.07% | +5+0.9% | Added |
| Two Sigma Investments, LP | 563 | $883.1K | 0.00% | +563 | New |
| Raymond James Trust N.A. | 557 | $873.7K | 0.02% | +104+23.0% | Added |
| Advisory Services Network, LLC | 551 | $868.2K | 0.02% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 550 | $862.7K | 0.01% | −2,801−83.6% | Reduced |
| Virtus ETF Advisers LLC | 548 | $859.6K | 0.40% | −24−4.2% | Reduced |
| Carmel Capital Partners, LLC | 538 | $843.9K | 0.33% | −51−8.7% | Reduced |
| Vinva Investment Management Ltd | 531 | $833.2K | 0.04% | +72+15.7% | Added |
| CAPROCK Group, Inc. | 524 | $821.9K | 0.03% | −43−7.6% | Reduced |
| MAI Capital Management | 522 | $818.8K | 0.01% | −238−31.3% | Reduced |
| Warren Averett Asset Management, LLC | 521 | $817.2K | 0.02% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 521 | $812.0K | 0.07% | −9−1.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 515 | $807.8K | 0.00% | +74+16.8% | Added |
| Aigen Investment Management, LP | 513 | $804.7K | 0.16% | +222+76.3% | Added |
| Metis Global Partners, LLC | 513 | $804.7K | 0.03% | +47+10.1% | Added |
| Royal Fund Management, LLC | 510 | $800.0K | 0.06% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 501 | $785.9K | 0.00% | −7−1.4% | Reduced |
| Sage Capital Advisors,llc | 500 | $784.3K | 0.20% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $784.3K | 0.06% | 00.0% | Unchanged |
| Aviva PLC | 487 | $763.9K | 0.00% | −443−47.6% | Reduced |
| Lakewood Asset Management LLC | 486 | $762.3K | 0.52% | −42−8.0% | Reduced |
| Benjamin Edwards Inc | 486 | $762.3K | 0.01% | +486 | New |
| SpiderRock Advisors, LLC | 473 | $741.9K | 0.02% | +315+199.4% | Added |
| CIBC Asset Management Inc | 470 | $737.2K | 0.00% | +24+5.4% | Added |
| Summit Global Investments | 463 | $726.0K | 0.05% | +463 | New |
| Concurrent Investment Advisors, LLC | 462 | $724.7K | 0.02% | +17+3.8% | Added |
| Mission Wealth Management, LP | 461 | $722.9K | 0.02% | 00.0% | Unchanged |
| Omers Administration Corp | 457 | $716.8K | 0.01% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 452 | $709.0K | 0.18% | −14−3.0% | Reduced |
| Perigon Wealth Management, LLC | 449 | $704.3K | 0.02% | +2+0.4% | Added |
| Y.D. More Investments Ltd | 440 | $690.2K | 0.07% | +20+4.8% | Added |
| Brave Asset Management Inc | 439 | $688.6K | 0.17% | 00.0% | Unchanged |
| Haverford Trust Co | 434 | $680.8K | 0.01% | +201+86.3% | Added |
| Synovus Financial Corp | 432 | $677.6K | 0.01% | +74+20.7% | Added |
| SRS Capital Advisors, Inc. | 428 | $671.4K | 0.06% | −157−26.8% | Reduced |
| Quadcap Wealth Management, LLC | 427 | $669.8K | 0.10% | +3+0.7% | Added |
| Diversify Wealth Management, LLC | 426 | $667.8K | 0.06% | +50+13.3% | 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 |
| J.W. Cole Advisors, Inc. | 418 | $655.7K | 0.03% | +207+98.1% | Added |
| WealthPlan Investment Management, LLC | 414 | $649.4K | 0.07% | +21+5.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 411 | $644.7K | 0.10% | +39+10.5% | Added |
| 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 |
| Linden Thomas Advisory Services, LLC | 402 | $630.6K | 0.09% | −3−0.7% | Reduced |
| Calamos Wealth Management LLC | 400 | $627.4K | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 397 | $622.7K | 0.02% | −1−0.3% | Reduced |
| Harvest Investment Services, LLC | 394 | $618.0K | 0.20% | −7−1.7% | Reduced |
| Cresset Asset Management, LLC | 390 | $611.7K | 0.00% | +193+98.0% | Added |
| Versor Investments LP | 381 | $597.6K | 0.09% | +160+72.4% | Added |
| Elgethun Capital Management | 378 | $592.9K | 0.14% | 00.0% | Unchanged |
| Entropy Technologies, LP | 374 | $586.6K | 0.06% | +200+114.9% | Added |
| Prime Capital Investment Advisors, LLC | 372 | $583.5K | 0.01% | +21+6.0% | Added |
| Cross Staff Investments Inc | 370 | $580.4K | 0.45% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 370 | $580.4K | 0.02% | +370 | New |
| Magnetar Financial LLC | 369 | $578.8K | 0.01% | +369 | New |
| Vident Advisory, LLC | 368 | $577.3K | 0.01% | −5−1.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 368 | $577.2K | 0.06% | −9−2.4% | Reduced |
| Legacy Advisors, LLC | 368 | $577.2K | 0.06% | +368 | New |
| AXA S.A. | 365 | $572.5K | 0.00% | +185+102.8% | Added |
| MetLife Investment Management | 363 | $569.4K | 0.00% | −8−2.2% | Reduced |
| Walleye Trading LLC | 362 | $567.8K | 0.01% | +349+2,684.6% | Added |
| Intellectus Partners, LLC | 360 | $564.7K | 0.14% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 355 | $556.8K | 0.07% | −52−12.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 354 | $555.3K | 0.02% | +12+3.5% | Added |
| Shell Asset Management Co | 351 | $551.0K | 0.02% | +351 | New |
| 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 |
| Ritholtz Wealth Management | 348 | $545.9K | 0.02% | −9−2.5% | Reduced |
| Baxter Bros Inc | 346 | $542.7K | 0.07% | −20−5.5% | Reduced |
| AdvisorNet Financial, Inc | 346 | $542.7K | 0.04% | +39+12.7% | Added |
| Venturi Wealth Management, LLC | 343 | $538.0K | 0.03% | +10+3.0% | Added |
| Boyar Asset Management Inc. | 339 | $531.7K | 0.34% | +1+0.3% | Added |
| Massmutual Trust Co FSB | 337 | $528.6K | 0.02% | −17−4.8% | Reduced |
| Wetherby Asset Management Inc | 336 | $527.0K | 0.02% | −114−25.3% | Reduced |
| Blue Edge Capital, LLC | 333 | $522.3K | 0.08% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 327 | $512.9K | 0.06% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 315 | $494.1K | 0.01% | +6+1.9% | Added |
| Anson Funds Management LP | 315 | $494.1K | 0.07% | +315 | New |
| Taylor Hoffman Capital Management LLC | 320 | $493.4K | 0.19% | +320 | New |
| 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 |
| UniSuper Management Pty Ltd | 310 | $486.3K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 305 | $478.4K | 0.23% | +1+0.3% | Added |
| Blueshift Asset Management, LLC | 303 | $475.3K | 0.12% | +303 | New |
| GWM Advisors LLC | 300 | $470.6K | 0.00% | +124+70.5% | Added |
| Apollon Wealth Management, LLC | 298 | $467.4K | 0.01% | −27−8.3% | Reduced |
| Glenmede Trust Co NA | 298 | $467.4K | 0.00% | −46−13.4% | Reduced |