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 |
|---|---|---|---|---|---|
| NBT Bank N A | 289 | $453.3K | 0.03% | −15−4.9% | Reduced |
| Crestmont Private Wealth LLC | 287 | $450.2K | 0.20% | +22+8.3% | Added |
| Integrated Wealth Concepts LLC | 286 | $448.6K | 0.01% | −34−10.6% | Reduced |
| Madison Asset Management, LLC | 285 | $447.7K | 0.01% | −56−16.4% | Reduced |
| Wallace Advisory Group, LLC | 280 | $441.2K | 0.32% | 00.0% | Unchanged |
| Bay Rivers Group | 280 | $439.2K | 0.22% | −5−1.8% | Reduced |
| Resurgent Financial Advisors LLC | 279 | $437.6K | 0.26% | −24−7.9% | Reduced |
| Leavell Investment Management, Inc. | 276 | $432.9K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 276 | $432.9K | 0.15% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 273 | $429.7K | 0.01% | +10+3.8% | Added |
| Oak Thistle LLC | 273 | $428.2K | 0.14% | +273 | New |
| Atomi Financial Group, Inc. | 273 | $428.2K | 0.03% | +273 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 272 | $426.7K | 0.07% | +272 | New |
| Cadent Capital Advisors, LLC | 269 | $421.9K | 0.14% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 269 | $421.9K | 0.00% | +15+5.9% | Added |
| Avantax Advisory Services, Inc. | 267 | $418.8K | 0.00% | −6−2.2% | Reduced |
| AlTi Global, Inc. | 267 | $418.8K | 0.01% | +267 | New |
| Sentry Investment Management LLC | 263 | $413.0K | 0.17% | 00.0% | Unchanged |
| 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 |
| Dover Advisors, LLC | 261 | $409.4K | 0.23% | −14−5.1% | Reduced |
| Yousif Capital Management, LLC | 260 | $407.8K | 0.00% | +2+0.8% | Added |
| Tritonpoint Wealth, LLC | 260 | $407.2K | 0.04% | −5−1.9% | Reduced |
| Financial Advocates Investment Management | 259 | $406.3K | 0.02% | +8+3.2% | Added |
| MCF Advisors LLC | 255 | $400.0K | 0.03% | 00.0% | Unchanged |
| Flagstone Financial Management | 254 | $398.4K | 0.13% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 253 | $396.9K | 0.13% | 00.0% | Unchanged |
| Dakota Wealth Management | 252 | $395.3K | 0.01% | +16+6.8% | Added |
| 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 |
| Trustmark National Bank Trust Department | 250 | $392.1K | 0.03% | 00.0% | Unchanged |
| 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 |
| Empowered Funds, LLC | 249 | $390.6K | 0.01% | +77+44.8% | Added |
| Baker Tilly Wealth Management, LLC | 246 | $385.9K | 0.17% | +48+24.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 245 | $384.3K | 0.01% | +2+0.8% | Added |
| Opal Wealth Advisors, LLC | 243 | $381.2K | 0.12% | −11−4.3% | Reduced |
| HighPoint Advisor Group LLC | 246 | $380.1K | 0.02% | +70+39.8% | Added |
| Old National Bancorp | 241 | $378.0K | 0.01% | −8−3.2% | Reduced |
| Wambolt & Associates, LLC | 238 | $374.3K | 0.10% | −2−0.8% | Reduced |
| Rakuten Investment Management, Inc. | 238 | $373.4K | 0.00% | +58+32.2% | Added |
| One Wealth Advisors, LLC | 238 | $373.3K | 0.06% | 00.0% | Unchanged |
| Ossiam | 238 | $373.3K | 0.01% | +12+5.3% | Added |
| Argonautica Private Wealth Management, Inc | 235 | $368.6K | 0.12% | +235 | New |
| Worldquant Millennium Advisors LLC | 234 | $367.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 234 | $367.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 233 | $365.5K | 0.04% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 231 | $362.3K | 0.01% | +42+22.2% | Added |
| Fiduciary Financial Group, LLC | 232 | $361.7K | 0.08% | +25+12.1% | Added |
| MQS Management LLC | 229 | $359.2K | 0.20% | +229 | New |
| FineMark National Bank & Trust | 227 | $356.1K | 0.01% | −8−3.4% | Reduced |
| Independent Financial Group, LLC | 224 | $351.4K | 0.01% | −1−0.4% | Reduced |
| IHT Wealth Management, LLC | 223 | $349.8K | 0.01% | +2+0.9% | Added |
| Legacy Capital Wealth Partners, LLC | 220 | $345.1K | 0.07% | +26+13.4% | Added |
| Daymark Wealth Partners, LLC | 217 | $340.4K | 0.01% | +5+2.4% | Added |
| Forum Financial Management, LP | 216 | $338.8K | 0.01% | +6+2.9% | Added |
| 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 |
| Avestar Capital, LLC | 213 | $334.1K | 0.04% | −1−0.5% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 212 | $333.0K | 0.00% | +212 | New |
| Manchester Financial Inc | 212 | $332.5K | 0.07% | −9−4.1% | Reduced |
| Ieq Capital, LLC | 211 | $331.0K | 0.00% | +211 | New |
| Cascades Capital Asset Management, LLC | 211 | $331.0K | 0.18% | +211 | New |
| Parsons Capital Management Inc | 210 | $329.4K | 0.02% | 00.0% | Unchanged |
| Greenleaf Trust | 206 | $323.1K | 0.00% | +15+7.9% | Added |
| Evergreen Capital Management LLC | 203 | $318.4K | 0.01% | −3−1.5% | Reduced |
| Evercore Wealth Management, LLC | 203 | $318.4K | 0.00% | −6−2.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 202 | $317.0K | 0.01% | +202 | New |
| Lido Advisors, LLC | 198 | $311.1K | 0.00% | +6+3.1% | Added |
| Fifth Third Bancorp | 197 | $309.0K | 0.00% | +26+15.2% | 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 |
| Ronald Blue Trust, Inc. | 195 | $307.3K | 0.00% | +86+78.9% | Added |
| Heartwood Wealth Advisors LLC | 194 | $304.3K | 0.03% | 00.0% | Unchanged |
| Inceptionr LLC | 194 | $304.3K | 0.07% | +194 | New |
| Choate Investment Advisors | 192 | $301.2K | 0.01% | +192 | New |
| Inlet Private Wealth, LLC | 191 | $299.6K | 0.08% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 191 | $299.6K | 0.03% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 419 | $298.2K | 0.02% | +118+39.2% | Added |
| Jackson Hole Capital Partners, LLC | 190 | $298.0K | 0.06% | 00.0% | Unchanged |
| Howland Capital Management LLC | 189 | $296.5K | 0.01% | 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 |
| RMR Capital Management, LLC | 186 | $291.8K | 0.25% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 185 | $290.0K | 0.03% | −7−3.6% | Reduced |
| Capital Asset Advisory Services LLC | 184 | $286.9K | 0.01% | 00.0% | Unchanged |
| Act Two Investors LLC | 182 | $285.5K | 0.05% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 181 | $283.9K | 0.03% | +181 | New |
| Level Four Advisory Services, LLC | 184 | $283.7K | 0.01% | +51+38.3% | Added |
| Western Wealth Management, LLC | 180 | $282.3K | 0.02% | +180 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 179 | $280.8K | 0.01% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 177 | $278.4K | 0.02% | −17−8.8% | Reduced |
| Marcum Wealth, LLC | 177 | $277.6K | 0.03% | +12+7.3% | Added |
| Snowden Capital Advisors LLC | 176 | $276.1K | 0.01% | +1+0.6% | Added |
| Am Investment Strategies LLC | 175 | $275.0K | 0.07% | 00.0% | Unchanged |