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 |
|---|---|---|---|---|---|
| Prosperity Consulting Group, LLC | 174 | $272.9K | 0.02% | +174 | New |
| EP Wealth Advisors, LLC | 173 | $271.4K | 0.00% | +19+12.3% | Added |
| Veriti Management LLC | 173 | $271.4K | 0.01% | +173 | New |
| Hamilton Capital, LLC | 175 | $269.9K | 0.02% | +175 | New |
| Hunting Hill Global Capital, LLC | 172 | $269.8K | 0.38% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 172 | $269.8K | 0.03% | +19+12.4% | Added |
| Tocqueville Asset Management L.P. | 171 | $268.2K | 0.00% | 00.0% | Unchanged |
| American Trust | 169 | $265.1K | 0.02% | −7−4.0% | Reduced |
| Park Avenue Securities LLC | 169 | $265.0K | 0.00% | −77−31.3% | Reduced |
| waypoint wealth counsel | 167 | $262.0K | 0.18% | +1+0.6% | Added |
| Dimension Capital Management LLC | 162 | $254.1K | 0.05% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 162 | $254.1K | 0.00% | +34+26.6% | Added |
| Lodestone Wealth Management LLC | 161 | $252.8K | 0.13% | −108−40.1% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 161 | $252.5K | 0.06% | −20−11.0% | Reduced |
| Prudential PLC | 159 | $249.4K | 0.00% | −579−78.5% | Reduced |
| Equitable Trust Co | 157 | $246.3K | 0.02% | −49−23.8% | Reduced |
| Bremer Bank National Association | 155 | $243.1K | 0.05% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 154 | $241.6K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 151 | $236.9K | 0.00% | +12+8.6% | Added |
| ORG Partners LLC | 150 | $235.3K | 0.04% | −34−18.5% | Reduced |
| Covestor Ltd | 150 | $235.0K | 0.15% | +1+0.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 148 | $232.2K | 0.01% | −1,288−89.7% | Reduced |
| Virtue Capital Management, LLC | 148 | $232.2K | 0.05% | −15−9.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 177 | $230.6K | 0.00% | +177 | New |
| RAM Investment Partners, LLC | 147 | $230.6K | 0.06% | −1−0.7% | Reduced |
| Resources Investment Advisors, LLC. | 147 | $230.6K | 0.00% | +5+3.5% | Added |
| Schechter Investment Advisors, LLC | 146 | $229.0K | 0.02% | +4+2.8% | Added |
| Hengehold Capital Management LLC | 146 | $229.0K | 0.02% | +146 | New |
| Conestoga Capital Advisors, LLC | 145 | $227.4K | 0.00% | −190−56.7% | Reduced |
| Thoroughbred Financial Services, LLC | 144 | $225.0K | 0.01% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 143 | $224.3K | 0.09% | 00.0% | Unchanged |
| Wills Financial Group, Inc. | 142 | $222.7K | 0.09% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 141 | $221.2K | 0.05% | 00.0% | Unchanged |
| MBL Wealth, LLC | 139 | $218.0K | 0.02% | +1+0.7% | Added |
| Wellington Shields & Co., LLC | 139 | $218.0K | 0.07% | +3+2.2% | Added |
| Guardian Wealth Advisors, LLC | 138 | $216.5K | 0.02% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 138 | $216.5K | 0.08% | 00.0% | Unchanged |
| Signaturefd, LLC | 137 | $215.3K | 0.00% | −5−3.5% | Reduced |
| Beacon Financial Group | 135 | $211.8K | 0.02% | −2−1.5% | Reduced |
| Maple Capital Management, Inc. | 135 | $211.8K | 0.02% | +135 | New |
| Jones Financial Companies LLLP | 134 | $210.3K | 0.00% | +54+67.5% | Added |
| Buckingham Strategic Partners | 134 | $210.2K | 0.00% | −8−5.6% | Reduced |
| Cypress Capital Group | 134 | $210.2K | 0.02% | −5−3.6% | Reduced |
| Jump Financial, LLC | 134 | $210.2K | 0.00% | +134 | New |
| Cigna Investments Inc | 132 | $207.0K | 0.04% | −6−4.3% | Reduced |
| Corebridge Financial, Inc. | 131 | $205.5K | 0.00% | −4−3.0% | Reduced |
| Fox Run Management, L.L.C. | 131 | $205.5K | 0.05% | +131 | New |
| Wedbush Securities Inc | 131 | $205.0K | 0.01% | −138−51.3% | Reduced |
| Allworth Financial LP | 130 | $204.6K | 0.00% | +4+3.2% | Added |
| SNS Financial Group, LLC | 130 | $203.9K | 0.02% | +130 | New |
| Graypoint LLC | 130 | $203.9K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 130 | $203.9K | 0.05% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 126 | $197.6K | 0.00% | +57+82.6% | Added |
| Farmers & Merchants Investments Inc | 125 | $196.1K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 119 | $186.9K | 0.00% | +27+29.3% | Added |
| Lazard Asset Management LLC | 115 | $180.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 112 | $175.7K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 99 | $155.3K | 0.02% | +92+1,314.3% | Added |
| GeoWealth Management, LLC | 98 | $153.7K | 0.01% | +98 | New |
| Motco | 96 | $150.6K | 0.02% | −22−18.6% | Reduced |
| Walleye Capital LLC | 96 | $150.6K | 0.00% | +17+21.5% | Added |
| Farther Finance Advisors, LLC | 92 | $144.3K | 0.01% | −5−5.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 91 | $142.7K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 89 | $139.6K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 88 | $138.0K | 0.02% | +80+1,000.0% | Added |
| South State Corp. | 87 | $136.5K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 84 | $131.8K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 83 | $130.2K | 0.00% | +4+5.1% | Added |
| Geneos Wealth Management Inc. | 77 | $120.8K | 0.00% | +1+1.3% | Added |
| Natixis | 76 | $119.2K | 0.00% | +76 | New |
| Evolution Advisers, Inc. | 73 | $115.0K | 0.06% | +1+1.4% | Added |
| IFP Advisors, Inc | 72 | $112.9K | 0.00% | −5−6.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 70 | $110.0K | 0.01% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 67 | $105.0K | 0.01% | −47−41.2% | Reduced |
| Godsey & Gibb Associates | 65 | $102.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 61 | $95.7K | 0.01% | +60+6,000.0% | Added |
| Capital Analysts, LLC | 60 | $94.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 60 | $94.0K | 0.01% | +50+500.0% | Added |
| Penserra Capital Management LLC | 59 | $92.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 58 | $91.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 56 | $87.8K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 55 | $86.3K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 51 | $80.0K | 0.02% | +1+2.0% | Added |
| Prestige Wealth Management Group LLC | 50 | $78.4K | 0.02% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 50 | $78.4K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 49 | $76.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 47 | $73.7K | 0.00% | −16−25.4% | Reduced |
| Financial Network Wealth Advisors LLC | 47 | $73.7K | 0.06% | −15−24.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 47 | $73.7K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 45 | $70.6K | 0.00% | +6+15.4% | Added |
| Lindbrook Capital, LLC | 45 | $70.6K | 0.01% | +2+4.7% | Added |
| Pinnacle Bancorp, Inc. | 44 | $69.0K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 44 | $69.0K | 0.01% | +2+4.8% | Added |
| Carmichael Hill & Associates, Inc. | 40 | $62.7K | 0.02% | 00.0% | Unchanged |
| Westpac Banking Corp | 40 | $62.7K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 35 | $54.9K | 0.02% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 34 | $53.3K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 32 | $50.2K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 31 | $48.6K | 0.01% | +30+3,000.0% | Added |
| Umb Bank N A | 28 | $43.9K | 0.00% | +25+833.3% | Added |