Skip to main content
Livermore
Livermore
ZHEN

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, Q4 2024

Institutional positions in Markel Group Inc. as of Dec 31, 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
832
+49 vs. Q3 2024
Shares held
9.99M
+195.1K (+2.0%) vs. Q3 2024
Total value
$17.2B
+$1.85B (+12.0%) vs. Q3 2024
New holders
101
260 more added
Sold out
52
287 more reduced

11 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 832 institutions
Q1 2021: 575 institutionsQ2 2021: 589 institutionsQ3 2021: 594 institutionsQ4 2021: 638 institutionsQ1 2022: 639 institutionsQ2 2022: 642 institutionsQ3 2022: 636 institutionsQ4 2022: 675 institutionsQ1 2023: 676 institutionsQ2 2023: 700 institutionsQ3 2023: 739 institutionsQ4 2023: 733 institutionsQ1 2024: 745 institutionsQ2 2024: 812 institutionsQ3 2024: 794 institutionsQ4 2024: 832 institutionsQ1 2025: 852 institutionsQ2 2025: 854 institutionsQ3 2025: 855 institutionsQ4 2025: 924 institutionsQ1 2026: 930 institutionsQ2 2026: 930 institutions
Value heldQ4 2024: $17.2B
Q1 2021: $12.1BQ2 2021: $12.6BQ3 2021: $12.6BQ4 2021: $12.9BQ1 2022: $15.8BQ2 2022: $13.7BQ3 2022: $11.3BQ4 2022: $13.7BQ1 2023: $13.2BQ2 2023: $14.2BQ3 2023: $15.0BQ4 2023: $14.5BQ1 2024: $15.4BQ2 2024: $15.7BQ3 2024: $15.4BQ4 2024: $17.2BQ1 2025: $19.0BQ2 2025: $20.1BQ3 2025: $18.9BQ4 2025: $21.1BQ1 2026: $18.5BQ2 2026: $18.8B
Institutions holding MKL and their total value by quarter
QuarterHoldersValue
Q2 2026930$18.8B
Q1 2026930$18.5B
Q4 2025924$21.1B
Q3 2025855$18.9B
Q2 2025854$20.1B
Q1 2025852$19.0B
Q4 2024832$17.2B
Q3 2024794$15.4B
Q2 2024812$15.7B
Q1 2024745$15.4B
Q4 2023733$14.5B
Q3 2023739$15.0B
Q2 2023700$14.2B
Q1 2023676$13.2B
Q4 2022675$13.7B
Q3 2022636$11.3B
Q2 2022642$13.7B
Q1 2022639$15.8B
Q4 2021638$12.9B
Q3 2021594$12.6B
Q2 2021589$12.6B
Q1 2021575$12.1B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Markel Group Inc.; share changes are against Q3 2024.

Institutions holding MKL in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Close Asset Management Ltd22$00.00%00.0%Unchanged
Winnow Wealth LLC1$4670.00%+1New
CoreCap Advisors, LLC1$1.73K0.00%−5−83.3%Reduced
Kayne Anderson Rudnick Investment Management LLC1$1.73K0.00%00.0%Unchanged
First Horizon Advisors, Inc.1$1.73K0.00%00.0%Unchanged
Tortoise Investment Management, LLC1$1.73K0.00%00.0%Unchanged
Raffa Wealth Management, LLC1$1.73K0.00%00.0%Unchanged
Global Financial Private Client, LLC1$1.73K0.00%+1New
Sachetta, LLC1$1.73K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC1$1.73K0.00%+1New
Continuum Advisory, LLC2$3.45K0.00%00.0%Unchanged
Zions Bancorporation, N.A.2$3.45K0.00%00.0%Unchanged
Bellevue Asset Management, LLC2$3.45K0.00%00.0%Unchanged
Archer Investment Corp2$3.45K0.00%00.0%Unchanged
Mechanics Financial Corp2$3.45K0.00%00.0%Unchanged
Red Tortoise LLC2$3.45K0.00%00.0%Unchanged
West Paces Advisors Inc.2$3.45K0.00%00.0%Unchanged
Fairscale Capital, LLC2$3.45K0.00%00.0%Unchanged
Umb Bank N A3$5.18K0.00%−25−89.3%Reduced
Fortitude Family Office, LLC3$5.18K0.00%00.0%Unchanged
MV Capital Management, Inc.3$5.18K0.00%+1+50.0%Added
TD Capital Management LLC3$5.18K0.00%+1+50.0%Added
Richards, Merrill & Peterson, Inc.3$5.18K0.00%+3New
Innovative Advisory Group, LLC3$5.18K0.00%+3New
Kiely Wealth Advisory Group, Inc.3$5.97K0.00%00.0%Unchanged
Bell Investment Advisors, Inc4$6.91K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC4$6.91K0.00%00.0%Unchanged
Concord Wealth Partners4$6.91K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.4$6.91K0.00%+2+100.0%Added
North Star Investment Management Corp.4$6.91K0.00%+4New
Evelyn Partners Investment Management Services Ltd4$6.91K0.00%+4New
Simplex Trading, LLC5$8.00K0.00%−6−54.5%Reduced
St Germain D J Co Inc5$8.63K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC5$8.63K0.00%00.0%Unchanged
Rogco, LP5$8.63K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC5$8.63K0.00%00.0%Unchanged
GW&K Investment Management, LLC5$9.00K0.00%00.0%Unchanged
City Holding Co12$10.2K0.00%00.0%Unchanged
Pacifica Partners Inc.6$10.3K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC6$10.4K0.01%−391−98.5%Reduced
Silicon Valley Capital Partners6$10.4K0.00%00.0%Unchanged
Harbour Investments, Inc.6$10.4K0.00%+4+200.0%Added
Mather Group, LLC.6$10.4K0.00%+4+200.0%Added
Pittenger & Anderson Inc6$10.4K0.00%+3+100.0%Added
Frazier Financial Advisors, LLC7$12.1K0.01%−2−22.2%Reduced
Legacy Bridge, LLC7$12.1K0.01%00.0%Unchanged
Creative Financial Designs Inc7$12.1K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC8$13.8K0.00%+1+14.3%Added
CVA Family Office, LLC8$13.8K0.00%+3+60.0%Added
Wingate Wealth Advisors, Inc.8$13.8K0.01%+8New
Putney Financial Group LLC8$13.8K0.01%+8New
Criterion Capital Advisors, LLC9$14.2K0.01%00.0%Unchanged
Rosenberg Matthew Hamilton9$15.5K0.00%00.0%Unchanged
First Command Advisory Services, Inc.9$15.5K0.00%+9New
Bank of Jackson Hole Trust9$15.5K0.01%+9New
Capital Advisors, Ltd. LLC10$17.0K0.00%00.0%Unchanged
Aviso Financial Inc.10$17.3K0.00%00.0%Unchanged
True Wealth Design, LLC10$17.3K0.01%00.0%Unchanged
Glass Jacobson Investment Advisors llc10$17.3K0.01%+10New
Whittier Trust Co11$19.0K0.00%00.0%Unchanged
Asset Dedication, LLC11$19.0K0.00%00.0%Unchanged
Riverview Trust Co11$19.0K0.02%00.0%Unchanged
Gables Capital Management Inc.11$19.0K0.01%00.0%Unchanged
WR Wealth Planners, LLC11$19.0K0.01%00.0%Unchanged
Bogart Wealth, LLC11$19.0K0.00%+2+22.2%Added
Valley National Advisers Inc12$20.0K0.00%00.0%Unchanged
Adirondack Trust Co12$20.7K0.01%00.0%Unchanged
Barrett & Company, Inc.12$20.7K0.01%00.0%Unchanged
Truvestments Capital LLC12$20.7K0.01%00.0%Unchanged
Citizens National Bank Trust Department12$20.7K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC12$20.7K0.02%00.0%Unchanged
SJS Investment Consulting Inc.12$20.7K0.00%00.0%Unchanged
Hemington Wealth Management13$22.0K0.01%+2+18.2%Added
Anfield Capital Management, LLC13$22.4K0.01%00.0%Unchanged
Sittner & Nelson, LLC13$22.4K0.01%+1+8.3%Added
Parkside Financial Bank & Trust13$22.4K0.00%+3+30.0%Added
Johnson Financial Group, Inc.13$23.8K0.00%+11+550.0%Added
Versant Capital Management, Inc14$24.2K0.01%+6+75.0%Added
Pin Oak Investment Advisors Inc16$25.0K0.02%00.0%Unchanged
Strategic Investment Solutions, Inc.15$25.9K0.01%00.0%Unchanged
MidAtlantic Capital Management, Inc.15$25.9K0.02%00.0%Unchanged
EverSource Wealth Advisors, LLC16$27.6K0.00%−31−66.0%Reduced
SIMA Wealth Partners, LLC16$27.6K0.02%00.0%Unchanged
Deseret Mutual Benefit Administrators18$31.1K0.02%00.0%Unchanged
Lavaca Capital LLC18$31.1K0.01%+18New
JFS Wealth Advisors, LLC18$31.1K0.00%00.0%Unchanged
State of Wyoming19$32.8K0.00%+3+18.8%Added
Private Wealth Management Group, LLC19$32.8K0.01%00.0%Unchanged
Larson Financial Group LLC21$36.3K0.00%−2−8.7%Reduced
Oarsman Capital, Inc.21$36.3K0.01%00.0%Unchanged
Skopos Labs, Inc.21$36.3K0.01%+1+5.0%Added
SBI Securities Co., Ltd.21$36.3K0.00%+21New
FPC Investment Advisory, Inc.20$36.6K0.03%+20New
Toth Financial Advisory Corp22$38.0K0.00%00.0%Unchanged
Empirical Asset Management, LLC31,382$38.3K0.01%+31,382New
Global Trust Asset Management, LLC24$41.4K0.02%+24New
LGT Financial Advisors LLC25$43.2K0.10%00.0%Unchanged
Global Retirement Partners, LLC26$44.9K0.00%00.0%Unchanged
Bryn Mawr Trust Co27$46.6K0.00%00.0%Unchanged
Vestor Capital, LLC27$47.0K0.00%+27New