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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Markel Group Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwest Quadrant Wealth Management, LLC | 151 | $260.7K | 0.06% | −10−6.2% | Reduced |
| Resources Investment Advisors, LLC. | 151 | $260.7K | 0.00% | +4+2.7% | Added |
| RAM Investment Partners, LLC | 151 | $260.7K | 0.06% | +4+2.7% | Added |
| Bremer Bank National Association | 155 | $267.6K | 0.05% | 00.0% | Unchanged |
| Natixis | 155 | $267.6K | 0.00% | +79+103.9% | Added |
| Canal Capital Management, LLC | 155 | $267.6K | 0.04% | +155 | New |
| SRS Capital Advisors, Inc. | 157 | $271.0K | 0.02% | −271−63.3% | Reduced |
| Equitable Trust Co | 157 | $271.0K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 158 | $272.7K | 0.01% | −18−10.2% | Reduced |
| Coldstream Capital Management Inc | 158 | $273.2K | 0.01% | −115−42.1% | Reduced |
| Prudential PLC | 159 | $274.5K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 160 | $276.5K | 0.14% | −1−0.6% | Reduced |
| Genesis Private Wealth, LLC | 167 | $288.3K | 0.16% | +167 | New |
| waypoint wealth counsel | 167 | $288.3K | 0.19% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 168 | $289.8K | 0.03% | −4−2.3% | Reduced |
| Tocqueville Asset Management L.P. | 170 | $293.5K | 0.00% | −1−0.6% | Reduced |
| Fifth Third Bancorp | 172 | $296.9K | 0.00% | −25−12.7% | Reduced |
| Western Wealth Management, LLC | 172 | $296.9K | 0.02% | −8−4.4% | Reduced |
| Hunting Hill Global Capital, LLC | 172 | $296.9K | 0.13% | 00.0% | Unchanged |
| American Trust | 172 | $296.9K | 0.02% | +3+1.8% | Added |
| Prosperity Consulting Group, LLC | 174 | $300.4K | 0.02% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 175 | $302.1K | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 178 | $307.3K | 0.00% | +5+2.9% | Added |
| Allen Capital Group, LLC | 178 | $307.3K | 0.04% | +178 | New |
| Act Two Investors LLC | 182 | $314.2K | 0.06% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 184 | $315.2K | 0.02% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 184 | $317.6K | 0.01% | 00.0% | Unchanged |
| RMR Capital Management, LLC | 186 | $321.1K | 0.24% | 00.0% | Unchanged |
| Qtron Investments LLC | 188 | $324.5K | 0.05% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 188 | $324.5K | 0.03% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 189 | $326.3K | 0.02% | +12+6.8% | Added |
| Howland Capital Management LLC | 189 | $326.3K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 190 | $328.0K | 0.03% | −1−0.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 190 | $328.0K | 0.07% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 191 | $329.7K | 0.03% | +14+7.9% | Added |
| Fidelis Capital Partners, LLC | 182 | $331.3K | 0.03% | −3−1.6% | Reduced |
| Choate Investment Advisors | 193 | $333.2K | 0.01% | +1+0.5% | Added |
| Founders Grove Wealth Partners, LLC | 193 | $333.2K | 0.10% | +193 | New |
| Heartwood Wealth Advisors LLC | 195 | $336.6K | 0.04% | +1+0.5% | Added |
| Studio Investment Management LLC | 196 | $338.3K | 0.07% | 00.0% | Unchanged |
| Lido Advisors, LLC | 198 | $342.2K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 200 | $345.2K | 0.02% | −55−21.6% | Reduced |
| Parsons Capital Management Inc | 200 | $345.2K | 0.02% | −10−4.8% | Reduced |
| Saybrook Capital | 200 | $345.2K | 0.09% | +200 | New |
| E. Ohman J:or Asset Management AB | 200 | $345.2K | 0.01% | +200 | New |
| Evercore Wealth Management, LLC | 203 | $350.4K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 203 | $350.4K | 0.01% | 00.0% | Unchanged |
| DRW Securities, LLC | 205 | $353.9K | 0.02% | +205 | New |
| Quest Partners LLC | 206 | $355.6K | 0.05% | −2,167−91.3% | Reduced |
| Wetherby Asset Management Inc | 207 | $357.3K | 0.02% | −129−38.4% | Reduced |
| Manchester Financial Inc | 210 | $362.5K | 0.08% | −2−0.9% | Reduced |
| Cascades Capital Asset Management, LLC | 211 | $364.2K | 0.19% | 00.0% | Unchanged |
| Old National Bancorp | 213 | $367.7K | 0.01% | −28−11.6% | Reduced |
| Greenleaf Trust | 213 | $367.7K | 0.00% | +7+3.4% | Added |
| Forum Financial Management, LP | 216 | $372.9K | 0.01% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 216 | $372.9K | 0.24% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 216 | $372.9K | 0.05% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 218 | $376.3K | 0.14% | +218 | New |
| Integrated Quantitative Investments LLC | 220 | $379.8K | 0.19% | +220 | New |
| Fiduciary Financial Group, LLC | 230 | $381.8K | 0.08% | −2−0.9% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 222 | $383.2K | 0.06% | −50−18.4% | Reduced |
| IHT Wealth Management, LLC | 222 | $383.2K | 0.01% | −1−0.4% | Reduced |
| Bleakley Financial Group, LLC | 223 | $384.9K | 0.01% | −8−3.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 223 | $384.9K | 0.00% | +46+26.0% | Added |
| New York Life Investment Management LLC | 224 | $386.7K | 0.00% | +224 | New |
| Legacy Capital Wealth Partners, LLC | 225 | $388.4K | 0.10% | +5+2.3% | Added |
| Sentry Investment Management LLC | 226 | $390.0K | 0.19% | −37−14.1% | Reduced |
| FineMark National Bank & Trust | 227 | $391.9K | 0.01% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 230 | $397.0K | 0.13% | −5−2.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 232 | $400.5K | 0.02% | −13−5.3% | Reduced |
| Independent Financial Group, LLC | 232 | $400.5K | 0.01% | +8+3.6% | Added |
| Manchester Capital Management LLC | 233 | $402.2K | 0.05% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 234 | $403.9K | 0.60% | +234 | New |
| Vestcor Inc | 234 | $404.0K | 0.01% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 236 | $407.4K | 0.04% | +90+61.6% | Added |
| Lazard Asset Management LLC | 237 | $408.0K | 0.00% | +122+106.1% | Added |
| One Wealth Advisors, LLC | 238 | $410.8K | 0.06% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 242 | $417.7K | 0.00% | +8+3.4% | Added |
| Mills Wealth Advisors LLC | 244 | $421.2K | 0.24% | +48+24.5% | Added |
| Sebold Capital Management, Inc. | 245 | $422.9K | 0.28% | −6−2.4% | Reduced |
| Glenmede Trust Co NA | 246 | $424.7K | 0.00% | −52−17.4% | Reduced |
| Wallace Advisory Group, LLC | 275 | $431.4K | 0.30% | −5−1.8% | Reduced |
| UniSuper Management Pty Ltd | 250 | $431.6K | 0.00% | −60−19.4% | Reduced |
| Trustmark National Bank Trust Department | 250 | $431.6K | 0.03% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 250 | $432.0K | 0.14% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 250 | $432.0K | 0.17% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 251 | $433.3K | 0.11% | +60+31.4% | Added |
| Dover Advisors, LLC | 252 | $435.0K | 0.25% | −9−3.4% | Reduced |
| Gilliland Jeter Wealth Management LLC | 253 | $436.7K | 0.15% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 253 | $436.7K | 0.13% | +10+4.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 253 | $436.7K | 0.01% | +74+41.3% | Added |
| Jones Financial Companies LLLP | 254 | $438.5K | 0.00% | +120+89.6% | Added |
| Flagstone Financial Management | 254 | $438.5K | 0.15% | 00.0% | Unchanged |
| Hara Capital LLC | 257 | $443.6K | 0.28% | −5−1.9% | Reduced |
| Dakota Wealth Management | 257 | $443.6K | 0.01% | +5+2.0% | Added |
| Tritonpoint Wealth, LLC | 261 | $449.7K | 0.04% | +1+0.4% | Added |
| Integrated Wealth Concepts LLC | 262 | $452.3K | 0.01% | −24−8.4% | Reduced |
| Allen Investment Management LLC | 262 | $452.3K | 0.01% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 264 | $455.7K | 0.18% | +18+7.3% | Added |
| Wealthspire Advisors, LLC | 266 | $459.2K | 0.00% | +104+64.2% | Added |