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 |
|---|---|---|---|---|---|
| AlTi Global, Inc. | 267 | $460.9K | 0.01% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 268 | $462.6K | 0.02% | −8−2.9% | Reduced |
| Cadent Capital Advisors, LLC | 269 | $464.4K | 0.16% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 274 | $473.0K | 0.01% | +14+5.4% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 275 | $474.7K | 0.05% | +275 | New |
| Acima Private Wealth, LLC | 276 | $476.4K | 0.16% | 00.0% | Unchanged |
| Empowered Funds, LLC | 279 | $481.6K | 0.01% | +30+12.0% | Added |
| Bay Rivers Group | 280 | $483.3K | 0.23% | 00.0% | Unchanged |
| XTX Topco Ltd | 281 | $485.1K | 0.04% | −620−68.8% | Reduced |
| Mangrove Partners | 281 | $485.1K | 0.06% | +281 | New |
| Canandaigua National Trust Co of Florida | 283 | $488.5K | 0.38% | +283 | New |
| Oppenheimer Asset Management Inc. | 285 | $492.0K | 0.01% | +34+13.5% | Added |
| Madison Asset Management, LLC | 285 | $492.7K | 0.01% | 00.0% | Unchanged |
| Madison Investment Advisors, LLC | 285 | $492.7K | 0.01% | +285 | New |
| Massmutual Trust Co FSB | 288 | $497.2K | 0.01% | −49−14.5% | Reduced |
| Guardian Wealth Advisors, LLC | 288 | $497.2K | 0.04% | +150+108.7% | Added |
| Financial Advocates Investment Management | 289 | $498.9K | 0.03% | +30+11.6% | Added |
| NBT Bank N A | 289 | $498.9K | 0.03% | 00.0% | Unchanged |
| Haverford Trust Co | 294 | $507.5K | 0.01% | −140−32.3% | Reduced |
| HighPoint Advisor Group LLC | 264 | $513.6K | 0.03% | +18+7.3% | Added |
| Fox Run Management, L.L.C. | 298 | $514.4K | 0.09% | +167+127.5% | Added |
| Avantax Advisory Services, Inc. | 299 | $516.1K | 0.00% | +32+12.0% | Added |
| GWM Advisors LLC | 300 | $517.9K | 0.00% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 301 | $519.6K | 0.23% | +14+4.9% | Added |
| Elgethun Capital Management | 306 | $528.2K | 0.13% | −72−19.0% | Reduced |
| Marks Group Wealth Management, Inc | 311 | $536.9K | 0.05% | −1−0.3% | Reduced |
| Anson Funds Management LP | 315 | $543.8K | 0.07% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 315 | $543.8K | 0.01% | +3+1.0% | Added |
| CWM, LLC | 315 | $544.0K | 0.00% | +65+26.0% | Added |
| TD Waterhouse Canada Inc. | 315 | $544.2K | 0.00% | +196+164.7% | Added |
| Citizens Financial Group Inc | 316 | $545.5K | 0.01% | +1+0.3% | Added |
| QRG Capital Management, Inc. | 318 | $548.9K | 0.01% | +49+18.2% | Added |
| Roehl & Yi Investment Advisors, LLC | 319 | $550.7K | 0.30% | +319 | New |
| Taylor Hoffman Capital Management LLC | 320 | $552.4K | 0.20% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 320 | $552.4K | 0.26% | +15+4.9% | Added |
| Ossiam | 320 | $552.4K | 0.01% | +82+34.5% | Added |
| Winthrop Advisory Group LLC | 327 | $564.5K | 0.07% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 333 | $574.8K | 0.09% | 00.0% | Unchanged |
| Shell Asset Management Co | 336 | $580.0K | 0.03% | −15−4.3% | Reduced |
| Ritholtz Wealth Management | 337 | $581.7K | 0.02% | −11−3.2% | Reduced |
| AdvisorNet Financial, Inc | 340 | $586.9K | 0.05% | −6−1.7% | Reduced |
| TCG Advisory Services, LLC | 340 | $586.9K | 0.02% | +340 | New |
| Venturi Wealth Management, LLC | 343 | $592.1K | 0.03% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 351 | $605.9K | 0.08% | −4−1.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 351 | $605.9K | 0.01% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 351 | $605.9K | 0.40% | +12+3.5% | Added |
| Victrix Investment Advisors | 352 | $607.6K | 0.44% | +352 | New |
| Tokio Marine Asset Management Co Ltd | 354 | $611.1K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 355 | $612.8K | 0.00% | −8−2.2% | Reduced |
| Intellectus Partners, LLC | 360 | $621.4K | 0.14% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 363 | $626.6K | 0.01% | +65+21.8% | Added |
| Vident Advisory, LLC | 365 | $630.0K | 0.01% | −3−0.8% | Reduced |
| Atomi Financial Group, Inc. | 365 | $630.1K | 0.03% | +92+33.7% | Added |
| ExodusPoint Capital Management, LP | 366 | $632.0K | 0.01% | −2,033−84.7% | Reduced |
| Aptus Capital Advisors, LLC | 367 | $633.5K | 0.01% | +151+69.9% | Added |
| Legacy Advisors, LLC | 368 | $635.3K | 0.06% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 369 | $637.0K | 0.02% | +369 | New |
| Cross Staff Investments Inc | 370 | $638.7K | 0.48% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 371 | $640.4K | 0.38% | +92+33.0% | Added |
| Prime Capital Investment Advisors, LLC | 372 | $642.2K | 0.01% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 387 | $668.1K | 0.16% | −7−1.8% | Reduced |
| AXA S.A. | 395 | $681.9K | 0.00% | +30+8.2% | Added |
| Quadcap Wealth Management, LLC | 399 | $688.8K | 0.10% | −28−6.6% | Reduced |
| Oak Grove Capital LLC | 400 | $690.5K | 0.14% | −10−2.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 400 | $690.5K | 0.09% | −2−0.5% | Reduced |
| Calamos Wealth Management LLC | 400 | $690.5K | 0.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 400 | $690.5K | 0.13% | +400 | New |
| Trust Point Inc. | 402 | $693.9K | 0.05% | +402 | New |
| Virtu Financial LLC | 404 | $697.0K | 0.04% | +404 | New |
| Founders Capital Management, LLC | 407 | $702.6K | 0.12% | −3−0.7% | Reduced |
| Private Advisor Group, LLC | 420 | $725.0K | 0.00% | −177−29.6% | Reduced |
| Intrinsic Value Partners, LLC | 421 | $726.7K | 0.73% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 428 | $738.8K | 0.10% | +7+1.7% | Added |
| Allstate Corp | 428 | $738.8K | 0.02% | +428 | New |
| Schonfeld Strategic Advisors LLC | 436 | $752.6K | 0.00% | −677−60.8% | Reduced |
| Brave Asset Management Inc | 439 | $757.8K | 0.24% | 00.0% | Unchanged |
| Ieq Capital, LLC | 442 | $763.0K | 0.01% | +231+109.5% | Added |
| CAPROCK Group, Inc. | 443 | $764.7K | 0.02% | −81−15.5% | Reduced |
| Financial Security Advisor, Inc. | 448 | $773.4K | 0.20% | −4−0.9% | Reduced |
| WealthPlan Investment Management, LLC | 460 | $794.1K | 0.08% | +46+11.1% | Added |
| Mission Wealth Management, LP | 462 | $797.2K | 0.02% | +1+0.2% | Added |
| Constant Guidance Financial LLC | 464 | $801.0K | 0.69% | +464 | New |
| Concurrent Investment Advisors, LLC | 469 | $809.6K | 0.02% | +7+1.5% | Added |
| SG Americas Securities, LLC | 469 | $810.0K | 0.00% | +469 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 471 | $813.1K | 0.12% | +60+14.6% | Added |
| Citadel Advisors LLC | 472 | $814.8K | 0.00% | −28,116−98.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 472 | $814.8K | 0.00% | −399−45.8% | Reduced |
| Perigon Wealth Management, LLC | 461 | $815.5K | 0.02% | +12+2.7% | Added |
| Kestra Advisory Services, LLC | 475 | $820.0K | 0.00% | −97−17.0% | Reduced |
| Machina Capital S.A.S. | 485 | $837.2K | 0.35% | −257−34.6% | Reduced |
| Neuberger Berman Group LLC | 486 | $838.9K | 0.00% | −15−3.0% | Reduced |
| Advisory Services Network, LLC | 488 | $842.4K | 0.02% | −63−11.4% | Reduced |
| Lakewood Asset Management LLC | 488 | $842.4K | 0.58% | +2+0.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 490 | $846.0K | 0.00% | −169−25.6% | Reduced |
| J.W. Cole Advisors, Inc. | 491 | $847.6K | 0.03% | +73+17.5% | Added |
| Bessemer Group Inc | 494 | $853.0K | 0.00% | −300−37.8% | Reduced |
| Sage Capital Advisors,llc | 500 | $863.1K | 0.22% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $863.1K | 0.06% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 500 | $863.1K | 0.13% | +500 | New |
| Chevy Chase Trust Holdings, Inc. | 515 | $889.0K | 0.00% | 00.0% | Unchanged |