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 |
|---|---|---|---|---|---|
| Adalta Capital Management LLC | 2,566 | $4.43M | 2.31% | +752+41.5% | Added |
| Ervin Investment Management, LLC | 2,569 | $4.44M | 2.86% | −83−3.1% | Reduced |
| Parallel Advisors, LLC | 2,598 | $4.49M | 0.10% | +34+1.3% | Added |
| Allspring Global Investments Holdings, LLC | 2,619 | $4.50M | 0.01% | +500+23.6% | Added |
| Tsai Capital Corp | 2,606 | $4.50M | 3.27% | −221−7.8% | Reduced |
| DnB Asset Management AS | 2,609 | $4.50M | 0.02% | +121+4.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 2,623 | $4.53M | 0.02% | −20−0.8% | Reduced |
| Pathstone Holdings, LLC | 2,641 | $4.56M | 0.02% | +91+3.6% | Added |
| Systematic Financial Management LP | 2,685 | $4.63M | 0.12% | −14−0.5% | Reduced |
| Capstone Investment Advisors, LLC | 2,693 | $4.65M | 0.05% | +2,693 | New |
| Crestline Management, LP | 2,700 | $4.66M | 0.16% | +2,700 | New |
| Alta Capital Management LLC | 2,707 | $4.67M | 0.28% | −25,890−90.5% | Reduced |
| National Bank of Canada | 2,707 | $4.67M | 0.01% | +278+11.4% | Added |
| Voya Investment Management LLC | 2,718 | $4.69M | 0.00% | −262−8.8% | Reduced |
| Inkwell Capital LLC | 2,749 | $4.75M | 5.07% | +2,749 | New |
| Chemistry Wealth Management LLC | 2,773 | $4.79M | 1.12% | +186+7.2% | Added |
| Neville Rodie & Shaw Inc | 2,778 | $4.79M | 0.35% | −145−5.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,804 | $4.84M | 0.05% | +55+2.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 2,833 | $4.89M | 0.16% | −18−0.6% | Reduced |
| Ellsworth Advisors, LLC | 2,868 | $4.95M | 1.30% | −13−0.5% | Reduced |
| Handelsbanken Fonder AB | 2,870 | $4.95M | 0.02% | +368+14.7% | Added |
| Buttonwood Financial Advisors Inc. | 2,877 | $4.97M | 2.18% | +107+3.9% | Added |
| GoodHaven Capital Management, LLC | 3,005 | $5.19M | 1.67% | +25+0.8% | Added |
| CI Private Wealth, LLC | 3,023 | $5.22M | 0.01% | +52+1.8% | Added |
| Annandale Capital, LLC | 3,137 | $5.42M | 1.07% | +19+0.6% | Added |
| NWF Advisory Services Inc. | 3,158 | $5.45M | 0.80% | +771+32.3% | Added |
| Holocene Advisors, LP | 3,281 | $5.66M | 0.02% | +470+16.7% | Added |
| Court Place Advisors, LLC | 3,315 | $5.72M | 1.86% | −143−4.1% | Reduced |
| Hudson Value Partners, LLC | 3,339 | $5.76M | 2.14% | +153+4.8% | Added |
| Alpha Omega Wealth Management LLC | 3,357 | $5.79M | 1.10% | +17+0.5% | Added |
| GHP Investment Advisors, Inc. | 3,420 | $5.90M | 0.28% | +62+1.8% | Added |
| Montag A & Associates Inc | 3,499 | $6.04M | 0.29% | −30−0.9% | Reduced |
| Greenline Partners, LLC | 3,529 | $6.09M | 0.85% | +663+23.1% | Added |
| Gateway Investment Advisers LLC | 3,551 | $6.13M | 0.07% | −12−0.3% | Reduced |
| Jefferies Financial Group Inc. | 3,558 | $6.14M | 0.07% | +3,558 | New |
| Evergreen Wealth Management, LLC | 3,604 | $6.22M | 3.68% | +81+2.3% | Added |
| Bradyco, Inc. | 2,474 | $6.31M | 3.90% | +2,474 | New |
| Richard Bernstein Advisors LLC | 3,688 | $6.37M | 0.14% | 00.0% | Unchanged |
| Arizona State Retirement System | 3,763 | $6.50M | 0.04% | +38+1.0% | Added |
| Nomura Asset Management Co Ltd | 3,818 | $6.59M | 0.02% | −6−0.2% | Reduced |
| Mariner, LLC | 3,962 | $6.84M | 0.01% | +1,106+38.7% | Added |
| Clear Harbor Asset Management, LLC | 3,981 | $6.87M | 0.55% | +62+1.6% | Added |
| Commonwealth Equity Services, LLC | 3,994 | $6.89M | 0.01% | −42−1.0% | Reduced |
| Marex Group plc | 4,094 | $7.07M | 0.12% | 00.0% | Unchanged |
| Cerity Partners LLC | 4,204 | $7.12M | 0.02% | −336−7.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,248 | $7.33M | 0.01% | +196+4.8% | Added |
| Roundview Capital LLC | 4,347 | $7.50M | 0.52% | +20+0.5% | Added |
| Public Employees Retirement System of Ohio | 4,352 | $7.51M | 0.03% | −311−6.7% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 4,388 | $7.57M | 0.04% | +4,388 | New |
| Prana Capital Management, LP | 4,444 | $7.67M | 0.37% | −547−11.0% | Reduced |
| State of New Jersey Common Pension Fund D | 4,446 | $7.67M | 0.03% | −173−3.7% | Reduced |
| Man Group plc | 4,487 | $7.75M | 0.02% | −8,268−64.8% | Reduced |
| Storebrand Asset Management AS | 4,505 | $7.78M | 0.02% | −371−7.6% | Reduced |
| Stifel Financial Corp | 4,507 | $7.78M | 0.01% | −60−1.3% | Reduced |
| KLP Kapitalforvaltning AS | 4,520 | $7.80M | 0.04% | +4,520 | New |
| Sterling Capital Management LLC | 4,532 | $7.82M | 0.11% | −3,000−39.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 4,636 | $8.01M | 0.05% | −149−3.1% | Reduced |
| Andra AP-fonden | 4,640 | $8.01M | 0.13% | +300+6.9% | Added |
| Berkeley, Inc | 4,670 | $8.06M | 4.17% | −1,262−21.3% | Reduced |
| Ci Investments Inc. | 4,739 | $8.18M | 0.03% | −1,293−21.4% | Reduced |
| Chapman Investment Management, LLC | 4,749 | $8.20M | 6.10% | −24−0.5% | Reduced |
| Janney Montgomery Scott LLC | 4,800 | $8.29M | 0.02% | −164−3.3% | Reduced |
| Needham Investment Management LLC | 4,950 | $8.54M | 0.66% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 4,953 | $8.55M | 2.13% | −272−5.2% | Reduced |
| Asset Management One Co.,Ltd. | 5,010 | $8.72M | 0.03% | −74−1.5% | Reduced |
| BNP Paribas Arbitrage, SA | 5,053 | $8.72M | 0.01% | −532−9.5% | Reduced |
| Creative Planning | 5,200 | $8.98M | 0.01% | −384−6.9% | Reduced |
| CIBC World Markets Inc. | 5,211 | $8.99M | 0.02% | −60−1.1% | Reduced |
| Franklin Resources Inc | 5,232 | $9.03M | 0.00% | −339−6.1% | Reduced |
| Pictet Asset Management Holding SA | 5,372 | $9.27M | 0.01% | −243−4.3% | Reduced |
| PGGM Investments | 5,472 | $9.45M | 0.13% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 5,571 | $9.62M | 0.04% | −2,641−32.2% | Reduced |
| Canerector Inc | 5,600 | $9.67M | 4.69% | +5,600 | New |
| Solidarilty Wealth, LLC | 5,644 | $9.74M | 2.54% | +167+3.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 5,731 | $9.89M | 0.02% | +5,731 | New |
| The PNC Financial Services Group, Inc. | 5,757 | $9.94M | 0.01% | −404−6.6% | Reduced |
| Royal London Asset Management Ltd | 5,868 | $10.1M | 0.02% | +663+12.7% | Added |
| Victory Capital Management Inc | 5,926 | $10.2M | 0.01% | +81+1.4% | Added |
| Frontier Capital Management Co LLC | 5,936 | $10.2M | 0.10% | +555+10.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 6,015 | $10.4M | 0.10% | −780−11.5% | Reduced |
| Brandywine Global Investment Management, LLC | 6,070 | $10.5M | 0.08% | −360−5.6% | Reduced |
| LPL Financial LLC | 6,164 | $10.6M | 0.00% | +453+7.9% | Added |
| Stony Point Wealth Management Inc. | 6,253 | $10.8M | 4.29% | +157+2.6% | Added |
| Live Oak Private Wealth LLC | 6,256 | $10.8M | 1.81% | −28−0.4% | Reduced |
| Mediolanum International Funds Ltd | 6,452 | $11.1M | 0.14% | +4,106+175.0% | Added |
| Danske Bank A/S | 6,523 | $11.3M | 0.03% | +784+13.7% | Added |
| Ameriprise Financial Inc | 6,589 | $11.4M | 0.00% | +32+0.5% | Added |
| Ensign Peak Advisors, Inc | 6,767 | $11.7M | 0.02% | −550−7.5% | Reduced |
| Cheviot Value Management, LLC | 6,816 | $11.8M | 2.26% | +387+6.0% | Added |
| Regency Capital Management Inc. | 6,947 | $12.0M | 6.49% | +324+4.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 6,963 | $12.0M | 0.05% | +230+3.4% | Added |
| SEI Investments Co | 7,067 | $12.2M | 0.02% | +63+0.9% | Added |
| Captrust Financial Advisors | 7,191 | $12.4M | 0.04% | −1,802−20.0% | Reduced |
| Squarepoint Ops LLC | 7,198 | $12.4M | 0.03% | +3,542+96.9% | Added |
| Heritage Wealth Advisors | 7,220 | $12.5M | 0.62% | −6,680−48.1% | Reduced |
| Seizert Capital Partners, LLC | 7,230 | $12.5M | 0.56% | −4,055−35.9% | Reduced |
| Evelyn Partners Investment Management LLP | 7,266 | $12.5M | 0.41% | +7,266 | New |
| Truist Financial Corp | 7,333 | $12.7M | 0.02% | −463−5.9% | Reduced |
| Lathrop Investment Management Corp | 7,597 | $13.1M | 2.50% | +20+0.3% | Added |
| State of Wisconsin Investment Board | 7,655 | $13.2M | 0.03% | −765−9.1% | Reduced |