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 |
|---|---|---|---|---|---|
| Epoch Investment Partners, Inc. | 72,233 | $124.7M | 0.60% | +7,056+10.8% | Added |
| Fort Washington Investment Advisors Inc | 76,922 | $132.8M | 0.79% | −633−0.8% | Reduced |
| Check Capital Management Inc | 77,165 | $133.2M | 8.82% | −188−0.2% | Reduced |
| Polar Capital Holdings Plc | 77,350 | $133.5M | 0.75% | −5,650−6.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 73,771 | $135.7M | 0.42% | +4,885+7.1% | Added |
| Jennison Associates LLC | 78,735 | $135.9M | 0.08% | +7,102+9.9% | Added |
| Legal & General Group Plc | 79,022 | $136.4M | 0.04% | −4,041−4.9% | Reduced |
| Barr E S & Co | 80,853 | $139.6M | 8.26% | +1,957+2.5% | Added |
| DF Dent & Co Inc | 82,906 | $143.1M | 1.81% | −15,172−15.5% | Reduced |
| Fenimore Asset Management Inc | 88,415 | $152.6M | 3.21% | −310.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 88,726 | $153.2M | 2.98% | −1,956−2.2% | Reduced |
| Northern Trust Corp | 94,383 | $162.9M | 0.02% | +11,654+14.1% | Added |
| Scharf Investments, LLC | 95,265 | $164.4M | 4.88% | −5,564−5.5% | Reduced |
| UBS Asset Management Americas Inc | 101,044 | $174.4M | 0.04% | +15,916+18.7% | Added |
| JANA Partners Management, LP | 108,926 | $188.0M | 9.82% | +108,926 | New |
| UBS Group AG | 111,056 | $191.7M | 0.04% | +68,433+160.6% | Added |
| Dimensional Fund Advisors LP | 116,664 | $201.4M | 0.05% | +1,975+1.7% | Added |
| Kempen Capital Management N.V. | 121,589 | $209.9M | 2.09% | +19,657+19.3% | Added |
| Bank of America Corp | 140,997 | $243.4M | 0.02% | +915+0.7% | Added |
| Wellington Management Group LLP | 146,904 | $253.6M | 0.05% | −52,769−26.4% | Reduced |
| Norges Bank | 147,602 | $254.8M | 0.03% | −427−0.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 153,688 | $265.3M | 0.16% | −1,032−0.7% | Reduced |
| Davenport & Co LLC | 204,316 | $352.6M | 2.07% | −871−0.4% | Reduced |
| Geode Capital Management, LLC | 209,280 | $360.6M | 0.03% | +226+0.1% | Added |
| Baillie Gifford & Co | 227,220 | $392.2M | 0.30% | −31,895−12.3% | Reduced |
| Boston Partners | 281,820 | $486.6M | 0.59% | +42,178+17.6% | Added |
| State Street Corp | 313,152 | $540.6M | 0.02% | −16,057−4.9% | Reduced |
| Davis Selected Advisers | 370,522 | $639.6M | 3.72% | +80,922+27.9% | Added |
| Morgan Stanley | 517,066 | $892.6M | 0.06% | −4,916−0.9% | Reduced |
| Principal Financial Group Inc | 548,219 | $946.4M | 0.52% | +720.0% | Added |
| BlackRock, Inc. | 755,023 | $1.30B | 0.03% | +8,036+1.1% | Added |
| Vanguard Group Inc | 1,150,596 | $1.99B | 0.03% | −4,712−0.4% | Reduced |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −9,956−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −5,363−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −4,216−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −2,215−100.0% | Sold out |
| True North Advisors, LLC | 0 | $0 | 0.00% | −2,185−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −1,709−100.0% | Sold out |
| Epacria Capital Partners, LLC | 0 | $0 | 0.00% | −961−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −931−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −921−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −745−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −721−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −696−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −630−100.0% | Sold out |
| Encompass Wealth Advisors, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −563−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −548−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −463−100.0% | Sold out |
| Y.D. More Investments Ltd | 0 | $0 | 0.00% | −440−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −381−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −370−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −368−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −303−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −273−100.0% | Sold out |
| Wambolt & Associates, LLC | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −229−100.0% | Sold out |
| Daymark Wealth Partners, LLC | 0 | $0 | 0.00% | −217−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −419−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −173−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Maple Capital Management, Inc. | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Cypress Capital Group | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Beach Investment Counsel Inc | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Quintet Private Bank (Europe) S.A. | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Redmont Wealth Advisors LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −10,980−100.0% | Sold out |
| Fairman Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| SpiderRock Advisors, LLC | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Rakuten Investment Management, Inc. | – | – | – | – | Not filed |
| M&R Capital Management Inc | – | – | – | – | Not filed |
| Carmichael Hill & Associates, Inc. | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |
| Northwest Investment Counselors, LLC | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |