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 |
|---|---|---|---|---|---|
| QRG Capital Management, Inc. | 318 | $548.9K | 0.01% | +49+18.2% | Added |
| Citizens Financial Group Inc | 316 | $545.5K | 0.01% | +1+0.3% | Added |
| TD Waterhouse Canada Inc. | 315 | $544.2K | 0.00% | +196+164.7% | Added |
| CWM, LLC | 315 | $544.0K | 0.00% | +65+26.0% | Added |
| 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 |
| Marks Group Wealth Management, Inc | 311 | $536.9K | 0.05% | −1−0.3% | Reduced |
| Elgethun Capital Management | 306 | $528.2K | 0.13% | −72−19.0% | Reduced |
| Crestmont Private Wealth LLC | 301 | $519.6K | 0.23% | +14+4.9% | Added |
| GWM Advisors LLC | 300 | $517.9K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 299 | $516.1K | 0.00% | +32+12.0% | Added |
| Fox Run Management, L.L.C. | 298 | $514.4K | 0.09% | +167+127.5% | Added |
| HighPoint Advisor Group LLC | 264 | $513.6K | 0.03% | +18+7.3% | Added |
| Haverford Trust Co | 294 | $507.5K | 0.01% | −140−32.3% | Reduced |
| NBT Bank N A | 289 | $498.9K | 0.03% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 289 | $498.9K | 0.03% | +30+11.6% | Added |
| 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 |
| Madison Asset Management, LLC | 285 | $492.7K | 0.01% | 00.0% | Unchanged |
| Madison Investment Advisors, LLC | 285 | $492.7K | 0.01% | +285 | New |
| Oppenheimer Asset Management Inc. | 285 | $492.0K | 0.01% | +34+13.5% | Added |
| Canandaigua National Trust Co of Florida | 283 | $488.5K | 0.38% | +283 | New |
| XTX Topco Ltd | 281 | $485.1K | 0.04% | −620−68.8% | Reduced |
| Mangrove Partners | 281 | $485.1K | 0.06% | +281 | New |
| Bay Rivers Group | 280 | $483.3K | 0.23% | 00.0% | Unchanged |
| Empowered Funds, LLC | 279 | $481.6K | 0.01% | +30+12.0% | Added |
| Acima Private Wealth, LLC | 276 | $476.4K | 0.16% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 275 | $474.7K | 0.05% | +275 | New |
| Yousif Capital Management, LLC | 274 | $473.0K | 0.01% | +14+5.4% | Added |
| Cadent Capital Advisors, LLC | 269 | $464.4K | 0.16% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 268 | $462.6K | 0.02% | −8−2.9% | Reduced |
| AlTi Global, Inc. | 267 | $460.9K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 266 | $459.2K | 0.00% | +104+64.2% | Added |
| Baker Tilly Wealth Management, LLC | 264 | $455.7K | 0.18% | +18+7.3% | 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 |
| Tritonpoint Wealth, LLC | 261 | $449.7K | 0.04% | +1+0.4% | Added |
| Dakota Wealth Management | 257 | $443.6K | 0.01% | +5+2.0% | Added |
| Hara Capital LLC | 257 | $443.6K | 0.28% | −5−1.9% | Reduced |
| Flagstone Financial Management | 254 | $438.5K | 0.15% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 254 | $438.5K | 0.00% | +120+89.6% | Added |
| 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 |
| Gilliland Jeter Wealth Management LLC | 253 | $436.7K | 0.15% | 00.0% | Unchanged |
| Dover Advisors, LLC | 252 | $435.0K | 0.25% | −9−3.4% | Reduced |
| Inlet Private Wealth, LLC | 251 | $433.3K | 0.11% | +60+31.4% | Added |
| 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 |
| 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 |
| Wallace Advisory Group, LLC | 275 | $431.4K | 0.30% | −5−1.8% | Reduced |
| Glenmede Trust Co NA | 246 | $424.7K | 0.00% | −52−17.4% | Reduced |
| Sebold Capital Management, Inc. | 245 | $422.9K | 0.28% | −6−2.4% | Reduced |
| Mills Wealth Advisors LLC | 244 | $421.2K | 0.24% | +48+24.5% | Added |
| Worldquant Millennium Advisors LLC | 242 | $417.7K | 0.00% | +8+3.4% | Added |
| One Wealth Advisors, LLC | 238 | $410.8K | 0.06% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 237 | $408.0K | 0.00% | +122+106.1% | Added |
| Hengehold Capital Management LLC | 236 | $407.4K | 0.04% | +90+61.6% | Added |
| Vestcor Inc | 234 | $404.0K | 0.01% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 234 | $403.9K | 0.60% | +234 | New |
| Manchester Capital Management LLC | 233 | $402.2K | 0.05% | 00.0% | Unchanged |
| 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 |
| Argonautica Private Wealth Management, Inc | 230 | $397.0K | 0.13% | −5−2.1% | Reduced |
| FineMark National Bank & Trust | 227 | $391.9K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 226 | $390.0K | 0.19% | −37−14.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 225 | $388.4K | 0.10% | +5+2.3% | Added |
| New York Life Investment Management LLC | 224 | $386.7K | 0.00% | +224 | New |
| 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 |
| 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 |
| Fiduciary Financial Group, LLC | 230 | $381.8K | 0.08% | −2−0.9% | Reduced |
| Integrated Quantitative Investments LLC | 220 | $379.8K | 0.19% | +220 | New |
| Evelyn Partners Investment Management (Europe) Ltd | 218 | $376.3K | 0.14% | +218 | New |
| 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 |
| Greenleaf Trust | 213 | $367.7K | 0.00% | +7+3.4% | Added |
| Old National Bancorp | 213 | $367.7K | 0.01% | −28−11.6% | Reduced |
| Cascades Capital Asset Management, LLC | 211 | $364.2K | 0.19% | 00.0% | Unchanged |
| Manchester Financial Inc | 210 | $362.5K | 0.08% | −2−0.9% | Reduced |
| Wetherby Asset Management Inc | 207 | $357.3K | 0.02% | −129−38.4% | Reduced |
| Quest Partners LLC | 206 | $355.6K | 0.05% | −2,167−91.3% | Reduced |
| DRW Securities, LLC | 205 | $353.9K | 0.02% | +205 | New |
| Evergreen Capital Management LLC | 203 | $350.4K | 0.01% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 203 | $350.4K | 0.01% | 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 |
| Lido Advisors, LLC | 198 | $342.2K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 196 | $338.3K | 0.07% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 195 | $336.6K | 0.04% | +1+0.5% | Added |
| Choate Investment Advisors | 193 | $333.2K | 0.01% | +1+0.5% | Added |
| Founders Grove Wealth Partners, LLC | 193 | $333.2K | 0.10% | +193 | New |
| Fidelis Capital Partners, LLC | 182 | $331.3K | 0.03% | −3−1.6% | Reduced |
| Marcum Wealth, LLC | 191 | $329.7K | 0.03% | +14+7.9% | Added |
| 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 |