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, Q1 2025
Institutional positions in Markel Group Inc. as of Mar 31, 2025. 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
- 852
- +31 vs. Q4 2024
- Shares held
- 10.2M
- +221.2K (+2.2%) vs. Q4 2024
- Total value
- $19.0B
- +$1.88B (+11.0%) vs. Q4 2024
- New holders
- 93
- 271 more added
- Sold out
- 62
- 305 more reduced
11 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Markel Group Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ICONIQ Capital, LLC | 142 | $265.5K | 0.00% | +17+13.6% | Added |
| Wills Financial Group LLC | 142 | $265.5K | 0.12% | +142 | New |
| Moloney Securities Asset Management, LLC | 143 | $267.4K | 0.04% | +143 | New |
| Accretive Wealth Partners, LLC | 143 | $268.0K | 0.09% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 144 | $269.0K | 0.02% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 144 | $269.2K | 0.01% | +144 | New |
| Conestoga Capital Advisors, LLC | 145 | $271.1K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 153 | $272.4K | 0.05% | +153 | New |
| Signaturefd, LLC | 146 | $273.5K | 0.01% | +5+3.5% | Added |
| Lazard Asset Management LLC | 147 | $274.0K | 0.00% | −90−38.0% | Reduced |
| Cambria Investment Management, L.P. | 148 | $276.7K | 0.02% | +148 | New |
| Capital Performance Advisors LLP | 149 | $278.6K | 0.06% | +149 | New |
| Confluence Investment Management LLC | 150 | $280.4K | 0.00% | −33,323−99.6% | Reduced |
| Dimension Capital Management LLC | 150 | $280.4K | 0.05% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 150 | $280.4K | 0.03% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 150 | $280.4K | 0.09% | +5+3.4% | Added |
| Sagespring Wealth Partners, LLC | 150 | $280.4K | 0.01% | +15+11.1% | Added |
| Tower Research Capital LLC (TRC) | 152 | $281.2K | 0.01% | −854−84.9% | Reduced |
| Lodestone Wealth Management LLC | 151 | $282.3K | 0.15% | −9−5.6% | Reduced |
| Quadrant Capital Group LLC | 151 | $282.3K | 0.01% | +100+196.1% | Added |
| Canal Capital Management, LLC | 152 | $284.2K | 0.05% | −3−1.9% | Reduced |
| RAM Investment Partners, LLC | 152 | $284.2K | 0.07% | +1+0.7% | Added |
| Independent Advisor Alliance | 153 | $286.7K | 0.01% | +153 | New |
| Genesis Private Wealth, LLC | 154 | $287.9K | 0.15% | −13−7.8% | Reduced |
| Coldstream Capital Management Inc | 154 | $288.4K | 0.01% | −4−2.5% | Reduced |
| Bremer Bank National Association | 155 | $289.8K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 174 | $292.0K | 0.20% | −52−23.0% | Reduced |
| Equitable Trust Co | 157 | $293.5K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 158 | $296.0K | 0.20% | +43+37.4% | Added |
| Smartleaf Asset Management LLC | 160 | $296.9K | 0.03% | +73+83.9% | Added |
| Prudential PLC | 159 | $297.3K | 0.00% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 161 | $300.9K | 0.04% | +161 | New |
| Nebula Research & Development LLC | 162 | $302.9K | 0.03% | +162 | New |
| StoneX Group Inc. | 163 | $304.7K | 0.02% | +29+21.6% | Added |
| Merit Financial Group, LLC | 163 | $304.7K | 0.00% | +36+28.3% | Added |
| Armstrong, Fleming & Moore, Inc | 164 | $306.6K | 0.37% | +164 | New |
| Fidelis Capital Partners, LLC | 174 | $313.7K | 0.03% | −8−4.4% | Reduced |
| CWM Advisors, LLC | 168 | $314.1K | 0.04% | −651−79.5% | Reduced |
| Sunbelt Securities, Inc. | 168 | $314.1K | 0.03% | 00.0% | Unchanged |
| waypoint wealth counsel | 168 | $314.1K | 0.20% | +1+0.6% | Added |
| Tocqueville Asset Management L.P. | 170 | $317.8K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 171 | $319.7K | 0.00% | −1−0.6% | Reduced |
| Hunting Hill Global Capital, LLC | 172 | $321.6K | 0.41% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 173 | $323.4K | 0.03% | +31+21.8% | Added |
| Equitable Holdings, Inc. | 174 | $325.3K | 0.00% | +174 | New |
| Hamilton Capital, LLC | 175 | $327.2K | 0.02% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 177 | $330.9K | 0.01% | −7−3.8% | Reduced |
| Two Sigma Securities, LLC | 179 | $334.7K | 0.05% | −221−55.3% | Reduced |
| Traphagen Investment Advisors LLC | 182 | $340.3K | 0.04% | −6−3.2% | Reduced |
| Capital Asset Advisory Services LLC | 182 | $342.0K | 0.02% | −2−1.1% | Reduced |
| Glenmede Trust Co NA | 183 | $342.1K | 0.00% | −63−25.6% | Reduced |
| Resources Investment Advisors, LLC. | 183 | $342.1K | 0.00% | +32+21.2% | Added |
| Virtue Capital Management, LLC | 184 | $343.9K | 0.04% | +68+58.6% | Added |
| RMR Capital Management, LLC | 186 | $347.7K | 0.25% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 186 | $347.7K | 0.00% | −76−29.0% | Reduced |
| Marcum Wealth, LLC | 188 | $351.5K | 0.03% | −3−1.6% | Reduced |
| Qtron Investments LLC | 188 | $351.5K | 0.05% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 188 | $351.5K | 0.00% | +10+5.6% | Added |
| Haverford Trust Co | 189 | $353.4K | 0.00% | −105−35.7% | Reduced |
| XTX Topco Ltd | 189 | $353.4K | 0.02% | −92−32.7% | Reduced |
| Howland Capital Management LLC | 189 | $353.4K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 190 | $355.2K | 0.04% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 190 | $355.2K | 0.07% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 191 | $357.1K | 0.00% | −32−14.3% | Reduced |
| Allen Capital Group, LLC | 192 | $359.0K | 0.04% | +14+7.9% | Added |
| Isthmus Partners, LLC | 193 | $360.8K | 0.05% | −23−10.6% | Reduced |
| Choate Investment Advisors | 193 | $360.8K | 0.01% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 193 | $360.8K | 0.10% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 194 | $362.7K | 0.04% | −1−0.5% | Reduced |
| Allstate Corp | 195 | $364.6K | 0.01% | −233−54.4% | Reduced |
| Vontobel Holding Ltd. | 199 | $372.1K | 0.00% | +199 | New |
| Raiffeisen Bank International AG | 201 | $372.9K | 0.01% | +201 | New |
| Parsons Capital Management Inc | 200 | $373.9K | 0.02% | 00.0% | Unchanged |
| Saybrook Capital | 200 | $373.9K | 0.10% | 00.0% | Unchanged |
| MCF Advisors LLC | 200 | $373.9K | 0.03% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 200 | $373.9K | 0.01% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 201 | $375.8K | 0.30% | −15−6.9% | Reduced |
| Evercore Wealth Management, LLC | 203 | $379.5K | 0.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 204 | $381.4K | 0.00% | −20−8.9% | Reduced |
| Manchester Financial Inc | 204 | $381.4K | 0.09% | −6−2.9% | Reduced |
| Evergreen Capital Management LLC | 204 | $381.4K | 0.01% | +1+0.5% | Added |
| Quest Partners LLC | 206 | $385.1K | 0.04% | 00.0% | Unchanged |
| Studio Investment Management LLC | 206 | $385.1K | 0.08% | +10+5.1% | Added |
| Greenleaf Trust | 208 | $388.9K | 0.00% | −5−2.3% | Reduced |
| Lido Advisors, LLC | 208 | $389.1K | 0.00% | +10+5.1% | Added |
| Cascades Capital Asset Management, LLC | 211 | $394.5K | 0.21% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 211 | $394.5K | 0.02% | +211 | New |
| Motley Fool Asset Management LLC | 212 | $396.4K | 0.02% | +23+12.2% | Added |
| Stephens Inc | 213 | $398.2K | 0.01% | −386−64.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 214 | $400.0K | 0.06% | +214 | New |
| Gilliland Jeter Wealth Management LLC | 216 | $403.8K | 0.14% | −37−14.6% | Reduced |
| Forum Financial Management, LP | 216 | $403.8K | 0.01% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 218 | $407.6K | 0.14% | −12−5.2% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 218 | $407.6K | 0.15% | 00.0% | Unchanged |
| Jump Financial, LLC | 218 | $407.6K | 0.01% | +218 | New |
| L.K. Benson & Company, P.C. | 221 | $413.2K | 0.29% | +75+51.4% | Added |
| IHT Wealth Management, LLC | 222 | $415.1K | 0.01% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 222 | $415.1K | 0.07% | 00.0% | Unchanged |
| Magnetar Financial LLC | 225 | $420.7K | 0.01% | +225 | New |
| Legacy Capital Wealth Partners, LLC | 226 | $422.5K | 0.10% | +1+0.4% | Added |