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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 229 | $428.1K | 0.00% | +105+84.7% | Added |
| Carolina Wealth Advisors, LLC | 230 | $430.0K | 0.23% | +226+5,650.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 232 | $433.8K | 0.02% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 235 | $436.0K | 0.00% | +89+61.0% | Added |
| Vestcor Inc | 235 | $439.0K | 0.01% | +1+0.4% | Added |
| Dark Forest Capital Management LP | 235 | $439.4K | 0.02% | −265−53.0% | Reduced |
| Opal Wealth Advisors, LLC | 235 | $439.4K | 0.14% | −18−7.1% | Reduced |
| One Wealth Advisors, LLC | 238 | $445.0K | 0.07% | 00.0% | Unchanged |
| Ballast, Inc. | 240 | $448.7K | 0.13% | +240 | New |
| Hara Capital LLC | 241 | $450.6K | 0.30% | −16−6.2% | Reduced |
| Burns Matteson Capital Management, LLC | 241 | $450.6K | 0.24% | +241 | New |
| Dover Advisors, LLC | 245 | $458.1K | 0.20% | −7−2.8% | Reduced |
| Mills Wealth Advisors LLC | 245 | $458.1K | 0.24% | +1+0.4% | Added |
| CIBC Private Wealth Group, LLC | 275 | $462.1K | 0.00% | +161+141.2% | Added |
| Crossmark Global Holdings, Inc. | 248 | $463.7K | 0.01% | +248 | New |
| Norman Fields, Gottscho Capital Management, LLC | 250 | $467.0K | 0.16% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 250 | $467.0K | 0.19% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 250 | $467.4K | 0.00% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 250 | $467.4K | 0.03% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 252 | $471.1K | 0.17% | −24−8.7% | Reduced |
| Flagstone Financial Management | 254 | $474.9K | 0.15% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 254 | $474.9K | 0.50% | +20+8.5% | Added |
| Bay Rivers Group | 255 | $476.8K | 0.25% | −25−8.9% | Reduced |
| Dakota Wealth Management | 257 | $480.5K | 0.01% | 00.0% | Unchanged |
| Ossiam | 259 | $484.2K | 0.01% | −61−19.1% | Reduced |
| Allen Investment Management LLC | 262 | $489.8K | 0.01% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 264 | $493.6K | 0.05% | +3+1.1% | Added |
| AlTi Global, Inc. | 266 | $497.3K | 0.01% | −1−0.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 267 | $499.2K | 0.20% | +3+1.1% | Added |
| Leavell Investment Management, Inc. | 268 | $501.1K | 0.02% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 269 | $502.9K | 0.19% | 00.0% | Unchanged |
| Sebold Capital Management, Inc. | 269 | $502.9K | 0.33% | +24+9.8% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 275 | $514.1K | 0.05% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 276 | $516.0K | 0.00% | +10+3.8% | Added |
| Tiaa Trust, National Association | 277 | $517.9K | 0.00% | +277 | New |
| Harbour Investments, Inc. | 278 | $519.8K | 0.01% | +272+4,533.3% | Added |
| Oppenheimer Asset Management Inc. | 283 | $529.1K | 0.01% | −2−0.7% | Reduced |
| Yousif Capital Management, LLC | 283 | $529.1K | 0.01% | +9+3.3% | Added |
| NBT Bank N A | 284 | $531.0K | 0.04% | −5−1.7% | Reduced |
| Madison Asset Management, LLC | 285 | $533.7K | 0.01% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 287 | $536.6K | 0.02% | +60+26.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 287 | $536.6K | 0.04% | +287 | New |
| Massmutual Trust Co FSB | 288 | $538.4K | 0.02% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 288 | $538.4K | 0.04% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 293 | $547.8K | 0.04% | +293 | New |
| Centiva Capital, LP | 296 | $553.4K | 0.03% | +296 | New |
| Elgethun Capital Management | 297 | $555.3K | 0.12% | −9−2.9% | Reduced |
| Jain Global LLC | 298 | $557.1K | 0.01% | +298 | New |
| Avantax Advisory Services, Inc. | 299 | $559.0K | 0.00% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 300 | $560.9K | 0.13% | −100−25.0% | Reduced |
| GWM Advisors LLC | 300 | $560.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 303 | $562.2K | 0.00% | +49+19.3% | Added |
| Marks Group Wealth Management, Inc | 302 | $564.6K | 0.05% | −9−2.9% | Reduced |
| S-Bank Fund Management Ltd | 303 | $566.5K | 0.11% | +303 | New |
| Hengehold Capital Management LLC | 303 | $566.5K | 0.05% | +67+28.4% | Added |
| QRG Capital Management, Inc. | 304 | $568.4K | 0.01% | −14−4.4% | Reduced |
| Inlet Private Wealth, LLC | 306 | $572.1K | 0.15% | +55+21.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 307 | $574.0K | 0.01% | +54+21.3% | Added |
| HighPoint Advisor Group LLC | 318 | $578.7K | 0.03% | +54+20.5% | Added |
| Shell Asset Management Co | 316 | $591.0K | 0.03% | −20−6.0% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 318 | $594.5K | 0.32% | −1−0.3% | Reduced |
| Citizens Financial Group Inc | 319 | $596.4K | 0.01% | +3+0.9% | Added |
| Beacon Investment Advisors LLC | 320 | $598.3K | 0.28% | 00.0% | Unchanged |
| Victrix Investment Advisors | 327 | $605.8K | 0.32% | −25−7.1% | Reduced |
| Tableaux LLC | 325 | $607.6K | 0.44% | +325 | New |
| Winthrop Advisory Group LLC | 327 | $611.4K | 0.07% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 330 | $613.8K | 0.23% | +10+3.1% | Added |
| Blue Edge Capital, LLC | 333 | $622.6K | 0.10% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 337 | $630.1K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 341 | $633.3K | 0.01% | +26+8.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 343 | $641.3K | 0.01% | −8−2.3% | Reduced |
| Numerai GP LLC | 344 | $643.1K | 0.12% | +344 | New |
| Cary Street Partners Financial LLC | 346 | $646.9K | 0.02% | −23−6.2% | Reduced |
| Apollon Wealth Management, LLC | 347 | $648.8K | 0.01% | −16−4.4% | Reduced |
| Crestmont Private Wealth LLC | 351 | $656.2K | 0.28% | +50+16.6% | Added |
| Boyar Asset Management Inc. | 352 | $658.1K | 0.48% | +1+0.3% | Added |
| Rakuten Investment Management, Inc. | 355 | $658.7K | 0.00% | +355 | New |
| AdvisorNet Financial, Inc | 353 | $660.0K | 0.05% | +13+3.8% | Added |
| MetLife Investment Management | 358 | $669.3K | 0.00% | +3+0.8% | Added |
| Kestra Private Wealth Services, LLC | 358 | $669.3K | 0.01% | +43+13.7% | Added |
| MainStreet Investment Advisors LLC | 359 | $671.2K | 0.10% | +8+2.3% | Added |
| Cross Staff Investments Inc | 360 | $673.1K | 0.51% | −10−2.7% | Reduced |
| Intellectus Partners, LLC | 360 | $673.1K | 0.17% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 362 | $676.8K | 0.12% | −45−11.1% | Reduced |
| Resurgent Financial Advisors LLC | 367 | $686.1K | 0.41% | −4−1.1% | Reduced |
| Legacy Advisors, LLC | 368 | $688.0K | 0.07% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 368 | $688.0K | 0.05% | +368 | New |
| Aptus Capital Advisors, LLC | 369 | $689.9K | 0.01% | +2+0.5% | Added |
| Harvest Investment Services, LLC | 382 | $714.2K | 0.20% | −5−1.3% | Reduced |
| Trust Point Inc. | 384 | $717.9K | 0.07% | −18−4.5% | Reduced |
| CWM, LLC | 386 | $722.0K | 0.00% | +71+22.5% | Added |
| Manitou Investment Management Ltd. | 390 | $729.1K | 0.14% | +390 | New |
| Concurrent Investment Advisors, LLC | 394 | $735.7K | 0.02% | −75−16.0% | Reduced |
| Quadcap Wealth Management, LLC | 398 | $744.1K | 0.11% | −1−0.3% | Reduced |
| Avalon Trust Co | 400 | $747.8K | 0.06% | −100−20.0% | Reduced |
| Calamos Wealth Management LLC | 400 | $747.8K | 0.04% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 402 | $751.6K | 0.10% | +2+0.5% | Added |
| Venturi Wealth Management, LLC | 403 | $753.5K | 0.04% | +60+17.5% | Added |
| Intrinsic Value Partners, LLC | 410 | $766.5K | 0.76% | −11−2.6% | Reduced |
| AXA S.A. | 411 | $768.4K | 0.00% | +16+4.1% | Added |