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 |
|---|---|---|---|---|---|
| London Co of Virginia | 607 | $1.13M | 0.01% | 00.0% | Unchanged |
| Shelter Ins Retirement Plan | 600 | $1.12M | 1.45% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 595 | $1.11M | 0.01% | +159+36.5% | Added |
| Credit Agricole S A | 594 | $1.11M | 0.00% | +51+9.4% | Added |
| Citadel Advisors LLC | 593 | $1.11M | 0.00% | +121+25.6% | Added |
| Maryland State Retirement & Pension System | 592 | $1.11M | 0.03% | −84−12.4% | Reduced |
| J.W. Cole Advisors, Inc. | 590 | $1.10M | 0.03% | +99+20.2% | Added |
| Principal Securities, Inc. | 636 | $1.10M | 0.02% | +5+0.8% | Added |
| Northwestern Mutual Wealth Management Co | 585 | $1.09M | 0.00% | −42−6.7% | Reduced |
| CIBC World Markets Corp | 585 | $1.09M | 0.01% | −1−0.2% | Reduced |
| WealthPlan Investment Management, LLC | 585 | $1.09M | 0.11% | +125+27.2% | Added |
| AG2R la Mondiale Gestion D'Actifs | 553 | $1.07M | 0.06% | +553 | New |
| MAI Capital Management | 566 | $1.06M | 0.01% | +5+0.9% | Added |
| We Are One Seven, LLC | 560 | $1.05M | 0.04% | −297−34.7% | Reduced |
| CIBC Asset Management Inc | 560 | $1.05M | 0.00% | +28+5.3% | Added |
| Atlanta Consulting Group Advisors, LLC | 558 | $1.04M | 0.30% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 557 | $1.04M | 0.01% | +137+32.6% | Added |
| Bank of Nova Scotia | 555 | $1.04M | 0.00% | −107−16.2% | Reduced |
| Toroso Investments, LLC | 554 | $1.04M | 0.01% | −145−20.7% | Reduced |
| Carmel Capital Partners, LLC | 536 | $1.00M | 0.39% | 00.0% | Unchanged |
| Hi-Line Capital Management, LLC | 534 | $998.4K | 0.37% | 00.0% | Unchanged |
| Smithfield Trust Co | 532 | $994.0K | 0.05% | −50−8.6% | Reduced |
| MML Investors Services, LLC | 527 | $985.0K | 0.00% | −321−37.9% | Reduced |
| Summit Global Investments | 521 | $974.0K | 0.07% | +521 | New |
| Hunter Associates Investment Management LLC | 515 | $964.0K | 0.15% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 510 | $953.5K | 0.11% | −510−50.0% | Reduced |
| Congress Wealth Management LLC | 509 | $951.6K | 0.01% | +509 | New |
| Oak Thistle LLC | 507 | $947.9K | 0.19% | +507 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 504 | $935.1K | 0.14% | +33+7.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 500 | $934.8K | 0.00% | −15−2.9% | Reduced |
| Sage Capital Advisors,llc | 500 | $934.8K | 0.25% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 500 | $934.8K | 0.00% | +14+2.9% | Added |
| Sprott Inc. | 492 | $919.8K | 0.05% | +492 | New |
| Andra AP-fonden | 490 | $916.1K | 0.02% | −4,150−89.4% | Reduced |
| Hills Bank & Trust Co | 488 | $912.4K | 0.06% | −244−33.3% | Reduced |
| Verdence Capital Advisors LLC | 480 | $897.4K | 0.07% | −113−19.1% | Reduced |
| Omers Administration Corp | 471 | $880.6K | 0.01% | −77−14.1% | Reduced |
| Mission Wealth Management, LP | 461 | $861.6K | 0.02% | −1−0.2% | Reduced |
| Savant Capital, LLC | 454 | $848.8K | 0.01% | −203−30.9% | Reduced |
| Vident Advisory, LLC | 453 | $846.9K | 0.01% | +88+24.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 452 | $845.0K | 0.01% | −90−16.6% | Reduced |
| Financial Security Advisor, Inc. | 448 | $837.6K | 0.21% | 00.0% | Unchanged |
| Brave Asset Management Inc | 439 | $820.8K | 0.26% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 436 | $815.1K | 0.00% | −39−8.2% | Reduced |
| Perigon Wealth Management, LLC | 436 | $815.1K | 0.02% | −25−5.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 431 | $805.8K | 0.03% | +77+21.8% | Added |
| Atomi Financial Group, Inc. | 430 | $803.9K | 0.04% | +65+17.8% | Added |
| Prime Capital Investment Advisors, LLC | 422 | $789.0K | 0.01% | +50+13.4% | Added |
| Gilbert & Cook, Inc. | 419 | $783.4K | 0.11% | −9−2.1% | Reduced |
| Empowered Funds, LLC | 416 | $777.8K | 0.01% | +137+49.1% | Added |
| Anson Funds Management LP | 414 | $774.0K | 0.19% | +99+31.4% | Added |
| CAPROCK Group, Inc. | 413 | $772.1K | 0.02% | −30−6.8% | Reduced |
| AXA S.A. | 411 | $768.4K | 0.00% | +16+4.1% | Added |
| Intrinsic Value Partners, LLC | 410 | $766.5K | 0.76% | −11−2.6% | Reduced |
| Venturi Wealth Management, LLC | 403 | $753.5K | 0.04% | +60+17.5% | Added |
| Linden Thomas Advisory Services, LLC | 402 | $751.6K | 0.10% | +2+0.5% | Added |
| Avalon Trust Co | 400 | $747.8K | 0.06% | −100−20.0% | Reduced |
| Calamos Wealth Management LLC | 400 | $747.8K | 0.04% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 398 | $744.1K | 0.11% | −1−0.3% | Reduced |
| Concurrent Investment Advisors, LLC | 394 | $735.7K | 0.02% | −75−16.0% | Reduced |
| Manitou Investment Management Ltd. | 390 | $729.1K | 0.14% | +390 | New |
| CWM, LLC | 386 | $722.0K | 0.00% | +71+22.5% | Added |
| Trust Point Inc. | 384 | $717.9K | 0.07% | −18−4.5% | Reduced |
| Harvest Investment Services, LLC | 382 | $714.2K | 0.20% | −5−1.3% | Reduced |
| Aptus Capital Advisors, LLC | 369 | $689.9K | 0.01% | +2+0.5% | Added |
| Legacy Advisors, LLC | 368 | $688.0K | 0.07% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 368 | $688.0K | 0.05% | +368 | New |
| Resurgent Financial Advisors LLC | 367 | $686.1K | 0.41% | −4−1.1% | Reduced |
| Founders Capital Management, LLC | 362 | $676.8K | 0.12% | −45−11.1% | Reduced |
| Cross Staff Investments Inc | 360 | $673.1K | 0.51% | −10−2.7% | Reduced |
| Intellectus Partners, LLC | 360 | $673.1K | 0.17% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 359 | $671.2K | 0.10% | +8+2.3% | 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 |
| AdvisorNet Financial, Inc | 353 | $660.0K | 0.05% | +13+3.8% | Added |
| Rakuten Investment Management, Inc. | 355 | $658.7K | 0.00% | +355 | New |
| Boyar Asset Management Inc. | 352 | $658.1K | 0.48% | +1+0.3% | Added |
| Crestmont Private Wealth LLC | 351 | $656.2K | 0.28% | +50+16.6% | Added |
| Apollon Wealth Management, LLC | 347 | $648.8K | 0.01% | −16−4.4% | Reduced |
| Cary Street Partners Financial LLC | 346 | $646.9K | 0.02% | −23−6.2% | Reduced |
| Numerai GP LLC | 344 | $643.1K | 0.12% | +344 | New |
| B. Metzler seel. Sohn & Co. AG | 343 | $641.3K | 0.01% | −8−2.3% | Reduced |
| TD Waterhouse Canada Inc. | 341 | $633.3K | 0.01% | +26+8.3% | Added |
| Ritholtz Wealth Management | 337 | $630.1K | 0.02% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 333 | $622.6K | 0.10% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 330 | $613.8K | 0.23% | +10+3.1% | Added |
| Winthrop Advisory Group LLC | 327 | $611.4K | 0.07% | 00.0% | Unchanged |
| Tableaux LLC | 325 | $607.6K | 0.44% | +325 | New |
| Victrix Investment Advisors | 327 | $605.8K | 0.32% | −25−7.1% | Reduced |
| Beacon Investment Advisors LLC | 320 | $598.3K | 0.28% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 319 | $596.4K | 0.01% | +3+0.9% | Added |
| Roehl & Yi Investment Advisors, LLC | 318 | $594.5K | 0.32% | −1−0.3% | Reduced |
| Shell Asset Management Co | 316 | $591.0K | 0.03% | −20−6.0% | Reduced |
| HighPoint Advisor Group LLC | 318 | $578.7K | 0.03% | +54+20.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 307 | $574.0K | 0.01% | +54+21.3% | Added |
| Inlet Private Wealth, LLC | 306 | $572.1K | 0.15% | +55+21.9% | Added |
| QRG Capital Management, Inc. | 304 | $568.4K | 0.01% | −14−4.4% | Reduced |
| Hengehold Capital Management LLC | 303 | $566.5K | 0.05% | +67+28.4% | Added |
| S-Bank Fund Management Ltd | 303 | $566.5K | 0.11% | +303 | New |
| Marks Group Wealth Management, Inc | 302 | $564.6K | 0.05% | −9−2.9% | Reduced |