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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 303 | $562.2K | 0.00% | +49+19.3% | Added |
| Oak Grove Capital LLC | 300 | $560.9K | 0.13% | −100−25.0% | Reduced |
| GWM Advisors LLC | 300 | $560.9K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 299 | $559.0K | 0.00% | 00.0% | Unchanged |
| Jain Global LLC | 298 | $557.1K | 0.01% | +298 | New |
| Elgethun Capital Management | 297 | $555.3K | 0.12% | −9−2.9% | Reduced |
| Centiva Capital, LP | 296 | $553.4K | 0.03% | +296 | New |
| Siemens Fonds Invest GmbH | 293 | $547.8K | 0.04% | +293 | 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 |
| 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 |
| Madison Asset Management, LLC | 285 | $533.7K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 284 | $531.0K | 0.04% | −5−1.7% | Reduced |
| 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 |
| Harbour Investments, Inc. | 278 | $519.8K | 0.01% | +272+4,533.3% | Added |
| Tiaa Trust, National Association | 277 | $517.9K | 0.00% | +277 | New |
| Wealthspire Advisors, LLC | 276 | $516.0K | 0.00% | +10+3.8% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 275 | $514.1K | 0.05% | 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 |
| Leavell Investment Management, Inc. | 268 | $501.1K | 0.02% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 267 | $499.2K | 0.20% | +3+1.1% | Added |
| AlTi Global, Inc. | 266 | $497.3K | 0.01% | −1−0.4% | Reduced |
| Tritonpoint Wealth, LLC | 264 | $493.6K | 0.05% | +3+1.1% | Added |
| Allen Investment Management LLC | 262 | $489.8K | 0.01% | 00.0% | Unchanged |
| Ossiam | 259 | $484.2K | 0.01% | −61−19.1% | Reduced |
| Dakota Wealth Management | 257 | $480.5K | 0.01% | 00.0% | Unchanged |
| Bay Rivers Group | 255 | $476.8K | 0.25% | −25−8.9% | Reduced |
| Flagstone Financial Management | 254 | $474.9K | 0.15% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 254 | $474.9K | 0.50% | +20+8.5% | Added |
| Acima Private Wealth, LLC | 252 | $471.1K | 0.17% | −24−8.7% | Reduced |
| Trustmark National Bank Trust Department | 250 | $467.4K | 0.03% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 250 | $467.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| Crossmark Global Holdings, Inc. | 248 | $463.7K | 0.01% | +248 | New |
| CIBC Private Wealth Group, LLC | 275 | $462.1K | 0.00% | +161+141.2% | Added |
| 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 |
| Hara Capital LLC | 241 | $450.6K | 0.30% | −16−6.2% | Reduced |
| Burns Matteson Capital Management, LLC | 241 | $450.6K | 0.24% | +241 | New |
| Ballast, Inc. | 240 | $448.7K | 0.13% | +240 | New |
| One Wealth Advisors, LLC | 238 | $445.0K | 0.07% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 235 | $439.4K | 0.14% | −18−7.1% | Reduced |
| Dark Forest Capital Management LP | 235 | $439.4K | 0.02% | −265−53.0% | Reduced |
| Vestcor Inc | 235 | $439.0K | 0.01% | +1+0.4% | Added |
| WCM Investment Management, LLC | 235 | $436.0K | 0.00% | +89+61.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 232 | $433.8K | 0.02% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 230 | $430.0K | 0.23% | +226+5,650.0% | Added |
| Cresset Asset Management, LLC | 229 | $428.1K | 0.00% | +105+84.7% | Added |
| Legacy Capital Wealth Partners, LLC | 226 | $422.5K | 0.10% | +1+0.4% | Added |
| Magnetar Financial LLC | 225 | $420.7K | 0.01% | +225 | New |
| 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 |
| L.K. Benson & Company, P.C. | 221 | $413.2K | 0.29% | +75+51.4% | Added |
| 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 |
| 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 |
| Dynamic Technology Lab Private Ltd | 214 | $400.0K | 0.06% | +214 | New |
| Stephens Inc | 213 | $398.2K | 0.01% | −386−64.4% | Reduced |
| Motley Fool Asset Management LLC | 212 | $396.4K | 0.02% | +23+12.2% | 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 |
| Lido Advisors, LLC | 208 | $389.1K | 0.00% | +10+5.1% | Added |
| Greenleaf Trust | 208 | $388.9K | 0.00% | −5−2.3% | Reduced |
| Quest Partners LLC | 206 | $385.1K | 0.04% | 00.0% | Unchanged |
| Studio Investment Management LLC | 206 | $385.1K | 0.08% | +10+5.1% | Added |
| 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 |
| New York Life Investment Management LLC | 204 | $381.4K | 0.00% | −20−8.9% | Reduced |
| Evercore Wealth Management, LLC | 203 | $379.5K | 0.01% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 201 | $375.8K | 0.30% | −15−6.9% | Reduced |
| 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 |
| Raiffeisen Bank International AG | 201 | $372.9K | 0.01% | +201 | New |
| Vontobel Holding Ltd. | 199 | $372.1K | 0.00% | +199 | New |
| Allstate Corp | 195 | $364.6K | 0.01% | −233−54.4% | Reduced |
| Heartwood Wealth Advisors LLC | 194 | $362.7K | 0.04% | −1−0.5% | Reduced |
| 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 |
| Allen Capital Group, LLC | 192 | $359.0K | 0.04% | +14+7.9% | Added |
| Kovitz Investment Group Partners, LLC | 191 | $357.1K | 0.00% | −32−14.3% | Reduced |
| Salomon & Ludwin, LLC | 190 | $355.2K | 0.04% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 190 | $355.2K | 0.07% | 00.0% | Unchanged |
| Howland Capital Management LLC | 189 | $353.4K | 0.02% | 00.0% | Unchanged |
| Haverford Trust Co | 189 | $353.4K | 0.00% | −105−35.7% | Reduced |
| XTX Topco Ltd | 189 | $353.4K | 0.02% | −92−32.7% | 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 |
| Integrated Wealth Concepts LLC | 186 | $347.7K | 0.00% | −76−29.0% | Reduced |
| RMR Capital Management, LLC | 186 | $347.7K | 0.25% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 184 | $343.9K | 0.04% | +68+58.6% | Added |