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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 183 | $342.1K | 0.00% | +32+21.2% | Added |
| Glenmede Trust Co NA | 183 | $342.1K | 0.00% | −63−25.6% | Reduced |
| Capital Asset Advisory Services LLC | 182 | $342.0K | 0.02% | −2−1.1% | Reduced |
| Traphagen Investment Advisors LLC | 182 | $340.3K | 0.04% | −6−3.2% | Reduced |
| Two Sigma Securities, LLC | 179 | $334.7K | 0.05% | −221−55.3% | Reduced |
| Level Four Advisory Services, LLC | 177 | $330.9K | 0.01% | −7−3.8% | Reduced |
| Hamilton Capital, LLC | 175 | $327.2K | 0.02% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 174 | $325.3K | 0.00% | +174 | New |
| Anchor Investment Management, LLC | 173 | $323.4K | 0.03% | +31+21.8% | Added |
| Hunting Hill Global Capital, LLC | 172 | $321.6K | 0.41% | 00.0% | Unchanged |
| Fifth Third Bancorp | 171 | $319.7K | 0.00% | −1−0.6% | Reduced |
| Tocqueville Asset Management L.P. | 170 | $317.8K | 0.01% | 00.0% | Unchanged |
| waypoint wealth counsel | 168 | $314.1K | 0.20% | +1+0.6% | Added |
| CWM Advisors, LLC | 168 | $314.1K | 0.04% | −651−79.5% | Reduced |
| Sunbelt Securities, Inc. | 168 | $314.1K | 0.03% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 174 | $313.7K | 0.03% | −8−4.4% | Reduced |
| Armstrong, Fleming & Moore, Inc | 164 | $306.6K | 0.37% | +164 | 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 |
| Nebula Research & Development LLC | 162 | $302.9K | 0.03% | +162 | New |
| JGP Wealth Management, LLC | 161 | $300.9K | 0.04% | +161 | New |
| Prudential PLC | 159 | $297.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 160 | $296.9K | 0.03% | +73+83.9% | Added |
| Covestor Ltd | 158 | $296.0K | 0.20% | +43+37.4% | Added |
| Equitable Trust Co | 157 | $293.5K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 174 | $292.0K | 0.20% | −52−23.0% | Reduced |
| Bremer Bank National Association | 155 | $289.8K | 0.05% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 154 | $288.4K | 0.01% | −4−2.5% | Reduced |
| Genesis Private Wealth, LLC | 154 | $287.9K | 0.15% | −13−7.8% | Reduced |
| Independent Advisor Alliance | 153 | $286.7K | 0.01% | +153 | New |
| 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 |
| Quadrant Capital Group LLC | 151 | $282.3K | 0.01% | +100+196.1% | Added |
| Lodestone Wealth Management LLC | 151 | $282.3K | 0.15% | −9−5.6% | Reduced |
| Tower Research Capital LLC (TRC) | 152 | $281.2K | 0.01% | −854−84.9% | 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 |
| Confluence Investment Management LLC | 150 | $280.4K | 0.00% | −33,323−99.6% | Reduced |
| Capital Performance Advisors LLP | 149 | $278.6K | 0.06% | +149 | New |
| Cambria Investment Management, L.P. | 148 | $276.7K | 0.02% | +148 | New |
| Lazard Asset Management LLC | 147 | $274.0K | 0.00% | −90−38.0% | Reduced |
| Signaturefd, LLC | 146 | $273.5K | 0.01% | +5+3.5% | Added |
| Global Assets Advisory, LLC | 153 | $272.4K | 0.05% | +153 | New |
| Conestoga Capital Advisors, LLC | 145 | $271.1K | 0.00% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 144 | $269.2K | 0.01% | +144 | New |
| Thoroughbred Financial Services, LLC | 144 | $269.0K | 0.02% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 143 | $268.0K | 0.09% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 143 | $267.4K | 0.04% | +143 | New |
| ICONIQ Capital, LLC | 142 | $265.5K | 0.00% | +17+13.6% | Added |
| Wills Financial Group LLC | 142 | $265.5K | 0.12% | +142 | New |
| MBL Wealth, LLC | 141 | $263.6K | 0.03% | +2+1.4% | Added |
| Arlington Trust Co LLC | 141 | $263.6K | 0.06% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 140 | $261.7K | 0.01% | −348−71.3% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 140 | $261.7K | 0.06% | −11−7.3% | Reduced |
| Quadrature Capital Ltd | 139 | $259.6K | 0.01% | +139 | New |
| Silverlake Wealth Management LLC | 138 | $258.0K | 0.10% | 00.0% | Unchanged |
| Beacon Financial Group | 136 | $254.3K | 0.03% | +1+0.7% | Added |
| National Asset Management, Inc. | 136 | $254.3K | 0.01% | +136 | New |
| Berkshire Asset Management LLC | 135 | $253.9K | 0.01% | +135 | New |
| Park Avenue Securities LLC | 131 | $245.0K | 0.00% | −17−11.5% | Reduced |
| Murphy & Mullick Capital Management Corp | 131 | $244.9K | 0.24% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 131 | $244.9K | 0.01% | +131 | New |
| Farther Finance Advisors, LLC | 131 | $243.6K | 0.01% | −3−2.2% | Reduced |
| SNS Financial Group, LLC | 130 | $243.1K | 0.02% | +3+2.4% | Added |
| Graypoint LLC | 130 | $243.0K | 0.02% | −1−0.8% | Reduced |
| Tucker Asset Management LLC | 130 | $243.0K | 0.08% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 129 | $241.2K | 0.01% | +129 | New |
| Flagship Harbor Advisors, LLC | 129 | $241.2K | 0.01% | +1+0.8% | Added |
| Cigna Investments Inc | 129 | $241.0K | 0.05% | −3−2.3% | Reduced |
| Checchi Capital Advisers, LLC | 128 | $239.3K | 0.02% | +7+5.8% | Added |
| IFG Advisory, LLC | 127 | $237.4K | 0.01% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 126 | $235.6K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 125 | $233.7K | 0.00% | +24+23.8% | Added |
| Farmers & Merchants Investments Inc | 125 | $233.7K | 0.01% | 00.0% | Unchanged |
| Plan A Wealth LLC | 124 | $231.8K | 0.18% | 00.0% | Unchanged |
| NDVR, Inc. | 124 | $231.8K | 0.24% | +124 | New |
| American Trust | 124 | $231.4K | 0.06% | −48−27.9% | Reduced |
| Affinity Investment Advisors, LLC | 123 | $230.0K | 0.19% | +123 | New |
| Cathy Pareto & Associates, Inc | 121 | $226.2K | 0.20% | −15−11.0% | Reduced |
| Empower Advisory Group, LLC | 121 | $226.2K | 0.00% | +121 | New |
| Ashton Thomas Private Wealth, LLC | 121 | $226.2K | 0.01% | +121 | New |
| Astoria Portfolio Advisors LLC. | 125 | $224.6K | 0.08% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 120 | $224.4K | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 120 | $223.8K | 0.01% | −17−12.4% | Reduced |
| Schechter Investment Advisors, LLC | 118 | $220.6K | 0.02% | −14−10.6% | Reduced |
| Corebridge Financial, Inc. | 118 | $220.6K | 0.00% | −4−3.3% | Reduced |
| Huntington National Bank | 118 | $220.6K | 0.00% | +4+3.5% | Added |
| CBOE Vest Financial, LLC | 118 | $220.6K | 0.00% | +118 | New |
| Roberts Glore & Co Inc | 118 | $220.6K | 0.07% | 00.0% | Unchanged |
| Allworth Financial LP | 120 | $217.8K | 0.00% | −10−7.7% | Reduced |
| Dynamic Advisor Solutions LLC | 116 | $216.9K | 0.01% | +116 | New |
| Guyasuta Investment Advisors Inc | 115 | $215.0K | 0.01% | +115 | New |
| Ironwood Investment Counsel, LLC | 115 | $215.0K | 0.04% | +115 | New |
| Canandaigua National Trust Co of Florida | 114 | $213.1K | 0.19% | −169−59.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 114 | $213.1K | 0.01% | +114 | New |
| Hexagon Capital Partners LLC | 113 | $211.3K | 0.04% | +1+0.9% | Added |
| Financial Advocates Investment Management | 111 | $207.5K | 0.01% | −178−61.6% | Reduced |
| West Family Investments, Inc. | 111 | $207.5K | 0.08% | +111 | New |