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, Q2 2025
Institutional positions in Markel Group Inc. as of Jun 30, 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
- 854
- +13 vs. Q1 2025
- Shares held
- 10.1M
- −123.2K (−1.2%) vs. Q1 2025
- Total value
- $20.1B
- +$1.05B (+5.5%) vs. Q1 2025
- New holders
- 74
- 290 more added
- Sold out
- 61
- 291 more reduced
11 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Markel Group Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Barrett & Company, Inc. | 32 | $63.9K | 0.02% | +20+166.7% | Added |
| Ransom Advisory, Ltd | 34 | $67.9K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 35 | $69.9K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 40 | $79.9K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 40 | $79.9K | 0.01% | +1+2.6% | Added |
| Whittier Trust Co | 42 | $83.9K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 39 | $87.9K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 49 | $97.9K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 49 | $97.9K | 0.00% | +6+14.0% | Added |
| Prestige Wealth Management Group LLC | 50 | $99.9K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 50 | $99.9K | 0.00% | +14+38.9% | Added |
| Capital Analysts, LLC | 52 | $104.0K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 53 | $105.9K | 0.01% | +53 | New |
| South State Corp. | 54 | $107.9K | 0.00% | −25−31.6% | Reduced |
| Rothschild Investment LLC | 56 | $111.9K | 0.01% | +1+1.8% | Added |
| Crewe Advisors LLC | 56 | $111.9K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 60 | $119.7K | 0.01% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 61 | $121.8K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 68 | $135.0K | 0.00% | +10+17.2% | Added |
| Mount Yale Investment Advisors, LLC | 68 | $135.8K | 0.01% | +68 | New |
| Atticus Wealth Management, LLC | 69 | $137.8K | 0.04% | +69 | New |
| Harvest Fund Management Co., Ltd | 70 | $140.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 70 | $140.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 72 | $143.8K | 0.01% | +10+16.1% | Added |
| Tower Research Capital LLC (TRC) | 76 | $151.8K | 0.00% | −76−50.0% | Reduced |
| Evolution Advisers, Inc. | 76 | $152.0K | 0.07% | +1+1.3% | Added |
| Sound Income Strategies, LLC | 77 | $153.8K | 0.01% | +77 | New |
| Covestor Ltd | 77 | $154.0K | 0.09% | −81−51.3% | Reduced |
| EverSource Wealth Advisors, LLC | 79 | $157.8K | 0.01% | +46+139.4% | Added |
| TCTC Holdings, LLC | 84 | $167.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 85 | $169.8K | 0.01% | −4−4.5% | Reduced |
| IFP Advisors, Inc | 45 | $181.8K | 0.01% | −23−33.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 91 | $181.8K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 92 | $183.8K | 0.01% | +92 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 97 | $193.7K | 0.02% | +45+86.5% | Added |
| Hamilton Point Investment Advisors, LLC | 102 | $203.7K | 0.03% | +102 | New |
| Patriot Investment Management Inc. | 102 | $203.7K | 0.01% | +102 | New |
| TAGStone Capital, Inc. | 107 | $204.4K | 0.08% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 103 | $205.7K | 0.13% | +103 | New |
| HBK Sorce Advisory LLC | 103 | $205.7K | 0.01% | −28−21.4% | Reduced |
| Diversify Advisory Services, LLC | 107 | $206.3K | 0.01% | +107 | New |
| Stenger Family Office, LLC | 146 | $207.8K | 0.05% | +146 | New |
| Moneta Group Investment Advisors LLC | 105 | $209.7K | 0.00% | +105 | New |
| Ballentine Partners, LLC | 105 | $209.7K | 0.00% | +105 | New |
| Narwhal Capital Management | 105 | $209.7K | 0.02% | +105 | New |
| Panagora Asset Management Inc | 108 | $215.7K | 0.00% | −844−88.7% | Reduced |
| Colonial Trust Co | 108 | $215.7K | 0.03% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 108 | $215.7K | 0.01% | +1+0.9% | Added |
| Arkadios Wealth Advisors | 108 | $215.7K | 0.01% | +108 | New |
| Chicago Partners Investment Group LLC | 107 | $216.5K | 0.01% | +107 | New |
| Apriem Advisors | 109 | $217.7K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Group | 109 | $217.7K | 0.03% | +1+0.9% | Added |
| Waterloo Capital, L.P. | 109 | $217.7K | 0.02% | +109 | New |
| Quadrant Capital Group LLC | 109 | $217.7K | 0.01% | −42−27.8% | Reduced |
| Financial Advocates Investment Management | 110 | $219.7K | 0.02% | −1−0.9% | Reduced |
| PFG Investments, LLC | 110 | $219.7K | 0.01% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 110 | $219.7K | 0.04% | +110 | New |
| Grandfield & Dodd, LLC | 110 | $219.7K | 0.01% | +110 | New |
| Opal Wealth Advisors, LLC | 111 | $221.7K | 0.06% | −124−52.8% | Reduced |
| Geneos Wealth Management Inc. | 111 | $221.7K | 0.01% | +30+37.0% | Added |
| Ironwood Investment Counsel, LLC | 112 | $223.7K | 0.03% | −3−2.6% | Reduced |
| Wedmont Private Capital | 112 | $223.8K | 0.01% | +112 | New |
| Lazard Asset Management LLC | 113 | $224.0K | 0.00% | −34−23.1% | Reduced |
| Brown Brothers Harriman & Co | 113 | $225.7K | 0.00% | +9+8.7% | Added |
| Zhang Financial LLC | 113 | $225.7K | 0.01% | +113 | New |
| Empower Advisory Group, LLC | 114 | $227.7K | 0.00% | −7−5.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 114 | $227.7K | 0.01% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 115 | $229.7K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 116 | $232.0K | 0.00% | −15−11.5% | Reduced |
| Vestor Capital, LLC | 585 | $232.0K | 0.02% | +558+2,066.7% | Added |
| Dynamic Advisor Solutions LLC | 117 | $233.7K | 0.01% | +1+0.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 117 | $233.7K | 0.00% | +117 | New |
| Roberts Glore & Co Inc | 118 | $235.7K | 0.07% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 118 | $235.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 119 | $237.7K | 0.00% | +1+0.8% | Added |
| First Financial Bank - Trust Division | 120 | $239.7K | 0.02% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 120 | $239.7K | 0.00% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 120 | $239.7K | 0.21% | +120 | New |
| DRW Securities, LLC | 120 | $239.9K | 0.02% | +120 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 121 | $241.4K | 0.00% | +12+11.0% | Added |
| IFG Advisory, LLC | 121 | $241.7K | 0.01% | −6−4.7% | Reduced |
| West Family Investments, Inc. | 121 | $241.7K | 0.06% | +10+9.0% | Added |
| Cigna Investments Inc | 121 | $242.0K | 0.04% | −8−6.2% | Reduced |
| Checchi Capital Advisers, LLC | 122 | $242.7K | 0.02% | −6−4.7% | Reduced |
| Ronald Blue Trust, Inc. | 123 | $245.7K | 0.00% | −2−1.6% | Reduced |
| NDVR, Inc. | 123 | $245.7K | 0.23% | −1−0.8% | Reduced |
| Plan A Wealth LLC | 124 | $247.7K | 0.14% | 00.0% | Unchanged |
| Versor Investments LP | 124 | $247.7K | 0.04% | +124 | New |
| Farmers & Merchants Investments Inc | 125 | $249.7K | 0.01% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 125 | $250.4K | 0.07% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 126 | $251.7K | 0.03% | −17−11.9% | Reduced |
| GM Advisory Group, Inc. | 126 | $251.7K | 0.01% | 00.0% | Unchanged |
| Regions Financial Corp | 127 | $253.7K | 0.00% | +18+16.5% | Added |
| Tucker Asset Management LLC | 130 | $259.7K | 0.08% | 00.0% | Unchanged |
| Cathy Pareto & Associates, Inc | 131 | $261.6K | 0.22% | +10+8.3% | Added |
| SNS Financial Group, LLC | 131 | $261.7K | 0.02% | +1+0.8% | Added |
| Murphy & Mullick Capital Management Corp | 131 | $263.1K | 0.21% | 00.0% | Unchanged |
| National Asset Management, Inc. | 132 | $263.7K | 0.01% | −4−2.9% | Reduced |
| StoneX Group Inc. | 133 | $265.6K | 0.01% | −30−18.4% | Reduced |
| Advisory Services Network, LLC | 134 | $269.1K | 0.00% | −6−4.3% | Reduced |