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 |
|---|---|---|---|---|---|
| Ballast, Inc. | 228 | $455.4K | 0.12% | −12−5.0% | Reduced |
| EP Wealth Advisors, LLC | 228 | $455.4K | 0.00% | +40+21.3% | Added |
| SG Americas Securities, LLC | 229 | $457.0K | 0.00% | −3,639−94.1% | Reduced |
| Capital Advisors Inc | 229 | $458.1K | 0.01% | +229 | New |
| Carolina Wealth Advisors, LLC | 230 | $459.4K | 0.23% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 230 | $459.4K | 0.10% | +4+1.8% | Added |
| Acima Private Wealth, LLC | 232 | $463.4K | 0.16% | −20−7.9% | Reduced |
| Burns Matteson Capital Management, LLC | 232 | $463.4K | 0.22% | −9−3.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 232 | $463.4K | 0.00% | +232 | New |
| One Wealth Advisors, LLC | 238 | $475.4K | 0.07% | 00.0% | Unchanged |
| Dover Advisors, LLC | 239 | $477.4K | 0.21% | −6−2.4% | Reduced |
| Tyler-Stone Wealth Management | 240 | $479.4K | 0.08% | +240 | New |
| Hara Capital LLC | 241 | $481.4K | 0.30% | 00.0% | Unchanged |
| Bay Rivers Group | 245 | $489.4K | 0.22% | −10−3.9% | Reduced |
| Mills Wealth Advisors LLC | 246 | $491.4K | 0.23% | +1+0.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 247 | $493.3K | 0.08% | +25+11.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 248 | $495.3K | 0.01% | −59−19.2% | Reduced |
| Qtron Investments LLC | 249 | $497.3K | 0.06% | +61+32.4% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 250 | $499.0K | 0.17% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 250 | $499.0K | 0.20% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 250 | $499.3K | 0.03% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 250 | $499.3K | 0.00% | −25−9.1% | Reduced |
| Allen Capital Group, LLC | 252 | $503.3K | 0.05% | +60+31.3% | Added |
| Jefferies Financial Group Inc. | 253 | $505.3K | 0.01% | +253 | New |
| Flagstone Financial Management | 254 | $507.3K | 0.15% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 256 | $511.3K | 0.18% | −11−4.1% | Reduced |
| Dakota Wealth Management | 256 | $511.3K | 0.01% | −1−0.4% | Reduced |
| Massmutual Trust Co FSB | 257 | $513.3K | 0.01% | −31−10.8% | Reduced |
| MainStreet Investment Advisors LLC | 259 | $517.3K | 0.07% | −100−27.9% | Reduced |
| Ossiam | 259 | $517.3K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 260 | $519.3K | 0.11% | +260 | New |
| Board of the Pension Protection Fund | 260 | $519.3K | 0.56% | +260 | New |
| Sebold Capital Management, Inc. | 261 | $521.3K | 0.32% | −8−3.0% | Reduced |
| Elgethun Capital Management | 262 | $523.3K | 0.11% | −35−11.8% | Reduced |
| Tritonpoint Wealth, LLC | 262 | $523.3K | 0.05% | −2−0.8% | Reduced |
| Allen Investment Management LLC | 262 | $523.3K | 0.01% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 264 | $524.2K | 0.00% | +29+12.3% | Added |
| AlTi Global, Inc. | 266 | $531.3K | 0.01% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 269 | $537.3K | 0.18% | 00.0% | Unchanged |
| Tran Capital Management, L.P. | 271 | $541.3K | 0.06% | +271 | New |
| Yousif Capital Management, LLC | 272 | $543.3K | 0.01% | −11−3.9% | Reduced |
| Leavell Investment Management, Inc. | 272 | $543.3K | 0.02% | +4+1.5% | Added |
| Tiaa Trust, National Association | 274 | $547.3K | 0.00% | −3−1.1% | Reduced |
| Magnolia Private Wealth, LLC | 274 | $547.3K | 0.42% | +274 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 275 | $549.3K | 0.05% | 00.0% | Unchanged |
| Vestcor Inc | 278 | $555.0K | 0.02% | +43+18.3% | Added |
| Harbour Investments, Inc. | 278 | $555.3K | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 281 | $561.3K | 0.01% | −2−0.7% | Reduced |
| S-Bank Fund Management Ltd | 282 | $563.3K | 0.08% | −21−6.9% | Reduced |
| Trust Point Inc. | 283 | $565.3K | 0.05% | −101−26.3% | Reduced |
| AdvisorNet Financial, Inc | 285 | $569.2K | 0.04% | −68−19.3% | Reduced |
| Madison Asset Management, LLC | 285 | $570.1K | 0.01% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 286 | $571.2K | 0.39% | +85+42.3% | Added |
| FineMark National Bank & Trust | 287 | $573.2K | 0.02% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 288 | $575.2K | 0.04% | 00.0% | Unchanged |
| Canandaigua National Trust Co of Florida | 293 | $585.2K | 0.42% | +179+157.0% | Added |
| GWM Advisors LLC | 293 | $585.2K | 0.00% | −7−2.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 296 | $591.2K | 0.01% | −126−29.9% | Reduced |
| Simon Quick Advisors, LLC | 299 | $597.2K | 0.03% | +88+41.7% | Added |
| Marks Group Wealth Management, Inc | 301 | $601.2K | 0.06% | −1−0.3% | Reduced |
| Hudson Bay Capital Management LP | 305 | $609.2K | 0.00% | +305 | New |
| Inlet Private Wealth, LLC | 307 | $613.2K | 0.15% | +1+0.3% | Added |
| Taylor Hoffman Capital Management LLC | 317 | $633.2K | 0.22% | −13−3.9% | Reduced |
| Verdence Capital Advisors LLC | 318 | $635.2K | 0.04% | −162−33.8% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 318 | $635.2K | 0.33% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 320 | $635.4K | 0.27% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 319 | $637.2K | 0.04% | +26+8.9% | Added |
| MetLife Investment Management | 324 | $647.1K | 0.00% | −34−9.5% | Reduced |
| Winthrop Advisory Group LLC | 327 | $653.1K | 0.06% | 00.0% | Unchanged |
| Victrix Investment Advisors | 327 | $653.1K | 0.29% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 331 | $661.1K | 0.01% | −27−7.5% | Reduced |
| Blue Edge Capital, LLC | 333 | $665.1K | 0.10% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 338 | $675.1K | 0.01% | +1+0.3% | Added |
| HighPoint Advisor Group LLC | 338 | $675.1K | 0.04% | +20+6.3% | Added |
| Cary Street Partners Financial LLC | 339 | $677.1K | 0.02% | −7−2.0% | Reduced |
| Prudential PLC | 339 | $677.1K | 0.00% | +180+113.2% | Added |
| Citizens Financial Group Inc | 340 | $679.1K | 0.01% | +21+6.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 343 | $685.1K | 0.01% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 345 | $689.1K | 0.05% | −23−6.3% | Reduced |
| Congress Wealth Management LLC | 346 | $691.1K | 0.01% | −163−32.0% | Reduced |
| Founders Capital Management, LLC | 346 | $691.1K | 0.12% | −16−4.4% | Reduced |
| Apollon Wealth Management, LLC | 346 | $691.1K | 0.01% | −1−0.3% | Reduced |
| TD Waterhouse Canada Inc. | 347 | $692.0K | 0.00% | +6+1.8% | Added |
| Intellectus Partners, LLC | 353 | $705.1K | 0.15% | −7−1.9% | Reduced |
| QRG Capital Management, Inc. | 358 | $715.1K | 0.01% | +54+17.8% | Added |
| Cross Staff Investments Inc | 360 | $719.0K | 0.53% | 00.0% | Unchanged |
| Rexford Capital Inc | 361 | $721.0K | 0.60% | +361 | New |
| Draper Asset Management, LLC | 371 | $736.6K | 0.49% | +371 | New |
| Aptus Capital Advisors, LLC | 369 | $737.0K | 0.01% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 371 | $741.8K | 0.17% | −11−2.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 381 | $761.0K | 0.07% | −1,051−73.4% | Reduced |
| Hengehold Capital Management LLC | 383 | $765.0K | 0.07% | +80+26.4% | Added |
| King Luther Capital Management Corp | 384 | $767.0K | 0.00% | −616−61.6% | Reduced |
| Crestmont Private Wealth LLC | 388 | $775.0K | 0.28% | +37+10.5% | Added |
| Resurgent Financial Advisors LLC | 395 | $789.0K | 0.43% | +28+7.6% | Added |
| Linden Thomas Advisory Services, LLC | 397 | $793.0K | 0.09% | −5−1.2% | Reduced |
| LGT Fund Management Co Ltd. | 397 | $793.0K | 0.07% | +397 | New |
| Callan Family Office, LLC | 398 | $794.9K | 0.03% | +398 | New |
| Calamos Wealth Management LLC | 400 | $798.9K | 0.03% | 00.0% | Unchanged |
| Avalon Trust Co | 400 | $798.9K | 0.06% | 00.0% | Unchanged |