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 |
|---|---|---|---|---|---|
| Avantax Advisory Services, Inc. | 404 | $806.9K | 0.00% | +105+35.1% | Added |
| Intrinsic Value Partners, LLC | 406 | $810.9K | 0.72% | −4−1.0% | Reduced |
| Quadcap Wealth Management, LLC | 406 | $810.9K | 0.10% | +8+2.0% | Added |
| Anson Funds Management LP | 414 | $826.9K | 0.15% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 415 | $830.0K | 0.12% | −100−19.4% | Reduced |
| Gilbert & Cook, Inc. | 416 | $830.9K | 0.11% | −3−0.7% | Reduced |
| Jones Financial Companies LLLP | 421 | $835.9K | 0.00% | +118+38.9% | Added |
| Perigon Wealth Management, LLC | 419 | $836.9K | 0.02% | −17−3.9% | Reduced |
| Brave Asset Management Inc | 439 | $876.8K | 0.24% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 440 | $878.8K | 0.09% | −507−53.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 441 | $880.8K | 0.03% | +10+2.3% | Added |
| Financial Security Advisor, Inc. | 448 | $894.8K | 0.21% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 450 | $898.8K | 0.00% | −780−63.4% | Reduced |
| Concurrent Investment Advisors, LLC | 461 | $919.8K | 0.02% | +67+17.0% | Added |
| Mission Wealth Management, LP | 461 | $920.5K | 0.02% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 462 | $922.8K | 0.06% | −26−5.3% | Reduced |
| Omers Administration Corp | 471 | $940.8K | 0.01% | 00.0% | Unchanged |
| CenterBook Partners LP | 473 | $944.8K | 0.05% | −3,920−89.2% | Reduced |
| Bank of Nova Scotia | 474 | $946.7K | 0.00% | −81−14.6% | Reduced |
| AXA S.A. | 474 | $946.7K | 0.00% | +63+15.3% | Added |
| Principal Securities, Inc. | 476 | $950.7K | 0.02% | −160−25.2% | Reduced |
| Jump Financial, LLC | 479 | $956.7K | 0.01% | +261+119.7% | Added |
| Boyar Asset Management Inc. | 481 | $960.7K | 0.63% | +129+36.6% | Added |
| CWM, LLC | 488 | $975.0K | 0.00% | +102+26.4% | Added |
| Two Sigma Securities, LLC | 499 | $996.7K | 0.12% | +320+178.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 500 | $998.7K | 0.00% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 500 | $998.7K | 0.25% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 501 | $1.00M | 0.00% | +1+0.2% | Added |
| Kestra Advisory Services, LLC | 501 | $1.00M | 0.00% | +65+14.9% | Added |
| J.W. Cole Advisors, Inc. | 503 | $1.00M | 0.02% | −87−14.7% | Reduced |
| Venturi Wealth Management, LLC | 503 | $1.00M | 0.05% | +100+24.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 505 | $1.01M | 0.14% | +1+0.2% | Added |
| Royal Fund Management, LLC | 510 | $1.02M | 0.11% | 00.0% | Unchanged |
| Savant Capital, LLC | 511 | $1.02M | 0.01% | +57+12.6% | Added |
| PenderFund Capital Management Ltd. | 515 | $1.03M | 0.24% | +6+1.2% | Added |
| Summit Global Investments | 517 | $1.03M | 0.06% | −4−0.8% | Reduced |
| OneAscent Financial Services LLC | 519 | $1.03M | 0.07% | +519 | New |
| MASTERINVEST Kapitalanlage GmbH | 519 | $1.04M | 0.11% | +519 | New |
| Smithfield Trust Co | 527 | $1.05M | 0.05% | −5−0.9% | Reduced |
| CIBC World Markets Corp | 529 | $1.06M | 0.01% | −56−9.6% | Reduced |
| MML Investors Services, LLC | 530 | $1.06M | 0.00% | +3+0.6% | Added |
| Manitou Investment Management Ltd. | 540 | $1.08M | 0.21% | +150+38.5% | Added |
| Vident Advisory, LLC | 545 | $1.09M | 0.01% | +92+20.3% | Added |
| Carmel Capital Partners, LLC | 551 | $1.10M | 0.39% | +15+2.8% | Added |
| Atlanta Consulting Group Advisors, LLC | 558 | $1.11M | 0.31% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 560 | $1.12M | 0.03% | +360+180.0% | Added |
| CIBC Asset Management Inc | 564 | $1.13M | 0.00% | +4+0.7% | Added |
| Tactive Advisors, LLC | 564 | $1.13M | 0.36% | +564 | New |
| WealthPlan Investment Management, LLC | 565 | $1.13M | 0.08% | −20−3.4% | Reduced |
| Atomi Financial Group, Inc. | 565 | $1.13M | 0.04% | +135+31.4% | Added |
| We Are One Seven, LLC | 573 | $1.14M | 0.04% | +13+2.3% | Added |
| MAI Capital Management | 589 | $1.18M | 0.01% | +23+4.1% | Added |
| Shell Asset Management Co | 592 | $1.18M | 0.04% | +276+87.3% | Added |
| Maryland State Retirement & Pension System | 592 | $1.18M | 0.03% | 00.0% | Unchanged |
| AG2R la Mondiale Gestion D'Actifs | 595 | $1.19M | 0.06% | +42+7.6% | Added |
| Shelter Ins Retirement Plan | 600 | $1.20M | 1.40% | 00.0% | Unchanged |
| Tableaux LLC | 606 | $1.21M | 0.69% | +281+86.5% | Added |
| London Co of Virginia | 607 | $1.21M | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 610 | $1.22M | 0.00% | +25+4.3% | Added |
| Private Advisor Group, LLC | 610 | $1.22M | 0.01% | +53+9.5% | Added |
| Toroso Investments, LLC | 612 | $1.22M | 0.01% | +58+10.5% | Added |
| Parisi Gray Wealth Management | 614 | $1.23M | 0.35% | −9−1.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 617 | $1.23M | 0.01% | +165+36.5% | Added |
| Gulf International Bank (UK) Ltd | 621 | $1.24M | 0.04% | −119−16.1% | Reduced |
| Gabelli Funds LLC | 636 | $1.27M | 0.01% | −88−12.2% | Reduced |
| Baxter Bros Inc | 637 | $1.27M | 0.16% | +6+1.0% | Added |
| Lakewood Asset Management LLC | 654 | $1.31M | 0.87% | +3+0.5% | Added |
| Warren Averett Asset Management, LLC | 660 | $1.32M | 0.01% | +4+0.6% | Added |
| Crestwood Advisors Group LLC | 669 | $1.34M | 0.02% | −2−0.3% | Reduced |
| Pensionfund Sabic | 670 | $1.34M | 0.38% | −50−6.9% | Reduced |
| Horst & Graben Wealth Management LLC | 677 | $1.35M | 0.22% | +1+0.1% | Added |
| Resonant Capital Advisors, LLC | 682 | $1.36M | 0.09% | +28+4.3% | Added |
| Fruth Investment Management | 684 | $1.37M | 0.37% | 00.0% | Unchanged |
| Keybank National Association | 692 | $1.38M | 0.01% | −8−1.1% | Reduced |
| RFG Advisory, LLC | 694 | $1.39M | 0.03% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 704 | $1.41M | 0.01% | −51−6.8% | Reduced |
| Sepio Capital, LP | 705 | $1.41M | 0.10% | −420−37.3% | Reduced |
| Everence Capital Management Inc | 710 | $1.42M | 0.09% | −270−27.6% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 717 | $1.43M | 0.52% | +11+1.6% | Added |
| Diversify Wealth Management, LLC | 745 | $1.44M | 0.09% | +96+14.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 720 | $1.44M | 0.50% | +37+5.4% | Added |
| Metis Global Partners, LLC | 730 | $1.46M | 0.04% | +104+16.6% | Added |
| Trust Co of Vermont | 731 | $1.46M | 0.07% | +116+18.9% | Added |
| Principle Wealth Partners LLC | 737 | $1.47M | 0.09% | 00.0% | Unchanged |
| Amalgamated Bank | 749 | $1.50M | 0.01% | +30+4.2% | Added |
| Strategent Financial, LLC | 757 | $1.51M | 1.18% | +20+2.7% | Added |
| Commerce Bank | 760 | $1.52M | 0.01% | −250−24.8% | Reduced |
| Compass Ion Advisors, LLC | 765 | $1.53M | 0.17% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 768 | $1.53M | 0.52% | −12−1.5% | Reduced |
| RKL Wealth Management LLC | 778 | $1.55M | 0.14% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 786 | $1.57M | 0.03% | +80+11.3% | Added |
| Sterling Capital Management LLC | 798 | $1.59M | 0.02% | −792−49.8% | Reduced |
| Intech Investment Management LLC | 809 | $1.62M | 0.02% | −44−5.2% | Reduced |
| Kentucky Retirement Systems | 812 | $1.62M | 0.05% | −53−6.1% | Reduced |
| Erste Asset Management GmbH | 830 | $1.65M | 0.01% | +830 | New |
| ExodusPoint Capital Management, LP | 834 | $1.67M | 0.02% | −6,584−88.8% | Reduced |
| Summit Trail Advisors, LLC | 839 | $1.68M | 0.03% | +839 | New |
| Bank of Montreal | 855 | $1.71M | 0.00% | −6−0.7% | Reduced |
| Ostrum Asset Management | 855 | $1.71M | 0.08% | −24−2.7% | Reduced |
| Quest Partners LLC | 862 | $1.72M | 0.17% | +656+318.4% | Added |