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 |
|---|---|---|---|---|---|
| FineMark National Bank & Trust | 287 | $573.2K | 0.02% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 286 | $571.2K | 0.39% | +85+42.3% | Added |
| Madison Asset Management, LLC | 285 | $570.1K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 285 | $569.2K | 0.04% | −68−19.3% | Reduced |
| Trust Point Inc. | 283 | $565.3K | 0.05% | −101−26.3% | Reduced |
| S-Bank Fund Management Ltd | 282 | $563.3K | 0.08% | −21−6.9% | Reduced |
| Oppenheimer Asset Management Inc. | 281 | $561.3K | 0.01% | −2−0.7% | Reduced |
| Harbour Investments, Inc. | 278 | $555.3K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 278 | $555.0K | 0.02% | +43+18.3% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 275 | $549.3K | 0.05% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 274 | $547.3K | 0.00% | −3−1.1% | Reduced |
| Magnolia Private Wealth, LLC | 274 | $547.3K | 0.42% | +274 | 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 |
| Tran Capital Management, L.P. | 271 | $541.3K | 0.06% | +271 | New |
| Cadent Capital Advisors, LLC | 269 | $537.3K | 0.18% | 00.0% | Unchanged |
| AlTi Global, Inc. | 266 | $531.3K | 0.01% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 264 | $524.2K | 0.00% | +29+12.3% | Added |
| 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 |
| Sebold Capital Management, Inc. | 261 | $521.3K | 0.32% | −8−3.0% | Reduced |
| VisionPoint Advisory Group, LLC | 260 | $519.3K | 0.11% | +260 | New |
| Board of the Pension Protection Fund | 260 | $519.3K | 0.56% | +260 | New |
| MainStreet Investment Advisors LLC | 259 | $517.3K | 0.07% | −100−27.9% | Reduced |
| Ossiam | 259 | $517.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 257 | $513.3K | 0.01% | −31−10.8% | Reduced |
| Dakota Wealth Management | 256 | $511.3K | 0.01% | −1−0.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 256 | $511.3K | 0.18% | −11−4.1% | Reduced |
| Flagstone Financial Management | 254 | $507.3K | 0.15% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 253 | $505.3K | 0.01% | +253 | New |
| Allen Capital Group, LLC | 252 | $503.3K | 0.05% | +60+31.3% | Added |
| 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 |
| 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 |
| Qtron Investments LLC | 249 | $497.3K | 0.06% | +61+32.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 248 | $495.3K | 0.01% | −59−19.2% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 247 | $493.3K | 0.08% | +25+11.3% | Added |
| Mills Wealth Advisors LLC | 246 | $491.4K | 0.23% | +1+0.4% | Added |
| Bay Rivers Group | 245 | $489.4K | 0.22% | −10−3.9% | Reduced |
| Hara Capital LLC | 241 | $481.4K | 0.30% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 240 | $479.4K | 0.08% | +240 | New |
| Dover Advisors, LLC | 239 | $477.4K | 0.21% | −6−2.4% | Reduced |
| One Wealth Advisors, LLC | 238 | $475.4K | 0.07% | 00.0% | Unchanged |
| 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 |
| 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 |
| Capital Advisors Inc | 229 | $458.1K | 0.01% | +229 | New |
| SG Americas Securities, LLC | 229 | $457.0K | 0.00% | −3,639−94.1% | Reduced |
| Ballast, Inc. | 228 | $455.4K | 0.12% | −12−5.0% | Reduced |
| EP Wealth Advisors, LLC | 228 | $455.4K | 0.00% | +40+21.3% | Added |
| Vise Technologies, Inc. | 224 | $447.4K | 0.02% | +224 | New |
| Anchor Investment Management, LLC | 222 | $443.4K | 0.04% | +49+28.3% | Added |
| IHT Wealth Management, LLC | 222 | $443.4K | 0.01% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 220 | $439.4K | 0.00% | −30−12.0% | Reduced |
| Lido Advisors, LLC | 219 | $439.1K | 0.00% | +11+5.3% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 218 | $435.4K | 0.16% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 216 | $431.4K | 0.00% | −13−5.7% | Reduced |
| Forum Financial Management, LP | 216 | $431.4K | 0.01% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 212 | $423.4K | 0.14% | −4−1.9% | Reduced |
| Stephens Inc | 212 | $423.4K | 0.01% | −1−0.5% | Reduced |
| Salomon & Ludwin, LLC | 215 | $421.8K | 0.04% | +25+13.2% | Added |
| Cascades Capital Asset Management, LLC | 211 | $421.4K | 0.22% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 209 | $417.4K | 0.00% | +46+28.2% | Added |
| Choate Investment Advisors | 207 | $413.5K | 0.01% | +14+7.3% | Added |
| Motley Fool Asset Management LLC | 206 | $411.5K | 0.02% | −6−2.8% | Reduced |
| Evercore Wealth Management, LLC | 203 | $405.5K | 0.01% | 00.0% | Unchanged |
| Elm Partners Management LLC | 202 | $403.5K | 0.02% | +202 | New |
| Jain Global LLC | 201 | $401.5K | 0.01% | −97−32.6% | Reduced |
| Oak Grove Capital LLC | 200 | $399.5K | 0.09% | −100−33.3% | Reduced |
| Parsons Capital Management Inc | 200 | $399.5K | 0.02% | 00.0% | Unchanged |
| Saybrook Capital | 200 | $399.5K | 0.11% | 00.0% | Unchanged |
| MCF Advisors LLC | 200 | $399.5K | 0.03% | 00.0% | Unchanged |
| Hunting Hill Global Capital, LLC | 200 | $399.5K | 0.22% | +28+16.3% | Added |
| Studio Investment Management LLC | 199 | $397.5K | 0.08% | −7−3.4% | Reduced |
| Manchester Financial Inc | 198 | $395.5K | 0.08% | −6−2.9% | Reduced |
| New York Life Investment Management LLC | 197 | $393.5K | 0.00% | −7−3.4% | Reduced |
| Canal Capital Management, LLC | 195 | $389.5K | 0.06% | +43+28.3% | Added |
| Wetherby Asset Management Inc | 195 | $389.5K | 0.02% | +195 | New |
| NBT Bank N A | 194 | $387.5K | 0.03% | −90−31.7% | Reduced |
| Greenleaf Trust | 194 | $387.5K | 0.00% | −14−6.7% | Reduced |
| Heartwood Wealth Advisors LLC | 194 | $387.5K | 0.04% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 193 | $385.5K | 0.10% | 00.0% | Unchanged |
| Brighton Jones LLC | 193 | $384.9K | 0.01% | +73+60.8% | Added |
| Argonautica Private Wealth Management, Inc | 190 | $379.5K | 0.12% | −28−12.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 190 | $379.5K | 0.07% | 00.0% | Unchanged |
| Howland Capital Management LLC | 189 | $377.5K | 0.02% | 00.0% | Unchanged |
| Haverford Trust Co | 189 | $377.5K | 0.00% | 00.0% | Unchanged |
| Investidor Profissional Gestao de Recursos Ltda. | 189 | $377.5K | 0.25% | +189 | New |
| Journey Strategic Wealth LLC | 188 | $375.5K | 0.01% | +188 | New |
| Wealthspire Advisors, LLC | 187 | $373.5K | 0.00% | −89−32.2% | Reduced |
| Vontobel Holding Ltd. | 187 | $373.5K | 0.00% | −12−6.0% | Reduced |
| RMR Capital Management, LLC | 186 | $371.5K | 0.27% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 186 | $371.5K | 0.00% | +3+1.6% | Added |
| Fisher Asset Management, LLC | 185 | $371.4K | 0.00% | +185 | New |
| Isthmus Partners, LLC | 184 | $367.5K | 0.04% | −9−4.7% | Reduced |
| Glenmede Investment Management, LP | 183 | $365.5K | 0.00% | +183 | New |