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, Q3 2025
Institutional positions in Markel Group Inc. as of Sep 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
- 855
- +13 vs. Q2 2025
- Shares held
- 9.93M
- +13.8K (+0.1%) vs. Q2 2025
- Total value
- $18.9B
- −$856.3M (−4.3%) vs. Q2 2025
- New holders
- 73
- 296 more added
- Sold out
- 60
- 271 more reduced
12 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Markel Group Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Maryland Capital Advisors Inc. | 32 | $61.2K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 33 | $63.1K | 0.00% | +33 | New |
| Ransom Advisory, Ltd | 34 | $65.0K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 35 | $66.9K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 36 | $68.8K | 0.00% | +36 | New |
| Westpac Banking Corp | 40 | $76.5K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 40 | $76.5K | 0.00% | +40 | New |
| Whittier Trust Co | 42 | $81.5K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 43 | $82.2K | 0.04% | +43 | New |
| Larson Financial Group LLC | 44 | $84.1K | 0.00% | −5−10.2% | Reduced |
| Covestor Ltd | 46 | $89.0K | 0.05% | −31−40.3% | Reduced |
| Evermay Wealth Management LLC | 49 | $93.7K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 49 | $93.7K | 0.06% | +49 | New |
| Simplex Trading, LLC | 50 | $95.0K | 0.00% | +50 | New |
| Prestige Wealth Management Group LLC | 50 | $95.6K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 52 | $99.0K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 53 | $101.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 53 | $101.3K | 0.01% | +34+178.9% | Added |
| Quent Capital, LLC | 53 | $101.3K | 0.01% | +53 | New |
| Crewe Advisors LLC | 53 | $101.3K | 0.01% | −3−5.4% | Reduced |
| South State Corp. | 53 | $101.3K | 0.00% | −1−1.9% | Reduced |
| Rothschild Investment LLC | 56 | $107.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 58 | $110.9K | 0.00% | +8+16.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 60 | $114.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 67 | $128.1K | 0.00% | +22+48.9% | Added |
| Penserra Capital Management LLC | 68 | $129.0K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 70 | $134.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 76 | $144.0K | 0.06% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 77 | $149.8K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 84 | $160.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 85 | $162.5K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 89 | $170.1K | 0.01% | +17+23.6% | Added |
| BOK Financial Private Wealth, Inc. | 91 | $173.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 97 | $185.4K | 0.00% | +70+259.3% | Added |
| Bayforest Capital Ltd | 100 | $191.1K | 0.09% | +100 | New |
| Smartleaf Asset Management LLC | 102 | $193.9K | 0.01% | −58−36.3% | Reduced |
| Narwhal Capital Management | 105 | $200.7K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 105 | $200.7K | 0.00% | +101+2,525.0% | Added |
| Pallas Capital Advisors LLC | 105 | $200.7K | 0.01% | +105 | New |
| Trust Co of Virginia | 106 | $202.6K | 0.02% | +106 | New |
| Geneos Wealth Management Inc. | 106 | $202.6K | 0.01% | −5−4.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 107 | $204.5K | 0.01% | −35−24.6% | Reduced |
| Waterloo Capital, L.P. | 107 | $204.5K | 0.02% | −2−1.8% | Reduced |
| TAGStone Capital, Inc. | 107 | $204.5K | 0.08% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 108 | $206.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 108 | $206.4K | 0.03% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 109 | $208.3K | 0.00% | −57−34.3% | Reduced |
| Cypress Capital Group | 109 | $208.3K | 0.02% | 00.0% | Unchanged |
| Apriem Advisors | 109 | $208.3K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 109 | $208.3K | 0.00% | +4+3.8% | Added |
| Quadrant Capital Group LLC | 109 | $208.3K | 0.01% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 109 | $208.6K | 0.01% | +109 | New |
| National Asset Management, Inc. | 110 | $210.2K | 0.01% | −22−16.7% | Reduced |
| Edgemoor Investment Advisors, Inc. | 110 | $210.3K | 0.02% | −40−26.7% | Reduced |
| Dynamic Advisor Solutions LLC | 110 | $210.3K | 0.01% | −7−6.0% | Reduced |
| Grandfield & Dodd, LLC | 110 | $210.3K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 110 | $210.3K | 0.01% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 110 | $210.3K | 0.01% | +110 | New |
| Kera Capital Partners, Inc. | 111 | $212.2K | 0.03% | +111 | New |
| Godshalk Welsh Capital Management, Inc. | 112 | $214.1K | 0.12% | +9+8.7% | Added |
| Twinbeech Capital LP | 112 | $214.1K | 0.01% | +112 | New |
| EverSource Wealth Advisors, LLC | 112 | $214.1K | 0.01% | +33+41.8% | Added |
| Zhang Financial LLC | 113 | $216.0K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 113 | $216.0K | 0.00% | +8+7.6% | Added |
| Diversify Advisory Services, LLC | 111 | $217.0K | 0.01% | +4+3.7% | Added |
| Canandaigua National Trust Co of Florida | 114 | $217.9K | 0.17% | −179−61.1% | Reduced |
| Regions Financial Corp | 114 | $217.9K | 0.00% | −13−10.2% | Reduced |
| Guyasuta Investment Advisors Inc | 115 | $219.8K | 0.01% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 115 | $219.8K | 0.04% | +5+4.5% | Added |
| Optiver Holding B.V. | 116 | $221.7K | 0.00% | +116 | New |
| NDVR, Inc. | 117 | $223.6K | 0.19% | −6−4.9% | Reduced |
| Roberts Glore & Co Inc | 118 | $225.5K | 0.06% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 118 | $226.0K | 0.00% | +2+1.7% | Added |
| Jump Financial, LLC | 119 | $227.5K | 0.00% | −360−75.2% | Reduced |
| First Financial Bank - Trust Division | 120 | $229.4K | 0.02% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 120 | $229.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 120 | $229.4K | 0.01% | +6+5.3% | Added |
| Opal Wealth Advisors, LLC | 120 | $229.4K | 0.06% | +9+8.1% | Added |
| Cigna Investments Inc | 121 | $231.0K | 0.03% | 00.0% | Unchanged |
| Plan A Wealth LLC | 121 | $231.3K | 0.12% | −3−2.4% | Reduced |
| IFG Advisory, LLC | 121 | $231.3K | 0.01% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 122 | $233.2K | 0.00% | +8+7.0% | Added |
| Chicago Partners Investment Group LLC | 128 | $235.3K | 0.01% | +21+19.6% | Added |
| Checchi Capital Advisers, LLC | 124 | $236.1K | 0.02% | +2+1.6% | Added |
| Farmers & Merchants Investments Inc | 125 | $238.9K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 122 | $239.8K | 0.01% | +10+8.9% | Added |
| GM Advisory Group, Inc. | 126 | $240.8K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 127 | $242.7K | 0.01% | +19+17.6% | Added |
| Harbour Investments, Inc. | 128 | $244.7K | 0.01% | −150−54.0% | Reduced |
| Atticus Wealth Management, LLC | 129 | $246.6K | 0.06% | +60+87.0% | Added |
| Journey Strategic Wealth LLC | 130 | $248.5K | 0.01% | −58−30.9% | Reduced |
| Tucker Asset Management LLC | 130 | $248.5K | 0.07% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 131 | $250.4K | 0.19% | 00.0% | Unchanged |
| Cathy Pareto & Associates, Inc | 131 | $250.4K | 0.19% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 131 | $250.4K | 0.01% | +131 | New |
| Ground Swell Capital, LLC | 131 | $250.4K | 0.55% | +131 | New |
| Summit Wealth Group LLC | 684 | $251.5K | 0.03% | +684 | New |
| StoneX Group Inc. | 133 | $254.2K | 0.01% | 00.0% | Unchanged |
| Beacon Financial Group | 136 | $259.9K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 137 | $261.9K | 0.00% | +14+11.4% | Added |