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 |
|---|---|---|---|---|---|
| Anchor Investment Management, LLC | 232 | $443.4K | 0.04% | +10+4.5% | Added |
| Foundations Investment Advisors, LLC | 232 | $443.4K | 0.01% | +232 | New |
| Dover Advisors, LLC | 233 | $445.3K | 0.18% | −6−2.5% | Reduced |
| Massmutual Trust Co FSB | 236 | $451.1K | 0.01% | −21−8.2% | Reduced |
| DRW Securities, LLC | 237 | $453.0K | 0.02% | +117+97.5% | Added |
| MainStreet Investment Advisors LLC | 238 | $454.9K | 0.06% | −21−8.1% | Reduced |
| Berkshire Asset Management LLC | 240 | $458.7K | 0.02% | +105+77.8% | Added |
| Mount Yale Investment Advisors, LLC | 244 | $466.4K | 0.03% | +176+258.8% | Added |
| Bay Rivers Group | 245 | $468.3K | 0.20% | 00.0% | Unchanged |
| Mills Wealth Advisors LLC | 246 | $470.2K | 0.19% | 00.0% | Unchanged |
| Elgethun Capital Management | 249 | $471.2K | 0.09% | −13−5.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 247 | $472.1K | 0.07% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 248 | $474.0K | 0.09% | −12−4.6% | Reduced |
| Qtron Investments LLC | 249 | $475.9K | 0.06% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 250 | $477.8K | 0.03% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 250 | $478.0K | 0.15% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 251 | $479.8K | 0.01% | +212+543.6% | Added |
| Maridea Wealth Management LLC | 253 | $482.6K | 0.08% | +253 | New |
| Flagstone Financial Management | 254 | $485.5K | 0.13% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 255 | $487.0K | 0.00% | +26+11.4% | Added |
| AlTi Global, Inc. | 256 | $489.3K | 0.01% | −10−3.8% | Reduced |
| Dakota Wealth Management | 256 | $489.3K | 0.01% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 257 | $491.2K | 0.11% | +1+0.4% | Added |
| iA Global Asset Management Inc. | 258 | $493.0K | 0.01% | +258 | New |
| Guardian Wealth Advisors, LLC | 260 | $497.0K | 0.03% | −28−9.7% | Reduced |
| Allen Investment Management LLC | 262 | $500.8K | 0.01% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 262 | $500.8K | 0.04% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 263 | $502.7K | 0.22% | −55−17.3% | Reduced |
| Farringdon Capital, Ltd. | 266 | $508.4K | 0.13% | +266 | New |
| Independent Advisor Alliance | 267 | $511.0K | 0.01% | +109+69.0% | Added |
| Allworth Financial LP | 267 | $511.2K | 0.00% | +101+60.8% | Added |
| Yousif Capital Management, LLC | 271 | $518.0K | 0.01% | −1−0.4% | Reduced |
| Leavell Investment Management, Inc. | 272 | $519.9K | 0.02% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 274 | $520.8K | 0.00% | +10+3.8% | Added |
| Magnolia Private Wealth, LLC | 275 | $525.6K | 0.39% | +1+0.4% | Added |
| CIBC Private Wealth Group, LLC | 277 | $529.4K | 0.00% | +27+10.8% | Added |
| AdvisorNet Financial, Inc | 278 | $531.4K | 0.03% | −7−2.5% | Reduced |
| Madison Asset Management, LLC | 279 | $533.3K | 0.01% | −6−2.1% | Reduced |
| S-Bank Fund Management Ltd | 279 | $533.3K | 0.07% | −3−1.1% | Reduced |
| IHT Wealth Management, LLC | 283 | $540.9K | 0.01% | +61+27.5% | Added |
| Allen Capital Group, LLC | 283 | $540.9K | 0.05% | +31+12.3% | Added |
| Tiaa Trust, National Association | 286 | $546.6K | 0.00% | +12+4.4% | Added |
| FineMark National Bank & Trust | 288 | $550.5K | 0.02% | +1+0.3% | Added |
| Diversified Trust Co | 294 | $561.9K | 0.01% | +294 | New |
| Intellectus Partners, LLC | 295 | $563.9K | 0.11% | −58−16.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 296 | $565.8K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 298 | $569.6K | 0.00% | −1,349−81.9% | Reduced |
| Marks Group Wealth Management, Inc | 298 | $569.6K | 0.05% | −3−1.0% | Reduced |
| Elm Partners Management LLC | 299 | $571.5K | 0.03% | +97+48.0% | Added |
| Inlet Private Wealth, LLC | 307 | $586.8K | 0.13% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 317 | $597.0K | 0.03% | −1−0.3% | Reduced |
| GWM Advisors LLC | 313 | $598.3K | 0.00% | +20+6.8% | Added |
| Taylor Hoffman Capital Management LLC | 315 | $602.1K | 0.19% | −2−0.6% | Reduced |
| Trust Point Inc. | 318 | $607.8K | 0.05% | +35+12.4% | Added |
| Siemens Fonds Invest GmbH | 319 | $609.7K | 0.03% | 00.0% | Unchanged |
| Victrix Investment Advisors | 321 | $613.5K | 0.34% | −6−1.8% | Reduced |
| Beacon Investment Advisors LLC | 322 | $616.4K | 0.25% | +2+0.6% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 325 | $621.2K | 0.05% | +50+18.2% | Added |
| Winthrop Advisory Group LLC | 327 | $625.0K | 0.05% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 328 | $626.9K | 0.04% | −17−4.9% | Reduced |
| Apollon Wealth Management, LLC | 329 | $628.8K | 0.01% | −17−4.9% | Reduced |
| MetLife Investment Management | 329 | $628.8K | 0.00% | +5+1.5% | Added |
| Blue Edge Capital, LLC | 333 | $636.5K | 0.09% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 334 | $638.4K | 0.01% | +3+0.9% | Added |
| TD Waterhouse Canada Inc. | 342 | $644.8K | 0.00% | −5−1.4% | Reduced |
| Ritholtz Wealth Management | 338 | $646.0K | 0.01% | 00.0% | Unchanged |
| Prudential PLC | 339 | $648.0K | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 343 | $655.6K | 0.01% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 345 | $659.4K | 0.01% | +5+1.5% | Added |
| Founders Capital Management, LLC | 346 | $661.3K | 0.10% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 347 | $663.2K | 0.10% | −93−21.1% | Reduced |
| Cross Staff Investments Inc | 350 | $669.0K | 0.47% | −10−2.8% | Reduced |
| Aptus Capital Advisors, LLC | 357 | $682.4K | 0.01% | −12−3.3% | Reduced |
| Rexford Capital Inc | 360 | $688.1K | 0.53% | −1−0.3% | Reduced |
| Legacy Advisors, LLC | 368 | $703.4K | 0.09% | +368 | New |
| Harvest Investment Services, LLC | 369 | $705.3K | 0.14% | −2−0.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 371 | $709.1K | 0.04% | −10−2.6% | Reduced |
| Thompson Davis & Co., Inc. | 376 | $718.7K | 0.44% | +90+31.5% | Added |
| HighPoint Advisor Group LLC | 377 | $720.6K | 0.03% | +39+11.5% | Added |
| Quadcap Wealth Management, LLC | 381 | $728.2K | 0.09% | −25−6.2% | Reduced |
| King Luther Capital Management Corp | 384 | $734.0K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 384 | $734.0K | 0.03% | +85+28.4% | Added |
| Convergence Financial, LLC | 386 | $737.8K | 0.11% | +386 | New |
| QRG Capital Management, Inc. | 392 | $748.9K | 0.01% | +34+9.5% | Added |
| Picton Mahoney Asset Management | 395 | $754.0K | 0.01% | +395 | New |
| Linden Thomas Advisory Services, LLC | 397 | $758.8K | 0.08% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 400 | $764.5K | 0.62% | −6−1.5% | Reduced |
| Calamos Wealth Management LLC | 400 | $764.5K | 0.03% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 400 | $764.5K | 0.07% | +17+4.4% | Added |
| Hunter Associates Investment Management LLC | 405 | $773.0K | 0.11% | −10−2.4% | Reduced |
| CWM, LLC | 407 | $778.0K | 0.00% | −81−16.6% | Reduced |
| Crestmont Private Wealth LLC | 409 | $781.7K | 0.26% | +21+5.4% | Added |
| Anson Funds Management LP | 414 | $791.3K | 0.09% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 414 | $791.3K | 0.02% | +166+66.9% | Added |
| Perigon Wealth Management, LLC | 418 | $798.9K | 0.02% | −1−0.2% | Reduced |
| Resurgent Financial Advisors LLC | 419 | $800.9K | 0.39% | +24+6.1% | Added |
| Scientech Research LLC | 419 | $800.9K | 0.28% | +419 | New |
| Resources Investment Advisors, LLC. | 421 | $804.7K | 0.01% | +235+126.3% | Added |
| Raiffeisen Bank International AG | 424 | $805.8K | 0.01% | +239+129.2% | Added |
| M&T Bank Corp | 422 | $806.1K | 0.00% | −471−52.7% | Reduced |