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 |
|---|---|---|---|---|---|
| PFG Investments, LLC | 110 | $210.3K | 0.01% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 110 | $210.3K | 0.01% | +110 | New |
| National Asset Management, Inc. | 110 | $210.2K | 0.01% | −22−16.7% | Reduced |
| Quotient Wealth Partners, LLC | 109 | $208.6K | 0.01% | +109 | New |
| Quadrant Capital Group LLC | 109 | $208.3K | 0.01% | 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 |
| Panagora Asset Management Inc | 108 | $206.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 108 | $206.4K | 0.03% | 00.0% | Unchanged |
| 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 |
| Geneos Wealth Management Inc. | 106 | $202.6K | 0.01% | −5−4.5% | Reduced |
| Trust Co of Virginia | 106 | $202.6K | 0.02% | +106 | New |
| 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 |
| Smartleaf Asset Management LLC | 102 | $193.9K | 0.01% | −58−36.3% | Reduced |
| Bayforest Capital Ltd | 100 | $191.1K | 0.09% | +100 | New |
| Global Retirement Partners, LLC | 97 | $185.4K | 0.00% | +70+259.3% | Added |
| BOK Financial Private Wealth, Inc. | 91 | $173.9K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 89 | $170.1K | 0.01% | +17+23.6% | Added |
| Colonial Trust Advisors | 85 | $162.5K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 84 | $160.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 77 | $149.8K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 76 | $144.0K | 0.06% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 70 | $134.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 68 | $129.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 67 | $128.1K | 0.00% | +22+48.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 60 | $114.7K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 58 | $110.9K | 0.00% | +8+16.0% | Added |
| Rothschild Investment LLC | 56 | $107.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 53 | $101.3K | 0.01% | −3−5.4% | Reduced |
| South State Corp. | 53 | $101.3K | 0.00% | −1−1.9% | Reduced |
| 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 |
| Capital Analysts, LLC | 52 | $99.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $95.6K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 50 | $95.0K | 0.00% | +50 | New |
| 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 |
| Covestor Ltd | 46 | $89.0K | 0.05% | −31−40.3% | Reduced |
| Larson Financial Group LLC | 44 | $84.1K | 0.00% | −5−10.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 43 | $82.2K | 0.04% | +43 | New |
| Whittier Trust Co | 42 | $81.5K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 40 | $76.5K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 40 | $76.5K | 0.00% | +40 | New |
| Root Financial Partners, LLC | 36 | $68.8K | 0.00% | +36 | New |
| Manchester Capital Management LLC | 35 | $66.9K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 34 | $65.0K | 0.03% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 33 | $63.1K | 0.00% | +33 | New |
| Private Trust Co NA | 32 | $61.2K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 32 | $61.2K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 31 | $59.3K | 0.00% | +31 | New |
| Versant Capital Management, Inc | 29 | $55.4K | 0.01% | −11−27.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 29 | $55.4K | 0.02% | +7+31.8% | Added |
| Delta Asset Management LLC | 28 | $53.5K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 28 | $53.5K | 0.02% | +28 | New |
| Vestor Capital, LLC | 27 | $52.0K | 0.00% | −558−95.4% | Reduced |
| State of Wyoming | 27 | $51.6K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 27 | $51.6K | 0.00% | +9+50.0% | Added |
| Adirondack Trust Co | 27 | $51.6K | 0.02% | +15+125.0% | Added |
| Johnson Financial Group, Inc. | 25 | $47.8K | 0.00% | +17+212.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 25 | $47.8K | 0.00% | +19+316.7% | Added |
| SBI Securities Co., Ltd. | 24 | $45.9K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 24 | $45.9K | 0.00% | +12+100.0% | Added |
| Sentry Investment Management LLC | 23 | $45.0K | 0.03% | −151−86.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 23 | $44.0K | 0.01% | +8+53.3% | Added |
| Hemington Wealth Management | 23 | $43.0K | 0.01% | +6+35.3% | Added |
| Toth Financial Advisory Corp | 22 | $42.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 21 | $40.0K | 0.00% | −5−19.2% | Reduced |
| St Germain D J Co Inc | 20 | $38.2K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 20 | $38.2K | 0.01% | +20 | New |
| GoalVest Advisory LLC | 20 | $38.2K | 0.01% | +20 | New |
| Private Wealth Management Group, LLC | 19 | $36.3K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 18 | $34.4K | 0.00% | −3−14.3% | Reduced |
| Lavaca Capital LLC | 18 | $34.4K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 18 | $34.4K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 16 | $30.6K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 16 | $30.6K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 16 | $30.6K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 16 | $30.6K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 15 | $28.7K | 0.01% | +15 | New |
| Wealth Preservation Advisors, LLC | 15 | $28.7K | 0.02% | +15 | New |
| JFS Wealth Advisors, LLC | 14 | $26.8K | 0.00% | −4−22.2% | Reduced |
| Atlantic Trust, LLC | 14 | $26.8K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 14 | $26.8K | 0.01% | +1+7.7% | Added |
| Anfield Capital Management, LLC | 13 | $24.8K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 13 | $24.8K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 13 | $24.8K | 0.00% | +5+62.5% | Added |
| Parkside Financial Bank & Trust | 12 | $22.9K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 12 | $22.9K | 0.01% | −20−62.5% | Reduced |
| City Holding Co | 12 | $22.9K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 12 | $22.9K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 12 | $22.9K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 11 | $21.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 11 | $21.0K | 0.01% | 00.0% | Unchanged |