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, Q4 2025
Institutional positions in Markel Group Inc. as of Dec 31, 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
- 924
- +82 vs. Q3 2025
- Shares held
- 9.84M
- −56.7K (−0.6%) vs. Q3 2025
- Total value
- $21.1B
- +$2.27B (+12.0%) vs. Q3 2025
- New holders
- 129
- 276 more added
- Sold out
- 47
- 305 more reduced
13 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Markel Group Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Apollon Wealth Management, LLC | 322 | $692.2K | 0.01% | −7−2.1% | Reduced |
| Vise Technologies, Inc. | 321 | $690.0K | 0.01% | +102+46.6% | Added |
| Trust Point Inc. | 314 | $675.0K | 0.05% | −4−1.3% | Reduced |
| denkapparat Operations GmbH | 314 | $675.0K | 0.37% | +124+65.3% | Added |
| Victrix Investment Advisors | 310 | $666.4K | 0.26% | −11−3.4% | Reduced |
| TCW Group Inc | 310 | $666.4K | 0.00% | +310 | New |
| Hengehold Capital Management LLC | 309 | $664.2K | 0.06% | −91−22.8% | Reduced |
| Verdence Capital Advisors LLC | 308 | $662.1K | 0.04% | −9−2.8% | Reduced |
| Inlet Private Wealth, LLC | 307 | $659.9K | 0.15% | 00.0% | Unchanged |
| Allworth Financial LP | 303 | $652.3K | 0.00% | +36+13.5% | Added |
| Prime Capital Investment Advisors, LLC | 303 | $651.3K | 0.01% | +7+2.4% | Added |
| Squarepoint Ops LLC | 298 | $640.6K | 0.00% | −727−70.9% | Reduced |
| STRS Ohio | 298 | $640.6K | 0.00% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 297 | $638.4K | 0.06% | −1−0.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 297 | $638.4K | 0.10% | +50+20.2% | Added |
| Canandaigua National Trust Co of Florida | 293 | $629.8K | 0.39% | +179+157.0% | Added |
| FineMark National Bank & Trust | 288 | $619.1K | 0.02% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 288 | $619.1K | 0.00% | +2+0.7% | Added |
| AdvisorNet Financial, Inc | 288 | $619.1K | 0.03% | +10+3.6% | Added |
| Maridea Wealth Management LLC | 285 | $612.6K | 0.09% | +32+12.6% | Added |
| Oppenheimer Asset Management Inc. | 284 | $610.5K | 0.01% | −150−34.6% | Reduced |
| IHT Wealth Management, LLC | 283 | $608.4K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 283 | $608.4K | 0.00% | +6+2.2% | Added |
| Allen Capital Group, LLC | 281 | $604.1K | 0.06% | −2−0.7% | Reduced |
| Charter Oak Capital Management, LLC | 281 | $604.1K | 0.05% | +281 | New |
| Madison Asset Management, LLC | 279 | $599.8K | 0.01% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 276 | $593.3K | 0.11% | −19−6.4% | Reduced |
| iA Global Asset Management Inc. | 276 | $593.0K | 0.01% | +18+7.0% | Added |
| Magnolia Private Wealth, LLC | 275 | $591.2K | 0.41% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 272 | $584.7K | 0.02% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 272 | $583.7K | 0.01% | +272 | New |
| NBT Bank N A | 270 | $580.4K | 0.04% | +85+45.9% | Added |
| Mount Yale Investment Advisors, LLC | 267 | $574.0K | 0.03% | +23+9.4% | Added |
| Vestmark Advisory Solutions, Inc. | 267 | $574.0K | 0.01% | +70+35.5% | Added |
| WCM Investment Management, LLC | 264 | $573.9K | 0.00% | −10−3.6% | Reduced |
| Farther Finance Advisors, LLC | 266 | $571.8K | 0.01% | +112+72.7% | Added |
| Roehl & Yi Investment Advisors, LLC | 262 | $563.2K | 0.23% | −1−0.4% | Reduced |
| Allen Investment Management LLC | 262 | $563.2K | 0.01% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 262 | $563.2K | 0.06% | 00.0% | Unchanged |
| Independent Advisor Alliance | 261 | $561.8K | 0.01% | −6−2.2% | Reduced |
| Guardian Wealth Advisors, LLC | 260 | $558.9K | 0.04% | 00.0% | Unchanged |
| Flagstone Financial Management | 254 | $546.0K | 0.14% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 253 | $543.9K | 0.01% | +67+36.0% | Added |
| TD Waterhouse Canada Inc. | 252 | $541.7K | 0.00% | −90−26.3% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 250 | $537.4K | 0.17% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 250 | $537.4K | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 250 | $537.4K | 0.00% | +54+27.6% | Added |
| Wealthspire Advisors, LLC | 250 | $537.4K | 0.00% | +74+42.0% | Added |
| Destination Wealth Management | 250 | $537.4K | 0.01% | +250 | New |
| Qtron Investments LLC | 249 | $535.3K | 0.07% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 249 | $535.3K | 0.00% | +249 | New |
| Yousif Capital Management, LLC | 257 | $531.2K | 0.01% | −14−5.2% | Reduced |
| VisionPoint Advisory Group, LLC | 246 | $528.8K | 0.10% | −2−0.8% | Reduced |
| Bay Rivers Group | 245 | $526.7K | 0.21% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 239 | $513.8K | 0.02% | −1−0.4% | Reduced |
| Elgethun Capital Management | 238 | $511.6K | 0.09% | −11−4.4% | Reduced |
| Dakota Wealth Management | 237 | $509.5K | 0.01% | −19−7.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 233 | $500.9K | 0.12% | −24−9.3% | Reduced |
| Anchor Investment Management, LLC | 232 | $498.7K | 0.04% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 232 | $498.7K | 0.00% | +16+7.4% | Added |
| Parsons Capital Management Inc | 231 | $496.6K | 0.03% | +31+15.5% | Added |
| Woodline Partners LP | 231 | $496.6K | 0.00% | +231 | New |
| Carolina Wealth Advisors, LLC | 230 | $494.4K | 0.22% | 00.0% | Unchanged |
| Dover Advisors, LLC | 228 | $490.1K | 0.19% | −5−2.1% | Reduced |
| Vestcor Inc | 227 | $488.0K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 227 | $488.0K | 0.00% | +16+7.6% | Added |
| Hara Capital LLC | 226 | $485.8K | 0.27% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 225 | $483.7K | 0.00% | +63+38.9% | Added |
| S-Bank Fund Management Ltd | 223 | $479.4K | 0.06% | −56−20.1% | Reduced |
| Tran Capital Management, L.P. | 222 | $477.2K | 0.06% | −8,076−97.3% | Reduced |
| UniSuper Management Pty Ltd | 220 | $472.9K | 0.00% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 218 | $468.6K | 0.10% | −12−5.2% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 218 | $468.6K | 0.15% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 217 | $466.5K | 0.00% | −264−54.9% | Reduced |
| Forum Financial Management, LP | 216 | $464.3K | 0.01% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 212 | $455.7K | 0.14% | 00.0% | Unchanged |
| DRW Securities, LLC | 212 | $455.7K | 0.03% | −25−10.5% | Reduced |
| Cascades Capital Asset Management, LLC | 211 | $453.6K | 0.19% | 00.0% | Unchanged |
| Studio Investment Management LLC | 211 | $453.6K | 0.08% | +1+0.5% | Added |
| Investor's Fiduciary Advisor Network, LLC | 208 | $447.0K | 0.10% | +208 | New |
| Stephens Inc | 207 | $445.0K | 0.01% | −1−0.5% | Reduced |
| Evercore Wealth Management, LLC | 203 | $436.4K | 0.01% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 202 | $434.2K | 0.03% | +202 | New |
| Motley Fool Asset Management LLC | 201 | $432.1K | 0.02% | −6−2.9% | Reduced |
| Arkadios Wealth Advisors | 201 | $432.1K | 0.01% | +74+58.3% | Added |
| Saybrook Capital | 200 | $429.9K | 0.11% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 200 | $429.9K | 0.06% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 200 | $429.9K | 0.16% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 199 | $427.8K | 0.10% | −67−25.2% | Reduced |
| Glenmede Trust Co NA | 198 | $425.6K | 0.00% | +198 | New |
| Salomon & Ludwin, LLC | 198 | $425.4K | 0.04% | −6−2.9% | Reduced |
| One Wealth Advisors, LLC | 197 | $423.5K | 0.05% | −19−8.8% | Reduced |
| Heartwood Wealth Advisors LLC | 196 | $421.3K | 0.04% | +2+1.0% | Added |
| Acima Private Wealth, LLC | 195 | $419.2K | 0.13% | −37−15.9% | Reduced |
| Fifth Third Bancorp | 195 | $419.2K | 0.00% | +14+7.7% | Added |
| Founders Grove Wealth Partners, LLC | 194 | $417.0K | 0.09% | +1+0.5% | Added |
| Choate Investment Advisors | 192 | $412.7K | 0.01% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 190 | $408.4K | 0.07% | 00.0% | Unchanged |
| Howland Capital Management LLC | 189 | $406.3K | 0.02% | 00.0% | Unchanged |
| Manchester Financial Inc | 188 | $404.1K | 0.08% | −4−2.1% | Reduced |