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, Q1 2026
Institutional positions in Markel Group Inc. as of Mar 31, 2026. 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
- 930
- +20 vs. Q4 2025
- Shares held
- 9.65M
- +1.14M (+13.4%) vs. Q4 2025
- Total value
- $18.5B
- +$186.0M (+1.0%) vs. Q4 2025
- New holders
- 107
- 306 more added
- Sold out
- 87
- 301 more reduced
14 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Markel Group Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 118 | $225.9K | 0.00% | +1+0.9% | Added |
| Cypress Advisory Group LLC | 119 | $227.8K | 0.17% | +20+20.2% | Added |
| Wedmont Private Capital | 117 | $228.4K | 0.01% | +5+4.5% | Added |
| Dimension Capital Management LLC | 120 | $229.7K | 0.03% | −30−20.0% | Reduced |
| First Financial Bank - Trust Division | 120 | $229.7K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 120 | $229.7K | 0.03% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 121 | $231.6K | 0.06% | +3+2.5% | Added |
| Blue Zone Wealth Advisors, LLC | 121 | $231.6K | 0.05% | −3,708−96.8% | Reduced |
| Genesis Private Wealth, LLC | 121 | $231.6K | 0.07% | −6−4.7% | Reduced |
| Alpine Global Management, LLC | 121 | $231.6K | 0.04% | +121 | New |
| Checchi Capital Advisers, LLC | 123 | $234.5K | 0.02% | −1−0.8% | Reduced |
| Strive Financial Group ,LLC | 123 | $235.0K | 0.12% | +14+12.8% | Added |
| Astoria Portfolio Advisors LLC. | 125 | $237.0K | 0.05% | −10−7.4% | Reduced |
| Savvy Advisors, Inc. | 124 | $237.3K | 0.01% | +124 | New |
| Capital Investment Advisors, LLC | 125 | $239.3K | 0.00% | −46−26.9% | Reduced |
| Harbour Investments, Inc. | 125 | $239.3K | 0.00% | −5−3.8% | Reduced |
| Farmers & Merchants Investments Inc | 125 | $239.3K | 0.01% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 126 | $241.2K | 0.01% | −28−18.2% | Reduced |
| GM Advisory Group, Inc. | 126 | $241.2K | 0.01% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 127 | $243.1K | 0.04% | +127 | New |
| First Citizens Bank & Trust Co | 129 | $246.9K | 0.01% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 129 | $246.9K | 0.06% | +129 | New |
| Sagespring Wealth Partners, LLC | 130 | $248.7K | 0.00% | +7+5.7% | Added |
| Adkins Seale Capital Management LLC | 130 | $248.8K | 0.25% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 131 | $250.7K | 0.19% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 131 | $250.7K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 131 | $251.0K | 0.00% | +6+4.8% | Added |
| RVW Wealth, LLC | 132 | $252.7K | 0.02% | +132 | New |
| Atticus Wealth Management, LLC | 133 | $254.6K | 0.07% | +4+3.1% | Added |
| Dana Investment Advisors, Inc. | 134 | $256.5K | 0.01% | +3+2.3% | Added |
| Coldstream Capital Management Inc | 134 | $256.5K | 0.00% | +18+15.5% | Added |
| Fiduciary Trust Co | 134 | $257.3K | 0.00% | +134 | New |
| Crossmark Global Holdings, Inc. | 135 | $258.4K | 0.00% | +135 | New |
| Wills Financial Group LLC | 142 | $258.5K | 0.10% | 00.0% | Unchanged |
| Beacon Financial Group | 136 | $260.3K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 137 | $262.2K | 0.00% | −5−3.5% | Reduced |
| Baron Wealth Management LLC | 138 | $264.1K | 0.08% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 139 | $266.1K | 0.01% | +10+7.8% | Added |
| Cadent Capital Advisors, LLC | 140 | $268.0K | 0.07% | −47−25.1% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 140 | $268.0K | 0.06% | 00.0% | Unchanged |
| Beacon Financial Planning, Inc | 141 | $269.9K | 0.10% | +141 | New |
| Cathy Pareto & Associates, Inc | 142 | $271.7K | 0.18% | +13+10.1% | Added |
| Indivisible Partners | 142 | $271.8K | 0.02% | +1+0.7% | Added |
| Ballast, Inc. | 143 | $273.7K | 0.06% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 143 | $273.7K | 0.08% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 143 | $273.7K | 0.01% | +30+26.5% | Added |
| Thoroughbred Financial Services, LLC | 144 | $275.0K | 0.02% | 00.0% | Unchanged |
| DRW Securities, LLC | 144 | $275.6K | 0.02% | −68−32.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 144 | $275.6K | 0.01% | +144 | New |
| Landscape Capital Management, L.L.C. | 144 | $275.6K | 0.02% | +144 | New |
| Conestoga Capital Advisors, LLC | 145 | $277.5K | 0.01% | 00.0% | Unchanged |
| Armistice Capital, LLC | 145 | $277.5K | 0.01% | +145 | New |
| New York Life Investment Management LLC | 147 | $281.4K | 0.00% | +20+15.7% | Added |
| Fidelis Capital Partners, LLC | 148 | $283.3K | 0.02% | −33−18.2% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 148 | $283.3K | 0.16% | +25+20.3% | Added |
| Wealth Alliance | 148 | $283.9K | 0.03% | −1−0.7% | Reduced |
| MBL Wealth, LLC | 149 | $285.2K | 0.02% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 151 | $289.0K | 0.05% | +3+2.0% | Added |
| Lodestone Wealth Management LLC | 151 | $289.0K | 0.11% | +9+6.3% | Added |
| JGP Wealth Management, LLC | 152 | $290.8K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 152 | $290.9K | 0.06% | +149+4,966.7% | Added |
| Chicago Partners Investment Group LLC | 150 | $291.6K | 0.01% | +20+15.4% | Added |
| Michael B. Yongue | 155 | $296.7K | 0.22% | +155 | New |
| MainStreet Investment Advisors LLC | 155 | $296.7K | 0.04% | −13−7.7% | Reduced |
| Old National Bancorp | 155 | $296.7K | 0.00% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 159 | $299.9K | 0.05% | −1−0.6% | Reduced |
| Equitable Trust Co | 157 | $300.5K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 159 | $304.3K | 0.08% | −1−0.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 161 | $308.2K | 0.01% | +53+49.1% | Added |
| Massmutual Trust Co FSB | 165 | $315.8K | 0.01% | −19−10.3% | Reduced |
| Geneos Wealth Management Inc. | 166 | $317.7K | 0.01% | +71+74.7% | Added |
| Brighton Jones LLC | 169 | $322.9K | 0.01% | +169 | New |
| Aaron Wealth Advisors | 169 | $323.5K | 0.02% | −10−5.6% | Reduced |
| Blueshift Asset Management, LLC | 169 | $323.5K | 0.10% | +169 | New |
| Tocqueville Asset Management L.P. | 170 | $325.4K | 0.00% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 170 | $325.4K | 0.03% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 170 | $325.4K | 0.02% | 00.0% | Unchanged |
| Axq Capital, LP | 173 | $331.1K | 0.04% | +173 | New |
| Merit Financial Group, LLC | 175 | $335.0K | 0.00% | −9−4.9% | Reduced |
| Hamilton Capital, LLC | 175 | $335.0K | 0.02% | 00.0% | Unchanged |
| Havemeyer Place LP | 176 | $336.9K | 0.04% | +176 | New |
| Siemens Fonds Invest GmbH | 177 | $338.8K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 179 | $342.6K | 0.00% | +11+6.5% | Added |
| Argonautica Private Wealth Management, Inc | 179 | $342.6K | 0.10% | −1−0.6% | Reduced |
| PFG Investments, LLC | 179 | $342.6K | 0.02% | +69+62.7% | Added |
| Capital Asset Advisory Services LLC | 176 | $345.7K | 0.01% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 182 | $348.4K | 0.03% | 00.0% | Unchanged |
| Hara Capital LLC | 184 | $352.2K | 0.18% | −42−18.6% | Reduced |
| Manchester Financial Inc | 184 | $352.2K | 0.07% | −4−2.1% | Reduced |
| RMR Capital Management, LLC | 186 | $356.0K | 0.26% | 00.0% | Unchanged |
| GAMMA Investing LLC | 186 | $356.0K | 0.02% | +43+30.1% | Added |
| Gabelli Funds LLC | 187 | $357.9K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 187 | $357.9K | 0.00% | 00.0% | Unchanged |
| Mills Wealth Advisors LLC | 187 | $357.9K | 0.13% | +1+0.5% | Added |
| Regions Financial Corp | 187 | $357.9K | 0.00% | +43+29.9% | Added |
| Signaturefd, LLC | 187 | $358.0K | 0.01% | +22+13.3% | Added |
| One Wealth Advisors, LLC | 188 | $359.8K | 0.04% | −9−4.6% | Reduced |
| Ironwood Investment Management LLC | 188 | $359.8K | 0.15% | +188 | New |
| Level Four Advisory Services, LLC | 189 | $361.8K | 0.01% | +14+8.0% | Added |
| Howland Capital Management LLC | 189 | $361.8K | 0.01% | 00.0% | Unchanged |