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 |
|---|---|---|---|---|---|
| Jackson Hole Capital Partners, LLC | 190 | $363.7K | 0.06% | 00.0% | Unchanged |
| Huntington National Bank | 191 | $365.6K | 0.00% | +21+12.4% | Added |
| Salomon & Ludwin, LLC | 193 | $366.5K | 0.03% | −5−2.5% | Reduced |
| Glenmede Trust Co NA | 192 | $367.5K | 0.00% | −6−3.0% | Reduced |
| Choate Investment Advisors | 192 | $367.5K | 0.01% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 193 | $369.4K | 0.08% | −1−0.5% | Reduced |
| Heartwood Wealth Advisors LLC | 194 | $371.3K | 0.03% | −2−1.0% | Reduced |
| Advisors Capital Management, LLC | 195 | $373.2K | 0.00% | +38+24.2% | Added |
| Acima Private Wealth, LLC | 195 | $373.2K | 0.12% | 00.0% | Unchanged |
| TCW Group Inc | 197 | $377.1K | 0.00% | −113−36.5% | Reduced |
| Evolve Private Wealth, LLC | 197 | $377.1K | 0.02% | −5−2.5% | Reduced |
| Motley Fool Asset Management LLC | 199 | $380.9K | 0.02% | −2−1.0% | Reduced |
| Western Wealth Management, LLC | 199 | $380.9K | 0.01% | +199 | New |
| Saybrook Capital | 200 | $382.8K | 0.10% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 200 | $382.8K | 0.05% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 200 | $382.8K | 0.15% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 200 | $382.8K | 0.07% | +200 | New |
| Harbor Capital Advisors, Inc. | 201 | $385.0K | 0.03% | +201 | New |
| FJ Capital Management LLC | 202 | $386.6K | 0.04% | +202 | New |
| Evercore Wealth Management, LLC | 203 | $388.6K | 0.01% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 209 | $400.0K | 0.00% | −44−17.4% | Reduced |
| Studio Investment Management LLC | 210 | $402.0K | 0.07% | −1−0.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 211 | $403.9K | 0.10% | −22−9.4% | Reduced |
| Cascades Capital Asset Management, LLC | 211 | $403.9K | 0.17% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 212 | $405.8K | 0.12% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 213 | $407.7K | 0.01% | +12+6.0% | Added |
| Citizens Financial Group Inc | 215 | $411.5K | 0.01% | −120−35.8% | Reduced |
| S-Bank Fund Management Ltd | 215 | $411.5K | 0.06% | −8−3.6% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 218 | $417.3K | 0.14% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 220 | $421.1K | 0.00% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 220 | $421.1K | 0.09% | +2+0.9% | Added |
| Wealthspire Advisors, LLC | 223 | $426.8K | 0.00% | −27−10.8% | Reduced |
| Bay Rivers Group | 225 | $430.7K | 0.18% | −20−8.2% | Reduced |
| Dover Advisors, LLC | 226 | $432.6K | 0.18% | −2−0.9% | Reduced |
| Vestcor Inc | 227 | $434.0K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 228 | $437.3K | 0.00% | +99+76.7% | Added |
| Roehl & Yi Investment Advisors, LLC | 229 | $438.3K | 0.16% | −33−12.6% | Reduced |
| Stephens Inc | 231 | $442.1K | 0.01% | +24+11.6% | Added |
| Dakota Wealth Management | 231 | $442.2K | 0.01% | −6−2.5% | Reduced |
| Anchor Investment Management, LLC | 232 | $444.1K | 0.04% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 232 | $444.1K | 0.00% | 00.0% | Unchanged |
| Hunting Hill Global Capital, LLC | 235 | $449.8K | 0.54% | −257−52.2% | Reduced |
| Allen Capital Group, LLC | 235 | $449.8K | 0.04% | −46−16.4% | Reduced |
| StoneX Group Inc. | 235 | $449.8K | 0.02% | +92+64.3% | Added |
| Moneta Group Investment Advisors LLC | 236 | $452.3K | 0.00% | +118+100.0% | Added |
| Elgethun Capital Management | 238 | $455.5K | 0.08% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 239 | $457.5K | 0.02% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 243 | $465.1K | 0.02% | +12+5.2% | Added |
| Independent Advisor Alliance | 247 | $472.8K | 0.01% | −14−5.4% | Reduced |
| Qtron Investments LLC | 249 | $476.6K | 0.06% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 250 | $478.5K | 0.03% | 00.0% | Unchanged |
| Destination Wealth Management | 250 | $478.5K | 0.01% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 250 | $478.5K | 0.16% | 00.0% | Unchanged |
| Flagstone Financial Management | 254 | $486.2K | 0.12% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 256 | $490.0K | 0.13% | −51−16.6% | Reduced |
| Fisher Asset Management, LLC | 257 | $492.1K | 0.00% | +123+91.8% | Added |
| Tritonpoint Wealth, LLC | 262 | $501.5K | 0.05% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 264 | $505.3K | 0.01% | +96+57.1% | Added |
| Yousif Capital Management, LLC | 266 | $509.1K | 0.01% | +9+3.5% | Added |
| Hengehold Capital Management LLC | 270 | $516.8K | 0.05% | −39−12.6% | Reduced |
| NBT Bank N A | 270 | $516.8K | 0.03% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 271 | $518.7K | 0.03% | +11+4.2% | Added |
| Leavell Investment Management, Inc. | 272 | $520.6K | 0.02% | 00.0% | Unchanged |
| BBR Partners, LLC | 272 | $520.6K | 0.03% | +272 | New |
| Pensionmark Financial Group, LLC | 273 | $521.6K | 0.01% | +1+0.4% | Added |
| Simplex Trading, LLC | 274 | $524.5K | 0.02% | −366−57.2% | Reduced |
| Magnolia Private Wealth, LLC | 276 | $528.3K | 0.35% | +1+0.4% | Added |
| Intellectus Partners, LLC | 277 | $530.2K | 0.11% | +1+0.4% | Added |
| Skopos Labs, Inc. | 277 | $530.2K | 0.02% | +277 | New |
| Madison Asset Management, LLC | 279 | $534.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 281 | $537.9K | 0.04% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 282 | $539.8K | 0.08% | −3−1.1% | Reduced |
| AdvisorNet Financial, Inc | 284 | $543.6K | 0.03% | −4−1.4% | Reduced |
| iA Global Asset Management Inc. | 286 | $547.0K | 0.01% | +10+3.6% | Added |
| IHT Wealth Management, LLC | 286 | $547.4K | 0.01% | +3+1.1% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 291 | $557.0K | 0.00% | +291 | New |
| Twinbeech Capital LP | 294 | $562.7K | 0.06% | +149+102.8% | Added |
| Prime Capital Investment Advisors, LLC | 297 | $568.5K | 0.01% | −6−2.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 297 | $568.5K | 0.08% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 297 | $568.5K | 0.01% | +30+11.2% | Added |
| STRS Ohio | 298 | $570.4K | 0.00% | 00.0% | Unchanged |
| 111 Capital | 299 | $572.3K | 0.14% | +299 | New |
| Farther Finance Advisors, LLC | 305 | $580.3K | 0.01% | +39+14.7% | Added |
| Kestra Private Wealth Services, LLC | 305 | $583.8K | 0.01% | −61−16.7% | Reduced |
| Caxton Associates LLP | 306 | $585.7K | 0.01% | +306 | New |
| Greenleaf Trust | 307 | $587.6K | 0.01% | +80+35.2% | Added |
| Mirabella Financial Services LLP | 307 | $587.6K | 0.06% | +307 | New |
| Procyon Private Wealth Partners, LLC | 309 | $591.1K | 0.03% | −116−27.3% | Reduced |
| Victrix Investment Advisors | 310 | $593.4K | 0.22% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 310 | $593.4K | 0.03% | +2+0.6% | Added |
| United Capital Financial Advisers, LLC | 311 | $595.3K | 0.00% | +86+38.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 312 | $597.2K | 0.01% | −28−8.2% | Reduced |
| Apollon Wealth Management, LLC | 313 | $599.1K | 0.01% | −9−2.8% | Reduced |
| denkapparat Operations GmbH | 314 | $601.0K | 0.25% | 00.0% | Unchanged |
| Allworth Financial LP | 315 | $603.8K | 0.00% | +12+4.0% | Added |
| WCM Investment Management, LLC | 322 | $607.4K | 0.00% | +58+22.0% | Added |
| MetLife Investment Management | 320 | $612.5K | 0.00% | −8−2.4% | Reduced |
| Resources Investment Advisors, LLC. | 321 | $614.4K | 0.01% | −51−13.7% | Reduced |
| EP Wealth Advisors, LLC | 321 | $614.4K | 0.00% | +72+28.9% | Added |
| Beacon Investment Advisors LLC | 323 | $617.3K | 0.23% | +1+0.3% | Added |