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 |
|---|---|---|---|---|---|
| Legacy Capital Wealth Partners, LLC | 220 | $421.1K | 0.09% | +2+0.9% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 218 | $417.3K | 0.14% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 215 | $411.5K | 0.06% | −8−3.6% | Reduced |
| Citizens Financial Group Inc | 215 | $411.5K | 0.01% | −120−35.8% | Reduced |
| Arkadios Wealth Advisors | 213 | $407.7K | 0.01% | +12+6.0% | Added |
| Gilliland Jeter Wealth Management LLC | 212 | $405.8K | 0.12% | 00.0% | Unchanged |
| 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 |
| Studio Investment Management LLC | 210 | $402.0K | 0.07% | −1−0.5% | Reduced |
| NewEdge Wealth, LLC | 209 | $400.0K | 0.00% | −44−17.4% | Reduced |
| Evercore Wealth Management, LLC | 203 | $388.6K | 0.01% | 00.0% | Unchanged |
| FJ Capital Management LLC | 202 | $386.6K | 0.04% | +202 | New |
| Harbor Capital Advisors, Inc. | 201 | $385.0K | 0.03% | +201 | 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 |
| 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 |
| 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 |
| Acima Private Wealth, LLC | 195 | $373.2K | 0.12% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 195 | $373.2K | 0.00% | +38+24.2% | Added |
| Heartwood Wealth Advisors LLC | 194 | $371.3K | 0.03% | −2−1.0% | Reduced |
| Founders Grove Wealth Partners, LLC | 193 | $369.4K | 0.08% | −1−0.5% | 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 |
| Salomon & Ludwin, LLC | 193 | $366.5K | 0.03% | −5−2.5% | Reduced |
| Huntington National Bank | 191 | $365.6K | 0.00% | +21+12.4% | Added |
| Jackson Hole Capital Partners, LLC | 190 | $363.7K | 0.06% | 00.0% | Unchanged |
| Howland Capital Management LLC | 189 | $361.8K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 189 | $361.8K | 0.01% | +14+8.0% | 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 |
| Signaturefd, LLC | 187 | $358.0K | 0.01% | +22+13.3% | 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 |
| RMR Capital Management, LLC | 186 | $356.0K | 0.26% | 00.0% | Unchanged |
| GAMMA Investing LLC | 186 | $356.0K | 0.02% | +43+30.1% | Added |
| Hara Capital LLC | 184 | $352.2K | 0.18% | −42−18.6% | Reduced |
| Manchester Financial Inc | 184 | $352.2K | 0.07% | −4−2.1% | Reduced |
| Traphagen Investment Advisors LLC | 182 | $348.4K | 0.03% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 176 | $345.7K | 0.01% | 00.0% | Unchanged |
| 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 |
| Advisory Services Network, LLC | 179 | $342.6K | 0.00% | +11+6.5% | Added |
| Siemens Fonds Invest GmbH | 177 | $338.8K | 0.02% | 00.0% | Unchanged |
| Havemeyer Place LP | 176 | $336.9K | 0.04% | +176 | New |
| Hamilton Capital, LLC | 175 | $335.0K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 175 | $335.0K | 0.00% | −9−4.9% | Reduced |
| Axq Capital, LP | 173 | $331.1K | 0.04% | +173 | 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 |
| Aaron Wealth Advisors | 169 | $323.5K | 0.02% | −10−5.6% | Reduced |
| Blueshift Asset Management, LLC | 169 | $323.5K | 0.10% | +169 | New |
| Brighton Jones LLC | 169 | $322.9K | 0.01% | +169 | New |
| Geneos Wealth Management Inc. | 166 | $317.7K | 0.01% | +71+74.7% | Added |
| Massmutual Trust Co FSB | 165 | $315.8K | 0.01% | −19−10.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 161 | $308.2K | 0.01% | +53+49.1% | Added |
| Wellington Shields & Co., LLC | 159 | $304.3K | 0.08% | −1−0.6% | Reduced |
| Equitable Trust Co | 157 | $300.5K | 0.01% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 159 | $299.9K | 0.05% | −1−0.6% | Reduced |
| MainStreet Investment Advisors LLC | 155 | $296.7K | 0.04% | −13−7.7% | Reduced |
| Old National Bancorp | 155 | $296.7K | 0.00% | 00.0% | Unchanged |
| Michael B. Yongue | 155 | $296.7K | 0.22% | +155 | New |
| Chicago Partners Investment Group LLC | 150 | $291.6K | 0.01% | +20+15.4% | Added |
| Quarry LP | 152 | $290.9K | 0.06% | +149+4,966.7% | Added |
| JGP Wealth Management, LLC | 152 | $290.8K | 0.03% | 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 |
| MBL Wealth, LLC | 149 | $285.2K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance | 148 | $283.9K | 0.03% | −1−0.7% | Reduced |
| 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 |
| New York Life Investment Management LLC | 147 | $281.4K | 0.00% | +20+15.7% | Added |
| Conestoga Capital Advisors, LLC | 145 | $277.5K | 0.01% | 00.0% | Unchanged |
| Armistice Capital, LLC | 145 | $277.5K | 0.01% | +145 | New |
| 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 |
| Thoroughbred Financial Services, LLC | 144 | $275.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 143 | $273.7K | 0.01% | +30+26.5% | Added |
| Ballast, Inc. | 143 | $273.7K | 0.06% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 143 | $273.7K | 0.08% | 00.0% | Unchanged |
| Indivisible Partners | 142 | $271.8K | 0.02% | +1+0.7% | Added |
| Cathy Pareto & Associates, Inc | 142 | $271.7K | 0.18% | +13+10.1% | Added |
| Beacon Financial Planning, Inc | 141 | $269.9K | 0.10% | +141 | New |
| 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 |
| Aprio Wealth Management, LLC | 139 | $266.1K | 0.01% | +10+7.8% | Added |
| Baron Wealth Management LLC | 138 | $264.1K | 0.08% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 137 | $262.2K | 0.00% | −5−3.5% | Reduced |
| Beacon Financial Group | 136 | $260.3K | 0.03% | 00.0% | Unchanged |
| Wills Financial Group LLC | 142 | $258.5K | 0.10% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 135 | $258.4K | 0.00% | +135 | New |
| Fiduciary Trust Co | 134 | $257.3K | 0.00% | +134 | New |
| Coldstream Capital Management Inc | 134 | $256.5K | 0.00% | +18+15.5% | Added |