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 |
|---|---|---|---|---|---|
| Dana Investment Advisors, Inc. | 134 | $256.5K | 0.01% | +3+2.3% | Added |
| Atticus Wealth Management, LLC | 133 | $254.6K | 0.07% | +4+3.1% | Added |
| RVW Wealth, LLC | 132 | $252.7K | 0.02% | +132 | New |
| Park Avenue Securities LLC | 131 | $251.0K | 0.00% | +6+4.8% | Added |
| Journey Strategic Wealth LLC | 131 | $250.7K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 131 | $250.7K | 0.19% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 130 | $248.8K | 0.25% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 130 | $248.7K | 0.00% | +7+5.7% | Added |
| First Citizens Bank & Trust Co | 129 | $246.9K | 0.01% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 129 | $246.9K | 0.06% | +129 | New |
| Polymer Capital Management (US) LLC | 127 | $243.1K | 0.04% | +127 | New |
| 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 |
| 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 |
| Savvy Advisors, Inc. | 124 | $237.3K | 0.01% | +124 | New |
| Astoria Portfolio Advisors LLC. | 125 | $237.0K | 0.05% | −10−7.4% | Reduced |
| Strive Financial Group ,LLC | 123 | $235.0K | 0.12% | +14+12.8% | Added |
| Checchi Capital Advisers, LLC | 123 | $234.5K | 0.02% | −1−0.8% | Reduced |
| 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 |
| Roberts Glore & Co Inc | 121 | $231.6K | 0.06% | +3+2.5% | 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 |
| Wedmont Private Capital | 117 | $228.4K | 0.01% | +5+4.5% | Added |
| Cypress Advisory Group LLC | 119 | $227.8K | 0.17% | +20+20.2% | Added |
| Plan A Wealth LLC | 118 | $225.9K | 0.11% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 118 | $225.9K | 0.00% | +1+0.9% | Added |
| OpenArc Corporate Advisory, LLC | 116 | $222.0K | 0.00% | +13+12.6% | Added |
| Cigna Investments Inc | 116 | $222.0K | 0.03% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 115 | $220.1K | 0.01% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 115 | $220.1K | 0.04% | 00.0% | Unchanged |
| Odyssean, LLC | 115 | $220.1K | 0.08% | +115 | New |
| Canandaigua National Trust Co of Florida | 114 | $218.2K | 0.18% | −179−61.1% | Reduced |
| Ironwood Financial, llc | 114 | $218.2K | 0.04% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 114 | $218.2K | 0.06% | +9+8.6% | Added |
| Zhang Financial LLC | 113 | $216.3K | 0.01% | −36−24.2% | Reduced |
| Trust Co of Virginia | 113 | $216.3K | 0.02% | 00.0% | Unchanged |
| Chicago Trust Co NA | 113 | $216.3K | 0.03% | +6+5.6% | Added |
| National Asset Management, Inc. | 112 | $211.3K | 0.01% | −11−8.9% | Reduced |
| Stratos Wealth Partners, LTD. | 110 | $210.7K | 0.00% | +14+14.6% | Added |
| Carnegie Capital Asset Management, LLC | 110 | $210.5K | 0.00% | −10−8.3% | Reduced |
| Grandfield & Dodd, LLC | 110 | $210.5K | 0.01% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 110 | $210.5K | 0.04% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 110 | $210.5K | 0.07% | +10+10.0% | Added |
| Change Path, LLC | 110 | $210.5K | 0.00% | +110 | New |
| Dynamic Advisor Solutions LLC | 109 | $208.6K | 0.01% | +1+0.9% | Added |
| Panagora Asset Management Inc | 108 | $206.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 108 | $206.7K | 0.03% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 107 | $204.8K | 0.00% | +5+4.9% | Added |
| Kera Capital Partners, Inc. | 107 | $204.8K | 0.03% | 00.0% | Unchanged |
| AE Wealth Management LLC | 107 | $204.8K | 0.00% | +8+8.1% | Added |
| Summit Financial, LLC | 107 | $204.8K | 0.00% | +107 | New |
| Stenger Family Office, LLC | 107 | $204.8K | 0.04% | +107 | New |
| Cary Street Partner Investment Advisory LLC | 107 | $204.8K | 0.05% | +12+12.6% | Added |
| Waterloo Capital, L.P. | 105 | $201.0K | 0.01% | −2−1.9% | Reduced |
| Narwhal Capital Management | 105 | $201.0K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 101 | $192.8K | 0.00% | −10−9.0% | Reduced |
| EverSource Wealth Advisors, LLC | 99 | $189.5K | 0.01% | +17+20.7% | Added |
| Arlington Trust Co LLC | 96 | $183.8K | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 94 | $179.9K | 0.00% | −20−17.5% | Reduced |
| Opal Wealth Advisors, LLC | 94 | $179.9K | 0.04% | −10−9.6% | Reduced |
| Smartleaf Asset Management LLC | 95 | $179.2K | 0.01% | −9−8.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 91 | $174.2K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 89 | $170.2K | 0.01% | +89 | New |
| FIL Ltd | 88 | $168.4K | 0.00% | +88 | New |
| Ronald Blue Trust, Inc. | 87 | $166.5K | 0.00% | −43−33.1% | Reduced |
| Colonial Trust Advisors | 85 | $162.7K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 82 | $157.0K | 0.02% | +82 | New |
| Evolution Advisers, Inc. | 78 | $149.0K | 0.06% | +1+1.3% | Added |
| Umb Bank N A | 75 | $143.6K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 75 | $143.6K | 0.08% | +75 | New |
| Global Assets Advisory, LLC | 72 | $137.8K | 0.04% | +72 | New |
| IFP Advisors, Inc | 71 | $135.9K | 0.00% | −7−9.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 70 | $134.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 67 | $128.2K | 0.00% | +6+9.8% | Added |
| Penserra Capital Management LLC | 66 | $126.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 63 | $120.6K | 0.01% | −44−41.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 60 | $114.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 60 | $114.2K | 0.01% | −26−30.2% | Reduced |
| Rothschild Investment LLC | 58 | $111.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 53 | $101.4K | 0.00% | +1+1.9% | Added |
| Capital Analysts, LLC | 52 | $100.0K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 51 | $97.6K | 0.00% | +51 | New |
| Crewe Advisors LLC | 50 | $95.7K | 0.01% | −3−5.7% | Reduced |
| Prestige Wealth Management Group LLC | 50 | $95.7K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 50 | $95.7K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 50 | $95.7K | 0.00% | +50 | New |
| Evermay Wealth Management LLC | 49 | $93.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 48 | $92.0K | 0.06% | −60−55.6% | Reduced |
| Versant Capital Management, Inc | 41 | $78.5K | 0.01% | +12+41.4% | Added |
| Assetmark, Inc | 40 | $76.6K | 0.00% | −4−9.1% | Reduced |
| Westpac Banking Corp | 40 | $76.6K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 40 | $76.6K | 0.00% | 00.0% | Unchanged |
| Intesa Sanpaolo Wealth Management | 40 | $76.6K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 39 | $74.6K | 0.00% | −2−4.9% | Reduced |
| Eastern Bank | 36 | $68.9K | 0.00% | 00.0% | Unchanged |