# MARKEL GROUP INC (MKL)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MKL/

- Reporting holders: 28
- Reported value: $199.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Fenimore Asset Management Inc](https://holderbook.com/funds/884566-fenimore-asset-management-inc/) | $148.2M | 86,571 | 3.3% | 32 |
| [Lincoln Capital LLC](https://holderbook.com/funds/1633862-lincoln-capital-llc/) | $30.6M | 17,807 | 5.4% | 32 |
| [Adams Asset Advisors, LLC](https://holderbook.com/funds/1386929-adams-asset-advisors-llc/) | $10.3M | 6,000 | 1.0% | 3 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $3.3M | 1,936 | 1.2% | 31 |
| [Tactive Advisors, LLC](https://holderbook.com/funds/2002409-tactive-advisors-llc/) | $1.5M | 854 | 0.4% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $782.6K | 457 | 0.0% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $585.7K | 342 | 0.0% | 12 |
| [Canandaigua National Trust Co of Florida](https://holderbook.com/funds/1471384-canandaigua-national-trust-co-of-florida/) | $501.7K | 293 | 0.3% | 7 |
| [Allen Mooney & Barnes Investment Advisors LLC](https://holderbook.com/funds/2001461-allen-mooney-barnes-investment-advisors-llc/) | $482.9K | 282 | 0.1% | 9 |
| [Norman Fields, Gottscho Capital Management, LLC](https://holderbook.com/funds/1352449-norman-fields-gottscho-capital-management-llc/) | $428.1K | 250 | 0.1% | 32 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $387.0K | 226 | 0.0% | 15 |
| [ACIMA PRIVATE WEALTH, LLC](https://holderbook.com/funds/1761961-acima-private-wealth-llc/) | $308.2K | 180 | 0.1% | 32 |
| [Hamilton Capital, LLC](https://holderbook.com/funds/1646639-hamilton-capital-llc/) | $299.7K | 175 | 0.0% | 8 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $258.6K | 151 | 0.0% | 1 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $239.7K | 140 | 0.1% | 24 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $236.9K | 134 | 0.0% | 6 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $222.6K | 130 | 0.0% | 2 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $207.2K | 121 | 0.0% | 32 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $205.5K | 120 | 0.0% | 8 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $92.5K | 54 | 0.0% | 32 |
| [STEGINSKY CAPITAL LLC](https://holderbook.com/funds/1120048-steginsky-capital-llc/) | $75.9K | 44,331 | 12.4% | 32 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $61.6K | 36 | 0.0% | 4 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $34.2K | 20 | 0.0% | 17 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $15.4K | 9 | 0.0% | 24 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $15.4K | 9 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 28 | $199.3M |
| Q2 2026 | 932 | $20.1B |
| Q1 2026 | 925 | $18.6B |
| Q4 2025 | 922 | $21.6B |
| Q3 2025 | 856 | $19.2B |
| Q2 2025 | 854 | $20.3B |
| Q1 2025 | 852 | $19.1B |
| Q4 2024 | 827 | $17.5B |
| Q3 2024 | 789 | $15.4B |
| Q2 2024 | 808 | $15.8B |
| Q1 2024 | 744 | $17.1B |
| Q4 2023 | 733 | $15.3B |