HolderBook

MARKEL GROUP INC (MKL)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

28
Reporting holders
$199.3M
Reported value
0.0%
Calls
0.0%
Puts
-904
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Fenimore Asset Management Inc$148.2M86,5713.25%32q-0.8%-$1.2M
Lincoln Capital LLC$30.6M17,8075.36%32qHELD
Adams Asset Advisors, LLC$10.3M6,0001.04%3q+200.0%+$6.8M
Ridgewood Investments LLC$3.3M1,9361.22%31q+0.9%+$29.1K
Tactive Advisors, LLC$1.5M8540.35%6q-9.2%-$149.0K
Farther Finance Advisors, LLC$782.6K4570.01%16q+21.9%+$140.4K
GAMMA Investing LLC$585.7K3420.02%12q+45.5%+$183.2K
Canandaigua National Trust Co of Florida$501.7K2930.28%7q+157.0%+$306.5K
Allen Mooney & Barnes Investment Advisors LLC$482.9K2820.07%9qHELD
Norman Fields, Gottscho Capital Management, LLC$428.1K2500.13%32qHELD
Heartwood Wealth Advisors LLC$387.0K2260.03%15q+2.7%+$10.3K
ACIMA PRIVATE WEALTH, LLC$308.2K1800.09%32qHELD
Hamilton Capital, LLC$299.7K1750.02%8qHELD
RIVERSEDGE ADVISORS, LLC$258.6K1510.03%newNEW
Cadent Capital Advisors, LLC$239.7K1400.05%24qHELD
Wedmont Private Capital$236.9K1340.01%6q+0.8%+$1.8K
Valeo Financial Advisors, LLC$222.6K1300.00%2q+6.6%+$13.7K
MassMutual Private Wealth & Trust, FSB$207.2K1210.01%32q-16.6%-$41.1K
FIRST FINANCIAL BANK - TRUST DIVISION$205.5K1200.01%8qHELD
Versant Capital Management, Inc$92.5K540.01%32q-1.8%-$1.7K
STEGINSKY CAPITAL LLC$75.9K44,33112.45%32q-2.4%-$1.8K
EASTERN BANK$61.6K360.00%4qHELD
TOTH FINANCIAL ADVISORY CORP$34.2K200.00%17qHELD
Rosenberg Matthew Hamilton$15.4K90.00%24qHELD
GoalVest Advisory LLC$15.4K90.00%5qHELD
Marquette Asset Management, LLC$12.0K70.00%3q-91.7%-$131.9K
BURKETT FINANCIAL SERVICES, LLC$10.3K60.00%2qHELD
Mn Services Vermogensbeheer B.V.$6.2K3,6480.05%6qHELD
NEVILLE RODIE & SHAW INC$4.1K2,4080.28%32qHELD
ELEVATION WEALTH PARTNERS, LLC$1.7K10.00%2q-80.0%-$6.9K
GILPIN WEALTH MANAGEMENT, LLC$1.7K10.00%newNEW

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-082026-09-03Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-05-06Leopold DianeDirectorBought100$179.3K
2026-05-22Harris Greta JDirectorSold76$140.4K ×3
2026-05-01Puckett A. LynneDirectorBought57$102.3K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202628$199.3M116,3122860.0%
Q2 2026932$20.1B10,193,5821003152991.0%
Q1 2026925$18.6B9,661,747922812900.7%
Q4 2025922$21.6B9,914,857882532761.3%
Q3 2025856$19.2B9,894,737672712501.3%
Q2 2025854$20.3B10,045,510662652751.0%
Q1 2025852$19.1B10,130,400822562760.9%
Q4 2024827$17.5B9,980,452602492561.5%
Q3 2024789$15.4B9,802,224612732250.4%
Q2 2024808$15.8B9,949,8221042142590.6%
Q1 2024744$17.1B11,137,040852522270.7%
Q4 2023733$15.3B10,706,242412542250.8%
Q3 2023737$15.0B10,134,992742292060.9%
Q2 2023699$14.3B10,257,448641642320.9%
Q1 2023676$13.5B10,454,621681882051.3%
Q4 2022674$13.9B10,407,337721961961.6%
Q3 2022639$11.5B10,374,735582071792.2%
Q2 2022642$13.9B10,571,993651741972.0%
Q1 2022639$16.0B10,698,896701751951.4%
Q4 2021638$13.1B10,513,111601851681.3%
Q3 2021593$12.8B10,601,901471621941.2%
Q2 2021588$12.7B10,619,777591751730.8%
Q1 2021574$12.2B10,621,164552031710.9%
Q4 2020567$11.1B10,584,106551741601.3%
Q3 2020529$10.3B10,463,458531311961.1%
Q2 2020517$9.9B10,637,753571491791.2%
Q1 2020524$10.0B10,665,287491761650.7%
Q4 2019571$12.3B10,702,186581611490.2%
Q3 2019509$12.5B10,535,097431531500.3%
Q2 2019517$11.6B10,560,018521711531.0%
Q1 2019522$10.6B10,637,358461681500.3%
Q4 2018524$11.2B10,749,55612590.4%