MARKEL GROUP INC (MKL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
868
Reporting holders
$18.8B
Reported value
77.1%
Of shares outstanding
0.9%
Held as options
-2
Holder change
Institutions report 9,558,212 shares against 12,389,958 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.4B | 697,836 | 0.02% | 8q | -1.8%-$24.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.1B | 545,650 | 0.02% | 2q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.0B | 521,976 | 0.05% | 2q | HELD |
| Davis Selected Advisers | $794.4M | 406,759 | 3.41% | 31q | +6.1%+$45.6M |
| MORGAN STANLEY | $684.8M | 350,660 | 0.04% | 35q | -1.8%-$12.6M |
| Select Equity Group, L.P. | $647.8M | 331,679 | 3.20% | 6q | -12.2%-$89.8M |
| STATE STREET CORP | $609.7M | 312,169 | 0.02% | 31q | +1.7%+$10.1M |
| PRINCIPAL FINANCIAL GROUP INC | $601.2M | 307,791 | 0.30% | 31q | -23.4%-$183.8M |
| Boston Partners | $600.5M | 307,500 | 0.53% | 26q | +22.5%+$110.4M |
| CHECK CAPITAL MANAGEMENT INC/CA | $464.1M | 237,627 | 4.16% | 31q | +209.1%+$313.9M |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $450.4M | 230,637 | 3.44% | 14q | +2.0%+$8.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $418.2M | 214,799 | 0.02% | 31q | -3.1%-$13.4M |
| DAVENPORT & Co LLC | $403.2M | 206,399 | 1.98% | 31q | HELD |
| BAILLIE GIFFORD & CO | $308.4M | 157,923 | 0.28% | 31q | -9.8%-$33.5M |
| NORGES BANK | $284.2M | 145,542 | 0.03% | 32q | -1.5%-$4.3M |
| DIMENSIONAL FUND ADVISORS LP | $271.6M | 139,067 | 0.05% | 31q | +1.5%+$4.1M |
| BANK OF AMERICA CORP /DE/ | $231.6M | 118,590 | 0.01% | 31q | -12.9%-$34.2M |
| Madison Avenue Partners, LP | $219.4M | 112,325 | 9.44% | 6q | +27.8%+$47.7M |
| WELLINGTON MANAGEMENT GROUP LLP | $200.0M | 102,408 | 0.03% | 31q | -4.0%-$8.3M |
| Bank Julius Baer & Co. Ltd, Zurich | $181.0M | 92,601 | 0.47% | 22q | -4.9%-$9.3M |
| Davis Asset Management, L.P. | $179.9M | 92,105 | 4.56% | 16q | +30.4%+$41.9M |
| GOLDMAN SACHS GROUP INC | $172.3M | 88,210 | 0.01% | 31q | +79.1%+$76.1M |
| Fenimore Asset Management Inc | $170.4M | 87,260 | 3.53% | 31q | +0.8%+$1.3M |
| NORTHERN TRUST CORP | $164.1M | 84,026 | 0.02% | 31q | -1.9%-$3.2M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $160.0M | 81,945 | 0.80% | 22q | +2.7%+$4.2M |
| Douglass Winthrop Advisors, LLC | $157.0M | 80,373 | 2.71% | 31q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $153.4M | 78,570 | 0.03% | 2q | +0.8%+$1.2M |
| Polar Capital Holdings Plc | $152.8M | 78,250 | 0.36% | 23q | -2.2%-$3.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $152.2M | 77,952 | 0.03% | 31q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $151.5M | 77,580 | 0.02% | 31q | +9.9%+$13.7M |
| Sixth Street Partners Management Company, L.P. | $151.5M | 77,580 | 0.02% | new | NEW |
| BARR E S & CO | $150.5M | 77,051 | 8.44% | 31q | HELD |
| JANA Partners Management, LP | $149.9M | 76,743 | 7.88% | 7q | +1.9%+$2.8M |
| JENNISON ASSOCIATES LLC | $146.0M | 74,748 | 0.09% | 14q | +4.6%+$6.5M |
| JANE STREET GROUP, LLC | $139.2M | 65,269 | 0.01% | 21q | +87.1%+$64.8M |
| RAYMOND JAMES FINANCIAL INC | $126.9M | 64,967 | 0.03% | 7q | -4.3%-$5.7M |
| Legal & General Group Plc | $122.2M | 62,580 | 0.03% | 31q | -11.5%-$15.8M |
| Troy Asset Management Ltd | $120.1M | 61,509 | 3.35% | new | NEW |
| HighTower Advisors, LLC | $119.4M | 61,151 | 0.12% | 31q | -2.4%-$2.9M |
| Scharf Investments, LLC | $118.3M | 60,564 | 3.91% | 23q | -0.9%-$1.1M |
| WELLS FARGO & COMPANY/MN | $115.3M | 59,018 | 0.02% | 31q | -50.1%-$115.7M |
| Quilter Plc | $89.6M | 45,895 | 1.35% | 14q | +18.7%+$14.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $87.5M | 16,599 | 0.01% | 31q | +83.1%+$39.7M |
| UBS Group AG | $86.5M | 44,268 | 0.01% | 31q | -16.1%-$16.5M |
| AVENIR CORP | $86.4M | 44,214 | 10.52% | 31q | -3.5%-$3.2M |
| ROYAL BANK OF CANADA | $75.5M | 38,673 | 0.01% | 31q | -9.5%-$7.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $72.0M | 36,891 | 0.03% | 3q | +221.5%+$49.6M |
| AQR CAPITAL MANAGEMENT LLC | $70.9M | 36,330 | 0.02% | 31q | +177.5%+$45.3M |
| Swiss National Bank | $69.1M | 35,380 | 0.04% | 31q | -4.4%-$3.2M |
| NEUBERGER BERMAN GROUP LLC | $68.7M | 35,163 | 0.05% | 31q | +7061.5%+$67.7M |
| Bank of New York Mellon Corp | $68.1M | 34,844 | 0.01% | 31q | -4.5%-$3.2M |
| HSBC HOLDINGS PLC | $66.4M | 33,966 | 0.03% | 31q | +18.4%+$10.3M |
| Qube Research & Technologies Ltd | $65.2M | 33,395 | 0.06% | 4q | -53.4%-$74.8M |
| Giverny Capital Inc. | $60.3M | 30,877 | 2.03% | 31q | -28.1%-$23.6M |
| ENVESTNET ASSET MANAGEMENT INC | $58.2M | 29,808 | 0.01% | 31q | -20.9%-$15.4M |
| MILLENNIUM MANAGEMENT LLC | $58.1M | 29,726 | 0.02% | 9q | +97.4%+$28.6M |
| PFA Pension, Forsikringsaktieselskab | $57.2M | 29,293 | 0.15% | new | NEW |
| DEUTSCHE BANK AG\ | $56.4M | 28,861 | 0.02% | 34q | +10.7%+$5.4M |
| CITADEL ADVISORS LLC | $56.2M | 10,177 | 0.01% | 31q | +122.6%+$31.0M |
| COOKE & BIELER LP | $56.0M | 28,672 | 0.65% | 14q | +32.1%+$13.6M |
| Sather Financial Group Inc | $54.5M | 27,914 | 3.13% | 31q | +1.4%+$736.3K |
| Woodline Partners LP | $52.7M | 26,999 | 0.16% | 3q | +5387.6%+$51.8M |
| CAPTRUST FINANCIAL ADVISORS | $51.8M | 26,522 | 0.08% | 31q | +3.0%+$1.5M |
| Amundi | $51.2M | 26,234 | 0.01% | 21q | -1.8%-$941.4K |
| Sumitomo Mitsui Trust Group, Inc. | $50.1M | 25,671 | 0.03% | 31q | -6.7%-$3.6M |
| Greenbrier Partners Capital Management, LLC | $49.9M | 25,531 | 3.74% | 31q | HELD |
| Capco Asset Management, LLC | $49.5M | 25,322 | 13.52% | 21q | -2.0%-$1.0M |
| RENAISSANCE TECHNOLOGIES LLC | $49.4M | 25,301 | 0.07% | 19q | -26.9%-$18.2M |
| DF DENT & CO INC | $46.9M | 24,038 | 0.89% | 31q | -9.4%-$4.9M |
| D. E. Shaw & Co., Inc. | $46.3M | 7,105 | 0.02% | 31q | +89.3%+$21.8M |
| ANCHOR CAPITAL ADVISORS LLC | $44.6M | 22,827 | 1.25% | 31q | -29.6%-$18.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | $44.2M | 22,609 | 0.03% | 2q | +8.0%+$3.3M |
| Squarepoint Ops LLC | $43.6M | 19,632 | 0.05% | 18q | +144.9%+$25.8M |
| Epoch Investment Partners, Inc. | $43.5M | 22,273 | 0.25% | 15q | -61.8%-$70.3M |
| Russell Investments Group, Ltd. | $41.9M | 21,469 | 0.04% | 31q | +8.5%+$3.3M |
| Invesco Ltd. | $40.9M | 20,951 | 0.00% | 31q | -9.5%-$4.3M |
| COUNTRY TRUST BANK | $40.9M | 20,926 | 0.72% | 24q | +1.8%+$712.8K |
| Broad Run Investment Management, LLC | $40.2M | 20,578 | 6.19% | 31q | -0.6%-$255.8K |
| Marathon Asset Management Ltd | $39.9M | 20,414 | 1.62% | 20q | -18.0%-$8.8M |
| GREENLEA LANE CAPITAL MANAGEMENT, LLC | $39.7M | 20,305 | 10.89% | 14q | -10.0%-$4.4M |
| Lafayette Investments, Inc. | $38.9M | 19,924 | 7.17% | 31q | HELD |
| Oslo Pensjonsforsikring AS | $38.9M | 19,910 | 4.47% | 2q | +17.7%+$5.9M |
| BECK MACK & OLIVER LLC | $38.8M | 19,891 | 0.76% | 31q | +1.4%+$546.8K |
| Mraz, Amerine & Associates, Inc. | $38.3M | 19,610 | 5.49% | 31q | +2.5%+$923.8K |
| Tidal Investments LLC | $38.2M | 19,585 | 0.07% | 14q | +30.7%+$9.0M |
| TD Asset Management Inc | $37.1M | 19,015 | 0.03% | 31q | -61.3%-$58.7M |
| Jupiter Topco LLC | $36.4M | 18,667 | 0.01% | new | FIRST |
| Nuveen, LLC | $35.9M | 18,375 | 0.01% | 6q | +2.0%+$705.0K |
| California Public Employees Retirement System | $35.7M | 18,274 | 0.02% | 31q | -40.9%-$24.7M |
| Lincoln Capital LLC | $34.9M | 17,862 | 6.21% | 31q | -1.8%-$623.0K |
| FIRST TRUST ADVISORS LP | $32.3M | 16,558 | 0.02% | 22q | +36.5%+$8.6M |
| FRANKLIN RESOURCES INC | $31.1M | 15,940 | 0.01% | 31q | -1.5%-$470.7K |
| PINNACLE ASSOCIATES LTD | $30.2M | 15,466 | 0.33% | 22q | -13.8%-$4.8M |
| Gotham Asset Management, LLC | $29.6M | 15,153 | 0.07% | 12q | +65.2%+$11.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $28.4M | 14,557 | 0.02% | 31q | +11.2%+$2.9M |
| RHUMBLINE ADVISERS | $28.3M | 14,512 | 0.02% | 31q | -3.1%-$904.2K |
| JPMORGAN CHASE & CO | $28.0M | 14,326 | 0.00% | 31q | -19.4%-$6.7M |
| Poehling Capital Management, INC. | $26.7M | 13,657 | 5.72% | 31q | +1.7%+$437.5K |
| BARCLAYS PLC | $26.0M | 13,320 | 0.00% | 31q | -6.1%-$1.7M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $25.6M | 13,118 | 0.04% | 31q | +16.1%+$3.6M |
Showing the largest 100 of 929 reported holders.
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 868 | $18.8B | 9,558,212 | 93 | 292 | 281 | 0.9% |
| Q1 2026 | 870 | $17.8B | 9,259,713 | 86 | 262 | 278 | 0.7% |
| Q4 2025 | 863 | $20.5B | 9,402,354 | 83 | 237 | 261 | 1.4% |
| Q3 2025 | 794 | $18.3B | 9,482,855 | 62 | 256 | 232 | 1.4% |
| Q2 2025 | 786 | $19.5B | 9,642,201 | 65 | 245 | 248 | 1.0% |
| Q1 2025 | 779 | $18.3B | 9,705,044 | 75 | 238 | 254 | 0.9% |
| Q4 2024 | 755 | $16.7B | 9,540,011 | 54 | 234 | 225 | 1.6% |
| Q3 2024 | 718 | $14.7B | 9,336,510 | 57 | 256 | 201 | 0.4% |
| Q2 2024 | 732 | $15.0B | 9,443,852 | 95 | 197 | 233 | 0.6% |
| Q1 2024 | 664 | $16.2B | 10,560,973 | 78 | 226 | 201 | 0.7% |
| Q4 2023 | 650 | $14.5B | 10,122,574 | 39 | 224 | 203 | 0.8% |
| Q3 2023 | 643 | $14.2B | 9,541,940 | 58 | 202 | 181 | 0.9% |
| Q2 2023 | 617 | $13.5B | 9,704,310 | 59 | 139 | 210 | 0.9% |
| Q1 2023 | 578 | $12.5B | 9,717,810 | 59 | 162 | 177 | 1.2% |
| Q4 2022 | 542 | $12.2B | 9,092,186 | 61 | 160 | 153 | 1.7% |
| Q3 2022 | 639 | $11.5B | 10,374,735 | 58 | 207 | 179 | 2.2% |
| Q2 2022 | 642 | $13.9B | 10,571,993 | 65 | 174 | 197 | 2.0% |
| Q1 2022 | 639 | $16.0B | 10,698,896 | 70 | 175 | 195 | 1.4% |
| Q4 2021 | 638 | $13.1B | 10,513,111 | 60 | 185 | 168 | 1.3% |
| Q3 2021 | 593 | $12.8B | 10,601,901 | 47 | 162 | 194 | 1.2% |
| Q2 2021 | 588 | $12.7B | 10,619,777 | 59 | 175 | 173 | 0.8% |
| Q1 2021 | 574 | $12.2B | 10,621,164 | 55 | 203 | 171 | 0.9% |
| Q4 2020 | 567 | $11.1B | 10,584,106 | 55 | 174 | 160 | 1.3% |
| Q3 2020 | 529 | $10.3B | 10,463,458 | 53 | 131 | 196 | 1.1% |
| Q2 2020 | 517 | $9.9B | 10,637,753 | 57 | 149 | 179 | 1.2% |
| Q1 2020 | 524 | $10.0B | 10,665,287 | 49 | 176 | 165 | 0.7% |
| Q4 2019 | 571 | $12.3B | 10,702,186 | 58 | 161 | 149 | 0.2% |
| Q3 2019 | 509 | $12.5B | 10,535,097 | 43 | 153 | 150 | 0.3% |
| Q2 2019 | 517 | $11.6B | 10,560,018 | 52 | 171 | 153 | 1.0% |
| Q1 2019 | 522 | $10.6B | 10,637,358 | 46 | 168 | 150 | 0.3% |
| Q4 2018 | 524 | $11.2B | 10,749,556 | 12 | 5 | 9 | 0.4% |