MARKEL GROUP INC (MKL)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 9,767,723 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.
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
| 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 |
| 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 incl. $11.7M options CALL+PUT | 65,269 | 0.01% | 21q | +87.1%+$64.8M |
| RAYMOND JAMES FINANCIAL INC | $126.9M | 64,967 | 0.03% | 7q | -4.3%-$5.7M |
| Graham Holdings Co | $124.6M | 63,793 | 11.50% | 19q | +15.1%+$16.3M |
| 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 | 0.11% | 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 | HELD |
| Quilter Plc | $89.6M | 45,895 | 1.35% | 14q | +18.7%+$14.1M |
| ANCHOR CAPITAL ADVISORS LLC | $89.2M | 45,654 | 1.25% | 31q | +40.8%+$25.8M |
| STEGINSKY CAPITAL LLC | $88.7M | 45,406 | 13.31% | 31q | +5.9%+$5.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $87.5M incl. $55.1M options CALL+PUT | 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 |
| THOMPSON SIEGEL & WALMSLEY LLC | $65.8M | 33,676 | 1.18% | 31q | -3.6%-$2.5M |
| 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 incl. $36.3M options CALL+PUT | 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 incl. $32.4M options CALL | 7,105 | 0.02% | 31q | +89.3%+$21.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | $44.2M | 22,609 | 0.03% | 2q | +8.0%+$3.3M |
| Squarepoint Ops LLC | $43.6M incl. $5.3M options CALL+PUT | 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% | 14q | +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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $35.2M | 18,035 | 0.03% | 31q | HELD |
| 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 |
| Citadel Investment Advisory, Inc. | $29.8M | 15,242 | 13.52% | 23q | HELD |
| 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 |
Showing the largest 100 of 937 reported holders. The count of 935 above leaves out 2 positions whose reported value failed our price check; they are listed here as filed.
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.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-28 | 2026-10-27 | Material agreement entered | filing |
| 2026-09-08 | 2026-09-03 | Directors or officers departed or appointed | filing |
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
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-22 | Harris Greta J | Director | Sold | 76 | $140.4K ×3 |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 284 | $1.8B | 1,049,011 | 22 | 96 | 71 | 0.0% |
| Q2 2026 | 935 | $19.2B | 9,767,723 | 97 | 315 | 303 | 0.9% |
| Q1 2026 | 933 | $18.5B | 9,598,291 | 92 | 283 | 293 | 0.7% |
| Q4 2025 | 928 | $21.6B | 9,929,386 | 88 | 256 | 276 | 1.3% |
| Q3 2025 | 860 | $19.2B | 9,904,203 | 68 | 274 | 249 | 1.3% |
| Q2 2025 | 858 | $20.3B | 10,063,611 | 66 | 266 | 277 | 1.0% |
| Q1 2025 | 856 | $19.1B | 10,153,259 | 82 | 258 | 276 | 0.9% |
| Q4 2024 | 832 | $17.5B | 10,007,251 | 60 | 250 | 258 | 1.5% |
| Q3 2024 | 793 | $15.5B | 9,835,131 | 61 | 273 | 226 | 0.4% |
| Q2 2024 | 812 | $15.8B | 9,982,992 | 105 | 215 | 259 | 0.6% |
| Q1 2024 | 748 | $17.1B | 11,170,975 | 86 | 254 | 227 | 0.7% |
| Q4 2023 | 735 | $15.4B | 10,737,441 | 41 | 255 | 225 | 0.8% |
| Q3 2023 | 739 | $15.1B | 10,165,865 | 74 | 229 | 207 | 0.9% |
| Q2 2023 | 701 | $14.3B | 10,288,642 | 64 | 164 | 233 | 0.9% |
| Q1 2023 | 678 | $13.6B | 10,485,887 | 69 | 188 | 205 | 1.3% |
| Q4 2022 | 675 | $13.9B | 10,410,865 | 72 | 191 | 208 | 1.6% |
| Q3 2022 | 625 | $21.4B | 19,515,132 | 56 | 201 | 176 | 1.2% |
| Q2 2022 | 634 | $26.1B | 19,975,377 | 64 | 171 | 194 | 1.1% |
| Q1 2022 | 631 | $27.5B | 18,458,162 | 69 | 173 | 191 | 0.8% |
| Q4 2021 | 632 | $26.6B | 21,394,696 | 60 | 182 | 168 | 0.6% |
| Q3 2021 | 588 | $37.8B | 31,523,954 | 47 | 161 | 191 | 0.4% |
| Q2 2021 | 582 | $32.6B | 27,414,607 | 59 | 173 | 172 | 0.3% |
| Q1 2021 | 565 | $36.7B | 32,126,608 | 52 | 202 | 170 | 0.3% |
| Q4 2020 | 563 | $16.9B | 16,245,907 | 55 | 169 | 161 | 0.9% |
| Q3 2020 | 527 | $38.2B | 39,083,116 | 53 | 129 | 197 | 0.3% |
| Q2 2020 | 512 | $36.4B | 39,294,548 | 54 | 149 | 178 | 0.3% |
| Q1 2020 | 521 | $38.4B | 41,232,469 | 48 | 175 | 165 | 0.2% |
| Q4 2019 | 567 | $47.1B | 41,149,520 | 57 | 160 | 147 | 0.0% |
| Q3 2019 | 504 | $31.7B | 26,792,395 | 42 | 150 | 151 | 0.1% |
| Q2 2019 | 512 | $49.1B | 44,923,597 | 51 | 167 | 153 | 0.2% |
| Q1 2019 | 517 | $50.5B | 50,621,006 | 45 | 169 | 147 | 0.1% |
| Q4 2018 | 520 | $26.5B | 25,492,747 | 12 | 5 | 9 | 0.2% |
