MKL · Company research
Markel Group Inc. (MKL): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1009016 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81945 | 160039404 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Advisory Services Network, LLC | 1573876 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 159 | 310529 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Voleon Capital Management LP | 1479847 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 896 | 1749897 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Shelter Ins Retirement Plan | 1455290 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 600 | 1171806 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36066 | 70389709 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Chevy Chase Trust Holdings, LLC | 1462020 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 612 | 1195242 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Polymer Capital Management (US) LLC | 1973324 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 157 | 306623 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HIGHLINE WEALTH PARTNERS LLC | 2042654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 1953 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| PRICE T ROWE ASSOCIATES INC /MD/ | 80255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12463 | 24341 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LexAurum Advisors, LLC | 1729677 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 106 | 207019 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| KBC Group NV | 1411133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2039 | 3982 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Greenbrier Partners Capital Management, LLC | 1532262 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25531 | 49862298 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Korea Investment CORP | 1441689 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6075 | 11864536 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SALEM INVESTMENT COUNSELORS INC | 884423 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1946 | 3800558 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Sixth Street Partners Management Company, L.P. | 1812095 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77573 | 151500845 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 949012 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 239 | 466769 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14512 | 28342054 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2935 | 5732084 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Wedmont Private Capital | 1904274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 133 | 259317 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Womack Financial LLC | 2107079 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1978 | 3863054 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56 | 109369 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TD PRIVATE CLIENT WEALTH LLC | 1551017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 488 | 953069 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Havemeyer Place LP | 2026128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 248 | 484346 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28 | 54684 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Scharf Investments, LLC | 1463746 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60564 | 118304948 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Arkfeld Wealth Strategies, L.L.C. | 1789382 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 144 | 284839 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Bay Rivers Group | 1798924 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 390602 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| ASHTON THOMAS SECURITIES, LLC | 771572 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1293 | 2525242 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Salvus Wealth Management, LLC | 1809236 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1325 | 2587738 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Mariner, LLC | 1373442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2462 | 4808118 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1748861 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 580 | 1132746 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| E. Ohman J:or Asset Management AB | 2009396 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 385 | 751909 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 2114795 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 9765 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HFM Investment Advisors, LLC | 2067972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 1954 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Compound Planning, Inc. | 1978879 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 307 | 599574 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Wealthspire Advisors, LLC | 1646247 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 328 | 640587 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Focus Partners Wealth | 1542153 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8015 | 15654720 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Parisi Gray Wealth Management | 1716659 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 610 | 1190495 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Candriam S.C.A. | 1537014 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1139 | 2222338 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GoalVest Advisory LLC | 1839307 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9 | 17577 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Quilter Plc | 1770632 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42348 | 82706067 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Norman Fields, Gottscho Capital Management, LLC | 1352449 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250 | 488253 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Luma Capital S.A. - SPF | 2087462 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7032 | 13733566 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Assenagon Asset Management S.A. | 1546007 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6226 | 12159440 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Frec Markets, Inc. | 2111359 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 419 | 818311 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 312169 | 609669179 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Strategent Financial, LLC | 2052737 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 842 | 1644435 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Lincoln Capital LLC | 1633862 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17862 | 34884436 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Inlet Private Wealth, LLC | 1759751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 356 | 695272 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 122 | 238267 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1291 | 2521336 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| StoneX Group Inc. | 913760 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 138 | 269515 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1536186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69 | 134758 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Quotient Wealth Partners, LLC | 2004904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 103 | 201160 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| GAMMA Investing LLC | 2010235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 235 | 458957 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| HARBOR CAPITAL ADVISORS, INC. | 1039128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 201 | 393 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1285 | 2509618 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6930 | 13534359 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 569 | 1111 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Cedar Mountain Advisors, LLC | 1798986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14 | 27342 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 145 | 283186 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1571 | 3069155 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| EASTERN BANK | 1126395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36 | 70308 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| MAI Capital Management | 1040197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3466 | 6768879 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Anson Funds Management LP | 1491072 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 441 | 861277 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1423442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2386 | 4659882 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1466546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14557 | 28429967 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Legacy Bridge, LLC | 1689144 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 13672 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1312 | 2562349 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SAYBROOK CAPITAL /NC | 1044924 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 400 | 781204 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| MIRABELLA FINANCIAL SERVICES LLP | 1538853 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 774 | 1511630 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 107752 | 210440734 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ABN AMRO INVESTMENT SOLUTIONS | 2080520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 682 | 1331953 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| USS Investment Management Ltd | 1587381 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1703 | 3324809 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Aberdeen Group plc | 1716774 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6098 | 11909455 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Calamos Wealth Management LLC | 1455258 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 459 | 896432 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Summit Trail Advisors, LLC | 1698478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 653 | 1275316 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MARTINGALE ASSET MANAGEMENT L P | 936944 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1541 | 3009589 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Banque Cantonale Vaudoise | 1793755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64 | 125 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 2046157 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 193 | 376931 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.