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MKL in the 13F filings

Markel Corp · CUSIP 570535104

Sector · InsuranceTheme · Financial services· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Dec 2024
the date the book describes
Filed
14 Feb 2025
latest of these filings; the earliest 31 Jan 2025
Managers listing it
7
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 5 listed it in both
Shares listed
524,787
combined, among listed positions
Reported value
$906m
combined, at the quarter end

Among the 94 comparable managers: 4 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing MKL in Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

7 of 7 holders

ActionFiling
Baillie Gifford & Co227,220$392m0.30%Trimmed-31,89531 Jan 2025 (the filing on sec.gov)
Wellington Management Group LLP146,904$254munder 0.1%Trimmed-52,76912 Feb 2025 (the filing on sec.gov)
Jana Partners108,926$188m9.25%Newnew14 Feb 2025 (the filing on sec.gov)
AQR Capital Management LLC28,133$49m0.06%Trimmed-2,84614 Feb 2025 (the filing on sec.gov)
Voloridge Investment Management LLC8,079$14munder 0.1%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Holocene Advisors LP3,281$5.7munder 0.1%Added+47014 Feb 2025 (the filing on sec.gov)
Brevan Howard Capital Management LP2,244$3.9munder 0.1%Added+1,56914 Feb 2025 (the filing on sec.gov)

What managers have written about MKL

Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.

  • Markel Group's 2025 letter to shareholders26 Feb 2026 · Shareholder letter · The writer’s own company · Markel Group Inc’s 13F
    Before the letter
    31 Dec 2025 (Q4 2025 13F): not among Markel Group Inc’s listed positions. A holding below the listed range, under another security, or none at all would read the same.
    After the letter
    31 Mar 2026 (Q1 2026 13F): not among Markel Group Inc’s listed positions. A holding below the listed range, under another security, or none at all would read the same.
  • Markel Group's 2023 letter to business partners6 Mar 2024 · Shareholder letter · The writer’s own company · Markel Group Inc’s 13F
    Before the letter
    31 Dec 2023 (Q4 2023 13F): not among Markel Group Inc’s listed positions. A holding below the listed range, under another security, or none at all would read the same.
    After the letter
    31 Mar 2024 (Q1 2024 13F): not among Markel Group Inc’s listed positions. A holding below the listed range, under another security, or none at all would read the same.

Every letter beside its positions →

Largest increases and reductions, by shares

Q3 2024 to Q4 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
8 in Q3 2024 to 10 in Q2 2026

Tracked managers listing it, at least.

0510152014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
MKL by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20136$856mn.a.n.a.
Q3 20135$914mn.a.n.a.
Q4 20137$982mn.a.n.a.
Q1 20144$915mn.a.n.a.
Q2 20143$1.2bnn.a.n.a.
Q3 20143$1.2bnn.a.n.a.
Q4 20146$1.4bnn.a.n.a.
Q1 20155$1.6bnn.a.n.a.
Q2 20155$1.8bnn.a.n.a.
Q3 20158$1.9bnn.a.n.a.
Q4 20158$2.0bnn.a.n.a.
Q1 20167$2.0bnn.a.n.a.
Q2 20166$2.1bnn.a.n.a.
Q3 20165$2.0bnn.a.n.a.
Q4 20167$1.8bnn.a.n.a.
Q1 20176$2.0bnn.a.n.a.
Q2 20176$2.0bnn.a.n.a.
Q3 20175$2.2bnn.a.n.a.
Q4 20175$2.3bnn.a.n.a.
Q1 20186$2.4bnn.a.n.a.
Q2 20186$2.2bnn.a.n.a.
Q3 20186$2.2bnn.a.n.a.
Q4 20188$2.0bnn.a.n.a.
Q1 20198$1.9bnn.a.n.a.
Q2 20196$2.1bnn.a.n.a.
Q3 20196$2.2bnn.a.n.a.
Q4 201910$2.1bnn.a.n.a.
Q1 20209$1.7bnn.a.n.a.
Q2 20208$1.5bnn.a.n.a.
Q3 202011$1.6bnn.a.n.a.
Q4 202014$1.5bnn.a.n.a.
Q1 20219$1.1bnn.a.n.a.
Q2 20219$1.3bnn.a.n.a.
Q3 20217$1.3bnn.a.n.a.
Q4 20218$1.1bnn.a.n.a.
Q1 20228$1.8bnn.a.n.a.
Q2 20226$1.6bnn.a.n.a.
Q3 20226$1.3bnn.a.n.a.
Q4 20226$1.5bnn.a.n.a.
Q1 20233$1.4bnn.a.n.a.
Q2 20234$1.5bnn.a.n.a.
Q3 20237$1.1bnn.a.n.a.
Q4 20234$842m24
Q1 20246$874m33
Q2 20246$883m25
Q3 20248$838m62
Q4 20247$906m44
Q1 20258$1.1bn44
Q2 20257$1.1bn25
Q3 20255$940m14
Q4 20257$929m1613
Q1 20269$873m2410
Q2 202610$954m2015

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

MKL and V →MKL and AXP →MKL and BAC →Choose a stock to compare with MKL →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own MKL, latest filings →Back to the 13F Explorer →