Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

MARKEL GROUP INC · COM · quarter ended 2026-03-31 · 6 members disclosed MKL ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 727 holders are listed, largest first: 727
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $14.8B
holders whose share count rose or who opened the position (new + add), by shares: 320
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 82

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of MKL ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.4B	710,606	−685	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.0B	544,507	—	NO PRIOR
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.0B	524,201	—	NO PRIOR
4	PRINCIPAL FINANCIAL GROUP INC	$769M	401,876	−131,259	TRIM
5	Select Equity Group, L.P.	$723M	377,643	−50,239	TRIM
6	MORGAN STANLEY	$683M	357,087	−35,077	TRIM
7	STATE STREET CORP	$588M	306,990	+2,077	ADD
8	Boston Partners	$480M	250,972	−11,179	TRIM
9	GEODE CAPITAL MANAGEMENT, LLC	$423M	221,693	−3,271	TRIM
10	DAVENPORT & Co LLC	$395M	207,172	−2,827	TRIM
11	DIMENSIONAL FUND ADVISORS LP	$262M	136,985	+6,428	ADD
12	BANK OF AMERICA CORP /DE/	$260M	136,084	−11,196	TRIM
13	WELLINGTON MANAGEMENT GROUP LLP	$204M	106,673	−5,223	TRIM
14	Bank Julius Baer & Co. Ltd, Zurich	$186M	97,383	−540	TRIM
15	Madison Avenue Partners, LP	$168M	87,889	0	NO CHANGE
16	NORTHERN TRUST CORP	$164M	85,656	+1,037	ADD
17	Douglass Winthrop Advisors, LLC	$154M	80,498	−1,440	TRIM
18	Polar Capital Holdings Plc	$153M	80,000	+3,000	ADD
19	VANGUARD FIDUCIARY TRUST CO	$149M	77,976	—	NO PRIOR
20	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$149M	77,785	+135	ADD
21	BARR E S & CO	$148M	77,222	−752	TRIM
22	JANA Partners Management, LP	$144M	75,307	−5,912	TRIM
23	Qube Research & Technologies Ltd	$137M	71,709	+53,076	ADD
24	JENNISON ASSOCIATES LLC	$137M	71,444	−1,755	TRIM
25	Legal & General Group Plc	$135M	70,695	+1,738	ADD
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$135M	70,574	+3,186	ADD
27	RAYMOND JAMES FINANCIAL INC	$130M	67,890	+169	ADD
28	HighTower Advisors, LLC	$120M	62,653	−3,049	TRIM
29	SCHARF INVESTMENTS, LLC	$117M	61,142	−8,061	TRIM
30	WELLS FARGO & COMPANY/MN	$113M	59,123	+994	ADD
31	Epoch Investment Partners, Inc.	$112M	58,290	−12,152	TRIM
32	UBS Group AG	$101M	52,739	+21,048	ADD
33	TD ASSET MANAGEMENT INC	$94.0M	49,086	−6,989	TRIM
34	AVENIR CORP	$87.7M	45,832	−540	TRIM
35	ROYAL BANK OF CANADA	$81.8M	42,729	+678	ADD
36	Quilter Plc	$74.0M	38,670	+2,348	ADD
37	ENVESTNET ASSET MANAGEMENT INC	$72.1M	37,673	−3,989	TRIM
38	Swiss National Bank	$70.8M	37,000	+2,330	ADD
39	Bank of New York Mellon Corp	$69.8M	36,490	−2,572	TRIM
40	JANE STREET GROUP, LLC	$66.8M	34,881	+16,471	ADD
41	RENAISSANCE TECHNOLOGIES LLC	$66.3M	34,621	+8,590	ADD
42	ANCHOR CAPITAL ADVISORS LLC	$62.1M	32,435	−487	TRIM
43	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$59.2M	30,920	−2,589	TRIM
44	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$56.8M	29,693	+14,056	ADD
45	HSBC HOLDINGS PLC	$54.9M	28,697	−8,411	TRIM
46	Sather Financial Group Inc	$52.7M	27,537	+59	ADD
47	Sumitomo Mitsui Trust Group, Inc.	$52.7M	27,526	−1,469	TRIM
48	Amundi	$51.1M	26,716	+527	ADD
49	DF DENT & CO INC	$50.8M	26,536	−7,798	TRIM
50	DEUTSCHE BANK AG\	$49.9M	26,079	−4,078	TRIM
51	Capco Asset Management, LLC	$49.5M	25,839	−255	TRIM
52	Greenbrier Partners Capital Management, LLC	$49.0M	25,616	−962	TRIM
53	Invesco Ltd.	$44.3M	23,156	+3,998	ADD
54	GREENLEA LANE CAPITAL MANAGEMENT, LLC	$43.2M	22,555	−350	TRIM
55	COOKE & BIELER LP	$41.5M	21,707	−10,340	TRIM
56	VANGUARD ASSET MANAGEMENT, Ltd	$40.1M	20,939	—	NO PRIOR
57	National Pension Service	$39.5M	20,627	+20,627	NEW
58	COUNTRY TRUST BANK	$39.4M	20,561	+277	ADD
59	Lafayette Investments, Inc.	$38.1M	19,901	−492	TRIM
60	BECK MACK & OLIVER LLC	$37.5M	19,611	−1,990	TRIM
61	Mraz, Amerine & Associates, Inc.	$36.6M	19,137	+199	ADD
62	Lincoln Capital LLC	$34.8M	18,181	+779	ADD
63	Mitsubishi UFJ Trust & Banking Corp	$34.7M	18,133	−3,746	TRIM
64	Nuveen, LLC	$34.5M	18,014	+88	ADD
65	PINNACLE ASSOCIATES LTD	$34.4M	17,948	−288	TRIM
66	OSLO PENSJONSFORSIKRING AS	$32.4M	16,910	—	NO PRIOR
67	FRANKLIN RESOURCES INC	$31.0M	16,181	+5,403	ADD
68	MILLENNIUM MANAGEMENT LLC	$28.8M	15,059	+2,909	ADD
69	Tidal Investments LLC	$28.7M	14,983	−352	TRIM
70	RHUMBLINE ADVISERS	$28.7M	14,975	−392	TRIM
71	BARCLAYS PLC	$27.2M	14,185	−1,800	TRIM
72	Korea Investment CORP	$26.8M	13,982	+4,921	ADD
73	Poehling Capital Management, INC.	$25.7M	13,433	+211	ADD
74	Mitsubishi UFJ Asset Management Co., Ltd.	$25.0M	13,085	+601	ADD
75	AQR CAPITAL MANAGEMENT LLC	$24.8M	13,094	−2,509	TRIM
76	AMERICAN CENTURY COMPANIES INC	$23.7M	12,386	−5,956	TRIM
77	FIRST TRUST ADVISORS LP	$23.2M	12,131	−11,351	TRIM
78	FMR LLC	$22.5M	11,754	−580	TRIM
79	DANSKE BANK A/S	$22.5M	11,729	−524	TRIM
80	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$22.0M	11,475	+9,208	ADD
81	Janus Henderson Group Ltd.	$21.8M	11,417	−3,486	TRIM
82	PYA Waltman Capital, LLC	$21.8M	11,398	+244	ADD
83	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$21.6M	11,298	−939	TRIM
84	AVIVA PLC	$20.0M	10,438	+293	ADD
85	Swedbank AB	$19.3M	10,103	−702	TRIM
86	STANSBERRY ASSET MANAGEMENT, LLC	$18.2M	9,515	−2,980	TRIM
87	APG Asset Management N.V.	$18.0M	10,857	−650	TRIM
88	Illinois Municipal Retirement Fund	$18.0M	9,409	−777	TRIM
89	Rockbridge Asset Management LLC	$18.0M	9,389	+392	ADD
90	Smith Salley Wealth Management	$17.6M	9,172	+70	ADD
91	Gotham Asset Management, LLC	$17.6M	9,171	+2,986	ADD
92	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$17.4M	9,067	+2	ADD
93	LPL Financial LLC	$17.2M	8,993	+322	ADD
94	BROWN ADVISORY INC	$17.1M	8,913	+269	ADD
95	Point72 Asset Management, L.P.	$16.2M	8,448	+8,448	NEW
96	Focus Partners Wealth	$15.8M	8,262	−18	TRIM
97	HUTCHINSON CAPITAL MANAGEMENT/CA	$15.6M	8,150	−72	TRIM
98	KIRR MARBACH & CO LLC /IN/	$15.5M	8,118	+5	ADD
99	Seneca House Advisors	$15.4M	8,054	+408	ADD
100	Squarepoint Ops LLC	$15.3M	8,017	+7,719	ADD
101	Evelyn Partners Investment Management LLP	$14.9M	7,772	+121	ADD
102	MARTINGALE ASSET MANAGEMENT L P	$14.7M	7,674	−274	TRIM
103	Universal- Beteiligungs- und Servicegesellschaft mbH	$14.3M	7,523	−123	TRIM
104	BLAIR WILLIAM & CO/IL	$14.0M	7,312	−395	TRIM
105	Heritage Wealth Advisors	$13.9M	7,272	−693	TRIM
106	Creative Planning	$13.7M	7,133	+183	ADD
107	ExodusPoint Capital Management, LP	$13.6M	7,112	+4,418	ADD
108	STATE OF WISCONSIN INVESTMENT BOARD	$13.6M	7,080	+267	ADD
109	ROYAL LONDON ASSET MANAGEMENT LTD	$13.5M	7,065	0	NO CHANGE
110	Luma Capital S.A. - SPF	$13.5M	7,032	0	NO CHANGE
111	VICTORY CAPITAL MANAGEMENT INC	$13.2M	6,908	+654	ADD
112	Solidarity Wealth, LLC	$13.1M	6,833	+690	ADD
113	NEEDHAM INVESTMENT MANAGEMENT LLC	$12.8M	6,700	+475	ADD
114	Regency Capital Management Inc.\DE	$12.8M	6,667	−59	TRIM
115	NEW YORK STATE COMMON RETIREMENT FUND	$12.5M	6,555	0	NO CHANGE
116	SEI INVESTMENTS CO	$12.2M	6,365	−9	TRIM
117	CITIGROUP INC	$12.1M	6,329	−255	TRIM
118	Vanguard Investments Australia, Ltd.	$12.0M	6,283	—	NO PRIOR
119	FRONTIER CAPITAL MANAGEMENT CO LLC	$12.0M	6,271	+703	ADD
120	Vanguard Global Advisers, LLC	$11.9M	6,238	—	NO PRIOR
121	Live Oak Private Wealth LLC	$11.8M	6,167	−59	TRIM
122	Pictet Asset Management Holding SA	$11.8M	6,151	+452	ADD
123	Aberdeen Group plc	$11.6M	6,049	+303	ADD
124	CIBC WORLD MARKET INC.	$11.6M	6,040	+544	ADD
125	ALLIANCEBERNSTEIN L.P.	$11.0M	5,110	−287	TRIM
126	CANERECTOR INC	$10.8M	5,635	0	NO CHANGE
127	FULLER & THALER ASSET MANAGEMENT, INC.	$10.7M	5,615	+5,615	NEW
128	Man Group plc	$10.7M	5,567	+2,311	ADD
129	FIRST NATIONAL BANK OF OMAHA	$10.6M	5,521	−782	TRIM
130	Berkeley, Inc	$10.4M	5,430	+227	ADD
131	Tredje AP-fonden	$10.3M	5,365	+4,159	ADD
132	Assenagon Asset Management S.A.	$10.2M	5,344	+2,042	ADD
133	Cerity Partners LLC	$9.7M	5,057	+550	ADD
134	STOREBRAND ASSET MANAGEMENT AS	$9.2M	4,790	—	NO PRIOR
135	Asset Management One Co., Ltd.	$9.1M	4,777	−193	TRIM
136	Chapman Investment Management, LLC	$9.1M	4,760	−24	TRIM
137	AMERIPRISE FINANCIAL INC	$9.0M	4,725	+148	ADD
138	KLP KAPITALFORVALTNING AS	$8.9M	4,630	0	NO CHANGE
139	Prana Capital Management, LP	$8.8M	4,615	+4,615	NEW
140	CITADEL ADVISORS LLC	$8.8M	4,572	+4,475	ADD
141	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$8.6M	4,512	+1,825	ADD
142	STIFEL FINANCIAL CORP	$8.5M	4,437	−389	TRIM
143	Redmond Asset Management, LLC	$8.4M	4,387	−122	TRIM
144	Quantinno Capital Management LP	$8.3M	4,341	+1,417	ADD
145	Resona Asset Management Co.,Ltd.	$8.2M	4,315	+124	ADD
146	Clear Harbor Asset Management, LLC	$8.2M	4,302	+156	ADD
147	DONALDSON CAPITAL MANAGEMENT, LLC	$8.1M	4,227	+4,227	NEW
148	NOMURA ASSET MANAGEMENT CO LTD	$8.1M	4,226	+225	ADD
149	Riverview Capital Advisers, LLC	$8.0M	4,196	+20	ADD
150	State of New Jersey Common Pension Fund D	$7.9M	4,121	0	NO CHANGE
151	Marex Group Ltd	$7.7M	4,012	−1	TRIM
152	Lighthouse Investment Partners, LLC	$7.7M	4,004	+4,004	NEW
153	Pathstone Holdings, LLC	$7.6M	3,969	+75	ADD
154	CULBERTSON A N & CO INC	$7.6M	3,952	+940	ADD
155	Lansforsakringar Fondforvaltning AB (publ)	$7.6M	3,950	−36	TRIM
156	HENNESSY ADVISORS INC	$7.5M	3,900	−100	TRIM
157	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$7.4M	3,877	−94	TRIM
158	D. E. Shaw & Co., Inc.	$7.2M	3,753	+70	ADD
159	Greenline Partners, LLC	$7.1M	3,728	0	NO CHANGE
160	Evergreen Wealth Management, LLC	$7.1M	3,728	+112	ADD
161	BALYASNY ASSET MANAGEMENT L.P.	$7.0M	3,683	+3,683	NEW
162	SEIZERT CAPITAL PARTNERS, LLC	$7.0M	3,641	−377	TRIM
163	BNP Paribas Asset Management Holding S.A.	$6.9M	3,610	−186	TRIM
164	Hi-Line Capital Management, LLC	$6.9M	3,607	−357	TRIM
165	GHP Investment Advisors, Inc.	$6.9M	3,589	+126	ADD
166	Vantage Investment Partners, LLC	$6.8M	3,564	+37	ADD
167	Buttonwood Financial Advisors Inc.	$6.8M	3,558	+20	ADD
168	GATEWAY INVESTMENT ADVISERS LLC	$6.8M	3,548	+8	ADD
169	NATIONAL BANK OF CANADA /FI/	$6.8M	3,545	+119	ADD
170	MAI Capital Management	$6.6M	3,466	−62	TRIM
171	Alpha Omega Wealth Management LLC	$6.6M	3,445	+101	ADD
172	Arizona State Retirement System	$6.6M	3,432	−40	TRIM
173	FIRST MANHATTAN CO. LLC.	$6.5M	3,394	−2,873	TRIM
174	Corient Private Wealth LLC	$6.5M	3,630	−3,555	TRIM
175	NWF Advisory Services Inc.	$6.4M	3,366	+96	ADD
176	LOWE BROCKENBROUGH & CO INC	$6.4M	3,344	−170	TRIM
177	Roundview Capital LLC	$6.0M	3,156	+7	ADD
178	Rockefeller Capital Management L.P.	$6.0M	3,144	+1,577	ADD
179	BCV Asset Management Inc.	$6.0M	3,142	+66	ADD
180	Northstar Group, Inc.	$5.9M	3,100	+220	ADD
181	OP Asset Management Ltd	$5.9M	3,092	—	NO PRIOR
182	WEDGE CAPITAL MANAGEMENT L L P/NC	$5.9M	3,081	−1,216	TRIM
183	OSAIC HOLDINGS, INC.	$5.9M	3,077	−317	TRIM
184	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$5.9M	3,076	+223	ADD
185	Steward Partners Investment Advisory, LLC	$5.9M	3,057	+151	ADD
186	Chemistry Wealth Management LLC	$5.7M	3,004	+44	ADD
187	CANADA PENSION PLAN INVESTMENT BOARD	$5.7M	3,000	+1,990	ADD
188	BANK OF MONTREAL /CAN/	$5.6M	2,936	+57	ADD
189	Zurcher Kantonalbank (Zurich Cantonalbank)	$5.6M	2,927	+2,927	NEW
190	Cetera Investment Advisers	$5.6M	2,927	+176	ADD
191	GoodHaven Capital Management, LLC	$5.6M	2,922	+24	ADD
192	MONTAG A & ASSOCIATES INC	$5.5M	2,876	−200	TRIM
193	&PARTNERS	$5.4M	2,866	−13	TRIM
194	DnB Asset Management AS	$5.4M	2,814	+4	ADD
195	Adalta Capital Management LLC	$5.3M	2,775	+43	ADD
196	MACKENZIE FINANCIAL CORP	$5.3M	2,771	+73	ADD
197	SEB Asset Management AB	$5.2M	2,711	—	NO PRIOR
198	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$5.1M	2,664	−1,699	TRIM
199	Ervin Investment Management, LLC	$5.0M	2,635	+45	ADD
200	BAXTER BROS INC	$5.0M	2,613	+76	ADD
201	Jain Global LLC	$5.0M	2,592	+2,592	NEW
202	Oak Thistle LLC	$4.9M	2,568	+2,568	NEW
203	TRUIST FINANCIAL CORP	$4.9M	2,563	−1,756	TRIM
204	IFM Investors Pty Ltd	$4.8M	2,525	+2,525	NEW
205	Southeast Asset Advisors, LLC	$4.8M	2,520	−51	TRIM
206	Schonfeld Strategic Advisors LLC	$4.7M	2,475	+2,475	NEW
207	US BANCORP \DE\	$4.4M	2,308	−24	TRIM
208	Beacon Pointe Advisors, LLC	$4.4M	2,291	+1,574	ADD
209	USS Investment Management Ltd	$4.3M	2,248	+234	ADD
210	Watchman Group, Inc.	$4.2M	2,213	−67	TRIM
211	Sanctuary Advisors, LLC	$4.2M	2,204	−212	TRIM
212	Ensign Peak Advisors, Inc	$4.1M	2,159	+5	ADD
213	Cannell & Spears LLC	$4.1M	2,148	+24	ADD
214	HORIZON KINETICS ASSET MANAGEMENT LLC	$4.0M	2,102	0	NO CHANGE
215	East Coast Asset Management, LLC.	$4.0M	2,067	−29	TRIM
216	Bridgewater Associates, LP	$3.9M	2,053	+37	ADD
217	Bradyco, Inc.	$3.9M	2,036	+14	ADD
218	Utah Retirement Systems	$3.9M	2,023	−34	TRIM
219	COMMERCE BANK	$3.8M	1,993	+399	ADD
220	Womack Financial LLC	$3.8M	1,974	−25	TRIM
221	Curi Capital, LLC	$3.7M	1,959	−170	TRIM
222	Edgestream Partners, L.P.	$3.7M	1,952	+1,952	NEW
223	SALEM INVESTMENT COUNSELORS INC	$3.7M	1,946	0	NO CHANGE
224	Ridgewood Investments LLC	$3.7M	1,938	—	NO PRIOR
225	COMMONWEALTH EQUITY SERVICES, LLC	$3.7M	1,921	−1,782	TRIM
226	Texas Yale Capital Corp.	$3.7M	1,918	+30	ADD
227	XPONANCE LLC	$3.7M	1,914	+262	ADD
228	ENGLISH CAPITAL MANAGEMENT LLC	$3.6M	1,891	0	NO CHANGE
229	LEUTHOLD GROUP, LLC	$3.6M	1,885	−5	TRIM
230	Mediolanum International Funds Ltd	$3.6M	1,906	+277	ADD
231	TORONTO DOMINION BANK	$3.5M	1,848	−168	TRIM
232	Fiduciary Group, LLC	$3.5M	1,839	0	NO CHANGE
233	ALTA CAPITAL MANAGEMENT LLC/	$3.5M	1,839	−46	TRIM
234	Mariner, LLC	$3.5M	1,833	−763	TRIM
235	Clearstead Advisors, LLC	$3.4M	1,793	−64	TRIM
236	Waverly Advisors, LLC	$3.4M	1,772	+1,111	ADD
237	D.A. DAVIDSON & CO.	$3.4M	1,762	+54	ADD
238	VIRGINIA WEALTH MANAGEMENT GROUP, INC.	$3.4M	1,758	+148	ADD
239	Davidson Kahn Capital Management, LLC	$3.3M	1,748	+72	ADD
240	TEACHER RETIREMENT SYSTEM OF TEXAS	$3.3M	1,744	+1,326	ADD
241	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$3.3M	1,738	−504	TRIM
242	Wealthfront Advisers LLC	$3.3M	1,731	+810	ADD
243	Henshaw Capital LLC	$3.3M	1,720	—	NO PRIOR
244	Freedom Day Solutions, LLC	$3.3M	1,708	−9	TRIM
245	MERCER GLOBAL ADVISORS INC /ADV	$3.2M	1,693	−72	TRIM
246	Quadrature Capital Ltd	$3.2M	1,651	+1,651	NEW
247	Candriam S.C.A.	$3.1M	1,642	+393	ADD
248	NISSAY ASSET MANAGEMENT CORP /JAPAN	$3.1M	1,634	−1	TRIM
249	Pavion Blue Capital, LLC	$3.1M	1,615	+24	ADD
250	Atria Investments, Inc	$3.1M	1,601	−12	TRIM
251	Glenview Trust Co	$3.1M	1,599	+15	ADD
252	HB Wealth Management, LLC	$3.0M	1,590	−112	TRIM
253	Ethic Inc.	$3.0M	1,590	+34	ADD
254	ASHTON THOMAS SECURITIES, LLC	$3.0M	1,571	+1,571	NEW
255	INTREPID CAPITAL MANAGEMENT INC	$3.0M	1,561	+1,561	NEW
256	FIFTH THIRD BANCORP	$3.0M	1,542	+1,347	ADD
257	Sequoia Financial Advisors, LLC	$2.9M	1,500	−231	TRIM
258	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$2.9M	1,499	+685	ADD
259	INTECH INVESTMENT MANAGEMENT LLC	$2.9M	1,496	+698	ADD
260	Atlantic Union Bankshares Corp	$2.9M	1,494	−56	TRIM
261	Modern Wealth Management, LLC	$2.8M	1,497	−22	TRIM
262	Kennondale Capital Management LLC	$2.8M	1,465	0	NO CHANGE
263	BENJAMIN EDWARDS INC	$2.8M	1,445	+82	ADD
264	Eurizon Capital SGR S.p.A.	$2.8M	1,445	−884	TRIM
265	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$2.8M	1,443	+1,443	NEW
266	Salvus Wealth Management, LLC	$2.8M	1,440	+355	ADD
267	1832 Asset Management L.P.	$2.8M	1,439	+54	ADD
268	Gold Investment Management Ltd.	$2.7M	1,424	+32	ADD
269	Solitude Financial Services	$2.7M	1,365	+112	ADD
270	Weil Company, Inc.	$2.7M	1,411	−41	TRIM
271	Sowell Financial Services LLC	$2.6M	1,367	0	NO CHANGE
272	Baird Financial Group, Inc.	$2.6M	1,362	+1,362	NEW
273	TD Waterhouse Canada Inc.	$2.6M	1,352	+1,100	ADD
274	Andra AP-fonden	$2.6M	1,339	+275	ADD
275	Values Added Financial LLC	$2.5M	1,299	−55	TRIM
276	CHOREO, LLC	$2.5M	1,288	−22	TRIM
277	NORDEA INVESTMENT MANAGEMENT AB	$2.4M	1,303	+1	ADD
278	First National Advisers, LLC	$2.4M	1,260	−173	TRIM
279	Voleon Capital Management LP	$2.4M	1,251	+1,251	NEW
280	SCOTIA CAPITAL INC.	$2.4M	1,251	+32	ADD
281	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$2.4M	1,232	+13	ADD
282	Fieldview Capital Management, LLC	$2.4M	1,230	+339	ADD
283	VOYA INVESTMENT MANAGEMENT LLC	$2.3M	1,227	−27	TRIM
284	NewEdge Advisors, LLC	$2.3M	1,223	+1,223	NEW
285	XTX Topco Ltd	$2.3M	1,207	+1,207	NEW
286	Shelter Mutual Insurance Co	$2.3M	1,200	0	NO CHANGE
287	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.3M	1,192	0	NO CHANGE
288	Third View Private Wealth, LLC	$2.3M	1,182	+26	ADD
289	BOYAR ASSET MANAGEMENT INC.	$2.2M	1,154	+442	ADD
290	Vanguard Personalized Indexing Management, LLC	$2.2M	1,149	+105	ADD
291	Daiwa Securities Group Inc.	$2.2M	1,130	+50	ADD
292	CI INVESTMENTS INC.	$2.1M	1,077	−267	TRIM
293	Vinva Investment Management Ltd	$2.0M	1,080	+191	ADD
294	Swiss Life Asset Management Ltd	$2.0M	1,056	+232	ADD
295	Adams Asset Advisors, LLC	$2.0M	1,050	+1,050	NEW
296	Holocene Advisors, LP	$2.0M	1,034	−1,907	TRIM
297	Y-Intercept (Hong Kong) Ltd	$2.0M	1,023	+1,023	NEW
298	OPPENHEIMER & CO INC	$1.8M	953	−116	TRIM
299	Virtus Investment Advisers, LLC	$1.8M	943	−95	TRIM
300	Pinnacle Financial Partners, Inc.	$1.8M	937	0	NO CHANGE
301	American Capital Advisory, LLC	$1.8M	922	−15	TRIM
302	Quantbot Technologies LP	$1.7M	911	+911	NEW
303	Investment Management Corp of Ontario	$1.7M	904	−766	TRIM
304	BANK OF NOVA SCOTIA	$1.7M	900	+5	ADD
305	Osmosis Investment Management UK Ltd	$1.7M	892	−10	TRIM
306	Tactive Advisors, LLC	$1.7M	886	+72	ADD
307	CIBC Bancorp USA Inc.	$1.7M	872	—	NO PRIOR
308	OneAscent Financial Services LLC	$1.7M	870	+870	NEW
309	Callan Family Office, LLC	$1.6M	861	−43	TRIM
310	M&T BANK CORP	$1.6M	851	−58	TRIM
311	MASTERINVEST Kapitalanlage GmbH	$1.6M	844	0	NO CHANGE
312	DENALI ADVISORS LLC	$1.6M	832	+230	ADD
313	Strategent Financial, LLC	$1.5M	809	+52	ADD
314	Empowered Funds, LLC	$1.5M	798	+798	NEW
315	OCCUDO QUANTITATIVE STRATEGIES LP	$1.5M	845	+845	NEW
316	RKL Wealth Management LLC	$1.5M	778	0	NO CHANGE
317	Brevan Howard Capital Management LP	$1.5M	777	+433	ADD
318	LGT Fund Management Co Ltd.	$1.5M	767	0	NO CHANGE
319	Compass Ion Advisors, LLC	$1.5M	765	0	NO CHANGE
320	Federation des caisses Desjardins du Quebec	$1.5M	761	−79	TRIM
321	Engineers Gate Manager LP	$1.5M	760	+760	NEW
322	Allianz Asset Management GmbH	$1.4M	757	+219	ADD
323	NISA INVESTMENT ADVISORS, LLC	$1.4M	752	−30	TRIM
324	CIBC Asset Management Inc	$1.4M	751	−16	TRIM
325	Inspire Investing, LLC	$1.4M	740	+588	ADD
326	Principle Wealth Partners LLC	$1.4M	737	0	NO CHANGE
327	Fund Advisors of America Inc/FL	$1.4M	731	−125	TRIM
328	Annis Gardner Whiting Capital Advisors, LLC	$1.4M	730	−28	TRIM
329	Orion Porfolio Solutions, LLC	$1.4M	707	−125	TRIM
330	Aquatic Capital Management LLC	$1.3M	702	+702	NEW
331	Pilgrim Partners Asia Pte Ltd	$1.3M	700	−300	TRIM
332	Summit Trail Advisors, LLC	$1.3M	693	+3	ADD
333	ANCHYRA PARTNERS LLC	$1.3M	691	+13	ADD
334	Horst & Graben Wealth Management LLC	$1.3M	677	−2	TRIM
335	NATIXIS	$1.3M	670	+310	ADD
336	SCHRODER INVESTMENT MANAGEMENT GROUP	$1.3M	677	−48	TRIM
337	RFG Advisory, LLC	$1.3M	665	−29	TRIM
338	Vident Advisory, LLC	$1.3M	661	+122	ADD
339	WORLDQUANT MILLENNIUM ADVISORS LLC	$1.2M	648	+500	ADD
340	DIVERSIFY WEALTH MANAGEMENT, LLC	$1.2M	686	+139	ADD
341	Kestra Advisory Services, LLC	$1.2M	629	+39	ADD
342	MACQUARIE GROUP LTD	$1.2M	628	−231	TRIM
343	CREDIT AGRICOLE S A	$1.2M	627	+98	ADD
344	LECAP ASSET MANAGEMENT LTD	$1.2M	626	+626	NEW
345	KEYBANK NATIONAL ASSOCIATION/OH	$1.2M	618	−147	TRIM
346	Parisi Gray Wealth Management	$1.2M	616	+4	ADD
347	Maryland State Retirement & Pension System	$1.2M	613	0	NO CHANGE
348	OMERS ADMINISTRATION Corp	$1.2M	612	+141	ADD
349	Shelter Ins Retirement Plan	$1.1M	600	0	NO CHANGE
350	Chevy Chase Trust Holdings, LLC	$1.1M	600	−23	TRIM
351	Atlanta Consulting Group Advisors, LLC	$1.1M	588	0	NO CHANGE
352	Carmel Capital Partners, LLC	$1.1M	585	+102	ADD
353	AG2R LA MONDIALE GESTION D'ACTIFS	$1.1M	583	+8	ADD
354	Sepio Capital, LP	$1.1M	564	−117	TRIM
355	Savant Capital, LLC	$1.1M	559	−4	TRIM
356	Concurrent Investment Advisors, LLC	$1.1M	556	+29	ADD
357	MML INVESTORS SERVICES, LLC	$1.1M	554	−135	TRIM
358	QRG CAPITAL MANAGEMENT, INC.	$1.0M	547	+112	ADD
359	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	$1.0M	545	0	NO CHANGE
360	Lakewood Asset Management LLC	$1.0M	537	−141	TRIM
361	CenterBook Partners LP	$1.0M	533	+87	ADD
362	Resonant Capital Advisors, LLC	$1.0M	525	−189	TRIM
363	PenderFund Capital Management Ltd.	$990K	517	0	NO CHANGE
364	PRINCIPAL SECURITIES, INC.	$982K	513	−25	TRIM
365	TABLEAUX LLC	$978K	511	+511	NEW
366	MCF Advisors LLC	$976K	510	—	NO PRIOR
367	Royal Fund Management, LLC	$976K	510	0	NO CHANGE
368	PRUDENTIAL FINANCIAL INC	$961K	502	−73	TRIM
369	Sage Capital Advisors,llc	$957K	500	0	NO CHANGE
370	MGO ONE SEVEN LLC	$947K	495	+19	ADD
371	Woodline Partners LP	$942K	492	+261	ADD
372	GRIFFIN ASSET MANAGEMENT, INC.	$919K	480	+30	ADD
373	RITHOLTZ WEALTH MANAGEMENT	$911K	476	+140	ADD
374	OPPENHEIMER ASSET MANAGEMENT INC.	$902K	471	+187	ADD
375	THOMPSON DAVIS & CO., INC.	$894K	467	+56	ADD
376	Metis Global Partners, LLC	$894K	467	−24	TRIM
377	Compound Planning, Inc.	$892K	466	−149	TRIM
378	Saudi Central Bank	$890K	465	+465	NEW
379	Private Advisor Group, LLC	$890K	465	−66	TRIM
380	Z3 Capital Partners, LLC	$888K	464	—	NO PRIOR
381	MISSION WEALTH MANAGEMENT, LP	$880K	460	−1	TRIM
382	Caprock Group, LLC	$865K	452	−258	TRIM
383	Crestmont Private Wealth LLC	$852K	445	+28	ADD
384	WealthPlan Investment Management, LLC	$848K	443	−25	TRIM
385	TOKIO MARINE ASSET MANAGEMENT CO LTD	$844K	441	0	NO CHANGE
386	BRAVE ASSET MANAGEMENT INC	$840K	439	0	NO CHANGE
387	ABN AMRO INVESTMENT SOLUTIONS	$840K	439	−3	TRIM
388	BOOTHBAY FUND MANAGEMENT, LLC	$827K	432	+324	ADD
389	Dala Group, LLC	$825K	430	—	NO PRIOR
390	Avalon Trust Co	$821K	429	+4	ADD
391	Laird Norton Wetherby Trust Company, LLC	$813K	425	−38	TRIM
392	Sterling Capital Management LLC	$806K	421	−287	TRIM
393	Gilbert & Cook, Inc.	$806K	421	−16	TRIM
394	Hills Bank & Trust Co	$792K	414	−35	TRIM
395	Ruffer LLP	$787K	410	+410	NEW
396	Avanza Fonder AB	$777K	406	+10	ADD
397	Calamos Advisors LLC	$769K	402	+402	NEW
398	Calamos Wealth Management LLC	$769K	402	0	NO CHANGE
399	Perigon Wealth Management, LLC	$769K	402	−14	TRIM
400	Resurgent Financial Advisors LLC	$756K	395	0	NO CHANGE
401	Vestmark Advisory Solutions, Inc.	$739K	386	+119	ADD
402	E. Ohman J:or Asset Management AB	$737K	385	−45	TRIM
403	CWM, LLC	$729K	381	−4	TRIM
404	Connor, Clark & Lunn Investment Management Ltd.	$727K	380	+380	NEW
405	Lido Advisors, LLC	$727K	379	−81	TRIM
406	WINTON GROUP Ltd	$714K	373	+373	NEW
407	Quadcap Wealth Management, LLC	$704K	368	−6	TRIM
408	Equitable Holdings, Inc.	$698K	327	+77	ADD
409	Legacy Advisors, LLC	$695K	363	−6	TRIM
410	Vise Technologies, Inc.	$690K	321	0	NO CHANGE
411	North Dakota State Investment Board	$689K	360	−79	TRIM
412	Elm Partners Management LLC	$687K	364	+15	ADD
413	Harvest Investment Services, LLC	$674K	352	−17	TRIM
414	Linden Thomas Advisory Services, LLC	$674K	352	−43	TRIM
415	Marks Group Wealth Management, Inc	$674K	352	+55	ADD
416	Cross Staff Investments Inc	$670K	350	0	NO CHANGE
417	FOUNDERS CAPITAL MANAGEMENT, LLC	$662K	346	0	NO CHANGE
418	B. Metzler seel. Sohn & Co. AG	$657K	343	0	NO CHANGE
419	Robeco Institutional Asset Management B.V.	$655K	342	+125	ADD
420	Taylor Hoffman Capital Management LLC	$651K	340	−20	TRIM
421	PRUDENTIAL PLC	$649K	339	0	NO CHANGE
422	Aptus Capital Advisors, LLC	$649K	339	−19	TRIM
423	MQS Management LLC	$641K	335	+335	NEW
424	MLP3, LLC	$639K	334	−5	TRIM
425	Winthrop Advisory Group LLC	$626K	327	−12	TRIM
426	BEACON INVESTMENT ADVISORS LLC	$617K	323	+1	ADD
427	EP Wealth Advisors, LLC	$614K	321	+72	ADD
428	OneDigital Investment Advisors LLC	$614K	321	−51	TRIM
429	MetLife Investment Management, LLC	$613K	320	−8	TRIM
430	WCM INVESTMENT MANAGEMENT, LLC	$607K	322	+58	ADD
431	Allworth Financial LP	$604K	315	+12	ADD
432	denkapparat Operations GmbH	$601K	314	0	NO CHANGE
433	Apollon Wealth Management, LLC	$599K	313	−9	TRIM
434	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$597K	312	−28	TRIM
435	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$595K	311	+311	NEW
436	Verdence Capital Advisors LLC	$593K	310	+2	ADD
437	Victrix Investment Advisors	$593K	310	0	NO CHANGE
438	Procyon Advisors, LLC	$591K	309	−116	TRIM
439	GREENLEAF TRUST	$588K	307	+80	ADD
440	MIRABELLA FINANCIAL SERVICES LLP	$588K	307	+307	NEW
441	CAXTON ASSOCIATES LLP	$586K	306	+306	NEW
442	KESTRA PRIVATE WEALTH SERVICES, LLC	$584K	305	−61	TRIM
443	111 Capital	$572K	299	+299	NEW
444	ELEVATION POINT WEALTH PARTNERS, LLC	$568K	297	+30	ADD
445	TWINBEECH CAPITAL LP	$563K	294	+149	ADD
446	Maridea Wealth Management LLC	$540K	282	−3	TRIM
447	Charter Oak Capital Management, LLC	$538K	281	0	NO CHANGE
448	Intellectus Partners, LLC	$530K	277	+1	ADD
449	SIMPLEX TRADING, LLC	$524K	274	−366	TRIM
450	World Investment Advisors	$522K	273	+1	ADD
451	BBR PARTNERS, LLC	$521K	272	+272	NEW
452	GUARDIAN WEALTH ADVISORS, LLC / NC	$519K	271	+11	ADD
453	HENGEHOLD CAPITAL MANAGEMENT LLC	$517K	270	−39	TRIM
454	YOUSIF CAPITAL MANAGEMENT, LLC	$509K	266	+9	ADD
455	EVERGREEN CAPITAL MANAGEMENT LLC	$505K	264	+96	ADD
456	TRITONPOINT WEALTH, LLC	$501K	262	0	NO CHANGE
457	Inlet Private Wealth, LLC	$490K	256	−51	TRIM
458	Flagstone Financial Management	$486K	254	0	NO CHANGE
459	TRUSTMARK BANK TRUST DEPARTMENT	$479K	250	0	NO CHANGE
460	Destination Wealth Management	$479K	250	0	NO CHANGE
461	Norman Fields, Gottscho Capital Management, LLC	$479K	250	0	NO CHANGE
462	Qtron Investments LLC	$477K	249	0	NO CHANGE
463	Independent Advisor Alliance	$473K	247	−14	TRIM
464	PARSONS CAPITAL MANAGEMENT INC/RI	$465K	243	+12	ADD
465	BERKSHIRE ASSET MANAGEMENT LLC/PA	$457K	239	0	NO CHANGE
466	Elgethun Capital Management	$456K	238	0	NO CHANGE
467	MONETA GROUP INVESTMENT ADVISORS LLC	$452K	236	+118	ADD
468	StoneX Group Inc.	$450K	235	+92	ADD
469	Hunting Hill Global Capital, LLC	$450K	235	−257	TRIM
470	Cresset Asset Management, LLC	$444K	232	0	NO CHANGE
471	Dakota Wealth Management	$442K	231	−6	TRIM
472	STEPHENS INC /AR/	$442K	231	+24	ADD
473	Roehl & Yi Investment Advisors, LLC	$438K	229	−33	TRIM
474	DOVER ADVISORS, LLC	$433K	226	−2	TRIM
475	Bay Rivers Group	$431K	225	−20	TRIM
476	Wealthspire Advisors, LLC	$427K	223	−27	TRIM
477	Legacy Capital Wealth Partners, LLC	$421K	220	+2	ADD
478	UniSuper Management Pty Ltd	$421K	220	0	NO CHANGE
479	Evelyn Partners Investment Management (Europe) Ltd	$417K	218	0	NO CHANGE
480	S-Bank Fund Management Ltd	$412K	215	−8	TRIM
481	Gilliland Jeter Wealth Management LLC	$406K	212	0	NO CHANGE
482	BAKER TILLY WEALTH MANAGEMENT, LLC	$404K	211	−22	TRIM
483	STUDIO INVESTMENT MANAGEMENT LLC	$402K	210	+210	NEW
484	NewEdge Wealth, LLC	$400K	209	−44	TRIM
485	Evercore Wealth Management, LLC	$389K	203	0	NO CHANGE
486	FJ Capital Management LLC	$387K	202	+202	NEW
487	BOURGEON CAPITAL MANAGEMENT LLC	$383K	200	+200	NEW
488	Canal Capital Management, LLC	$383K	200	0	NO CHANGE
489	Carnegie Lake Advisors LLC	$383K	200	0	NO CHANGE
490	Western Wealth Management, LLC	$381K	199	+199	NEW
491	EVOLVE PRIVATE WEALTH, LLC	$377K	197	−5	TRIM
492	Advisors Capital Management, LLC	$373K	195	+38	ADD
493	FOUNDERS GROVE WEALTH PARTNERS, LLC	$369K	193	−1	TRIM
494	GLENMEDE TRUST CO NA	$368K	192	−6	TRIM
495	Choate Investment Advisors	$368K	192	0	NO CHANGE
496	Salomon & Ludwin, LLC	$367K	193	−5	TRIM
497	Jackson Hole Capital Partners, LLC	$364K	190	0	NO CHANGE
498	HOWLAND CAPITAL MANAGEMENT LLC	$362K	189	0	NO CHANGE
499	LEVEL FOUR ADVISORY SERVICES, LLC	$362K	189	+14	ADD
500	One Wealth Advisors, LLC	$360K	188	−9	TRIM

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · MKL

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 2 April McClain Delaney D–MD-6, Thomas H. Kean, Jr. R–NJ-7 $106K–$340K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Gotham Asset Management, Bridgewater Associates, Caxton Associates $22.1M held
Trimming: 0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · MARKEL GROUP INC

Merged timeline of congressional filings and notable-manager moves on MKL
Date	Who	Change	Size
2026-09-09	April McClain Delaney Congress	SELL	$100K–$250K
2026-08-03	April McClain Delaney Congress	SELL	$1K–$15K
2026-08-03	April McClain Delaney Congress	SELL	$1K–$15K
2026-08-03	April McClain Delaney Congress	SELL	$1K–$15K
2026-08-03	April McClain Delaney Congress	SELL	$1K–$15K
2026-07-15	Thomas H. Kean, Jr. Congress	SELL	$1K–$15K
2026-07-15	Thomas H. Kean, Jr. Congress	SELL	$1K–$15K
2026-05-15	Gotham Asset Management 13F	ADD	+2,986 sh
2026-05-15	Bridgewater Associates 13F	ADD	+37 sh
2026-05-14	Caxton Associates 13F	NEW	+306 sh

10 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

6 members of Congress disclosed MKL — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).