Titelia

Fund shareholders of Markel Group Inc

ISIN US5705351048 · United States · LEI 549300SCNO12JLWIK605

Fund shareholders
422
Of which ETFs
131 291 other funds
Value held
≈ 5.6B $ 5.4B $ · 1.7B SEK · 2.9M €
Share of capital
23.4 % of 12.4M shares on Jul 22, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 377,471737.2M $0.03 %3.05 %as of Jun 30, 2026 ↗
VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS 257,659503.2M $0.22 %2.08 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 143,515280.3M $0.29 %1.16 %as of Jun 30, 2026 ↗
Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust 128,725251.4M $2.86 %1.04 %as of Jun 30, 2026 ↗
Disciplined Value Mid Cap Fund John Hancock Funds III 125,503245.1M $1.06 %1.01 %as of Jun 30, 2026 ↗
MidCap Fund Principal Funds, Inc 120,844227.5M $0.98 %0.98 %as of Jul 31, 2026 ↗
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 112,986220.7M $0.09 %0.91 %as of Jun 30, 2026 ↗
Davis New York Venture Fund DAVIS NEW YORK VENTURE FUND INC 83,172156.6M $2.05 %0.67 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 64,999118M $0.28 %0.52 %as of May 31, 2026 ↗
FAM VALUE FUND Fenimore Asset Management Trust 53,850105.2M $5.78 %0.43 %as of Jun 30, 2026 ↗
Spiltan Globalfond Investmentbolag Spiltan Fonder AB 53,589971.2M SEK6.25 %0.43 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 50,89799.4M $0.17 %0.41 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 46,84088.2M $0.17 %0.38 %as of Jul 31, 2026 ↗
VANGUARD MID-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 45,60789.1M $0.26 %0.37 %as of Jun 30, 2026 ↗
Clipper Fund Clipper Funds Trust 44,67787.3M $5.91 %0.36 %as of Jun 30, 2026 ↗
VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 38,17774.6M $0.20 %0.31 %as of Jun 30, 2026 ↗
Touchstone Strategic Trust-Touchstone Large Cap Focused Fund Touchstone Strategic Trust 35,45369.2M $1.98 %0.29 %as of Jun 30, 2026 ↗
Davis Financial Fund DAVIS SERIES INC 35,42669.2M $5.98 %0.29 %as of Jun 30, 2026 ↗
PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. 32,54763.6M $1.82 %0.26 %as of Jun 30, 2026 ↗
Davis Select U.S. Equity ETF Davis Fundamental ETF Trust 31,07158.5M $4.60 %0.25 %as of Jul 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 27,65354M $0.07 %0.22 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST 26,91148.9M $0.08 %0.22 %as of May 31, 2026 ↗
Selected American Shares SELECTED AMERICAN SHARES INC 24,15847.2M $2.25 %0.19 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 23,81143.2M $0.03 %0.19 %as of May 31, 2026 ↗
VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS 20,42638.4M $0.55 %0.16 %as of Jul 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 20,39337M $0.28 %0.16 %as of May 31, 2026 ↗
PSF PGIM Jennison Blend Portfolio Prudential Series Fund 20,05839.2M $0.46 %0.16 %as of Jun 30, 2026 ↗
THE HARTFORD MIDCAP FUND HARTFORD MUTUAL FUNDS, INC 19,42836.6M $1.14 %0.16 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 19,26535M $0.03 %0.16 %as of May 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 18,93037M $0.24 %0.15 %as of Jun 30, 2026 ↗
THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO 18,67735.2M $0.11 %0.15 %as of Jul 31, 2026 ↗
Scharf ETF Advisors Series Trust 17,99735.1M $5.40 %0.15 %as of Jun 30, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 17,855325.6M SEK0.02 %0.14 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 16,57931.2M $0.07 %0.13 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 16,08231.4M $0.03 %0.13 %as of Jun 30, 2026 ↗
VANGUARD GLOBAL EQUITY FUND VANGUARD HORIZON FUNDS 15,76730.8M $0.41 %0.13 %as of Jun 30, 2026 ↗
Hennessy Focus Fund Hennessy Funds Trust 14,84227.9M $6.05 %0.12 %as of Jul 31, 2026 ↗
DAVENPORT EQUITY OPPORTUNITIES FUND Williamsburg Investment Trust 14,70828.7M $3.64 %0.12 %as of Jun 30, 2026 ↗
Davis Select Financial ETF Davis Fundamental ETF Trust 14,69027.7M $5.77 %0.12 %as of Jul 31, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 13,88727.1M $0.04 %0.11 %as of Jun 30, 2026 ↗
Touchstone Strategic Trust-Touchstone Focused Fund Touchstone Strategic Trust 13,85427.1M $1.91 %0.11 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 13,28324.1M $0.03 %0.11 %as of May 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 13,02525.4M $0.24 %0.11 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 12,17122.1M $0.14 %0.10 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 12,02922.6M $0.06 %0.10 %as of Jul 31, 2026 ↗
DAVENPORT VALUE & INCOME FUND Williamsburg Investment Trust 11,43822.3M $2.18 %0.09 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 10,96320.6M $0.05 %0.09 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 10,34519.5M $0.03 %0.08 %as of Jul 31, 2026 ↗
Neuberger Quality Equity Fund NEUBERGER BERMAN EQUITY FUNDS 10,22218.6M $0.44 %0.08 %as of May 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 10,16619.1M $0.02 %0.08 %as of Jul 31, 2026 ↗
Swedbank Robur Aktiefond Pension Swedbank Robur Fonder AB 9,826179.2M SEK0.17 %0.08 %as of Mar 31, 2026 ↗
Davis Select Worldwide ETF Davis Fundamental ETF Trust 9,65718.2M $2.97 %0.08 %as of Jul 31, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 9,47617.8M $0.14 %0.08 %as of Jul 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 9,36817.6M $0.11 %0.08 %as of Jul 31, 2026 ↗
DAVENPORT CORE LEADERS FUND Williamsburg Investment Trust 9,26318.1M $1.43 %0.07 %as of Jun 30, 2026 ↗
Davis Opportunity Fund DAVIS SERIES INC 9,08117.7M $2.72 %0.07 %as of Jun 30, 2026 ↗
Davis Global Fund DAVIS NEW YORK VENTURE FUND INC 8,92016.8M $1.81 %0.07 %as of Jul 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 8,67516.9M $0.04 %0.07 %as of Jun 30, 2026 ↗
Boston Partners All-Cap Value Fund RBB Fund, Inc. 8,65115.7M $1.19 %0.07 %as of May 31, 2026 ↗
iShares U.S. Financials ETF iShares Trust 8,39215.8M $0.36 %0.07 %as of Jul 31, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 7,85115.3M $0.05 %0.06 %as of Jun 30, 2026 ↗
Transamerica Mid Cap Value Opportunities TRANSAMERICA FUNDS 7,57014.2M $1.84 %0.06 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 7,56214.2M $0.03 %0.06 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 7,46413.6M $0.03 %0.06 %as of May 31, 2026 ↗
NYLIM WMC Enduring Capital Fund NYLIM FUNDS 7,24113.6M $4.00 %0.06 %as of Jul 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 7,04913.8M $0.24 %0.06 %as of Jun 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 6,99013.7M $0.03 %0.06 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 6,79912.8M $0.03 %0.05 %as of Jul 31, 2026 ↗
Eaton Vance Atlanta Capital Select Equity Fund Eaton Vance Growth Trust 6,49112.7M $5.41 %0.05 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 6,46612.6M $0.02 %0.05 %as of Jun 30, 2026 ↗
VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND 6,46511.7M $0.04 %0.05 %as of May 31, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 6,41711.7M $0.05 %0.05 %as of May 31, 2026 ↗
Touchstone Strategic Trust-Touchstone Balanced Fund Touchstone Strategic Trust 6,15512M $1.22 %0.05 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 5,99010.9M $0.04 %0.05 %as of May 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 5,91810.7M $0.08 %0.05 %as of May 31, 2026 ↗
iShares U.S. Insurance ETF iShares Trust 5,89911.5M $2.73 %0.05 %as of Jun 30, 2026 ↗
Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust 5,70011.1M $0.73 %0.05 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 5,69511.1M $0.03 %0.05 %as of Jun 30, 2026 ↗
Needham Aggressive Growth Fund Needham Funds Inc 5,60010.9M $0.42 %0.05 %as of Jun 30, 2026 ↗
Column Mid Cap Select Fund Trust for Professional Managers 5,3129.6M $0.31 %0.04 %as of May 31, 2026 ↗
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 5,2029.8M $0.87 %0.04 %as of Jul 31, 2026 ↗
First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 4,9249.3M $0.66 %0.04 %as of Jul 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 4,8849.2M $0.06 %0.04 %as of Jul 31, 2026 ↗
iShares Morningstar Mid-Cap Growth ETF iShares Trust 4,6968.8M $0.23 %0.04 %as of Jul 31, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 4,6829.1M $0.03 %0.04 %as of Jun 30, 2026 ↗
Dimensional US Large Cap Value ETF Dimensional ETF Trust 4,5808.6M $0.13 %0.04 %as of Jul 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 4,5258.5M $0.06 %0.04 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 4,4928.8M $1.92 %0.04 %as of Jun 30, 2026 ↗
MidCap Account Principal Variable Contract Funds, Inc 4,4438.7M $1.67 %0.04 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST 4,4298.6M $0.76 %0.04 %as of Jun 30, 2026 ↗
Avantis U.S. Large Cap Value ETF American Century ETF Trust 4,3157.8M $0.06 %0.03 %as of May 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 4,2258.3M $0.27 %0.03 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,1987.6M $0.01 %0.03 %as of May 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 4,1737.9M $0.06 %0.03 %as of Jul 31, 2026 ↗
HARTFORD MIDCAP HLS FUND HARTFORD SERIES FUND INC 4,1168M $1.07 %0.03 %as of Jun 30, 2026 ↗
MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 4,0607.9M $0.22 %0.03 %as of Jun 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 3,9687.5M $0.03 %0.03 %as of Jul 31, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 3,9437.4M $0.02 %0.03 %as of Jul 31, 2026 ↗
Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS 3,9137.4M $1.13 %0.03 %as of Jul 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 3,8857.3M $0.04 %0.03 %as of Jul 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Blue Chip Investor Fund BLUE CHIP INVESTOR FUNDS 7.39 %as of Jun 30, 2026 ↗
Spiltan Globalfond Investmentbolag Spiltan Fonder AB 6.25 %as of Mar 31, 2026 ↗
Hennessy Focus Fund Hennessy Funds Trust 6.05 %as of Jul 31, 2026 ↗
Davis Financial Fund DAVIS SERIES INC 5.98 %as of Jun 30, 2026 ↗
Clipper Fund Clipper Funds Trust 5.91 %as of Jun 30, 2026 ↗
FAM VALUE FUND Fenimore Asset Management Trust 5.78 %as of Jun 30, 2026 ↗
Davis Select Financial ETF Davis Fundamental ETF Trust 5.77 %as of Jul 31, 2026 ↗
Davis Financial Portfolio DAVIS VARIABLE ACCOUNT FUND INC 5.57 %as of Jun 30, 2026 ↗
Eaton Vance Atlanta Capital Select Equity Fund Eaton Vance Growth Trust 5.41 %as of Jun 30, 2026 ↗
Scharf ETF Advisors Series Trust 5.40 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3378-322,802,365-7.0 %
2026Q2410+143,012,732-4.7 %
2026Q1396-53,162,905-5.5 %
2025Q4401-83,347,328-3.0 %
2025Q3409-43,451,396-4.3 %
2025Q2413+43,607,617+1.6 %
2025Q1409-23,550,243+0.7 %
2024Q4411+173,524,975-0.3 %
2024Q3394+173,535,987-0.6 %
2024Q2377-113,556,650+0.1 %
2024Q1388+33,553,319+2.9 %
2023Q43853,452,866

Institutional managers

911 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.710,6061.4B $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC401,876769.3M $as of Mar 31, 2026
Davis Selected Advisers383,433734M $as of Mar 31, 2026
Select Equity Group, L.P.377,643722.8M $as of Mar 31, 2026
MORGAN STANLEY357,087683.5M $as of Mar 31, 2026
STATE STREET CORP306,990587.6M $as of Mar 31, 2026
Boston Partners250,972480.4M $as of Mar 31, 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.226,148432.9M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC221,693423.1M $as of Mar 31, 2026
DAVENPORT & Co LLC207,172395.5M $as of Mar 31, 2026
BAILLIE GIFFORD & CO175,068335.1M $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.155,383297.4K $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP136,985262.2M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/136,084260.5M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP106,673204.2M $as of Mar 31, 2026
Bank Julius Baer & Co. Ltd, Zurich97,383185.6M $as of Mar 31, 2026
Madison Avenue Partners, LP87,889168.2M $as of Mar 31, 2026
Fenimore Asset Management Inc86,606165.8M $as of Mar 31, 2026
NORTHERN TRUST CORP85,656164M $as of Mar 31, 2026
Douglass Winthrop Advisors, LLC80,498154.1M $as of Mar 31, 2026
Polar Capital Holdings Plc80,000153.1M $as of Mar 31, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/79,800152.7M $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC77,785148.9M $as of Mar 31, 2026
BARR E S & CO77,222147.8M $as of Mar 31, 2026
CHECK CAPITAL MANAGEMENT INC/CA76,886147.2M $as of Mar 31, 2026

Funds holding the debt of Markel Group Inc

126 funds declare 329 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD TOTAL BOND MARKET INDEX FUND843.9M $as of Jun 30, 2026
AST Multi-Sector Fixed Income Portfolio741.5M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND835.4M $as of Jun 30, 2026
PGIM Total Return Bond Fund318.5M $as of Jul 31, 2026
iShares Core U.S. Aggregate Bond ETF817.7M $as of May 31, 2026
Dimensional Ultrashort Fixed Income ETF114.6M $as of Jul 31, 2026
Fidelity U.S. Bond Index Fund313.8M $as of May 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND29.8M $as of May 31, 2026
Invesco Equity and Income Fund28.3M $as of May 31, 2026
Permanent Portfolio17.3M $as of Jul 31, 2026
iShares Broad USD Investment Grade Corporate Bond ETF96.5M $as of May 31, 2026
Short-Term Income Fund14.7M $as of Jul 31, 2026
VANGUARD LONG-TERM CORPORATE BOND INDEX FUND54.5M $as of May 31, 2026
VANGUARD SHORT-TERM BOND INDEX FUND24.5M $as of Jun 30, 2026
Multi-Manager Total Return Bond Strategies Fund14.5M $as of May 31, 2026
iShares Core Universal USD Bond ETF84.2M $as of Jul 31, 2026
Fidelity Series Bond Index Fund34.2M $as of May 31, 2026
VANGUARD LONG-TERM BOND INDEX FUND64.2M $as of Jun 30, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF23.7M $as of May 31, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF22.9M $as of Jun 30, 2026
Nuveen Bond Index Fund72.7M $as of Jun 30, 2026
iShares 10+ Year Investment Grade Corporate Bond ETF72.6M $as of May 31, 2026
iShares iBonds Dec 2029 Term Corporate ETF12.6M $as of Jul 31, 2026
VANGUARD BALANCED INDEX FUND72.6M $as of Jun 30, 2026
iShares U.S. Long Credit Bond Index Fund62.4M $as of Jul 31, 2026
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Titelia. "Fund shareholders of Markel Group Inc". https://titelia.com/en/stocks/markel-group-inc-US5705351048